Department health

Department health shows how the work goes, as KPIs. A KPI is a measure: a share, a median or a count, with what it counts over, the period it covers and the period before. Each KPI names who can move it and how. The open items behind a number are on the KPI's own page, never on this screen.

In the left menu, under Performance, select Department health. The group shows only when you may open a view. The address keeps the view, so a link you send opens the same view.

Your Dashboard can also show the Department Health widget. It shows the view of the department you worked in most in the last 30 days: the tasks you moved, or were put on, in that department. When there is none, or two tie, it shows the first view you may open. A company administrator, the executive observer and an executive (the CEO or an Executive on the Staff List) see Whole company. The widget shows the view's first three KPIs, as this screen shows them, and Open Department health opens this screen on that view. A new Dashboard has it at the bottom. To add it to yours, select Edit Dashboard, then Add Widget, and under KPIs select Department Health.

The title names the view: Whole company, or a department. The line under it says when the numbers were read. View at the top right picks another view. It shows only when you may open more than one.

The KPIs come in sections: What we can move, the best first, then Results. A department's view adds Our steps: Steps slower than usual and Ready steps with an owner, for the department's own tasks. When a view has more, More KPIs on this view lists them, folded, after the others. Whole company has its own: How much we wait, Exceptions and overrides, Missed windows and Fees from the five largest clients.

• Pick a view with View.
• Open a KPI's page: select its name. See Read a KPI.
• Read a KPI's period and which way is better: select the question mark beside its name. For a KPI whose name could be read another way, it first says what the number means.

• A company administrator, the executive observer and an executive (the CEO or an Executive on the Staff List) open Whole company and every department's view. An executive sees every KPI, Overdue invoices and the fees billed included. The stored executive observer role alone does not see those two.
• A department manager opens the view of each department they manage.
• Overdue invoices shows to company administrators on Whole company, and to Accounting's manager on Accounting's view. Fees billed by client, kind, sector and place has the same people: company administrators and Accounting's manager, on Accounting's view, its only view. Executives see both, as the first point says. Nobody else sees either.
• A contributor opens no view, sees no Performance group and is not offered the Department Health widget. A link to the page says “Department health is for department managers and company administrators.”

The numbers are the company's: two people who open the same view read the same numbers. Only the list of cases on a KPI's page is cut to the work you may open; a case with no work behind it shows to everyone who opens the view. See Who can see and do what.

• The numbers are read when you open the view. Open it again for new numbers.
• A department that is renamed keeps its view and every KPI on it. The view shows the department's new name, and so does the line under a KPI its lead moves, for example "Legal lead" for a department renamed Legal.
• A comparison shows once WarpCore holds the period before. Until then the sentence under the value says that WarpCore does not hold it yet.
• Some KPIs are read as things stand now, for example Closings on track and Ready steps with an owner. Their past cannot be worked out again later, so WarpCore keeps each one's value every night, for each view it shows on. Each is compared with the value kept four weeks before, or on the nearest night kept in the three days before that. Until four weeks of values are kept, the sentence under the value says from which day values are kept and on which day the comparison begins.
• Each KPI shows on the views chosen for it: Whole company, one or more departments' views, or both. A KPI can show on a view other than that of the department doing the work, for example Parties signed off by closing on Legal / Appeals' view.
• Tech / Development's KPIs count the requests on Tech requests and WarpCore's automatic work, which no task moves. They show on Tech / Development's view.
• Tech requests counts the problem reports filed last week. A report closed as a duplicate is left out and shown with its count; a report its filer withdrew still counts. Beside it, each request open now is within or past the time expected for its kind and priority: Critical, 1 business day; a problem report or a bug, 3 business days when High, 10 when Medium and 30 days when Low; IT help, 2 business days; with no priority yet, 2 business days to set one. An idea has no expected time, so its age is not judged: the planned ideas are counted, and the wishlist, the ideas still New, is counted apart, with the age of its oldest. Business days are Monday to Friday, with no holidays.
• Critical requests cleared within 1 business day counts a request's day from the moment it was made Critical: its filing, or the change that raised its priority. A request lowered from Critical by the end of its due day, and not cleared by then, is left out and shown with its count; one lowered after that day is judged at it like any other, so a miss already made stands. A request made Critical before WarpCore began keeping each change of a request's priority is timed from its filing, and its page says so.
• Legal reviews current counts a delivery or a closing as current only when both the engagement's legal review of the purchase agreement and the property's release clearance were approved after every amendment that had arrived by then. A property whose release is marked not applicable is read on the legal review alone. Its page says which one was not current.
• Some KPIs about the review show on both Real Estate Appraisal's and Business Valuation's views, for example MAI review time and ABV sign-offs complete at delivery. MAI sign-offs complete at delivery and Early MAI sign-offs show on Real Estate Appraisal's view only.
• Work started on the newer ProperTax template has one task for each department's half of the analysis and of the review, and a task after both reviews in which the appraisal reviewer confirms that every section is signed off, the moment the property locks. ABV review time is measured on that work, from the ABV review's own task, and MAI review time ends when the MAI's own sections are signed. Work started earlier keeps one review task for both reviews: its MAI review time ends when every section is signed off, and its ABV reviews are listed on the KPI's page as not measured, and are not in the median.
• The Final is no longer a review section, and no review KPI counts it, on any work. MAI sign-offs complete at delivery, Early MAI sign-offs and Sign-offs cleared by later changes read the MAI's four sections: Property, Assessments, Comps and Cost Approach.
• Missed windows, on Whole company, counts the deadlines the departments' own KPIs judge: a promised date, a due date, a filing deadline, the closing day, a delivery, or six months after a reassessment. A window is an obligation, not a property: a closing that misses three windows counts three times. Each line of its page names the department whose view shows the KPI the windows come from, and each case is one window, with its task, its due day, its done day and its days late.
• Closing invoice terms settled before closing, on Accounting's view: the closing invoice was approved before the closing day, and nothing it rests on, the purchase agreement and its amendments or an amount its fee is worked out from, changed after the last approval; or it changed and was approved again before the closing. Settled is not paid. An amount changed and then changed back still counts as a change.
• Fees billed by client, kind, sector and place reads Not measured yet until WarpCore reads the invoices from QuickBooks. Billed is not received: Fees received counts the money in.
• A task counts as ready once no task it waits for is still open, in its own work or in the other work of its engagement. Ready steps with an owner and the times counted from a task being ready read it so.
• Work carried over from FileMaker: a task recorded as done when its work was carried over was finished before WarpCore, so no KPI counts it as work done in WarpCore. It adds nothing to a count, a time or a median, and its record is not in a KPI that follows records from that task, for example Reports sent by the promised date. A KPI that asks whether the task is done counts it as done, for example Closings on track. An approval carried this way counts as given until an amendment arrives in WarpCore. A task a person finishes in WarpCore counts as any other.
• No number on this screen ranks people. A case on a KPI's page may name the person on its task, or who replied to an inquiry.