Overview
Figure 1. The Tracker
The Tracker provides a high-level overview of the statistics, by User, for the currently selected period. It is used for evaluating schedules quantitatively in order to identify trends and potential issues.
The Tracker can be configured to display User Groups and configured to display different Tracker columns, according to the Section(s) selected. The Tracker is able to show various data points by User, like shifts in the current period or assignments since the scheduling year began.
Note: To have this feature enabled for your organization, contact [email protected] or reach out to your representative.
Configuration
While accessible to schedulers from both the Intrigma Scheduling System (ISS) and Intrigma Scheduler+, the information shown in the Tracker may currently only be configured from the Settings window within ISS. Once configured, the information displayed on the Tracker will reflect the same scheduling data, regardless of platform.
Figure 2. Configure the Tracker from the Settings Dialog in ISS
To configure the Tracker:
On the ISS menu, select Edit, then Settings (or press CTRL+E on your keyboard).
On the Settings dialog, select the Tracker tab.
Select the Section that you would like to modify the tracker columns for (you may also select which User Groups will be displayed).
You may then select and modify an existing column, or click Add… to configure a new one. Click and drag columns to change the order in which they are displayed within the Tracker.
Adding a Column to the Tracker
If you find the Tracker is not generating the information you need, you may want to add more columns of information to it. To do this:
Select the Section to which the column will be added.
Note: Select [All Sections] in the list to have the column appear for all sections.
Click the Add button below the Tracker Columns list.
On the Add New Tracker Column dialog, select the relevant Shift Group then add the column to from the list of Shift Groups.
Note: Select [All Shifts] from the list to add the Tracker Column to all shifts.
Select a column type from the Tracker Columns list.
Click Create Column to confirm.
Note: Tracker columns may be reordered by clicking and dragging on them.
Types of Tracker Columns
When creating a tracker column, first select a Shift Group. The available columns will vary according to the shift group selected.
Figure 3. Add Tracker Columns to All Shift Groups
Adding a New Tracker Column to the ‘All Shifts’ Shift Group
When you add a New Tracker Column for the ‘All Shifts’ Shift Groups, you’ll find the following
Assignments in the current period
Assignments since the start of the scheduling year
Assignments for each week
Applicable to Selected Shifts
Figure 4. Available Tracker Columns for the Weekends Shift Group
The last assignment worked in the selected shift group
Assignments worked in this group for the current scheduling period (with goal percentages)
Assignments worked in this group for the current scheduling period (with quotas)
Assignments worked in this group since the start of the scheduling year (with goal percentages)
Assignments worked in this group since the start of the scheduling year (with quotas)
Assignments worked in this group since the start of the scheduling year
Partial assignments worked in this group for the current scheduling period
Full assignments worked in this group for the current scheduling period
Full and Partial assignments worked in this group for the current scheduling period
Once a Tracker Column has been added, a description of its function appears at the bottom of the Tracker tab. After configuring the Tracker in ISS, go to Scheduler+ and click the area chart-like icon on the left-side panel to run it.
Walkthroughs
Using the Tracker
Figure 5. Schedule Optimization is enabled with the Tracker and Other Tools
The Tracker Rule is the system's term for percentage distribution rules, which will appear in the Tracker if the same Shift Groups and and Tracker column type are selected (see the two rightmost columns above). Other rules such as the Overall Quota Rules and Shift Group Quota Rule will also appear in the schedule, when correctly configured.
Export Tracker Data to CSV
Figure 6. Export and email Tracker data
From the ISS, you can take a closer look at the available information for a generated schedule by exporting the Tracker data to an Excel file. To do this:
Select File, then Export.
On the Export Document to Email dialog, your User account is displayed by default, leave the email field as-is to send to yourself.
To send the CSV file to another User or different email address:
Select another User account from the User Account list; or
Enter the email address that you would like to send the Tracker export. To enter multiple recipients, use commas to separate the email addresses.
Click Send to email the CSV file.
Figure 7. Select a User account or enter an email address before sending
Related Features
Scheduling Years: Timeframes used in Year-To-Date calculations in the Tracker.
Rules: Tell the system how to handle every possible scenario in the current scheduling period, or from the current to subsequent scheduling periods.
Split View: One of two layouts available for your use (the other being Full View), it combines two of each feature available to your organization in a single view, i.e., Calendar and Tracker, or Calendar and Capacity Explorer, among others.
Calendar: A key feature for managing shifts and assignments that displays the schedule with various customizable settings that can be viewed and modified in different ways.
Quota Adjustments: Allows managing the amount of shifts or hours that each User needs to work for the currently selected scheduling period.
More information about these features are available in the Intrigma Knowledge Base. If they are not available to your organization, but you want them enabled, contact [email protected], or reach out to your representative.