Interesting one, and there is definitely nothing in the product that will do this that I’ve seen.
Devils advocate for a second though:
I want to be able to present a list of tasks that the person is or was responsible for, including those that have been taken by another user in the actor group, but which haven’t been completed yet.
I want to be able to present a list of tasks that the person is responsible for
If they are responsible for then they will have taken the task, easy through current methods.
I want to be able to present a list of tasks that the person was responsible for
If they were responsible for then they will have taken the task, easy through current methods (archive when the case is complete).
…including those that have been taken by another user in the actor group…
If the task has been taken by another person in the actor group then a different individual cannot be held responsible for it. Standard Labour practice. Imagine if your colleague in the next cubicle got the boot because you didn’t find out this answer. Would that be right? May be it would but who can tell
I also think you’re overthinking the
…way to list the “human tasks” that the logged-in user WOULD have been an actor candidate for if the task hadn’t been “taken” by someone else…
The logged-in user WILL ALWAYS be a candidate if they are in the Actor Group that can take a task, there is no Would have been an Actor Candidate.
The way i would do this (as a batch overnight type report) is:
for each Active task
Get Actor Group
order and reduce
for each Actor Group
Get Individuals in Actor Group
Then produce a nice little report that says:
Actor Group
Individual Name:
Tasks that are/were available to you but you didn’t take
One thing we found was we also had to match the following (might be giving something away here (like we’ve done something similar)) :
Do not include Tasks that opened and closed during the time that the individual was working on another task. It skews the results you are looking for, which I believe is a
Report of tasks that presented themselves to Actor Group: AG - Employee: Emp while they were not working on another task - I’ve repeated myself here
Also do not forget labour laws on “natural breaks” etc. in your calculations. Unions are very picky on this.
Performance Reporting is a very interesting and fraught with danger subject.
Also be very aware that Actor Groups are one thing, what happens if you have Actor Group that is modified by an Actor Filter?
For example: we have an Actor Group for Claims Processing, which is modified by an Actor Filter removing people who are not in the office (via an interface with HR who look after holidays, training, maternity and sick leave etc.), sometimes we have 25% not in the office for some valid reason or other…
I repeat: Performance Reporting is a very interesting and fraught with danger subject. It needs to be done right.
regards
Seán
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