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Terminology 

Term 

Description

User site 

The site of the user who has logged in to the dashboard (in the document below we call the site of the user who logged in the dashboard  as user site)

Service request

 The ticket that  user creates  in service one

Helix ticket 

One service one ticket will have one to many corresponding tickets in Helix in categories such as Work order (WO), Incident (INC), and CASE.  An INC ticket  in Helix is mapped to only one Service one ticket. However, more than one WO tickets can be associated to one service one ticket. 

Open/Closed tickets 

Tickets with the following status:

CASE→   "Closed", "Pending", "Assigned", "Cancelled", "In progress", "New"

INC→ "Resolved", "Pending", "Closed", "In Progress", "Cancelled", "Assigned"

WO→ "Rejected", "Pending", "Cancelled", "Completed", "Assigned", "Waiting Approval", "Planning", "Closed", "In Progress"

Tickets pending user actions 

Tickets with the status:"Pending"  AND Status Reason: 

WO & INC→  "Status_Reason": "Client Action Required" 

CASE→ StatusReason:"Customer Response", "Customer Follow Up Required"

Fastlane ticket

WO → tickets with "Escalated Fastlane"= "YES",

INC→ tickets with  "Escalated fastlane"=Yes

CASE → tickets with  "Escalated_Custom"=10

Today

In the document below, Today means the date that the user opens a dashboard and viewing the KPIs. The dashboard is being updated every hrs (Figures captured by KPIs is updated every hr)

Crisis/Maior incident 

WOs with the  work_order_template_used="Critical/Major Incident Communication" 

User view 

The DT DASH user view aims to provide users with comprehensive visibility into tickets raised  globally, their site's operations, and the details and status of their own tickets.


Context Indicators/graphs / Fields Description
INC Indicator: Backlog incidents today The number of incidents excluding the ones with "Status": "Resolved","Closed" AND "Cancelled" globally in the back log today
INC Indicator: Submitted incidents today The number of incidents globally with "Submit date" = today 
INC /WO/ CASEIndicator: Backlog tickets per site 

The total number of open INC/WO/CASE  tickets per site in the backlog today. 

  • This indicator should be the sum of A, B and C below


INC A)    Indicator: Backlog incident tickets per site 

The number of open INC per site in the backlog today


WOB)    Indicator: Backlog work order tickets per site 

The number of open WO  per site in the backlog today

AND 

excluding tickets with the time between "Submit date" and "Completed date" is less than 5 mins

CASEC)   Indicator: Backlog case tickets per site 

The number of open case tickets  per site in the backlog today


WOIndicator: Average Time to Resolve per site
  1. Retrieve Ticket Data: WO  tickets with

     "Status": "Resolved" AND "Closed" 

    AND 

    Last Resolved Date falls within the last 2 months/last 7 days in the user site.

  2. Calculate the Time to Resolve by subtracting the 'Submit Date' from the "completed date" for each ticket. 
  3. Calculate AVG of the Time to resolve data


INC /WO/ CASEIndicator: Submitted tickets today per site

The total number of INC/WO/CASE  tickets  per user site with "Submit date" = today 

  • This indicator should be the sum of E, F and G below


INCE) Indicator: Submitted incident tickets today per site

The number of incident tickets per user site with "Submit date" = today 

WOF) Indicator: Submitted work order tickets today per site

The number of WO tickets per user site with "Submit date" = today 

AND 

excluding tickets with the time between "Submit date" and "Completed date" is less than 5 mins


CASEG) Indicator: Submitted case tickets today per site

The number of case tickets per user site with "With "createdDate"= Today 

INC /WO/ CASEIndicator:  All my tickets

The number of tickets raised by the user

INC /WO/ CASEIndicator: My pending tickets

Calculation is at Helix ticket level: 

The number of INC and WO where 

status "pending"  

AND  "Status_Reason": "Client Action Required" 

And 

(Below not for S1: 

The number of CASE tickets where 

status "pending"  

AND statusReason: "Customer Response"AND "Customer Follow Up Required"

INC /WO/CASEIndicator: My Fastlane  tickets

Fastlane is defined at WO, INC, and Case ticket level 

The number of service request ticket for which the corresponding :

WO in helix is "Escalated Fastlane"= "YES",

AND

INC is "Total_Escalation_Level"= between 0 to 13 (not applicable for case tickets)

AND

CASE with  "Escalated_Custom"= 10

If the Service one ticket refers to WOs in helix, at least one  of the WO associated should be  "Escalated Fastlane"= "YES" to be counted as Fastlane. 

Service one ticketService one request reference

The ID of the service one ticket.

  • An INC ticket  in Helix is mapped to only one Service one ticket. However, more than one WO tickets can be associated to one Service One ticket. In this section only represents ticket id at service one level. The service one tickets with status= "waiting for approval" has not yet a corresponding ticket in Helix. When a service one ticket is approved, a Helix ticket will be created. 
  • The service one ticket ID should appear in the dashboard as soon as created in the service one (no matter if the corresponding ticket in Helix is created yet.
  • As soon as the corresponding helix  ticket  created, it should be considered for the related  calculations  in the dashboard. 
  • In the dashboard, the hyperlink should land the user to the service one to see the details. 
  • The scope for S1 & S2 is to include only HELIX tickets for which there is a link with Service request plus tickets in SR for which there is NO link to helix.
INC /WO/ CASEPriority 

Calculation: 

 if the service one ticket is an INC ticket in helix, "Priority"= the priority of the helix ticket 

 if the service one ticket is WO ticket in helix, "Priority"= Fastlane or Normal based on "Escalated Fastlane" attribute of WO

Exception: 

Incident tickets might become Fastlane. In this situation "Priority"= Fastlane or Normal based on "Esclated fastlane" attribute of INC.

if the service one ticket is a case ticket in helix, "Priority"= the priority of the helix ticket. 

Exception: 

Incident & Case tickets might become Fastlane.

In this situation:

INC→  "Priority"= Fastlane or Normal based on "Escalated fastlane"attribute of INC.

Case→ "Priority"= Fastlane or Normal based on "Escalated_custom"attribute of INC.

Service on request Status 

The status of the service one tickets: 

  • In the dashboard, there should be a flag in the status column for records corresponding to tickets that require user action (service one tickets for which at least one of the related helix tickets is with the  "Status_Reason": "Client Action Required" )
Service on ticketDescription 

The title of the service one ticket

Service one ticketSubmit date 

The submit date of the service one ticket

INC /WO/ CASEResolved date

Calculation: 

if the service one ticket is an INC ticket in helix, "Resolved date"= the "last resolved date"  of the INC ticket 

if the service one ticket refers to one/many WO tickets in helix, "resolved date"= Max "Completed_date" of all WO associated AND all WOs' "status"= "Resolved","Closed" OR "Canceled"

DT weatherDT weather

Crisis tickets 


DSDS view 

The Site Manager view aims to provide comprehensive visibility into tickets raised per site, covering various aspects such as the number of tickets raised, resolved, their current status, priority levels, and required actions. 

Scope: 

Tickets assigned  to DSDS→  Tickets with Service Type: "User Service Restoration","Security incident","user service request"


Context KPI nameIndicators/graphs / Fields 

Description 

WO resolution times (in days)WO resolution times (in days)KPI
  1. Retrieve Ticket Data: WO tickets with (unit: days)

     "Status":  "Closed" , "Completed" And "Rejected"

    AND 

    "Completed date" falls within the last 7 days in the user site.

    Exclude: Submit date- Completed date < 5 mins 
  2. Calculate the Time to Resolve by subtracting the 'Submit Date' from the "Completed date" for each ticket. 
  3. Calculate Mean of the Time to resolve data:
WO Rejected % of WO KPI

WO rejected: Tickets created in the user site with Status='Rejected'

Calculation:
Rejected % of WO=(Number of WO rejected with "submit date" falling in the  last 7 days /total number of tickets with "submit date" falling in the  last 7 days) * 100

WOOverdue%KPI

WO Overdue: Tickets created in the user site with the associating  ticket in the measurement site where:

svt_title='Standard Support Target'

AND 

goal_sched_goal_time < up_elapsed_time

Overdue % of WO=(Number of WO Overdue with "submit date" falling in the last 7 days /total number of WO tickets with "submit date" falling in the  last 7 days) * 100

Note: Mostly After feb 2024 we have svt_title='Standard Support Target'. Might have minimal impact on the calculation of this KPI

INC Resolved Incident last calendar weekKPIThe number of incidents created in the user site with "last resolved date" falls within last 7 days (not considering the time stamp for the calculation )
INC MTTR of last week resolved incidents (in days)KPI
  1. Retrieve Ticket Data: INC  tickets with (unit is days)

     "Status": "Resolved" OR "Closed" 

    AND 

    Last Resolved Date falls within the last 7 days in the user site.

  2. Calculate the Time to Resolve by subtracting the 'Submit Date' from the "last resolved date" for each ticket. → timestamp considered for calculation Exclude: Submit date- resolved date < 5 mins 
  3. Calculate Mean of the Time to resolve data:
INCCreated incidents last calendar week KPIThe number of INC created in the user site with "submit date" falls within last 7 days
INC %unassigned backlog INC Pie chart

Scope is open tickets for both assigned & unassigned (excluding the ones with "Status": "Resolved", "Closed"  AND "Canceled" -open tickets)

Unassigned INC= Tickets created in the user site  WHERE "Assignee Login ID" is Null. Note that Status can be 'Assigned' but it is not reliable, we have many records with assigned status but assignee column is null. 

Assigned INC= the same as above with "Assignee Login ID" filled. 

Calculation:

% Unassigned INC: (number of unassigned INC with "submit date" falls within the last 7 days/ total open INC tickets per user site  with "submit date" falls within the last 7 days) *100

INC Pending Sub state wise backlog volume Pie chart 

Pending INC= Tickets created in the user site with "Status": "Pending" 

Calculation:

% Pending INC per 'status_reason'

:  (number of pending INC with with "submit date" falls within the last 7 days AND "status reason"= x/total INC tickets per user site  with "submit date" falls within the last 7 days)