Difference between revisions of "CEM BANK - Weekly tasks on Monday"
(→Step 2 - Change time frame and rebuild data cache) |
(→Step 3 - Modify information text) |
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===Step 3 - Modify information text=== | ===Step 3 - Modify information text=== | ||
| − | Modify the text in the information box that is shown to the user on the My Portal-page. | + | Modify the text in the information box that is shown to the user on the My Portal-page. |
| + | *My Portal element: <font color=red>CEM Bank Intelligence - Note</font> | ||
| + | *Navigate to the tab Detailed description (default) and enter the total number of interviews collected in the third line. | ||
| + | *Change the date on the forth line so it refers to the same date that you defined as end date in the DCS time frame (date of last Sunday). These are the Danish month abbreviations that you will need throughout the year: <font color="red">jan, feb, mar, apr, maj, jun, jul, aug, sep, okt, nov, dec</font> | ||
| + | [[Image:CEM-BANK-Notes.jpg]] | ||
| + | |||
===Step 4 - Modify the My Portal complaints overview=== | ===Step 4 - Modify the My Portal complaints overview=== | ||
There is a complaint overview on the My Portal page (set up as a spread sheet). This overview should be sorted so the banks with the highest percentage of complaints come first in the list, and the banks with the lowest number of complaints come last. When this document is written, the list is sorted like this: | There is a complaint overview on the My Portal page (set up as a spread sheet). This overview should be sorted so the banks with the highest percentage of complaints come first in the list, and the banks with the lowest number of complaints come last. When this document is written, the list is sorted like this: | ||
Revision as of 03:33, 7 January 2009
Contents
Introduction
There are several steps that needs to be done each Monday morning (Danish time) to ensure that data collected in the previous week is used correctly in the reporting monitor, and that the information text on the My Portal is correct.
Steps
Step 1 - Add week to axis set
Add the last week to the data cache axis set. The reason that this needs to be done is that the user will use this axis in the cross tabulation.
- Data cache: 8386cat - CEM Bank Intelligence
- Axis: - - Uge
- Add an extra option that refers to the last week’s week number (name and value).
Step 2 - Change time frame and rebuild data cache
- Change the end date in the time frame so the DCS only includes data collected before Monday in the current week, which means 23:59:59 on Sunday (DK time)
- Save and rebuild the DCS
Step 3 - Modify information text
Modify the text in the information box that is shown to the user on the My Portal-page.
- My Portal element: CEM Bank Intelligence - Note
- Navigate to the tab Detailed description (default) and enter the total number of interviews collected in the third line.
- Change the date on the forth line so it refers to the same date that you defined as end date in the DCS time frame (date of last Sunday). These are the Danish month abbreviations that you will need throughout the year: jan, feb, mar, apr, maj, jun, jul, aug, sep, okt, nov, dec
Step 4 - Modify the My Portal complaints overview
There is a complaint overview on the My Portal page (set up as a spread sheet). This overview should be sorted so the banks with the highest percentage of complaints come first in the list, and the banks with the lowest number of complaints come last. When this document is written, the list is sorted like this:
It should be sorted like this:
The name of the spread sheet is CEM Bank Intelligence - Complaints.
