- Release notes
- Before you begin
- Getting started
- Integrations
- Managing access
- Working with process apps
- Creating apps
- Loading data
- Uploading data
- Retrieving the SQL Server database parameters
- Setting up a SQL Server account for data upload using an extractor
- Loading data using Theobald Xtract Universal
- Customizing process apps
- Data transformations
- TemplateOne app template
- Purchase to Pay app template
- Order to Cash app template
- Basic troubleshooting guide
Due dates
The Due dates dashboard displays information regarding cases meeting or not meeting deadlines and the related costs. Due dates can be predefined to set a significant stage or activity deadline in processes. The Due dates dashboard can be used to analyze various aspects of due dates in the processes. Using this dashboard, predefined due dates in the process can be examined, such as a payment deadline or an SLA that needs to be met on time.
Due dates can have costs associated for due dates late.
If you want to use the Due dates dashboard to analyze due dates, due dates must be defined for your app template.
-
By default, due dates are not filled in for TemplateOne-SingleFile and TemplateOne - MultiFiles. If you want to use due dates in TemplateOne - SingleFile or TemplateOne - MultiFiles, you need to configure this using data transformations. For TemplateOne - MultiFiles you can also upload due dates using the
Due_dates_raw.csv
file. -
The Due dates dashboard is available for other app templates based on TemplateOne. , For example, ServiceNow-Incident-Management. The app template contains a
models\5_business_logic\Due_dates-base.sql
file that contains generic due dates. You can customize this to your business needs using data transformations.
In the last transformation step, business logic is added as needed for data analysis.
Each record in the due dates table represents one due date for a certain event. Example due dates are:
- a payment deadline for a payment event.
- an approval deadline for an approval event.
Event ID
, Due date
, Actual date
, and Expected date
.
Not all events will have a due date and some events may have multiple due dates.
You can provide additional input data to be used for the calculations in the Due dates dashboard using a dbt seed file. The seeds\ folder of the app transformations for the app template contains a Due_dates_configuration_raw.csv file. For all due dates, you can provide the following fields.
Name |
Type |
Description |
Due_date | Text | The name of the due date
. |
Due_date_type | Text | The Due date type. |
Fixed_costs |
Boolean | An indication whether costs are fixed or time based. |
Cost |
Float |
Fixed costs: The amount of costs.
Variable costs: The amount of costs per Time and Type_type.
|
Time |
Integer | A number indicating the amount of time in case of time-based costs. |
Time_type | Text | Type of time period for cost calculations. This can be any of the following values: day, hour, minute, second, millisecond. |
The Due dates dashboard enables you to analyze the due dates that occur in the process.
Follow these steps to display the Due dates dashboard.
-
Select Due dates in the menu on the left of the dashboard.
Overview tab
The charts on the Overview tab highlight the due dates that are defined for your process. For each due date, the number of cases (Late cases) and the total time late for the selected period is displayed.
Details tab
The Details tab contains several charts that enable you to analyze late activities in more detail. See the illustration below.
Chart |
Description |
Available metrics |
Potential savings | A pie chart showing the potential time savings for the due dates defined in your dataset. |
Total time late
Average time late
Total cost*
Average cost*
|
Late history | A history chart showing the due date information for the selected period based on the selected metric. |
Total time late
Average time late
Percentage on time
Total cost*
Average cost*
|
Due dates details | A bar chart showing details related to due dates based on the selected metric. |
Number of cases
Total time late
Average time late
Percentage on time
Total cost*
Average cost*
|
Difference distribution | A distribution chart showing the number of due dates related to the amount of days late. |
Due dates details
The Due dates details chart enables you to view detailed due dates information based on different metrics and fields. You can select the following fields.
Field |
Description |
Due date | The name of the due date. |
Due date type* | The type of the due date. |
Cost* | The costs related to the due date. |
Expected date | The date the activity is expected to be executed. |
Actual date | The date the activity actually is executed. |
On time | Activities that are On time or Late.
Note: Late activities are activities for which the Actual date is later than the Expected date.
|
Difference | The amount of time between the Expected date and the Actual date. |