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HotOperations Portal - Team Leader

V8.4 and earlier

The Team Leader uses the HotOperations portal to allocate tasks for their team. For the Team Leader, the HotOperations portal includes several sub-pages.

Dashboard

The Dashboard page includes relevant charts and analytics for the work performance of the Team Leader's team, and includes the following visuals.

VisualDescription
Team Leader Dashboard Page
SLA ComplianceNumber of tasks that were completed on time, divided by the total number of tasks allocated to the team. Displayed as a percentage.
CostCost per case. The cost of the team from the beginning of the time period divided by the total number of tasks  allocated to the team.
Team UtilizationHow much effort is allocated to an employee versus the employee's capacity for the period. By default, the employee capacity is eight hours a day.
Open Work
  1. Number of tasks by due date category.
    • Overdue
    • Due today
    • Due this week
    • Due this month
    • Other
  2. Number of allocated assigned tasks versus unallocated tasks.
Work Closure Rate

Number of tasks closed every day from the beginning of the period, by category.
  • Average Closure: number of tasks the team closed in this period divided by the number of days.
  • Closed Today: number of tasks the team closed on that day.
  • Closed this week: number of tasks the team closed in that week, inclusive.
Amount of Work Completed versus OverdueFor each day from the beginning of the time period, displays the number of tasks that the team closed on time versus tasks that the team closed after the due date.
Teams Leagues TableDisplays information for each team member.
  • Name
  • SLA
  • Workload
  • Closure Rate

Work Assignment Page

Team Leaders use the Work Assignment board to assign tasks to teams and team members in real-time. The dashboard includes predictive analytics, which provide the Team Leader with details about the impact of assignment. To allocate work, drag-and-drop cases from the Unassigned Work panel to the necessary Team queue or Employee queue. 

VisualDescription
Operations Manager Work Allocation Page
SLA ComplianceNumber of cases that were completed on time, divided by the total number of cases. Displayed as a percentage.
Base CostCost based on the number of hours it should take to complete all cases for the month.
Predictive CostThe predicted cost per month if teams continue to work on the current workload.
Teams WorkloadThe percentage that each team is utilized for case work, out of their available monthly work hours.

Tasks List Page

Team Leaders use the Tasks List page to view a list of dynamic tasks for a solution that is allocated to the team. If the Team Leader has multiple teams, the board displays the Team Leader's team first. The Team Leader can assign one or more tasks to team members by role or by member name. The Team Leader can also return work to the queue that team members already fetched.

Click the three dot button next to a task to view available actions.

You can sort the tasks list columns:

  • Ascending: click the column once.
  • Descending: click the column twice.
  • Remove sort: click the column three times.

Cases List Page

Operations Managers can view a list of all cases and allocate those cases from the Cases List page. We recommend using the Cases List page when managing  high volumes of cases.

V8.5

Overview

The Team Leader uses the HotOperations portal to allocate tasks for their team. From the Dashboard, team leaders can select which team to manage from the list of the teams they are defined as the team leader for. For the Team Leader, the HotOperations portal includes several sub-pages. 

Dashboard

The Dashboard page includes relevant charts and analytics for the work performance of the Team Leader's team, and includes the following visuals.

VisualDescription
Team Leader Dashboard Page
SLA ComplianceNumber of tasks that were completed on time, divided by the total number of tasks allocated to the team. Displayed as a percentage.
CostCost per case. The cost of the team from the beginning of the time period divided by the total number of tasks  allocated to the team.
Team UtilizationHow much effort is allocated to an employee versus the employee's capacity for the period. By default, the employee capacity is eight hours a day.
Open Work
  1. Number of tasks by due date category.
    • Overdue
    • Due today
    • Due this week
    • Due this month
    • Other
  2. Number of allocated assigned tasks versus unallocated tasks.
Work Closure Rate

Number of tasks closed every day from the beginning of the period, by category.
  • Average Closure: number of tasks the team closed in this period divided by the number of days.
  • Closed Today: number of tasks the team closed on that day.
  • Closed this week: number of tasks the team closed in that week, inclusive.
Amount of Work Completed versus OverdueFor each day from the beginning of the time period, displays the number of tasks that the team closed on time versus tasks that the team closed after the due date.
Teams Leagues TableDisplays information for each team member.
  • Name
  • SLA
  • Workload
  • Closure Rate

Work Assignment Page

Team Leaders use the Work Assignment board to assign tasks to teams and team members in real-time. The dashboard includes predictive analytics, which provide the Team Leader with details about the impact of assignment. To allocate work, drag-and-drop cases from the Unassigned Work panel to the necessary Team queue or Employee queue. 

VisualDescription
Team Leader Work Assignment Page
SLA ComplianceNumber of cases that were completed on time, divided by the total number of cases. Displayed as a percentage.
General CostCost based on the number of hours it should take to complete all cases for the month.
Predictive CostThe predicted cost per month if teams continue to work on the current workload.
Team Members WorkloadThe percentage that each team is utilized for case work, out of their available monthly work hours.

Tasks List Page

Team Leaders use the Tasks List page to view a list of dynamic tasks for a solution that is allocated to the team. If the Team Leader has multiple teams, the board displays the Team Leader's team first. The Team Leader can assign one or more tasks to team members by role or by member name. The Team Leader can also return work to the queue that team members already fetched.

Click the three dot button next to a task to view available actions.

You can sort the tasks list columns:

  • Ascending: click the column once.
  • Descending: click the column twice.
  • Remove sort: click the column three times.

V8.6 

Overview

The Team Leader uses the HotOperations portal to allocate tasks for their team. From the Dashboard, team leaders can select which team to manage from the list of the teams they are defined as the team leader for. For the Team Leader, the HotOperations portal includes several sub-pages. 

Dashboard

The Dashboard page includes relevant charts and analytics for the work performance of the Team Leader's team, and includes the following visuals.

VisualDescription
Team Leader Dashboard Page
SLA ComplianceNumber of tasks that were completed on time, divided by the total number of tasks allocated to the team. Displayed as a percentage.
CostCost per case. The cost of the team from the beginning of the time period divided by the total number of tasks  allocated to the team.
Team UtilizationHow much effort is allocated to an employee versus the employee's capacity for the period. By default, the employee capacity is eight hours a day.
Open Work
  1. Number of tasks by due date category.
    • Overdue
    • Due today
    • Due this week
    • Due this month
    • Other
  2. Number of allocated assigned tasks versus unallocated tasks.
Work Closure Rate

Number of tasks closed every day from the beginning of the period, by category.
  • Average Closure: number of tasks the team closed in this period divided by the number of days.
  • Closed Today: number of tasks the team closed on that day.
  • Closed this week: number of tasks the team closed in that week, inclusive.
Amount of Work Completed versus OverdueFor each day from the beginning of the time period, displays the number of tasks that the team closed on time versus tasks that the team closed after the due date.
Teams Leagues TableDisplays information for each team member.
  • Name
  • SLA
  • Workload
  • Closure Rate

Work Assignment Page

Team Leaders use the Work Assignment board to assign tasks to teams and team members in real-time. The dashboard includes predictive analytics, which provide the Team Leader with details about the impact of assignment. To allocate work, drag-and-drop cases from the Unassigned Work panel to the necessary Team queue or Employee queue. 

VisualDescription
Team Leader Work Assignment Page
SLA ComplianceNumber of cases that were completed on time, divided by the total number of cases. Displayed as a percentage.
General CostCost based on the number of hours it should take to complete all cases for the month.
Predictive CostThe predicted cost per month if teams continue to work on the current workload.
Team Members WorkloadThe percentage that each team is utilized for case work, out of their available monthly work hours.

Tasks List Page

Team Leaders use the Tasks List page to view a list of dynamic tasks for a solution that is allocated to the team. If the Team Leader has multiple teams, the board displays the Team Leader's team first. The Team Leader can assign one or more tasks to team members by role or by member name. The Team Leader can also return work to the queue that team members already fetched.

Click the three dot button next to a task to view available actions.

You can sort the tasks list columns:

  • Ascending: click the column once.
  • Descending: click the column twice.
  • Remove sort: click the column three times.

V8.7 

Overview

The Team Leader uses the HotOperations portal to allocate tasks for their team. 

From the Dashboard, team leaders can select which team to manage from the list of the teams they are defined as the team leader for. For the Team Leader, the HotOperations portal includes several sub-pages. 

Dashboard

The Dashboard page includes relevant charts and analytics for the work performance of the Team Leader's team, and includes the following visuals.

VisualDescription
Team Leader Dashboard Page
SLA ComplianceNumber of tasks that were completed on time, divided by the total number of tasks allocated to the team. Displayed as a percentage.
CostCost per case. The cost of the team from the beginning of the time period divided by the total number of tasks  allocated to the team.
Team UtilizationHow much effort is allocated to an employee versus the employee's capacity for the period. By default, the employee capacity is eight hours a day.
Open Work
  1. Number of tasks by due date category.
    • Overdue
    • Due today
    • Due this week
    • Due this month
    • Other
  2. Number of allocated assigned tasks versus unallocated tasks.
Work Closure Rate

Number of tasks closed every day from the beginning of the period, by category.
  • Average Closure: number of tasks the team closed in this period divided by the number of days.
  • Closed Today: number of tasks the team closed on that day.
  • Closed this week: number of tasks the team closed in that week, inclusive.
Amount of Work Completed versus OverdueFor each day from the beginning of the time period, displays the number of tasks that the team closed on time versus tasks that the team closed after the due date.
Teams Leagues TableDisplays information for each team member.
  • Name
  • SLA
  • Workload
  • Closure Rate

Work Assignment Page

Team Leaders use the Work Assignment board to assign tasks to teams and team members in real-time. The dashboard includes predictive analytics, which provide the Team Leader with details about the impact of assignment. To allocate work, drag-and-drop cases from the Unassigned Work panel to the necessary Team queue or Employee queue. 

In some organizations, the Team Leader can also set a case as important, or remove the importance flag from cases.

VisualDescription
Team Leader Work Assignment Page
SLA ComplianceNumber of cases that were completed on time, divided by the total number of cases. Displayed as a percentage.
General CostCost based on the number of hours it should take to complete all cases for the month.
Predictive CostThe predicted cost per month if teams continue to work on the current workload.
Team Members WorkloadThe percentage that each team is utilized for case work, out of their available monthly work hours.

Tasks List Page

Team Leaders use the Tasks List page to view a list of dynamic tasks for a solution that is allocated to the team. If the Team Leader has multiple teams, the board displays the Team Leader's team first. The Team Leader can assign one or more tasks to team members by role or by member name. The Team Leader can also return work to the queue that team members already fetched. In some organizations, the Team Leader can set a case as important or not by clicking the Importance flag.

Click the three dot button next to a task to view available actions.

You can sort the tasks list columns:

  • Ascending: click the column once.
  • Descending: click the column twice.
  • Remove sort: click the column three times.