Latest revision as of 03:08, 18 October 2013

<accesscontrol>Main:MyGroup</accesscontrol>

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

Tasks

Add a project to quotas monitor (this is for Voxmeter site)

Preparing

Project questionnaire resource Id
What kinds of project is: Week, Month or Normal.

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

For MONTH:

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

NORMAL:

Have one quota: _GNF to count target of the project

Add a new project to quotas monitor

Go to Tools/Reports/Monitor sites/All monitors, search for Quotas Monitor
Open Navigation tab of Quota Monitor
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 Normal = 3
Press Save

Grant access

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

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

@@ Line 1: / Line 1: @@
-== Introduction  ==
+<accesscontrol>Main:MyGroup</accesscontrol>
+= 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 tracking monitoring]]
+Add a project to quotas monitor (this is for Voxmeter site)
-*[[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  ==
+== Preparing<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>
+*Project questionnaire resource Id<br>
+*What kinds of project is: '''Week''', '''Month '''or <span style="font-weight: bold;">Normal</span>.<br>
-<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
-*Workflow: '''Tracking Monitoring Tower'''
+[[Image:MonthQuota.png]]
-*Resource Id: '''34666593'''
-*Schedule time: everyday at 8:00 am VN time
-=== How to update ===
+=== NORMAL:  ===
-For each project (questionnaire), we have several arrays for containing the exact information as in the normal Excel report.<br>
+*Have one quota: '''_GNF''' to count target of the project
-*Add new tracking: copy a paragraph and replace the ids with the correct ones
+[[Image:Quota.png]]
-*Remove a tracking task: comment out the corresponding paragraph of that tracking task
-<br> &lt;source lang=csharp&gt; //-------------------------------------------------------------------------- // START UPDATING FROM HERE //--------------------------------------------------------------------------
+== Add a new project to quotas monitor<br>  ==
-//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, "");
+*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'''
+*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&amp;pqRId=[PQRID]&amp;type=[TYPE]";''
+**[PQRID]: Project questionnaire resource Id
+**[TYPE]: Type of project, with Week = 1, Month = 2 and Normal = 3<br> [[Image:QuotaMonitor.png]]
+*Press Save<br>
-//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, "");
+== Grant access<br>  ==
-//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, "");
+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>
-//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, "");
+*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
-//-----------------------END---------------------------------------------- &lt;/source&gt;
+<br>
-[[Category:Production_guidelines]]
+[[Category:Production_guidelines|Production_guidelines]]