CEM BANK - Weekly tasks on Monday

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

The first thing you need to do is 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.
The name of the data cache is 8386cat - CEM Bank Intelligence. The name of the week axis is - - Uge (Danish word for week). You 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

You change the end date in the time frame so the DCS only includes data collected before Monday in the current week. When this is done you click Save to 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. The My Portal object that needs to be modified has the name CEM Bank Intelligence - Note. Navigate to the tab Detailed description (default) and add the number 250 to the number standing on the third line. This number refers to the total number of interviews collected. 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. 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.