Similar to the Repair KPIs tab, the Maintenance KPI tab shows those indicators that measures you or your technicians' performance on maintenance work orders in the last 365 days, as well as KPI trends over the past year and KPI performance per location.
By default, the KPIs show data for all clients (Subscribers) within the past 365 days. Use the Subscriber filter in the all-inclusive filters along the top of the report to view by individual Clients, different date ranges, or other criteria, as needed.
On this dashboard you will see:
- Maintenance Key Performance Indicators
- Locations Analysis by KPI
Maintenance Key Performance Indicators
Here, you will see a matrix of Maintenance KPIs and your company's overall performance over the past 90 days, 180 days, 365 days, or a custom date range under 365 days.
There are 3 Maintenance KPIs:
- Check-in Compliance: the percentage of completed work orders that have both a check-in and a check-out entry, with a minimum check-in time of 10 minutes.
- Schedule Date Entry Confirmation: the percentage of work orders where the scheduled date was updated by your team to indicate when the work will be performed (applicable only to Planned Maintenance work orders generated in bulk and with an expiration date).
Scheduled Work Orders Completed: the percentage of work orders that your company has completed before the expiration date of the work order.
Each KPI has a calculated Score, which is the percentage of work orders that meet the criteria for that KPI:
Individual KPI Score (%) = Number of Compliant Work Orders ÷ Total Work Orders
(rounded to the nearest whole number)
In other words, of all the work orders assigned to the Provider, how many work orders did the Provider perform "positive" behavior (for example: checking in and checking out or completing maintenance work orders before the expiration date).
The sum of all KPI Scores gives an Overall Score:
Overall Score = Sum of all KPI scores ÷ Total number of eligible KPIs
The Overall Score is then mapped to a Grade, which represents overall performance.
Maintenance KPI Trend: Over the Past 12 Months
This 12-month trend graphs for the KPIs help identify whether your company's performance was consistent over the course of the past year. A straight-line graph with a high score indicates a consistent and reliable performance, whereas a more wavy chart indicates inconsistencies in the KPIs. For maintenance work orders, you may also view the trends by quarter.
Hovering your mouse over a data point displays the score for that KPI for the corresponding month. Click a data point to drill down into that month's data.
Locations Analysis by KPI
This section displays the score for each KPI by location. Performance levels are colored as follows: <50% red, 50-80% orange, >80% green.
Use this grid to identify the locations where the KPIs were not met. This grid may help you understand why the score for a specific KPI is low: a few locations where compliance was low will bring down your overall score.
Commonly Used Features
Below is a quick reference guide regarding tracking numbers in the Scorecard, filtering, sorting, downloading data, and sending reports.
Tracking Numbers in Analytics
Throughout the Contractor Scorecard, you can drill down into visualizations to see the underlying data. In most cases, the tracking numbers related to that data are listed. You can click the tracking number to navigate straight to the work order details in Service Automation.
On top of the report are all-inclusive filters to help you hone in on key data. All reports on the page are affected by the criteria set in these all-inclusive filters.
The filter criteria for each dashboard may differ. Filters reset to the default when the page is refreshed.
Dynamic Table Sorting
Analytics tables are dynamic, as you can:
- click column and row headers to sort data (the arrow indicate which data is sorted),
- hover over a header to show the gear icon where you can interact with the data more dynamically, and
- drag and drop a header to rearrange the table.
Downloading and Sending Reports
In the upper-right corner of any page, click the Gear icon to download reports, send reports, or schedule reports to send at regular intervals.
You can download data from a table and visualization or download a dashboard tabto PDF or CSV.
You can also Send a one-time report via email or Schedule a recurring email send.