Role Configuration: Roles Kpis

Roles Kpis

KPI chart boxes can be displayed on the Home screen.

KPIs can be used to provide status information, links to event screens and to generate key reports quickly.

The selections described below filter down which KPIs a user can see on thier Home screen.

KPI Role Restrictions

Each KPI is configured to either be shown or hidden on the Roles / KPIs tab depending the Roles / Details "Access Type".

Some KPIs, such as "Multiple Fills" and "Overfills" use very large datasets, so they are only shown to external roles. I.e. the dataset is limited to one Client or one Client Group.

Update KPI permissions by updating the and fields as required.

User Settings

If you would like to further restrict the KPIs for particular users,

Go to Users / KPIs and un-check the KPI's you would like to hide.

If you would like to enable users to view KPIs for others ,

Go to Users / Details KPI Access and update the "Other Users" and "Other Workgroups" check boxes to do this.

E.g. this may suit a team leader position.

Field Descriptions

• Quotations Active — Shows the number of quotes at various statuses for the quote's Account Manager (or a selected Workgroup, or --All-- users). Internal users can click on a particular status to view a listing in the Quote/Search screen.
• Contracts — Displays the number of contracts On Order and Due Off. Users can click through to view a listing of contracts in the Due Off Management or Order Management screen.
• Events — Shows the number of Client, Driver, Contract, Quotes or Supplier events requiring follow-up. Each of these will navigate the user to the relevant Events screen for Internal users.
• Quotations Accepted — Shows Quotes Created and Accepted and a Strike rate (Quotes Accepted / Quotes Created %). Internal users can click on a particular status to view the filtered results in the Quotes Search screen.
• Contracts Activity — Shows Contracts Started and Ended and Total Active. When any data point clicked Internal users will be redirected to the Contract screen.
• Quotations Accepted Per Driver — Shows the percentage of drivers accepting their quotes.
• Inventory Split — Shows number of Active Contracts grouped by Contract Group at the start of each month for the past 12 months and Current (as at today). Data can be exported to Excel by clicking the [Export to Excel] icon in the top left corner of the chart title bar*.
• Due Off — Shows contracts Due to expire in next 6 months, grouped by Contract Group. Internal users can click on any data point to view a list in the Due Off Management screen. Data can be exported to Excel by clicking the [Export to Excel] icon in the top left corner of the chart title bar*.
• Overfills — Shows how many times vehicles have been overfilled (actual litres purchased vs. tank capacity on Vehicle tab - If blank Variant fuel capacity is used instead), grouped by Contract Group and weekday over the past 30 days. Data can be exported to Excel by clicking the [Export to Excel] icon in the top left corner of the chart title bar*.
• Multiple Fills — Shows how many times vehicles have purchased fuel more than once a day over the past 6 months, grouped by Contract Group. Data can be exported to Excel by clicking the [Export to Excel] icon in the top left corner of the chart title bar*.
• Service Due — Shows vehicles due for a service in the next 6 months, grouped by Contract Group and month. Note: due in "0-1 months" includes contracts overdue for a service. Data can be exported to Excel by clicking the [Export to Excel] icon in the top left corner of the chart title bar.
• Service Overdue — Shows vehicles over due for a service, grouped by Contract Group and month. Data can be exported to Excel by clicking the [Export to Excel] icon in the top left corner of the chart title bar*.
• Vehicles On Order — Shows vehicles on order grouped by Contract Group. Data can be exported to Excel by clicking the [Export to Excel] icon in the top left corner of the chart title bar*.

Save

• Making changes here will alter the KPIs of all users with this role as well as setting the default DPIs for any future users. Do you still want to proceed? — Click OK to confirm the changes. The alert is to remind you that the changes affect all users who have this role.

Screen Aliases

Selected system fields can be renamed by storing the preferred name in .

Bespoke fields can also be renamed. Visit Bespoke Screen Aliases for the set-up details.

System Fields

Selected system fields can be given an alternative name. The table below details the available fields.

Visit Field Names for the complete list, as some of the available fields have been configured using Global Controls.

System Menus

Most roles have a unique set of menus they can access. The menu items each role can access is controlled by their entry ib gbrolerestrictions using type = pagemap & restrictiontype = bit_array.

Warning: Contact your Account Manager if you want changes to the menus available for a particular role. Please do not attempt changes to this area without assistance from your Account Manager.

Excluded Roles

The roles listed below are not updated using this feature. They either do not have access to the system or have a single programmed function outside of these menus. Adding a gbrolerestrictions for these roles will not affect their function.

• Franchise
• Password Reset
• FBT Declaration
• Web Services

List of Menu items

This feature will allow you to add or remove any of the following Menu items from all roles (other than the excluded roles listed above).

Client-specific roles are not listed here.

The 'super' role menu items (used by Catch-e staff) are not listed here.

You will see only Redbook Data & Redbook Photos OR Glasses Data in your menu list, depending of your vehicle data source. Both are listed here for context.

• Fleet / Administration / Contracts
• Fleet / Administration / Approvals
• Fleet / Administration / Quotes
• Fleet / Administration / Bookings
• Fleet / Administration / Clients
• Fleet / Administration / Client Groups
• Fleet / Administration / Drivers
• Fleet / Administration / Suppliers
• Fleet / Administration / Supplier Groups
• Fleet / Administration / Events / Clients
• Fleet / Administration / Events / Drivers
• Fleet / Administration / Events / Contracts
• Fleet / Administration / Events / Suppliers
• Fleet / Administration / Events / Quotes
• Fleet / Administration / Order Management
• Fleet / Administration / Due Off Management
• Fleet / Administration / Sale Management
• Fleet / Administration / Reports
• Fleet / Billing / Recharge / Standard
• Fleet / Billing / Recharge / Fuel
• Fleet / Billing / Periodic
• Fleet / Billing / Initial
• Fleet / Billing / Combined
• Fleet / Billing / Re-print
• Fleet / Payments / Periodic
• Fleet / Receivables / Receipts
• Fleet / Maintenance / Reg / CTP Renewals
• Fleet / Card Services / Transactions
• Fleet / Card Services / Cards
• Fleet / Controls / Maintenance / VMRS Codes
• Fleet / Controls / Maintenance / Work Codes
• Fleet / Controls / Maintenance / Cause Codes
• Fleet / Controls / Accounts / Contract Types
• Fleet / Controls / Accounts / Posting Classes
• Fleet / Controls / Interfaces / Card Services
• Fleet / Import Data / Whole Table
• Fleet / Import Data / Redbook Data*
• Fleet / Import Data / Redbook Photos*
• Fleet / Import Data / Glasses Data*
• Fleet / Import Data / Contributions
• Fleet / Import Data / Quote Data
• Fleet / Import Data / Seqoya
• Fleet / Import Data / 1link approvals
• Fleet / Import Data / Swann Vehicles
• Fleet / Import Data / Service Profiles
• Fleet / Export Data / Whole Table
• Fleet / Export Data / Report Data
• Packaging / Employees
• Accounts / General Ledger / GL Codes
• Accounts / Export / MYOB / General Ledger
• Accounts / Export / Realtime / General Ledger
• Accounts / Export / Accpac / General Ledger
• Accounts / Export / BECS / Reimbursements (ABA)
• Accounts / Export / Xero / General Ledger
• Accounts / Export / BPAY / Payments
• Reporting / Standard Reports
• Setup / Reference Data
• Setup / Import / Export Files
• System / Mail Queue
• System / Report Queue
• System / Scheduler
• System / Users
• System / Roles
• System / Workgroups
• System / Change Password

Clients

System Fields

Selected system fields can be given an alternative name. The table below details the available fields.

Visit Field Names for the complete list, as some of the available fields have been configured using Global Controls.