What are we measuring: Completing Issues, Tasks and Site Audits in the last 90 Days
Why are we measuring this:
Issues and Tasks: This metric gives insight in issues management. Shows us how well are issues/tasks being focused on and physically completed in Aspire.
Site Audits: This metric informs you if the site audit tool is being utilized, and how many site audits have been run in the last 90 days and the average score.
Scoring: N/A
Recreate Metric:
Issues: Activities Module – Filters: Activity Type in Issues, Created Date last 90 days, group by status. Looking at completed versus total created
Tasks:
Filters: Activity type in Tasks and Appointments, Created Date last 90 days –
Group: By due date to review past due
Site Audits: Report Module, Site Audit Report, Filter – Audit Date Last 90 days
Average Site Audit Score: Report Module, Site Audit Report, Filter – Audit Date Last 90 days, Add display item for score, average the total in display
False Negatives: Creating them but not completing them resulting in no score at all
Common Issues:
We are only creating the issues, tasks, site audits but not physically compiling them
Audit score is the average from the past 90 days over all completed
Practical:
Send client info on site audit creation and have a team training
Quota for Audits to be performed monthly-incentivise those employees
Remember to complete you activities - stay on top of “to dos”
Resources: