Analyze how associates spend time, identify top performers, and uncover coaching opportunities by using the Timeline feature of Pega Task Mining.
The Timeline page includes multiple sections that are highly interactive. For example, you can click or hover over most elements to gain more detailed information. These sections also interact with each other to help you to analyze the data in several ways. For example, the list of applications at the top of the page dynamically updates based on the dates selected in the calendar and also the selected associates.
Calendar
When you access the Timeline page, date information is displayed in the upper-right corner, as shown in the following figure:
The date filters the timelines so that you can view data for a specific day or any range of dates. To change the date, click the calendar icon and then select dates from the calendar options, as shown in the following figure:
Applications
The Applications section displays application usage for applications that associates accessed within the selected date range. The system displays up to 500 applications in order by usage, with the most-used applications listed first.
If the set of applications exceeds one page, then the system provides scroll arrows that you can click to access more applications. After scrolling right, the system provides a scroll bar on the left so that you can move back and forth through the applications. The lower-center area shows the total number of applications accessed within the selected date range, as shown in the following figure:
Hover over any application to display usage details by percentage and time. In the following figure, hovering over the notepad+++ application shows 1.7% usage with a total of 2 hours and 35 minutes:
If your organization uses Off Computer Codes (OCCs) so that associates assign idle time away from the computer to reasons such as training, then the Applications section includes these codes. These codes help you to gain better perspective on the full workday rather than only activities completed on the computer. The specific codes that you see depend on the codes that are available when the system prompts associates to select reasons for time away. Administrators manage OCCs within Pega Workforce Intelligence.
This section updates the list of applications based on your selections in the Associates section so that you can see the applications that specific associates used in a particular timeframe.
Clicking the bar again returns the Applications and Associate's Timelines sections to the previous view, with all applications in full color.
You can also apply a filter based on an application by right-clicking the application bar, as shown in the following figure:
Filter options include filtering to the specific application or filtering to all applications except the current one. This filter applies globally to all pages in Pega Task Mining. You can review data on the Timeline page and then also check opportunities or tasks related to your selected filter.
Associates
In the Associations section, you can view a list of all associates in the selected date range and the number of hours captured for each associate:
This list initially sorts associates in descending order so that you can see which associates had the most hours captured within the date range. To re-sort the list to see associates with the least time captured first, click the Descending label. Click the label again to return to descending order.
The associate bars are visual indicators of hours captured, with more hours showing as longer bars. If a bar is shorter than an associate name, you can hover over the bar to display the name and network ID of the associate, as shown in the following figure:
To the right of each bar, the system lists the time captured for the associate, such as 10.7, which means 10.7 hours. Hover over this value to view a tooltip with the precise hours and minutes, such as 10h 44m. The time captured and hours change if you apply an application filter on the Timelines page. For example, if you click the Notepad application in the Applications section, then the system updates the list of associates to show the time spent in the Notepad application only.
Use the search field to quickly find and select specific associates. This search feature supports searching by name, network ID, department, or team. The search feature is especially helpful when you are viewing large sets of data. The search is limited to associates who had hours captured within the selected date range. If you do not see an associate in the list, then you might need to change the date range.
Click associates from the list of results to load their timelines in the Associate's Timelines section. For example, in the Search field, enter a team name and then select associates to load their timelines. The following figure shows that all of the associates for the recovery 1 team are selected:
You can select associates from different sets of results. For example, after selecting all associates for a team, you can search for and select associates from a different team.
The lower area of the Associates section displays the number of associates currently selected out of the total associates available in the selected date range. This area also provides a Clear all option for removing all selections at one time, as shown in the following figure:
If you want to remove timelines for individual associates from the Associate's Timeline section, click their names again from the Associates list. If the list does not currently show the associate that you want to remove, use search to find the associate. For example, search for the associate that you want to remove by name, and then click their name to clear the selection:
Associate's Timeline
The Associate's Timeline section provides a graphical representation of each associate's time, with the colors in the timelines matching the colors in the Applications section. Each timeline also shows specific screen usage within the applications (if captured), adding another layer of task data for each associate.
Hover over any bar in a timeline to view specific details, such as the application name, start and end time, and duration for the time captured:
In addition to application and screen usage, you can also add a layer of task data if it is available. The upper-right corner of the Associate's Timeline section provides a More menu (three dots) where you can select tasks, as shown in the following figure:
After you select one or more tasks from the list and clicking Apply, timelines display a bar for each task. You can hover over segments of a task bar for more details, as shown in the following figure:
More interactivity options
After hovering over the time axis, you can drag the timeline left or right. Additionally, you can use your mouse scroll wheel to zoom in on a timeline.
Customize the results list by changing the number of timelines shown in each page of results. Initially, the system displays 5 timelines (records) on each page, but you can choose to show 10, 15, or 20 timelines at a time.
In the lower-right corner, paging options make it easier to access results, especially when you are working with a larger set of timelines. Click the forward and back arrows to page through the results, or click a page to go directly to a specific page of results.
In the lower-center area, a description helps you to track the set of timelines that you are viewing within the total number of timelines. For example, in the following figure, this description shows that you are viewing timelines 11 to 15 within a total results set of 273 timelines:
