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 your activities - stay on top of “to dos”
Resources:
- Performing a Site Audit (Mobile Version)
- Performing a Site Audit (Desktop Version)
- Creating Issues & Opportunities from a Site Audit
- Understanding Site Audits
- Site Audit Reports to Build in Aspire
- Creating an Issue
- Issues- Creating, Updating, and Completing
- Email Notifications When Creating Issues
- Navigating, Creating, and Completing Tasks