Quotas monitor - Revision history

Wikicatglobe at 03:08, 18 October 2013

2013-10-18T03:08:46Z

← Older revision		Revision as of 03:08, 18 October 2013
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	<accesscontrol>~~Administrators,,Cem,,Maysunshine~~</accesscontrol>		<accesscontrol>Main:MyGroup</accesscontrol>
	= Introduction =		= Introduction =

Cg_pham at 09:20, 4 October 2011

2011-10-04T09:20:58Z

← Older revision		Revision as of 09:20, 4 October 2011
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			<accesscontrol>Administrators,,Cem,,Maysunshine</accesscontrol>
	= Introduction =		= Introduction =

Cg loc at 03:16, 2 November 2010

2010-11-02T03:16:56Z

← Older revision		Revision as of 03:16, 2 November 2010
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	= Tasks =		= Tasks =

	~~This is for Voxemeter sit:~~ Add a project to quotas monitor		Add a project to quotas monitor (this is for Voxmeter site)

	== Preparing<br> ==		== Preparing<br> ==

Cg loc at 03:16, 2 November 2010

2010-11-02T03:16:21Z

← Older revision		Revision as of 03:16, 2 November 2010
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	= Tasks =		= Tasks =

	This is for Voxemeter ~~site~~		This is for Voxemeter sit: Add a project to quotas monitor

	== Preparing<br> ==		== Preparing<br> ==

Cg loc at 03:14, 2 November 2010

2010-11-02T03:14:08Z

← Older revision		Revision as of 03:14, 2 November 2010
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	*Project questionnaire resource Id<br>		*Project questionnaire resource Id<br>
	*What kinds of project is: '''Week''', '''~~month~~ '''or <span style="font-weight: bold;">~~none of them~~</span>.<br>		*What kinds of project is: '''Week''', '''Month '''or <span style="font-weight: bold;">Normal</span>.<br>

			== Adding quotas for project questionnaire ==

			=== For WEEK: ===

			*Have one quota: '''YYYYWW''' to count target for each week
			*All other quotas should have format: '''YYYYWW - [Quota name]''' for each week

			[[Image:WeekQuota.png]]

			=== For MONTH: ===

			*Have one quota: '''YYYYMM''' to count target for each month
			*All other quotas should have format: '''YYYYMM - [Quota name]''' for each month

			[[Image:MonthQuota.png]]

			=== NORMAL: ===

			*Have one quota: '''_GNF''' to count target of the project

			[[Image:Quota.png]]

	== Add a new project to quotas monitor<br> ==		== Add a new project to quotas monitor<br> ==
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	*Input name, choose '''External''' in Page link and input this link: ''javascript:var a="http://"; ig_searchFrames(top, targetFrame).location=virtualAppHost + "ReportModule/DashboardModule/DashboardViewer.aspx?id=3&pqRId=[PQRID]&type=[TYPE]";''		*Input name, choose '''External''' in Page link and input this link: ''javascript:var a="http://"; ig_searchFrames(top, targetFrame).location=virtualAppHost + "ReportModule/DashboardModule/DashboardViewer.aspx?id=3&pqRId=[PQRID]&type=[TYPE]";''
	**[PQRID]: Project questionnaire resource Id		**[PQRID]: Project questionnaire resource Id
	**[TYPE]: Type of project, with Week = 1, Month = 2 and ~~None~~ = 3<br> [[Image:QuotaMonitor.png]]		**[TYPE]: Type of project, with Week = 1, Month = 2 and Normal = 3<br> [[Image:QuotaMonitor.png]]
	*Press Save<br>		*Press Save<br>

	== Grant access<br> ==		== Grant access<br> ==

	We need to grant 3 groups:'''Voxmeter - Consultant - Resource Access''', '''Voxmeter - External Consultant - Resource Access''', '''External Provider''' access to the new project added to quotas monitor<br>		We need to grant 3 groups:'''Voxmeter - Consultant - Resource Access''', '''Voxmeter - External Consultant - Resource Access''', '''External Provider''' access to the new project added to quotas monitor<br>

	*Go to HR/Groups/All Groups, search for those groups		*Go to HR/Groups/All Groups, search for those groups
	*For each groups, go to File/Access/Monitor Access, expand Quota Monitor and check for new project node		*For each groups, go to File/Access/Monitor Access, expand Quota Monitor and check for new project node

			<br>

	[[Category:Production_guidelines\|Production_guidelines]]		[[Category:Production_guidelines\|Production_guidelines]]

	~~<br>~~

Cg loc at 10:23, 1 November 2010

2010-11-01T10:23:52Z

← Older revision		Revision as of 10:23, 1 November 2010
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	*Input name, choose '''External''' in Page link and input this link: ''javascript:var a="http://"; ig_searchFrames(top, targetFrame).location=virtualAppHost + "ReportModule/DashboardModule/DashboardViewer.aspx?id=3&pqRId=[PQRID]&type=[TYPE]";''		*Input name, choose '''External''' in Page link and input this link: ''javascript:var a="http://"; ig_searchFrames(top, targetFrame).location=virtualAppHost + "ReportModule/DashboardModule/DashboardViewer.aspx?id=3&pqRId=[PQRID]&type=[TYPE]";''
	**[PQRID]: Project questionnaire resource Id		**[PQRID]: Project questionnaire resource Id
	**[TYPE]; Type of project, with Week = 1, Month = 2 and None = 3		**[TYPE]: Type of project, with Week = 1, Month = 2 and None = 3<br> [[Image:QuotaMonitor.png]]
			*Press Save<br>

	<br> ~~[[Image:QuotaMonitor.png]]~~		== Grant access<br> ==

	<br>		We need to grant 3 groups:'''Voxmeter - Consultant - Resource Access''', '''Voxmeter - External Consultant - Resource Access''', '''External Provider''' access to the new project added to quotas monitor<br>

			*Go to HR/Groups/All Groups, search for those groups
			*For each groups, go to File/Access/Monitor Access, expand Quota Monitor and check for new project node

	[[Category:Production_guidelines\|Production_guidelines]]		[[Category:Production_guidelines\|Production_guidelines]]

			<br>

Cg loc at 09:53, 1 November 2010

2010-11-01T09:53:14Z

← Older revision		Revision as of 09:53, 1 November 2010
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	*Project questionnaire resource Id<br>		*Project questionnaire resource Id<br>
	*What kinds of project is: '''Week''', '''month '''or <span style="font-weight: bold;">none of them~~</span~~		*What kinds of project is: '''Week''', '''month '''or <span style="font-weight: bold;">none of them</span>.<br>
	</span>



	<br>

	== Add a new project to quotas monitor<br> ==		== Add a new project to quotas monitor<br> ==
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	*Go to Tools/Reports/Monitor sites/All monitors, search for '''Quotas Monitor'''<br>		*Go to Tools/Reports/Monitor sites/All monitors, search for '''Quotas Monitor'''<br>
	*Open Navigation tab of Quota Monitor		*Open Navigation tab of Quota Monitor
	*Right click on the folder want to add project and press '''Create'''		*Right click on the folder want to add project and press '''Create'''
			*Input name, choose '''External''' in Page link and input this link: ''javascript:var a="http://"; ig_searchFrames(top, targetFrame).location=virtualAppHost + "ReportModule/DashboardModule/DashboardViewer.aspx?id=3&pqRId=[PQRID]&type=[TYPE]";''
			**[PQRID]: Project questionnaire resource Id
			**[TYPE]; Type of project, with Week = 1, Month = 2 and None = 3

	[[~~Img~~:QuotaMonitor.png]]		<br> [[Image:QuotaMonitor.png]]

	<br>		<br>

	[[Category:Production_guidelines\|Production_guidelines]]		[[Category:Production_guidelines\|Production_guidelines]]

Cg loc at 09:43, 1 November 2010

2010-11-01T09:43:23Z

← Older revision		Revision as of 09:43, 1 November 2010
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	= Introduction =		= Introduction =

	Monitor quotas of some projects. Using monitor so that the client can easily take track of current project quotas, to see how it is going. There are 3 kinds of project: by '''week''', by '''month '''or '''none of theme'''<br>		Monitor quotas of some projects. Using monitor so that the client can easily take track of current project quotas, to see how it is going. There are 3 kinds of project: by '''week''', by '''month '''or '''none of theme'''<br>

	= Tasks =		= Tasks =

	~~== Preparing<br> ==~~		This is for Voxemeter site

	*Project questionnaire resource Id<br>		== Preparing<br> ==
	*What kinds of project is: '''Week''', '''month '''or <span style=~~"font-weight: bold;">none of them</span<br>~~

	~~== Add a new project to quotas monitor~~<br> ==		*Project questionnaire resource Id<br>
			*What kinds of project is: '''Week''', '''month '''or <span style="font-weight: bold;">none of them</span
			</span>

	*Go to Tools/Reports/Monitor sites/All monitors, search for '''Quotas Monitor'''<br>
	*
			<br>

			== Add a new project to quotas monitor<br> ==

			*Go to Tools/Reports/Monitor sites/All monitors, search for '''Quotas Monitor'''<br>
			*Open Navigation tab of Quota Monitor
			*Right click on the folder want to add project and press '''Create'''

			[[Img:QuotaMonitor.png]]

			<br>

	[[Category:Production_guidelines\|Production_guidelines]]		[[Category:Production_guidelines\|Production_guidelines]]

	~~<br>~~

Cg loc at 08:10, 1 November 2010

2010-11-01T08:10:51Z

← Older revision		Revision as of 08:10, 1 November 2010
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	== Introduction ==		= Introduction =

	Monitor quotas of some projects. Using monitor so that the client can easily take track of current project quotas, to see how it is going.		Monitor quotas of some projects. Using monitor so that the client can easily take track of current project quotas, to see how it is going. There are 3 kinds of project: by '''week''', by '''month '''or '''none of theme'''<br>

	== Tasks ==		= Tasks =

	*[[Tracking Monitoring: Add a project to tracking monitoring\|Add a project to quotas monitor]]		== Preparing<br> ==
	*[[Tracking Monitoring: Daily tracking management\|Daily tracking management]]
	*[[Tracking Monitoring: Compensate for missing interviews from last week\|Compensate for missing interviews from last week]]
	*[[Tracking Monitoring: Changing a project to RE-INVITE mode\|Changing a project to RE-INVITE mode]]
	*[[Tracking Monitoring: Changing a project to REMINDER mode\|Changing a project to REMINDER mode]]
	*[[Tracking Monitoring: Fixing quotas/changing quota periods\|Fixing quotas/changing quota periods]]
	*[[Tracking Monitoring: Setting up a tracking for external sample supply\|Setting up a tracking for external sample supply]]
	*[[Tracking Monitoring: Delivery tracking data\|Delivery tracking data]]
	*[[Tracking Monitoring: Move respondents for Project 8386cat - CEM Bank Intelligence\|Move respondents for Project 8386cat - CEM Bank Intelligence]]
	*[[Tracking Monitoring: Update Project Information\|Update Project Information]]

	=~~= Tracking Monitor Tower ==~~		*Project questionnaire resource Id<br>
			*What kinds of project is: '''Week''', '''month '''or <span style="font-weight: bold;">none of them</span<br>

	~~In order~~ to ~~save time in creating tracking~~ monitor report, a workflow has been created for sending out a table containing tracking statistics everyday.<br> <br> '''Example:'''<br> [[Image:Tracking monitor tower.png]]<br> As a result, when a tracking task is created/modified, this workflow needs to be updated as well.<br>		== Add a new project to quotas monitor<br> ==

	<br>		*Go to Tools/Reports/Monitor sites/All monitors, search for '''Quotas Monitor'''<br>
			*

	*Workflow: ~~'''Tracking Monitoring Tower'''~~		[[Category:Production_guidelines\|Production_guidelines]]
	*Resource Id: '''34666593'''
	*Schedule time: everyday at 8:00 am VN time

	~~=== How to update ===~~		<br>

	~~For each project (questionnaire), we have several arrays for containing the exact information as in the normal Excel report.~~<br>

	*Add new tracking: copy a paragraph and replace the ids with the correct ones
	*Remove a tracking task: comment out the corresponding paragraph of that tracking task

	<br> <source lang=csharp> //-------------------------------------------------------------------------- // START UPDATING FROM HERE //--------------------------------------------------------------------------

	//CEM Bank Intel DK 2008 arrayAdd(questionnaireIds, 4452); arrayAdd(bulkMailIds, 8298); arrayAdd(dummyRPQIds, 22726623); arrayAdd(mailoutGroups, 36455645); arrayAdd(sampleStatusGroups, 33847098); arrayAdd(factors, {1,2,3,4,5,6,7}); arrayAdd(countries, "");

	//Ditas Redirect DK 2010 arrayAdd(questionnaireIds, 5924); arrayAdd(bulkMailIds, 8021); arrayAdd(dummyRPQIds, 82074107); arrayAdd(mailoutGroups, 36308504); arrayAdd(sampleStatusGroups, 36310253); arrayAdd(factors, {5,5,5,5,8,10,16}); arrayAdd(countries, "");

	//9863nor - IUA10364 FEMPRO woman tracking arrayAdd(questionnaireIds, 6056); arrayAdd(bulkMailIds, 8235); arrayAdd(dummyRPQIds, 83617147); arrayAdd(mailoutGroups, 36548674); arrayAdd(sampleStatusGroups, 36550795); arrayAdd(factors, {0,10,5,5,10,10,20}); arrayAdd(countries, "");

	//9916nor - BOLIA MDA10211 tracker arrayAdd(questionnaireIds, 6122); arrayAdd(bulkMailIds, 8285); arrayAdd(dummyRPQIds, 85121111); arrayAdd(mailoutGroups, 36648680); arrayAdd(sampleStatusGroups, empty); arrayAdd(factors, {0,2,3,3,4,6,10}); arrayAdd(countries, "");

	~~//-----------------------END---------------------------------------------- </source>~~

	~~[[Category:Production_guidelines]]~~

Cg loc at 07:03, 1 November 2010

2010-11-01T07:03:30Z

← Older revision		Revision as of 07:03, 1 November 2010
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	== Tasks ==		== Tasks ==

	*[[Tracking Monitoring: Add a project to tracking monitoring\|Add a project to ~~tracking monitoring~~]]		*[[Tracking Monitoring: Add a project to tracking monitoring\|Add a project to quotas monitor]]
	*[[Tracking Monitoring: Daily tracking management\|Daily tracking management]]		*[[Tracking Monitoring: Daily tracking management\|Daily tracking management]]
	*[[Tracking Monitoring: Compensate for missing interviews from last week\|Compensate for missing interviews from last week]]		*[[Tracking Monitoring: Compensate for missing interviews from last week\|Compensate for missing interviews from last week]]
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	*Schedule time: everyday at 8:00 am VN time		*Schedule time: everyday at 8:00 am VN time

	=== How to update ===		=== How to update ===

	For each project (questionnaire), we have several arrays for containing the exact information as in the normal Excel report.<br>		For each project (questionnaire), we have several arrays for containing the exact information as in the normal Excel report.<br>