Contractor dashboard
Use this dashboard to review the status of work order tasks, agents, agent feedback, and appointments of contractor companies.
Image omitted: contractor\_dashboard.png
Contractor dashboard with graphical representations organized by work type and state. For the text description, refer to the table in the Reports section.
Contractor dashboard with graphical representations organized by work type and state. For the text description, refer to the table in the Reports section.
Required ServiceNow AI Platform roles
The wm_contractor_manager_int role is needed to track the status of work orders and agents from the contractor companies.
Use cases
The following use case provides an example of how an internal manager would use this dashboard.
| User | Dashboard use |
|---|---|
| Internal manager | Reviews the work order task progress and agent feedback results based on the selected contractor company and date range. Click any area of a chart to see the corresponding records. |
Data visualizations
| Title | Type | Source table | Description |
|---|---|---|---|
| Non Compliant Appointments | Single Score |
Image omitted: icon-single-score-report.png
|\[wm\_task\]|Number of appointments not started on time.|
|\[wm\_task\]|Number of appointments not started on time.|
|Task SLA Breach Status|Semi Donut
Image omitted: icon-semidonut-report.png
|\[Task\_sla\]|Data work order tasks that have breached the task SLA.|
|\[Task\_sla\]|Data work order tasks that have breached the task SLA.|
|Closed Complete Tasks|Single Score
Image omitted: icon-single-score-report.png
|\[wm\_task\]|Number of work order tasks closed by agents.|
|\[wm\_task\]|Number of work order tasks closed by agents.|
|Agents|Single Score
Image omitted: icon-single-score-report.png
|\[Sys\_user\]|Number of agents associated with the contractor company.|
|\[Sys\_user\]|Number of agents associated with the contractor company.|
|Task Rejections|Single Score
Image omitted: icon-single-score-report.png
|\[wm\_task\_rejection\]|Number of work order tasks rejected by the contractor manager.|
|\[wm\_task\_rejection\]|Number of work order tasks rejected by the contractor manager.|
|Average Agent Rating|Single Score
Image omitted: icon-single-score-report.png
|\[wm\_agent\_rating\]|Average rating of all the agents in the company.|
|\[wm\_agent\_rating\]|Average rating of all the agents in the company.|
|Work Distribution By Work Type|Pie
Image omitted: icon-pie-report.png
|\[wm\_task\]|Percentage of work order tasks divided based on the type of work, such as install, break fix, and so on.|
|\[wm\_task\]|Percentage of work order tasks divided based on the type of work, such as install, break fix, and so on.|
|Work Distribution by state|Pie
Image omitted: icon-pie-report.png
|\[wm\_task\]|Percentage of work order tasks divided based on their real-time status, such as Assigned, Work in Progress, and so on.|
|\[wm\_task\]|Percentage of work order tasks divided based on their real-time status, such as Assigned, Work in Progress, and so on.|
Filters
| Name | Filter type | UI control type | Description |
|---|---|---|---|
| Contractor | Reference | Select Single Input | Filter the report results based on a selected contractor company or all. |
| Date Range | Date | Select Single Input | Filter the report results based on the selected date range, such as last 30 days. |
Parent Topic:Analytics and reporting for Field Service Management