The Employee and Association dashboards each contain an Analytics section that contains comparative performance tools for their respective dashboards.
To access these dashboards click the dashboard name (1) in the navigation menu, and then Analytics (2). See the following Employees dashboard example:
Employee Analytics
Employee Analytics contains the Employee Activity Comparison performance tool.
Employee Activity Comparison
Use the Employee Activity Comparison tool to compare action item activity, including step changes and messages, for the selected date range across multiple employees.
You must set up the tool by adding employees before any data displays.
Note: Only IQ Admins can access all employees (by default). For more information about granting non-admin users access to other employees, see the "Vantaca IQ - Securities and Permissions" article.
To set up the Employee Activity Comparision tool:
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Click Compare.
The Select Employees to Compare screen opens.
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Select one or more employees as needed in the Add Employees section.
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Click Add Employees to complete the setup.
OR
If you want to remove employees, select their name in the Remove Employees section, and then click Remove Employees.
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Click away from the selection screen and the data displays in graph format.
Note: You can click any employee name at the bottom of the graph to toggle them from the comparison.
Association Analytics
Association Analytics contains the following two configurable performance tools, which you must set up to view data:
Association Activity Comparison
Use the Association Activity Comparison tool to compare action item activity, including step changes and messages, for the selected date range across multiple associations. You can compare all action item activities or compare specific action types.
You must set up the tool by adding associations before any data displays.
Note: You will only have access to associations configured within your portfolio.
To set up the Association Activity Comparision tool:
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Click Compare.
The Select Associations to Compare screen opens.
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In the Add Associations section, sort and filter as needed to select as many associations as desired using the checkbox next to the Association Code.
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Click Add Associations to complete the setup.
OR
To remove associations, select their name in the Remove Employees section, and then click Remove Employees.
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Click away from the selection screen and the data displays in graph format.
Note: You can click any association name at the bottom of the graph to toggle them from the comparison.
Action Item Lifecycle
Use the Action Item Lifecycle tool to review the average time action items spend in each step, and the open items associated with each step within the chosen action type. The average time does not include action items currently in each step, closing steps, or auto-stepped items. Open items do not depend on the date range.
To set up the Action Item Lifecycle tool:
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Select an Action Type from the dropdown.
The tool displays the data for that action type for all Associations.
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Select the unit of measure (1) most suitable for the data set you want to review.
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Click Associations in the top-right of the tool to narrow the selection.
The Select Associations to Include screen displays.
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In the Add Associations section, sort and filter as needed to select as many associations as you want, or select the Select All checkbox to quickly select all associations.
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Click Add Associations to complete the setup.
OR
To remove associations, select their name in the Remove Employees section, and then click Remove Employees.
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Click away from the selection screen and the data displays in graph format.
Note: You can click any association name at the bottom of the graph to toggle them from the comparison.
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The Data Bar (1) reflects the associations that you selected, select Show List (2) to reveal a list of selected associations, and click each Legend Step (3) under the donut chart to open a list of all open items for the selected step.
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