As part of our Insights and Reporting, we have a programme maintenance dashboard that enables your service managers to understand the current state of your programme maintenance tasks in Uptick.
By default we present all service group data together, however you can filter down to an individual service group as required from the top right of the view.
See your Active Tasks Breakdown by Service Group
Dive into the active tasks for a selected calendar month to understand how your service groups are performing. Note that any task no longer active and archived are excluded from this view.
Tasks by stage
Easily see and switch by Task Stage to see a breakdown of each service group's total tasks for the calendar month. Highlight a service group in the chart to further breakdown Tasks by status. This will surface and show any custom statuses you have configured.
Filter Overdue Tasks
Select the Overdue checkbox to filter in on Tasks that are overdue for the current month.
View by Created Date or Due Date
By default we surface Tasks in the selected month by Created Date, simply choose the Due Date to see Tasks due in the selected month.
View Task Category
By default we surface Tasks from all categories, if you want to narrow into a particular category, Select the Category you want to apply to the chart.
See your Programme Maintenance Health
Understand your entire programme maintenance health for the current month.
Performance Rate
For the selected month, see your performance rate of routines done on time before the due date.
Incomplete Rate
For the selected month, see your incomplete rate of routines due and not yet complete.
Performed Overdue
For the selected month, see your routines performed that were overdue.
Annual Performance Rate
Compare the selected month's health against the annual rolling performance rate.
See the State of Due Tasks
For a deeper picture into the selected month's programme maintenance, you can see the State of Due Tasks over each day in the calendar month.
On-time | Count of Tasks performed on time before their due date |
Late | Count of Tasks performed late after their due date |
On-time-invoiced | Count of Tasks performed on-time and invoiced |
Late-invoiced | Count of Tasks performed late and invoiced |
Due | Count of Tasks not performed and due on that date |
Programme Maintenance Completion by Month
See a full breakdown of programme maintenance completion by month from the last 12 months. Including which side of a routines' due month it may have been completed early or late.
See the below table for an explanation on what the columns represent.
Due in month | The total number of routines due within a calendar month. |
Done in month | The total number of routines performed within a calendar month. |
Done outside month | The total number of routines performed outside their due month. This can include routines performed earlier than their due month or later than their due month. |
Incomplete | The total number of routines due in a calendar month that are and still incomplete; not performed. |
Perf | The percentage rate of performance determined by routines done on time before the due date. |
Calendar months | The total number of routines performed within each calendar month. |
Rolling Perf | The calendar month's rolling performance rate from the previous calendar month's performance. |