Exception Summary Report

This report summarizes an employee’s schedule exception history. Sometimes, dispatchers and schedulers need to know how many employee “opt out” exceptions that an employee has used within a particular date range, or perhaps how many sick days, or union business hours an employee has been scheduled for. This report allows users to quickly gather that kind of information. The report generation screen includes a location selector and date range selector. The end date defaults to NOW (the current date) and the start date defaults to the previous day. All exception types, except for Working-Normal Shift are included in this report. All columns are sortable and the report can be exported to a CSV file.

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

Start Date: The start date and time of the schedule exception in MM/DD/YYYY hh:mi:ss format, presented in the local time zone of the customer.

End Date: The end date and time of the schedule exception in MM/DD/YYYY hh:mi:ss format, presented in the local time zone of the customer.

Duration: The length of the schedule exception in hh:mi format (end date - start date).

Name: Name of the employee with the schedule exception.

Classification: Employee’s classification in ARCOS.

Exception: The name (event type) of the schedule exception.

Shift Name: The ReferAs name of the Shift to which the employee was assigned when the schedule exception took place. If the employee’s shift does not have a ReferAs value, the regular Shift Name will be used. If the employee was not assigned to a Shift, this field will be blank.

OpCenter: The employee’s home location (Level 4).

NumExc: The number of callouts that the employee was excused from due to the exception.

Detail: A link to a list of callouts from which the employee was excused.

Record: A link to the Schedule Record Modify popup screen for the exception.

To Generate an Exception Summary Report

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

2. Click the Exception Summary Report button. The Exception Summary Report 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. 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 an Exception Summary 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.