Monitor records as a workflow manager

Available metrics

Intake processing > 24hrs
All Received
In Progress
Processed

These metrics can be accessed via separate tabs in the Intake Monitor. Each of the tabs has charts with sections. You can check the record count for every section of the chart by hovering your mouse over it. You can also access further details about the data by right clicking on each section of each chart.

Charts to explore for records older than 24 hours

These charts provide an overview of all records which have taken more than 24 hours to process, thus exceeding the compliance period. These charts do not include records with a state of On Hold.

Note:

The color scheme of the charts reflects the median processing time for the records from each section. The charts’ colors range from orange, indicating processing times closer to 24 hours, to deep red, which indicates processing times closer to 50 hours and beyond.

Table 9-1 Charts to explore for records older than 24 hours

Chart title	Chart sections	What you see	What you can do
Intake Processing > 24h by Task	Check Validity Review Record Create New Record Duplicate Search Merge Follow-up System Processing	This chart shows records that have exceeded the 24-hour compliance period, considering both manual and automatic tasks.	To get the number of records for each manual task, hover your mouse over each section of the chart.
Intake Processing > 24h by Site	One section for each site, as well as: Other No Value Present All sites	This chart displays records that have exceeded the 24-hour compliance period, organized by site. The No Value Present section reflects the number of records that have no site and are currently in intake processing, and have breached the 24-hour compliance period. If a section for a site contains fewer than three percent of the total number of records (across all sites), these records will be added to the Other section.	To get the number of records for each manual task, hover your mouse over each section of the chart.
Intake Processing > 24h by Type	One section for each type, as well as: Unidentified No Value Present Other All Types	This chart categorizes records that have exceeded the 24-hour compliance period, organized by type. For more information on the types of documents which can be uploaded to Oracle Safety One Intake, see Understanding which documents to add. Records the types of which have not been identified are grouped under the Unidentified section of the chart. Records which have not yet been classified by the Safety One Intake system will be grouped under the No Value Present section of the chart. If the number of records under either of these sections is below three percent of the total number of records, then these records are grouped under the Other section.	To get the number of records for each manual task, hover your mouse over each section of the chart.
Intake Processing > 24h by Assignment	Other One section for each assignee Unassigned	This chart categorizes records that have exceeded the 24-hour compliance period, organized by assignment. If the number of records under either of these sections is below three percent of the total number of records, then these records are grouped under the Other section.	To get the number of records for each manual task, hover your mouse over each section of the chart.
Records in Queue with Greatest Processing Time	N/A	This chart lists records that have exceeded the 24-hour compliance period and have the longest processing times.	For more details, click on each record’s hyperlink.

Charts to explore for all records

You can gain insight into the number of records ingested by the Oracle Safety One Intake system in the last 30 days using the All Received metric. Within All Received, the following categories are available:

Note:

The color scheme of the charts reflects the median processing time for the records from each section. The charts’ colors range from orange, indicating processing times closer to 24 hours, to deep red, which indicates processing times closer to 50 hours and beyond.

Table 9-2 Charts to explore for all records

Chart title	Chart section	What you see	What you can do
All Received by State	In progress Processed On Hold	All records received in the last 30 days, grouped by their current state.	To see the number of records in each state, hover your mouse over each section.
All Received by Day	In progress Processed On Hold	Records received in the last 30 days, grouped by the day they were received. The section pertaining to each day is further split between categories for the current states of its respective records.	To track records received on specific days and their processing status, hover your mouse over their respective section.
All Received by Site	One section for each Site Other No Value Present All Sites	All records received in the last 30 days, categorized by their current site. The No Value Present column reflects the number of records received within the last 30 days, that have no site associated. If the number of records under either of these sections is below three percent of the total number of records, then these records are grouped under the Other section.	To understand the distribution of records across different sites and their processing status in percentages, hover your mouse over each section.
All Received by Source	One section for each Source Other No Value Present All Sources	All records received in the last 30 days, sorted by their current source. If the number of records under either of these sections is below three percent of the total number of records, then these records are grouped under the Other section.	To understand the distribution of records across different sites and their processing status in percentages, hover your mouse over each section.

Charts to explore for In Progress

Table 9-3 Charts to explore for In Progress

Chart title	Chart section	What you see	What you can do
In Progress by Task	Grouped under Manual Intervention: Check validity Review Record Create New Record Grouped under System: System Processing	All records currently in progress, grouped based on their status and necessity for intervention.	Right click on each section of the chart to be able to Filter, List the records included in that portion of the chart, or Export Data.
In Progress by Assignment	Unassigned Group Assignee Other	All records currently in progress, grouped based on the user group they are assigned to.	Right click on each section of the chart to be able to Filter, List the records included in that portion of the chart, or Export Data. You can also hover your mouse over each section of the chart to show the total number of records it contains, as well as the records’ median processing time.

Charts to explore for Processed

Table 9-4 Charts to explore Processed

Chart title	Chart sections	What you see	What you can do
Processed Record Compliance	Compliant Not Compliant	Shows processed records from the last 30 days, categorized according to their SLA compliance.	Right click on each section of the chart to be able to Filter, List the records included in that portion of the chart, or Export Data. You can also hover your mouse over each section of the chart to show the total number of non-compliant versus processed records.
Processed Record States	All Processed Valid Initial Invalid Invalid reason Other	A breakdown of all the records which have been processed, grouped based on their statuses.	Right click on each section of the chart to be able to Filter, List the records included in that portion of the chart, or Export Data. You can also hover your mouse over each section of the chart to display the total number of records it is referencing, as well as their median processing time.
Case Acceptance Notification (ACK) Status	Sent Not Sent Not Applicable All Valid	Provides an overview of the case acceptance notifications (ACK) automatically sent out by the system.	Right click on each section of the chart to be able to Filter, List the records included in that portion of the chart, or Export Data. You can also hover your mouse over each section of the chart to display the total number of records it is referencing.