Staff Scheduling Glossary
This glossary has two groups: Attributes and Measure. Each group contains categories, select any category to see the Attributes/ Measures, Definitions, and Formulas (when available).
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Attributes
| Attribute | Definition | Formula |
|---|---|---|
| Activity Type | Activity type (Claim Appointment, Meeting, Training, etc.) as configured in the tool. | -- |
| Actual Appointment End Datetime | Actual End time of the appointment. | -- |
| Actual Appointment Start Datetime | Actual Start time of the Appointment. | -- |
| Actual Travel Start Datetime | Actual Start time of travel for the appointment. | -- |
| After Appointment File Create Datetime | File create datetime for the first file after the appointment. | -- |
| After Appointment MOI Inspection Location Type Description | Inspection location on first file after the appointment. | -- |
| After Appointment MOI Inspection Type Description | Inspection type on first file after the appointment. | -- |
| After Appointment MOI Appraiser Type Description | Appraiser type (Independent Appraiser, Staff Appraiser, Repair Facility, etc.) for first file created after the appointment. | -- |
| Alias | The user login before the @ sign. | Mid([User Login],1,Find([User Login],'@')-1) |
| Appointment Created by User ID | User ID of the user created the appointment. | -- |
| Appointment Created by User Name | User name of the user created the appointment. | -- |
| Appointment Created Datetime | Appointment create datetime. | -- |
| Appointment ID | Unique ID for the appointment. | -- |
| Appointment Modified Datetime | Latest appointment modified datetime. | -- |
| Appointment Created by Hierarchy Level 1 | Level 1 hierarchy name + ID for the user created the appointment. | -- |
| Appointment Created by Hierarchy Level 2 | Level 2 hierarchy name + ID for the user created the appointment. | -- |
| Appointment Created by Hierarchy Level 3 | Level 3 hierarchy name + ID for the user created the appointment. | -- |
| Appointment Created by Hierarchy Level 4 | Level 4 hierarchy name + ID for the user created the appointment. | -- |
| Appointment Created by Hierarchy Level 5 | Level 5 hierarchy name + ID for the user created the appointment. | -- |
| Appointment Created by Hierarchy Level 6 | Level 6 hierarchy name + ID for the user created the appointment. | -- |
| Appointment Created by Hierarchy Level 7 | Level 7 hierarchy name + ID for the user created the appointment. | -- |
| Appointment Estimate Version Type | Attribute differentiator for estimates versus supplements. | IIF([Activity Type]="Claim Appointment", iif(ISNULL([Last File Before Appointment Create Date - File Version]),"Estimate","Supplement") ,"NA") |
| Appointment Status | Current status of the appointment (Booked, Cancelled, No Show, etc.). | -- |
| Appointment Type | Appointment type (General Inspection, In Person, Video, etc.) as configured in the tool. | -- |
| Appraiser Name | Name of the Appraiser. | -- |
| Appraiser Hierarchy Level 1 | Level 1 hierarchy name + ID for the assigned appraiser on the appointment. | -- |
| Appraiser Hierarchy Level 2 | Level 2 hierarchy name + ID for the assigned appraiser on the appointment. | -- |
| Appraiser Hierarchy Level 3 | Level 3 hierarchy name + ID for the assigned appraiser on the appointment. | -- |
| Appraiser Hierarchy Level 4 | Level 4 hierarchy name + ID for the assigned appraiser on the appointment. | -- |
| Appraiser Hierarchy Level 5 | Level 5 hierarchy name + ID for the assigned appraiser on the appointment. | -- |
| Appraiser Hierarchy Level 6 | Level 6 hierarchy name + ID for the assigned appraiser on the appointment. | -- |
| Appraiser Hierarchy Level 7 | Level 7 hierarchy name + ID for the assigned appraiser on the appointment. | -- |
| Appraiser ID | ID of the assigned appraiser on the appointment. | -- |
| Appraiser Job Title | Job title of the assigned appraiser on the appointment. | -- |
| Appraiser Name | Name of the Appraiser. | -- |
| Appraiser Skills | Appraiser skills (General Inspection, In Person, Video, etc.) as configured in the tool. | -- |
| Appraiser Territory | A comma separated string of all States where the appraiser is configured to cover. | -- |
| Bay ID | Bay Identifier. | -- |
| Capacity Threshold | A parameter to show from 0% to 100% in 1 percent increments. | -- |
| Change Flag | A flag indicating if any modification has been made to the appointment datetime. | [Appointment Modified Datetime]=[Appointment Created Date] |
| Claim Folder Created Datetime | Claim folder create datetime. | -- |
| Claim Number | Claim number associated with the appointment. | -- |
| Claim Appointment File Type | File type (Supplement, Estimate) for the first file after the appointment scheduled date. | -- |
| Claim Folder Driveable Flag | A flag indicating the driveable status of a claim folder. | -- |
| Company Code | A character code assigned to each company that acts as an identifier. | -- |
| Company Name | Full name of the company. | -- |
| Contact By Text | A flag indicating if a user can be contacted via text. | -- |
| Created User | User that created appointment. | -- |
| Created User Hierarchy Level 1 | Level 1 hierarchy name + ID for the created user on the appointment. | -- |
| Created User Hierarchy Level 2 | Level 2 hierarchy name + ID for the created user on the appointment. | -- |
| Created User Hierarchy Level 3 | Level 3 hierarchy name + ID for the created user on the appointment. | -- |
| Created User Hierarchy Level 4 | Level 4 hierarchy name + ID for the created user on the appointment. | -- |
| Created User Hierarchy Level 5 | Level 5 hierarchy name + ID for the created user on the appointment. | -- |
| Created User Hierarchy Level 6 | Level 6 hierarchy name + ID for the created user on the appointment. | -- |
| Created User Hierarchy Level 7 | Level 7 hierarchy name + ID for the created user on the appointment. | -- |
| Day Aging (Estimated Appointment Start) | Number of days an appointment is from today. | DATEDIFF("day",today(),[Estimated Appointment Start Datetime]) |
| Day Number | An integer value associated with a day of the week. | -- |
| Days of Appointments | The list of days (within this week) where an appointment exists. | IF FIRST()==0 THEN MIN([Day | Name]) ELSE PREVIOUS_VALUE("")+","+MIN([Day | Name]) END |
| EOD Travel | Time it takes for appraiser to get from their last in person field appointment to their End Location on their profile | -- |
| Estimate Appointment Start Datetime | The datetime of when the appointment should begin. | -- |
| Estimated Appointment End Datetime | The theoretical time the appointment should conclude. | -- |
| File Uploaded Flag | A flag to indicate if the file was uploaded or not. | iif(ISNULL([First File After Appointment Date - File Upload Date]),"N","Y") |
| First Assignment Datetime | Create datetime for the first assignment on the claim. | First ASGN or ORSC event |
| First File After Appointment Date - Appraiser Name | The name of the of person who wrote the file after the appointment was complete. | -- |
| First File After Appointment Date - File Upload Date | The date the file was uploaded after the appointment was complete. | -- |
| First File After Appointment Date - File Version | The file version of the file that was uploaded after the appointment was complete. | -- |
| Inspection Location Type | The type of location used in the inspection. | -- |
| Last Assignment Datetime | Create datetime for the latest assignment on the claim. | Last ASGN or ORSC event |
| Last File Before Appointment Create Date - File Appraiser Name | The name of the of person who wrote the file before the appointment was created. | -- |
| Last File Before Appointment Create Date - File Upload Date | The date the file was uploaded before the appointment was created. | -- |
| Last File Before Appointment Create Date - File Version | The file version of the file that was uploaded before the appointment was created. | -- |
| Last Updated User | User that last updated the appointment. | -- |
| Loss Category Description | Claim Loss Category Description (Collision, Comprehensive, Liability, etc.). | -- |
| No Show Datetime | The datetime of a no show. | -- |
| Prior Day | A parameter to mark the prior day as an integer value. | -- |
| Scheduled Appointment Start Datetime | Appointment scheduled/estimated start datetime. | -- |
| Secondary Code | Secondary company code. | -- |
| Shift ID | A unique identifier for a shift. | -- |
| Shift Day Number | The corresponding day number for a specific shift. | -- |
| Shift End Time | Numerical value for an end time of a shift. Used to calculate the duration. | -- |
| Shift Name | Shift Name as configured in the tool. | -- |
| Shift Start Time | Numerical value for a start time of a shift. Used to calculate the duration. | -- |
| State Coverage | All possible states covered by the specific appraiser. | -- |
| Team Name | Team Name of the assigned appraisers as configured in the tool. | -- |
| Update User Hierarchy 1 | Level 1 hierarchy name + ID for the last user who updated the appointment. | -- |
| Update User Hierarchy 2 | Level 2 hierarchy name + ID for the last user who updated the appointment. | -- |
| Update User Hierarchy 3 | Level 3 hierarchy name + ID for the last user who updated the appointment. | -- |
| Update User Hierarchy 4 | Level 4 hierarchy name + ID for the last user who updated the appointment. | -- |
| Update User Hierarchy 5 | Level 5 hierarchy name + ID for the last user who updated the appointment. | -- |
| Update User Hierarchy 6 | Level 6 hierarchy name + ID for the last user who updated the appointment. | -- |
| Update User Hierarchy 7 | Level 7 hierarchy name + ID for the last user who updated the appointment. | -- |
| User Id | Numerical ID value of user. | -- |
| User Job Title | All job titles assigned to the user. | -- |
| User Login | Full user login. | -- |
| User Name | Name of the person associated with the account and login. | -- |
| Vehicle Location CBSA | CBSA of the vehicle location. | -- |
| Vehicle Location City | City of the vehicle location. | -- |
| Vehicle Location Zip Code | Zip code of the vehicle location. | -- |
| Vehicle Owner State | The State location of the Vehicle owner. | -- |
| Vehicle Location State Code | State Code of the vehicle location. | -- |
| Vehicle Make | The vehicle make. | -- |
| Vehicle Model | The vehicle model name. | -- |
| Vehicle Year | The vehicle year. | -- |
| Window End | The end datetime of the appointment window. | -- |
| Window Name | The type of window listed as 30 minutes, 1 hour, or 2 hours. | -- |
| Window Start | The start datetime of the appointment window. | -- |
Measure
| Measure | Definition | Formula |
|---|---|---|
| # of Cancelled Appointments | Count of appointments where Appointment Status = 'Cancelled'. | Appointment Status = 'Cancelled' |
| # of Cancelled Claim Appointments | Count of appointments where Appointment Status = 'Cancelled' and Activity Type = 'Claim Appointment'. | Appointment Status = 'Cancelled' and Activity Type = 'Claim Appointment' |
| # Reschedules | Total number of reschedule count. | -- |
| % Claim Appointment created to scheduled date start less than 3 days | Percentage of claim appointments where the number of days from when the appointment was created to when it started it under 3 days. | -- |
| % Claim Appointment created to scheduled date start less than 5 days | Percentage of claim appointments where the number of days from when the appointment was created to when it started it under 5 days. | -- |
| % Claim Appointment Created to File Upload Day (<1 day) | Percentage of appointments with date difference between claim appointment create date and file upload date less than 1 day. | -- |
| % Claim Appointment Created to File Upload Day (<2 days) | Percentage of appointments with date difference between claim appointment create date and file upload date less than 2 days. | -- |
| % Claim Appointment Created to File Upload Day (<3 days) | Percentage of appointments with date difference between claim appointment create date and file upload date less than 3 days. | -- |
| % Claim Appointment Created to File Upload Day (<4 days) | Percentage of appointments with date difference between claim appointment create date and file upload date less than 4 days. | -- |
| % Claim Appointment Created to File Upload Day (<5 days) | Percentage of appointments with date difference between claim appointment create date and file upload date less than 5 days. | -- |
| % Reschedule Appointments | Percentage of the reschedule count. | -- |
| % Appointment Created to Scheduled Appointment start (<1 day) | Percentage of claims with date difference between appointment created and scheduled appointment start less than 1 day. | -- |
| % Appointment Created to Scheduled Appointment start (<2 days) | Percentage of claims with date difference between appointment created and scheduled appointment start less than 2 days. | -- |
| % Scheduled Claim Appointment Start to File Upload Days (<1 day) | Percentage of appointments with date difference between scheduled claim appointment start date and file upload date less than 1 day. | -- |
| % Scheduled Claim Appointment Start to File Upload Days (<2 days) | Percentage of appointments with date difference between scheduled claim appointment start date and file upload date less than 2 days. | -- |
| Actual Appointment Duration | Actual duration of appointment. | -- |
| Actual Capacity % | Actualized Capacity divided by shift duration. | -- |
| Actual Duration + Travel | Sum of actual appointment duration and travel duration. | Average of actual appointment duration + average of actual travel duration |
| Actual Travel Duration | Actual duration of travel for the appointment. | -- |
| Actualized Capacity | Total of appointment duration (actual or scheduled) and travel time (actual or scheduled). | -- |
| Actualized Capacity % - Status | Will be categorized "High" if it is greater than Capacity Threshold and "Low" otherwise. | iif([Actualized Capacity %]>[Capacity Threshold], "High", "Low") |
| Appointment Count | Count of appointments in selected time frame. | -- |
| Appointment Created in the Past | Count of appointment created before today. | -- |
| Appointment Created to Scheduled Appointment Start Days | Number of days between: Appointment Created Datetime Scheduled Appointment Start Date | -- |
| Appt Create to Actual Appt End Days | Number of days between: Appointment Created Datetime and Scheduled Appointment End Date. | iif([Appointment Created Date]<=[Actual Appointment End Datetime], [Actual Appointment End Datetime]-[Appointment Created Date],NULL) |
| Assignment Date to Report Date | Number of days between: Assignment to Report Date | TODAY()-[Assignment Created Date] |
| Claim Appointment Created to E01 start days | The number of days from when the claim appointment was created to when the initial estimate was started. | -- |
| Claim Appointment Actual Duration + Travel | Sum of actual appointment duration and travel duration where activity type = 'Claim Appointment'. | -- |
| Claim Appointment Actualized Capacity | Total of appointment duration (actual or scheduled) and travel time (actual or scheduled) for Claim Appointment activity. | -- |
| Claim Appointment Count | Count of appointments where activity type is 'Claim Appointment'. | Activity Type = 'Claim Appointment' |
| Claim Appointment Created to File Upload Days | Number of days between: Claim Appointment Create Date File Upload Date. | -- |
| Claim Appointment Scheduled Duration + Travel | Sum of scheduled appointment duration and travel duration where activity type = 'Claim Appointment'. | -- |
| Claim Appointments Cancelled Count | Number of claim appointments that have a cancelled status. | iif( [Activity Type]="Claim Appointment" and [Appointment Status]="Cancelled", [Appointment Count],0) |
| Claim Appointments created with no Estimated Start Date | Number of claim appointments that have no Estimated Appointment Start Datetime. | IIF( [Activity Type] = "Claim Appointment" and isnull([Estimated Appointment Start Datetime]),[Appointment Count],0) |
| Claim Appointments No File Upload Count | Number of claim appointments that have no file uploaded. | iif([Activity Type] = "Claim Appointment" and [File Uploaded Flag]="N" ,[Appointment Count],0) |
| Claim Appointments Scheduled Count | Total number of claim appointments. | iif( [Activity Type]="Claim Appointment", [Appointment Count],0) |
| Claim Appointments starting early (on another day) | Number of claim appointments where the actual start time was earlier than the estimated start time. | IIF( [Activity Type] = "Claim Appointment" and DATETRUNC("day",[Actual Appointment Start Datetime])<DATETRUNC("day",[Estimated Appointment Start Datetime]),[Appointment Count],0) |
| Claim Appointments starting early (Same Day) | Number of claim appointments where the actual start time was earlier than the estimated start time but must occur in the same day. | IIF( [Activity Type] = "Claim Appointment" and [Actual Appointment Start Datetime]<[Estimated Appointment Start Datetime] and DATETRUNC("day",[Actual Appointment Start Datetime])=DATETRUNC("day", [Estimated Appointment Start Datetime]) ,[Appointment Count],0) |
| Claim Appointments starting late (on another day) | Number of claim appointments where the actual start time was later than the estimated start time. | IIF( [Activity Type] = "Claim Appointment" and DATETRUNC("day",[Actual Appointment Start Datetime])>DATETRUNC("day",[Estimated Appointment Start Datetime]),[Appointment Count],0) |
| Claim Appointments starting late (same day) | Number of claim appointments where the actual start time was later than the estimated start time but must occur in the same day. | IIF( [Activity Type] = "Claim Appointment" and [Actual Appointment Start Datetime]>[Estimated Appointment Start Datetime] and DATETRUNC("day",[Actual Appointment Start Datetime])=DATETRUNC("day", [Estimated Appointment Start Datetime]) ,[Appointment Count],0) |
| Estimate Appointment Start Date Group | Label for appointments to differentiate future or past appointments. | IIF( DATETRUNC("day",[Estimated Appointment Start Datetime])>= DATETRUNC("day",TODAY()) or ISNULL([Estimated Appointment Start Datetime]) ,"Future","Past") |
| Estimated Appointment Start to Report Date Days | The time, in days, between the appointment starting and the report date. | [Report Prior day Date]-[Estimated Appointment Start Datetime] |
| Estimated Capacity % | The theoretical capacity (including travel time) as a percentage of shift duration. | sum([Estimated Duration + Travel])/sum([Shift Duration]) |
| Estimates Completed Count (Prior day) | The number of estimates that were completed yesterday. | iif( [Report Prior day Date]= DATETRUNC("day",[First File After Appointment Date - File Upload Date]) and [First File After Appointment Date - File Version]="E01", [Appointment Count],0) |
| Non-Claim Appointment Actual Duration + Travel | Sum of actual appointment duration and travel duration where activity type is not 'Claim Appointment'. | -- |
| Non-Claim Appointment Actualized Capacity | Total of appointment duration (actual or scheduled) and travel time (actual or scheduled) for non-Claim Appointment activity. | -- |
| Non-Claim Appointment Count | Count of appointments where activity type is not 'Claim Appointment'. | Activity Type <> 'Claim Appointment' |
| Non-Claim Appointment Scheduled Duration + Travel | Sum of scheduled appointment duration and travel duration where activity type is not 'Claim Appointment'. | -- |
| Number of Appts | Total number of appointments. | COUNT([Appointment ID]) |
| Past Claim Appointment with no Actual Start Dates | Count of appointments created before today with no actual start date. | -- |
| Past Claim Appointments Starting late | Count of appointments created before today with actual appointment start datetime later than scheduled start datetime. | -- |
| Past Claim Appointments with no File Upload | Count of appointments created before today with no file upload. | -- |
| Scheduled Appointment Duration | Scheduled duration of appointment. | -- |
| Scheduled Claim Appointment Start to File Upload Days | Number of days between: Scheduled Claim Appointment Start Date File Upload Date. | -- |
| Scheduled Duration + Travel | Sum of scheduled appointment duration and travel duration. | Average of scheduled appointment duration + average of scheduled travel duration |
| Scheduled Travel Duration | Scheduled duration of travel for the appointment. | -- |
| Shift Duration | Number of hours between shift start and shift end. | -- |
| Supplements Completed Count (Prior day) | Total number of supplements completed yesterday. | iif( [Report Prior day Date]= DATETRUNC("day",[First File After Appointment Date - File Upload Date]) and [First File After Appointment Date - File Version]<>"E01", [Appointment Count],0) |
| Total Appraiser Count | Total number of appraisers. | {countd([Appraiser (appointment created for)])} |
| Total File Completed Count (Prior day) | Total files completed yesterday. | iif( [Report Prior day Date]= DATETRUNC("day",[First File After Appointment Date - File Upload Date]), [Appointment Count],0) |
| Total File Driveable Count (Prior day) | Total driveable files yesterday. | iif( [Report Prior day Date]= DATETRUNC("day",[First File After Appointment Date - File Upload Date]) and [Claim Folder Driveable Flag]="Y", [Appointment Count],0) |
| Total File Non-Driveable Count (Prior day) | Total non-driveable files yesterday. | iif( [Report Prior day Date]= DATETRUNC("day",[First File After Appointment Date - File Upload Date]) and [Claim Folder Driveable Flag]="N", [Appointment Count],0) |
| Total File Unk Driveable Count (Prior day) | Total unknown driveable files yesterday. | iif( [Report Prior day Date]= DATETRUNC("day",[First File After Appointment Date - File Upload Date]) and ISNULL([Claim Folder Driveable Flag]), [Appointment Count],0) |
