http://m.getsatisfaction.com/topics/7826748 Calculations of the utilisation tool in Insights 2018-12-12T02:45:06Z 2018-12-07T04:35:20Z 7826748 http://m.getsatisfaction.com/topics/7826748 7826748 Calculations of the utilisation tool in Insights 2018-12-12T02:45:06Z 2018-12-07T04:35:20Z Jess http://m.getsatisfaction.com/people/9697977 https://www.gravatar.com/avatar/b2a8f70e030dfdb7e6b57a79df06eff7?d=identicon&s=55&r=PG jess_do4u9yf7ksdnd <p alt="" name="" rel="" target="" title="" type="" value=""><span>We have been experimenting with the utilisation tool and have come across the below issues:</span><br /></p><ol alt="" name="" rel="" target="" title="" type="" value=""><li alt="" name="" rel="" target="" title="" type="" value="">DNA’s are currently being included as utilised time (in our opinion this should not be included)</li><li alt="" name="" rel="" target="" title="" type="" value="">If you use a casual appt over the top of scheduled time, it recognised that time as unutilised time but should be recognised as utilised time (eg meetings)</li><li alt="" name="" rel="" target="" title="" type="" value="">There should be an option of just a ‘note’ rather than a ‘casual appt’ as you are unable to place a casual appt over ruled out time and then no 2 happens</li><li alt="" name="" rel="" target="" title="" type="" value="">Exercise/group classes – if there are 0 bookings in the group bookings, the tool thinks that it is a full slot</li><li alt="" name="" rel="" target="" title="" type="" value="">If there is an appt over multiple time slots, does the utilisation tool, calculate it as one slot or multiple?</li></ol><p alt="" name="" rel="" target="" title="" type="" value="">Feedback would be appreciated as we are really keen to get this tool working correctly for us.</p><p alt="" name="" rel="" target="" title="" type="" value="">&nbsp;</p>CBHG team<br alt="" name="" rel="" target="" title="" type="" value="" /> question complete 3 3 2 comment http://m.getsatisfaction.com/topics/7826748/replies/19893031 http://m.getsatisfaction.com/topics/7826748 19893031 Timothy responded to "Calculations of the utilisation tool in Insights" 2018-12-07T05:38:21Z 2018-12-07T05:38:21Z Timothy http://m.getsatisfaction.com/people/7410868 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10481383/FullSizeRender2_medium.jpg tim_7104970 Hi Jess. Thank you for your feedback. I have addressed each of your points below. <br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />1. We are happy to review how ‘missed’ appointments affect utilisation rates for a future upgrade. <br alt="" name="" rel="" target="" title="" type="" value="" />2. You have the option to choose how casual appointments affect utilisation rates, see below.<br alt="" name="" rel="" target="" title="" type="" value="" /><img alt="" name="" rel="" src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1765948/RackMultipart20181207-93126-4l1xpg-utilisation1_inline.png?1544160973" target="" title="Image httpsd2r1vs3d9006apcloudfrontnets3_images1765948RackMultipart20181207-93126-4l1xpg-utilisation1_inlinepng1544160973" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />3. See above.<br alt="" name="" rel="" target="" title="" type="" value="" />4. As above, you can also choose how empty group appointments are considered.<br alt="" name="" rel="" target="" title="" type="" value="" /><img alt="" name="" rel="" src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1765949/RackMultipart20181207-102441-1w0se4q-utilisation2_inline.png?1544160988" target="" title="Image httpsd2r1vs3d9006apcloudfrontnets3_images1765949RackMultipart20181207-102441-1w0se4q-utilisation2_inlinepng1544160988" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />5. The utilisation widget counts all available slots in a day and then calculates how many of these slots are booked/unbooked based on your filters. If an appointment in available time spans two slots, both slots would be considered as utilised.<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /> 0 http://m.getsatisfaction.com/topics/7826748/replies/19900269 http://m.getsatisfaction.com/topics/7826748 19900269 Jess responded to "Calculations of the utilisation tool in Insights" 2018-12-12T02:24:13Z 2018-12-12T02:24:13Z Jess http://m.getsatisfaction.com/people/9697977 https://www.gravatar.com/avatar/b2a8f70e030dfdb7e6b57a79df06eff7?d=identicon&s=55&r=PG jess_do4u9yf7ksdnd Hi Tim,<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />Thanks for the reply!&nbsp; We have been playing around with your feedback but we are yet to be able to reconcile the % that are calculated.&nbsp; Please see the below screenshots and advise (our settings are as per point 4 above)...<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /><img alt="" name="" rel="" src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1766667/RackMultipart20181212-50010-1u3w3sp-Capture_inline.PNG?1544580089" target="" title="Image httpsd2r1vs3d9006apcloudfrontnets3_images1766667RackMultipart20181212-50010-1u3w3sp-Capture_inlinePNG1544580089" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /><img alt="" name="" rel="" src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1766671/RackMultipart20181212-42210-1i4ho0j-Capture1_inline.PNG?1544581323" target="" title="Image httpsd2r1vs3d9006apcloudfrontnets3_images1766671RackMultipart20181212-42210-1i4ho0j-Capture1_inlinePNG1544581323" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />This calculation above is based on 11/13 = 84.6%, but we cannot work out where the 11 has come from.&nbsp; There are 13 clots but 11 of them are filled with appts and there is a casual appt.&nbsp; According to us, this should be 100%.&nbsp; Why is this not happening?<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />Jess &amp;the CBHG team 0 http://m.getsatisfaction.com/topics/7826748/replies/19900301 http://m.getsatisfaction.com/topics/7826748 19900301 Timothy responded to "Calculations of the utilisation tool in Insights" 2018-12-12T02:45:06Z 2018-12-12T02:45:06Z Timothy http://m.getsatisfaction.com/people/7410868 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10481383/FullSizeRender2_medium.jpg tim_7104970 Hi Jess. It's difficult to comment on this without knowing the configuration of your appointment book rules and the utilisation widget. It's best to open up a support case at <a alt="" href="http://www.smartsoft.com.au/support" name="" rel="nofollow" target="" title="Link httpwwwsmartsoftcomausupport" type="" value="">www.smartsoft.com.au/support</a> so that we can look into the specifics of this.<br alt="" name="" rel="" target="" title="" type="" value="" /> 0