Appointments
The Appointments dashboard provides key performance indicators (KPIs) for the activities scheduled as appointments. The dashboard provides a snapshot of number of appointments scheduled, closed, and missed. These metrics help in identifying issues with meeting appointment times.
To access this dashboard:
1. Go to the Home page.
2. Select Dashboards > Mobile Workforce Analytics > Appointments.
The dashboard includes the following dashboard pages. The data for current calendar year and month is displayed by default. You may modify the criteria per requirement.
Appointments
The Appointments dashboard page provides a monthly analysis on the appointments scheduled and closed.
Appointments Scheduled and Closed
Description
This analysis displays the number of appointments scheduled and closed in each month, for the previous months.
Purpose
Business users can view their levels of appointments.
Representation
The bar graph shows the scheduled appointments in a month and those that were closed in that month. The X-axis represents the month and year. The Y-axis represents the number of appointments. The line on the graph shows the 15-month average of the scheduled appointments closed in a month. Hover over the bars for specific details.
 
Note: If the data available is less than that of 15 months, the total number is still divided by 15.
 
The table shows the number of appointments scheduled and closed in each month, and also the percentage of appointments closed in the respective month.
Drill Down
The Month column link drills down to the Appointment Details dashboard page for granular details.
Source Object
Field Activity Fact
OAS Subject Area
MWM - Field Activity
Metrics
Number of Appointments
Missed Appointments
The Missed Appointments dashboard page provides a snapshot of appointments missed due to various reasons.
Missed Appointments
Description
This analysis shows the number of missed appointments in each lateness category. The data is shown for each month, for the previous 15 months.
Purpose
Business users can analyze the missed appointments in each lateness bucket and identify the reasons behind missing them.
Representation
Use the slider to select the lateness category for which to view the details. The lateness categories can be customized.
 
The bar graph shows the number of appointments missed in each month. The X-axis represents the month and year. The Y-axis represents the number of appointments missed. Hover over the bars for specific details.
Drill Down
The graph bars drill down to the Appointment Details dashboard page for granular details.
Source Object
Field Activity Fact
OAS Subject Area
MWM - Field Activity
Metrics
Missed Appointments
Missed Appointments by Activity Type
Description
This analysis shows the distribution of missed appointments by activity type. The data is shown for the selected month.
Purpose
Business users can identify the reasons behind an appointment being missed.
Representation
The pie chart shows the distribution of missed appoints categorized under each activity type.
Drill Down
No drill down
Source Object
Field Activity Fact
OAS Subject Area
MWM - Field Activity
Metrics
Number of Appointments Missed
Crews with Most Missed Appointments
Description
This analysis shows the mobile workers or crews with the highest number of missed appointments. The data is shown for the selected month.
Purpose
Business users can identify the mobile workers or crews that continuously miss appointments.
Representation
The table shows the total number of appointments, late appointments, and the percentage of late appointments for a mobile worker or crew in the selected month. The mobile workers or crews are ranked based on the highest number of missed appointments.
Drill Down
No drill down
Source Object
Field Activity Fact
OAS Subject Area
MWM - Field Activity
Metrics
Total number of appointments, Number of late appointments, Late appointments percentage
Postal Codes with Most Missed Appointments
Description
This analysis shows the postal codes with highest number of missed appointments. The data is shown for the selected month.
Purpose
Business users can identify the reasons postal codes with more missed appointments.
Representation
The table shows the total number of appointments, late appointments, and the percentage of late appointments for a postal code in the selected month. The postal codes are ranked based on the highest number of missed appointments.
Drill Down
No drill down
Source Object
Field Activity Fact
OAS Subject Area
MWM - Field Activity
Metrics
Total number of appointments, Number of late appointments, Late appointments percentage
Appointments Map
The Appointments Map dashboard page provides a geographic view of the location of appointments by postal code, a mini pie chart of the lateness categories for the postal code, and number of appointments being scheduled each day of the week.
Appointments Map
Description
This analysis provides a geographical view to analyze the number of completed appointments in a specific postal code and lateness buckets associated with them. The data is shown for the selected month.
Purpose
Using this map view, business users can view the appointment volumes in postal codes, and in each postal code, the lateness categories.
Representation
The color-coded region on the map shows the postal code of that geographical region, the total number of appointments and the number of missed appointments in that postal code. The postal codes are colored based on the number of appointments, which can be configured by the user in the legend.
 
The map also shows pie charts, one per postal code. Each pie chart displays the lateness bucket information at postal code and indicates whether the appointments were missed or were met on time.
Drill Down
The Postal Code link drills down to the Appointments and Missed Appointments dashboard pages for more details.
Source Object
Field Activity Fact
OAS Subject Area
MWM - Field Activity
Metrics
Number of completed appointments, Appointment count by lateness bucket
Appointments by Day of Week
Description
This analysis shows the total number of completed appointments for each day of the week, for the selected month, further sliced as per appointment time buckets.
 
Note: The appointment time windows are user-defined in the Extendable Lookup for Appointment Time of Day.
Purpose
Business users can identify the days when customers prefer appointments. This helps them in planning the resources.
Representation
The horizontal stacked bar graph shows the number of appointments completed in each day of the week and in a appointment time window. The X-axis represents the number of appointments. The Y-axis represents the day of the week. Hover over the bars for specific values.
Drill Down
No drill down
Source Object
Field Activity Fact
OAS Subject Area
MWM - Field Activity
Metrics
Number of Appointments
Appointment Details
The Appointment Details dashboard page displays the details of appointment activities, such as activity type, mobile worker or crew, status, SLA status, etc.
Appointment Details
Description
This analysis shows a list of appointments with associated details, such as mobile worker or crew, time of day, SLA status, and more. It displays all appointments in the selected month. The data is shown at the daily level of the selected month.
Purpose
Business users can use this detail-level analysis to navigate back to the source Oracle Utilities Mobile Workforce Management/ Oracle Real-Time Scheduler system and view specific details pertaining to appointments on the MWM Activity page.
Representation
The table displays the details of appointment activities, such as activity type, mobile worker or crew, status, whether the SLA was met or not, and the SLA status. It also shows the service category and service area.
Drill Down
The Activity column link drills back to the Activity page in the Oracle Utilities Mobile Workforce Management system for more details about the selected activity.
Source Object
Field Activity Fact
OAS Subject Area
MWM - Field Activity
Metrics
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