Difference between revisions of "Quotas monitor"

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(Created page with '== 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. == Tasks == *[…')
 
 
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== Introduction  ==
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<accesscontrol>Main:MyGroup</accesscontrol>
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= Introduction  =
  
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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.  
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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>
  
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== Tasks  ==
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= Tasks  =
  
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*[[Tracking Monitoring: Add a project to tracking monitoring|Add a project to tracking monitoring]]
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Add a project to quotas monitor (this is for Voxmeter site)
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*[[Tracking Monitoring: Daily tracking management|Daily tracking management]]
 
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*[[Tracking Monitoring: Compensate for missing interviews from last week|Compensate for missing interviews from last week]]
 
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*[[Tracking Monitoring: Changing a project to RE-INVITE mode|Changing a project to RE-INVITE mode]]
 
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*[[Tracking Monitoring: Changing a project to REMINDER mode|Changing a project to REMINDER mode]]
 
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*[[Tracking Monitoring: Fixing quotas/changing quota periods|Fixing quotas/changing quota periods]]
 
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*[[Tracking Monitoring: Setting up a tracking for external sample supply|Setting up a tracking for external sample supply]]
 
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*[[Tracking Monitoring: Delivery tracking data|Delivery tracking data]]
 
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*[[Tracking Monitoring: Move respondents for Project 8386cat - CEM Bank Intelligence|Move respondents for Project 8386cat - CEM Bank Intelligence]]
 
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*[[Tracking Monitoring: Update Project Information|Update Project Information]]
 
  
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== Tracking Monitor Tower ==
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== Preparing<br> ==
  
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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>  
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*Project questionnaire resource Id<br>  
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*What kinds of project is: '''Week''', '''Month '''or <span style="font-weight: bold;">Normal</span>.<br>
  
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<br>
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== Adding quotas for project questionnaire  ==
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=== For WEEK:  ===
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*Have one quota: '''YYYYWW''' to count target for each week
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*All other quotas should have format: '''YYYYWW - [Quota name]''' for each week
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[[Image:WeekQuota.png]]
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=== For MONTH:  ===
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*Have one quota: '''YYYYMM''' to count target for each month
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*All other quotas should have format: '''YYYYMM - [Quota name]''' for each month
  
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*Workflow: '''Tracking Monitoring Tower'''
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[[Image:MonthQuota.png]]
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*Resource Id: '''34666593'''
 
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*Schedule time: everyday at 8:00 am VN time
 
  
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=== How to update ===
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=== NORMAL:  ===
  
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For each project (questionnaire), we have several arrays for containing the exact information as in the normal Excel report.<br>
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*Have one quota: '''_GNF''' to count target of the project
  
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*Add new tracking: copy a paragraph and replace the ids with the correct ones
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[[Image:Quota.png]]
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*Remove a tracking task: comment out the corresponding paragraph of that tracking task
 
  
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<br> &lt;source lang=csharp&gt; //-------------------------------------------------------------------------- // START UPDATING FROM HERE //--------------------------------------------------------------------------
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== Add a new project to quotas monitor<br> ==
  
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//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, "");
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*Go to Tools/Reports/Monitor sites/All monitors, search for '''Quotas Monitor'''<br>
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*Open Navigation tab of Quota Monitor
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*Right click on the folder want to add project and press '''Create'''
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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&amp;pqRId=[PQRID]&amp;type=[TYPE]";''
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**[PQRID]: Project questionnaire resource Id
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**[TYPE]: Type of project, with Week = 1, Month = 2 and Normal = 3<br> [[Image:QuotaMonitor.png]]
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*Press Save<br>
  
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//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, "");
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== Grant access<br>  ==
  
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//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, "");
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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>
  
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//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, "");
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*Go to HR/Groups/All Groups, search for those groups
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*For each groups, go to File/Access/Monitor Access, expand Quota Monitor and check for new project node
  
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//-----------------------END---------------------------------------------- &lt;/source&gt;
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<br>
  
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[[Category:Production_guidelines]]
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[[Category:Production_guidelines|Production_guidelines]]

Latest revision as of 04:08, 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

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

MonthQuota.png

NORMAL:

  • Have one quota: _GNF to count target of the project

Quota.png

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
      QuotaMonitor.png
  • 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


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