The Insights page, available from the main menu, shows a daily breakout of your Insights Data, relating to how time is spent each day. Team Members use this screen to view and adjust their Insights data across a number of days via the calendar control. Team Leaders have these same options, plus additional features available for this page, detailed here.
Team Leaders can use this data to see patterns in how time is being spent through their team, both here and in the Insights Report. Insights into upcoming availability of their team can also be seen here and such data can contribute to further reports to help with short-term capacity planning. Team Leaders should primarily use this page to help ensure all required data has been filled in by their team.
You can access the Insights page from the Nav item option, and via a link at the top of the Insights Popup.
The view defaults to today's date. For each day a user will see in the main section:
The 'How are you feeling' value to the day (this can also be set here, but once set is read-only and comment shows as a mouseover tooltip).
Data they manually entered on the Insights popup (or indeed on this same main Insights Screen)
Time auto-tracked by Enate - This is Time which Enate has tracked being spent on the Ticket, Case, Action screen or on an Enate email on this day, (includes manual adjustments)
The overall totals hours of these numbers
These values are grouped into two section showing:
'Operational value added hours' - spent actively performing work for service delivery
'Business value added hours' - spent on suppotring activity which indirectly contributes to service delivery
Modifying Values
The Insights values (number of Hours and minutes) can be modified by users for each day selected.
Users can change all of these values manually except for the 'Time auto-tracked by Enate' value, which comes from the Time Tracker control on all work items the users worked on on that day (and any work item-related emails they worked on in the Email view). Note that the time tracker data will take manually applied overrides set on work items in preferences to auto-tracked time, wherever they have been entered.
Click Submit to save any adjustments.
Adding missing data
For days marked as still missing any confirmed data, a message will show at the top of the table. All missing data should be added, including confirming of the Working Hours for that day (a suggested value will often be displayed)
Click Submit to save any adjustments.
The following data is displayed on the main section, corresponding with the data options shown on the Insights Popup.
Working Hours - Standard amount of working hours for this day.
Breaks - Time spent on breaks, e.g. lunch, throughout this day.
Downtime - Time lost due to, e.g. system issues, or non-availability of work.
Time auto-tracked by Enate - Time which Enate has tracked being spent on the Ticket, Case, Action screen or on an Enate email on this day, (includes manual adjustments)
Active time not tracked by Enate - (only available for historic dates). Time spent actively working to provide service but where a Ticket, Case or Action screen, or Enate email, is NOT open in Enate to auto-track this time.
Examples might be: time spent on the Enate homepage or working in another system while an Enate work item tab is NOT open and so not auto-tracking time. Note: This should NOT include activities such as meetings or training, which should be noted separately.
Meetings - time spent in any collaborative gathering or group meeting.
Feedback / 1-2-1 - time spent in individual sessions with e.g. team leader, manager, mentor.
Training - time in organised training or knowledge-transfer sessions.
Other - time spent on any other activities which are not listed above, or any additional breaks taken in a day.
Users can use the calendar control to flip between dates, updating the Insights data displayed in the main section to show data for that date. They also have the following options:
View and mark dates as 'On Leave', i.e. vacation days (shown in yellow).
View and mark dates as a 'non-working day' for that user, e.g. a weekend day or equivalent (shown in purple).
View dates where their Insights data is currently incomplete (date shown in RED). Use this control to help identify which dates you need to fill in gaps in Insights data.
Dates where they can no longer adjust data are shown greyed out.
Team members can add or Edit Insights data (including setting dates as 'On Leave' or 'Non-Working Day' for up to 7 days in the past). If you need your data to be adjusted for dates beyond that, speak with your Team Leader who can make necessary adjustment for up to 31 days.
Remember that users can enter future Insights data, particularly planned leave and non-working days can be entered in advance if missing, the help Team Leaders withe future capacity planning.
