The Performance Report enables you to view the details of all Work Queue tasks, such as scheduling, e-Learning, coaching, and acknowledgment tasks.
To view Performance Reportfilter the tasks:
- Click the Advanced Search () icon.
- Enter the Date Filter Option. Choose between Due Date, Completion Date, or Created Date.
- Select Date Range or Custom Dates using the radio button.
- For Date Range, choose an option using the dropdown drop-down menu.
- For Custom Dates, enter the From and To dates.
- Select the values for the following filters, as required:
- Created By – Select the user.
- Group By – Select the grouping method.
- Select the values from the Available list and move the selected values to the Selected list using the arrow keys.
- Priority – Select the priority.
- Status – Select the status.
- Task Owner – Select the task owner.
- Type – Select the type.
- Sub Type – Select the sub type for the
type - Type filter, selected above.
- Click Apply. The report displays the details information for the fields selected.
To edit a task:
- Select a task and double-click.
- Click the Comment button to enter a comment for the task. Enter the comment and click Save.
- Click the Workflow button and select the workflow from dropdowndrop-down list.
- The Task tab lists all the details of information about the task. Make any necessary changes and click Save.
Click Delete to delete the task.
HistoryInfo The Comments tab lists all the comments for the particular task.
The
task.Click Delete to delete theChange History tab lists the complete history for the particular
task.
To export the report:
- Click the Export to arrow and select:
- PDF - to PDF – To export the report in PDF format.
- CSV - to CSV – To export the report in CSV format.
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