Incomplete To-Do Entries
• The Incomplete To-Do Entries dashboard provides key performance indicators (KPIs) for Oracle Utilities Customer Care and Billing incomplete To-Do entries (entries which are opened or are still being worked on). It provides a snapshot of the following:
• When was an entry created?
• Was it assigned to the crew? If yes, when was it assigned?
• Which priorities, To-Do types, and messages have the most number of incomplete To-Do entries?
• How are the incomplete To-Do entries assigned to the users?
To access this dashboard:
1. Go to the Home page.
2. Select Dashboards > Exception Analytics > Incomplete To-Do Entries.
The dashboard includes the following analysis. The data for current calendar year and month is displayed by default. You may modify the criteria per requirement.
• Trend
Summary
The Summary dashboard page provides a summary of all the incomplete To-Do entries in the previous 15 months.
Top 10 Priorities by Volume
Property
Details
Description
A “priority” indicates the priority at which a To-Do entry is resolved.
 
This analysis shows the top 10 priorities with most number of incomplete To-Do entries in the previous 15 months.
Purpose
Business users can get insight into how the To-Do entries are being processed according to their priorities. Ideally, the entries with higher priorities need to be resolved first.
Also, by using the prompts, users can further analyze the details on which user is working on the To-Do, To-Do roles, or message categories.
Representation
The stacked bar chart shows the count of incomplete To-Do entries (that are open and being worked on) against each of the top 10 priorities. The data is shown for previous 15 months.
 
The red bars represent the number of open entries, while the blue bars show those for being worked on. X-axis denotes the rank. Y-axis denotes the count of incomplete To-Do entries. Hover over the graph to view the respective entry details.
 
Along with the total incomplete To-Do entries for each priority, the table shows how many of them are open and how many are being worked on till date. It also shows detailed priority descriptions.
Drill Down
The Total Incomplete column link drills down to the Trend or Details dashboard pages for respective details.
Source Object
Recent To Do Entry Fact
OAS Subject Area
SHARED - To-Do
Metrics
Total Incomplete, Open, Being Worked On
Top 10 To-Do Types by Volume
Property
Details
Description
This analysis shows the top 10 To-Do types with most number of incomplete To-Do entries in the previous 15 months.
Purpose
Business users can identify the To-Do types with highest incomplete entries. Also, by using the prompts, users can further analyze the details about the user working on the To-Do entries, To-Do roles, or message categories.
Representation
The stacked bar chart shows the count of incomplete To-Do entries (that are open and being worked on) against each of the top 10 To-Do types. The data is shown for previous 15 months.
 
The red bars represent the number of open entries, while the blue bars show those for being worked on. X-axis denotes the rank. Y-axis denotes the count of incomplete To-Do entries. Hover over the graph to view the respective entry details.
 
Along with the total incomplete To-Do entries for each To-Do type, the table shows how many of them are open and how many are being worked on till date.
Drill Down
The Total Incomplete column link drills down to the Trend or Details dashboard pages for respective details.
Source Object
Recent To Do Entry Fact
OAS Subject Area
SHARED - To-Do
Metrics
Total Incomplete, Open, Being Worked On
 
Top 10 Messages by Volume
Property
Details
Description
This analysis shows the top 10 message descriptions for which the highest number of incomplete To-Do entries have been logged against in the previous 15 months.
 
Along with the total for each message, it also displays the breakdown for those that are still open and those still being worked on.
Purpose
Business users can identify the possible reasons or purposes for high volume incomplete To-Do entries. In case there are higher concentrations of incomplete To-Do entries for more urgent cases, they can prioritize working on them.
Also, by using the prompts, users can further analyze the details about the user working on the To-Do, To-Do roles, or message categories.
Representation
The stacked bar chart shows the count of To-Do entries (that are open and being worked on) against each of the top 10 messages. The data is shown for the previous 15 months.
 
The red bars represent the number of open entries, while the blue bars show those for being worked on. X-axis denotes the rank. Y-axis denotes the count of incomplete To-Do entries. Hover over the graph to view the respective entry details.
 
Along with the total incomplete To-Do entries for each message, the table shows how many of them are open and how many are being worked on till date. It also shows detailed message descriptions.
Drill Down
No drill down
Source Object
Recent To Do Entry Fact
OAS Subject Area
SHARED - To-Do
Metrics
Total Incomplete, Open, Being Worked On
 
Trend
The Trend dashboard page provides a snapshot of the creation date for all the existing incomplete To-Do entries.
Creation History by Month
Property
Details
Description
This analysis shows when (the month) the current incomplete To-Do entries were created. It shows the count of entries created in each month during the previous 15 months, and also their current status.
Purpose
Business users can get an insight into the ages of the incomplete To-Do entries. Moreover, by breaking the data into open and being worked on, users can figure out whether the entries that were created long ago have been assigned or not.
Representation
The stacked bar graph shows the number of incomplete To-Do entries created in each month for the previous 15 months.
 
The blue bars represent the entries which are already assigned, while the red bars show those that are still open. The X-axis denotes the calendar month. The Y-axis denotes the count of incomplete To-Do entries. Hover over the graph to view the respective entry details.
 
Along with the total incomplete To-Do entries for each month, the table shows how many of them are open and how many are being worked on.
 
The Month column link broadcasts the month value to the Creation History by Day analysis on the same dashboard page.
Drill Down
No drill down
Source Object
Recent To Do Entry Fact
OAS Subject Area
SHARED - To-Do
Metrics
Total Incomplete, Open, Being Worked On
 
Creation History by Day
Property
Details
Description
This analysis shows the number of incomplete To-Do entries created in a month on a daily breakdown. It counts how many incomplete To-Do entries were created on each day of the current month, and also displays the current status of each entry.
 
By default, the analysis shows the data (the month) that is broadcast from the Creation History by Month analysis.
Purpose
This analysis provides a high-level picture of the ages of the incomplete To-Do entries over the selected period, on a daily basis. It helps the analysts to figure out whether or not the To-Do entries created on a particular day have been assigned.
Representation
The stacked bar chart shows the number of incomplete To-Do entries created on each day of the current month.
 
The blue bars represent the entries that have been assigned already, while the red bars show those that are still open. The X-axis denotes the day of the month. The Y-axis denotes count of incomplete To-Do entries. Hover over the graph to view the respective entry details.
 
Along with the total incomplete To-Do entries for each day in the current month, the table shows how many of them are open and how many are being worked on.
 
Use the slider to view the incomplete To-Do entry details for a specific month. The Month drop-down slices the data by various calendar months.
Drill Down
No drill down
Source Object
Recent To Do Entry Fact
OAS Subject Area
SHARED - To-Do
Metrics
Total Incomplete, Open, Being Worked On
 
Analysis
The Analysis dashboard page focuses on incomplete To-Do entries based on priority, entry type, and entry role. It primarily generates ad hoc reports where business users can pick the dimension attributes and view the effectiveness based on the selected attributes.
Incomplete To-Do Analysis
Property
Details
Description
This analysis provides information about the To-Do entries that have not been addressed in the previous 15 months, based on priority, type, and role.
Purpose
Business users can analyze the combination of the View By options that has the most number of incomplete To-Do entries.
Representation
The first View By option slices the data by priority or message category, while the second View By option slices the data by To-Do type, skill type/level, or To-Do role.
 
The table shows the number of open, being worked on, and total incomplete To-Do entries, for the selected combination of View By options.
Drill Down
The Total Incomplete column link drills down to the Details dashboard page for respective entry details.
Source Object
Recent To Do Entry Fact
OAS Subject Area
SHARED - To-Do
Metrics
Total Incomplete, Open, Being Worked On
 
Details
The Details dashboard page provides detailed information about the incomplete To-Do entries at account level.
Incomplete To-Do Entries Details
Property
Details
Description
This analysis provides the customer information associated with each incomplete To-Do entry. It shows a list of the top 100 accounts with highest incomplete To-Do entries in the selected month.
Purpose
The accounts at the top of the list are the customers with highest number of incomplete To-Do entries. Business users can drill back to the source application and analyze the data further.
 
Besides navigating directly to this analysis, users can drill down from either the Summary or Analysis dashboard pages. Users can slice the data to show the list of customers for a particular To-Do type, priority, or message category.
Representation
The table shows the customer name and the number of open, being worked on, and total incomplete To-Do entries against each customer in the selected month.
Drill Down
The Account table link drills back to the Control Central page in the Oracle Utilities Customer Care and Billing system.
Source Object
Recent To Do Entry Fact
OAS Subject Area
SHARED - To-Do
Metrics
Incomplete To-Do entries, Open, Being Worked On