Service Provider Reporting (Educator: Ian Dite)

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Transcript of Service Provider Reporting (Educator: Ian Dite)

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Service Provider Reportingwith Ian Dite

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Ian DiteBusiness Support Manager

Millennium Systems International

YOUR PRESENTER

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TOPICS COVERED

GETTING YOUR DAY STARTEDMANAGING YOUR DAYCLOSING OUT THE DAY

MONTHLY TASKS

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Getting Your Day

STARTED

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Getting Your Day Started

Estimated Sales vs. Actuals(MA065)

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Getting Your Day Started

Daily Appointment Listing(AQ005/010)

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Getting Your Day Started

Client Work Tickets – Travelers(AQ020/022)

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Getting Your Day Started

The Appointment Book

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The Appointment Book

Tool Tips and Indicators

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Managing

YOUR DAY

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Managing Your Day

The Monitoring Station

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The Monitoring Station

Appointments Tab

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Managing Your Day

Employee Sales

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Closing Out

YOUR DAY

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Closing Out Your Day

Employee Summary(MR200)

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Closing Out Your Day

Estimated Sales vs. Actuals(MA065)

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Closing Out Your Day

Report Categories

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Closing Out Your Day

The Monitoring Station

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Monthly

TASKS

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Monthly Tasks

The Monitoring Station

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Monthly Tasks

Growth Indicators Analysis (MA200)

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Monthly Tasks

Employee Productivity(MA060)

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Monthly Tasks

FOV by Employee/Service Class

(MA220)

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RECAP

GETTING YOUR DAY STARTEDMANAGING YOUR DAYCLOSING OUT THE DAY

MONTHLY TASKS

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THANK YOU

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