Charging Rules Evaluation Report

This report is for companies who use charging rules. This report compares an employee’s availability percentages with and without specified charging rules. The rules being evaluated will be listed at the top of the report. The report is for the entire company, based on the primary class of the employee, and does not show work groups. The primary class is linked to the employee and the employee is linked to a detailed list of all callouts for which the employee was considered during the selected date range.

See here for a definition of the columns in this report.

• Locations: The Level 1 through Level 4 locations.

• Class: The Primary Class of the employees included in the report.

• With Charging Rules:

  • Worked: The number of employees who worked callouts during the period.

  • Not Worked: The number of employees who did not work a callout (any result other than accept).

  • Total: Total number of employees called (Worked + Not Worked).

  • Percent: The percentage of employees who worked callouts during the specified period (Worked / Total).

• Without Charging Rules:

  • Worked: The number of employees who worked callouts during the period.

  • Not Worked: The number of employees who did not work a callout (any result other than accept).

  • Total: Total number of employees called (Worked + Not Worked).

  • Percent: The percentage of employees who worked callouts during the specified period (Worked / Total).

Note: This report only displays closed callouts.

To Generate a Charging Rules Evaluation Report

1. Click the Availability button on the Reports tab. The Availability Reports selection screen displays.

2. Click the Charging Rules Eval button. The Availability Report - Charging Rules Evaluation setup screen displays.

3. Select a Parent Company, Business Unit, Division, and OpCenter from their respective dropdown lists.

Note: Click and drag or <Ctrl> + click to select multiple Parent Companies, Business Units, Divisions, or OpCenters.

4. Select Start and End dates from the Calendar Picker.

5. Select Classification(s), if desired.

Note: Click and drag or <Ctrl> + click to select multiple classifications.

6. Select a Callout Type or Callout Reason, if desired.

Note: Click and drag or <Ctrl> + click to select multiple callout types or callout reasons.

7. Click the Generate Report button, to display the report in the same window, -OR-

Click the Generate in New Window button, to leave the current window open and display the report in a new window, -OR-

Click the Reset button, to clear currently selected search criteria and return the selector to default settings, -OR-

Click the Save button, to save the report. See Saving a Report for more information on this functionality.

See here to view a Charging Rules Evaluation Report

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*Note: Not all companies have all of the items described in the Online Help.

*Please note, the ARCOS online documentation is a living document that is always under review. If you see information that is inconsistent with the behavior in the application, or you do not see a page covering an ARCOS feature you would like to know more about, please contact the ARCOS Support Center.