- Release notes
- Getting started
- Installation
- Configuration
- Integrations
- Authentication
- Working with Apps and Discovery Accelerators
- AppOne menus and dashboards
- AppOne setup
- TemplateOne 1.0.0 menus and dashboards
- TemplateOne 1.0.0 setup
- TemplateOne menus and fashboards
- TemplateOne 2021.4.0 setup
- Purchase to Pay Discovery Accelerator menus and dashboards
- Purchase to Pay Discovery Accelerator Setup
- Order to Cash Discovery Accelerator menus and dashboards
- Order to Cash Discovery Accelerator Setup
- Basic Connector for AppOne
- SAP Connectors
- Introduction to SAP Connector
- SAP input
- Checking the data in the SAP Connector
- Adding process specific tags to the SAP Connector for AppOne
- Adding process specific Due dates to the SAP Connector for AppOne
- Adding automation estimates to the SAP Connector for AppOne
- Adding attributes to the SAP Connector for AppOne
- Adding activities to the SAP Connector for AppOne
- Adding entities to the SAP Connector for AppOne
- SAP Order to Cash Connector for AppOne
- SAP Purchase to Pay Connector for AppOne
- SAP Connector for Purchase to Pay Discovery Accelerator
- SAP Connector for Order-to-Cash Discovery Accelerator
- Superadmin
- Dashboards and charts
- Tables and table items
- Application integrity
- How to ....
- Working with SQL connectors
- Introduction to SQL connectors
- Setting up a SQL connector
- CData Sync extractions
- Running a SQL connector
- Editing transformations
- Releasing a SQL Connector
- Scheduling data extraction
- Structure of transformations
- Using SQL connectors for released apps
- Generating a cache with scripts
- Setting up a local test environment
- Separate development and production environments
- Useful resources
Overview - Open/Close
The dashboard Overview – Open/Close displays which activities might be set as Open/Close activities. Moreover, when those are set, the dashboard can be used to analyze the influence of these settings on the data. See illustration below.
Below is a description of the KPIs that are displayed on the top.
KPI |
Description |
---|---|
Closed cases |
Cases that ended with a close activity and started with an open activity. |
Open cases |
The cases that did not end with a close activity and started with an open activity. |
Incorrect start cases |
The cases that did not start with an open activity. |
Below is a description of the dashboard charts of the Overview - Open/Close dashboard.
Chart |
Description |
---|---|
First event |
Displays the number and percentage of cases per first event. |
History (first event) |
Displays the history of the number and percentage of cases per first event. |
Last event |
Displays the number and percentage of cases per last event. |
History (last event) |
Displays the history of the number and percentage of cases per last event. |
When there is not a clear answer on the question which activities might be the open/close activities, the information on the History charts help you to draw conclusions. Below is a description of typical situations for close and open activities.
When a graph of an activity is stable over time and the percentage is high, the activity often is the last activity of a case. This means it probably should be a close activity.
When a graph has a spike at the end, this probably means that it is the last activity of cases that are not resolved yet, and it is not a close activity.
When a graph of an activity is stable over time and the percentage is high, the activity often is the first activity of a case. This means it probably should be an open activity.
When a graph has a spike at the start, this probably means that it is the first activity of cases that have been cut in your data, and it is not an open activity.