Hitchhiker's Guide to the Request Data Galaxy
description
Transcript of Hitchhiker's Guide to the Request Data Galaxy
![Page 1: Hitchhiker's Guide to the Request Data Galaxy](https://reader035.fdocuments.net/reader035/viewer/2022081505/56815f82550346895dce899a/html5/thumbnails/1.jpg)
![Page 2: Hitchhiker's Guide to the Request Data Galaxy](https://reader035.fdocuments.net/reader035/viewer/2022081505/56815f82550346895dce899a/html5/thumbnails/2.jpg)
Hitchhiker's Guide to the Request Data Galaxy
![Page 3: Hitchhiker's Guide to the Request Data Galaxy](https://reader035.fdocuments.net/reader035/viewer/2022081505/56815f82550346895dce899a/html5/thumbnails/3.jpg)
3
About Me
Jarrod Augustson Kinetic Data Employee for 7 years and a member of the Support
Team for 5 years Report writer for a total of 13 years at both Kinetic Data and an IT
Outsourcing Service Provider
![Page 4: Hitchhiker's Guide to the Request Data Galaxy](https://reader035.fdocuments.net/reader035/viewer/2022081505/56815f82550346895dce899a/html5/thumbnails/4.jpg)
4
Agenda Why are reports needed? When should you start the Reporting Discussion? Report Building Process Report Requirements Know your Data Entity Relationship Diagram (ERD) Know your Data Entity Relationship Diagram (ERD) – Nope, not a
Duplicate Building Reports
![Page 5: Hitchhiker's Guide to the Request Data Galaxy](https://reader035.fdocuments.net/reader035/viewer/2022081505/56815f82550346895dce899a/html5/thumbnails/5.jpg)
5
Why are Reports Needed?
The new VP says so They look “pretty” The new customer wants them ITIL says so:
The objective of service reporting is to analyze and deliver service measurement information to stakeholders, governors, and decision makers in a form that enables action.
![Page 6: Hitchhiker's Guide to the Request Data Galaxy](https://reader035.fdocuments.net/reader035/viewer/2022081505/56815f82550346895dce899a/html5/thumbnails/6.jpg)
6
When should you start the Reporting Discussion?
PLEASE PLEASE PLEASE start before you design/configure your Service Item
Design your Service Item in order to meet your Reporting needs It is Very difficult to report on data that does NOT exist
![Page 7: Hitchhiker's Guide to the Request Data Galaxy](https://reader035.fdocuments.net/reader035/viewer/2022081505/56815f82550346895dce899a/html5/thumbnails/7.jpg)
7
Report Building Process
![Page 8: Hitchhiker's Guide to the Request Data Galaxy](https://reader035.fdocuments.net/reader035/viewer/2022081505/56815f82550346895dce899a/html5/thumbnails/8.jpg)
8
Report Requirements
Status Summary Activity (Created, Closed, and Currently Open) Aging Past Due Date
![Page 9: Hitchhiker's Guide to the Request Data Galaxy](https://reader035.fdocuments.net/reader035/viewer/2022081505/56815f82550346895dce899a/html5/thumbnails/9.jpg)
9
Know Your Data (ERD)Found on Kinetic Community
SurveyTemplate
Survey Question
TSK_Tree
CustomerSurvey_base
SurveyAnswer
TSK_Instance
![Page 10: Hitchhiker's Guide to the Request Data Galaxy](https://reader035.fdocuments.net/reader035/viewer/2022081505/56815f82550346895dce899a/html5/thumbnails/10.jpg)
10
KS_SRV_SurveyTemplate
![Page 11: Hitchhiker's Guide to the Request Data Galaxy](https://reader035.fdocuments.net/reader035/viewer/2022081505/56815f82550346895dce899a/html5/thumbnails/11.jpg)
11
KS_SRV_SurveyQuestion
![Page 12: Hitchhiker's Guide to the Request Data Galaxy](https://reader035.fdocuments.net/reader035/viewer/2022081505/56815f82550346895dce899a/html5/thumbnails/12.jpg)
12
KS_SRV_SurveyQuestion – Advanced Tab
![Page 13: Hitchhiker's Guide to the Request Data Galaxy](https://reader035.fdocuments.net/reader035/viewer/2022081505/56815f82550346895dce899a/html5/thumbnails/13.jpg)
13
TSK_Tree
![Page 14: Hitchhiker's Guide to the Request Data Galaxy](https://reader035.fdocuments.net/reader035/viewer/2022081505/56815f82550346895dce899a/html5/thumbnails/14.jpg)
14
Magic Happened – We now have a Service Item
![Page 15: Hitchhiker's Guide to the Request Data Galaxy](https://reader035.fdocuments.net/reader035/viewer/2022081505/56815f82550346895dce899a/html5/thumbnails/15.jpg)
15
Base, Answer, and Task Instance Submission
![Page 16: Hitchhiker's Guide to the Request Data Galaxy](https://reader035.fdocuments.net/reader035/viewer/2022081505/56815f82550346895dce899a/html5/thumbnails/16.jpg)
16
Know Your Data (ERD)Found on Kinetic Community
SurveyTemplate
![Page 17: Hitchhiker's Guide to the Request Data Galaxy](https://reader035.fdocuments.net/reader035/viewer/2022081505/56815f82550346895dce899a/html5/thumbnails/17.jpg)
17
KS_SRV_SurveyTemplate
This form contains the Definition of the Service Item: instance Id Key (Service Item Instance ID) Service Item Name Service Catalog
![Page 18: Hitchhiker's Guide to the Request Data Galaxy](https://reader035.fdocuments.net/reader035/viewer/2022081505/56815f82550346895dce899a/html5/thumbnails/18.jpg)
18
KS_SRV_SurveyTemplate Report
![Page 19: Hitchhiker's Guide to the Request Data Galaxy](https://reader035.fdocuments.net/reader035/viewer/2022081505/56815f82550346895dce899a/html5/thumbnails/19.jpg)
19
Action Enabled
Determine if your Service Items are applied to the correct Service Catalog
![Page 20: Hitchhiker's Guide to the Request Data Galaxy](https://reader035.fdocuments.net/reader035/viewer/2022081505/56815f82550346895dce899a/html5/thumbnails/20.jpg)
20
Know Your Data (ERD)Found on Kinetic Community
SurveyQuestion
![Page 21: Hitchhiker's Guide to the Request Data Galaxy](https://reader035.fdocuments.net/reader035/viewer/2022081505/56815f82550346895dce899a/html5/thumbnails/21.jpg)
21
KS_SRV_SurveyQuestion
This form contains the Questions Associated to the Service Item: SurveyInstanceID Related back to SurveyTemplate Question Answer Data Type (Attachment, Date, Date/Time, Decimal,
Dynamic List, Email, Free Text, Integer, List, and Numeric Range) FieldMapNumber
![Page 22: Hitchhiker's Guide to the Request Data Galaxy](https://reader035.fdocuments.net/reader035/viewer/2022081505/56815f82550346895dce899a/html5/thumbnails/22.jpg)
22
KS_SRV_SurveyQuestion
![Page 23: Hitchhiker's Guide to the Request Data Galaxy](https://reader035.fdocuments.net/reader035/viewer/2022081505/56815f82550346895dce899a/html5/thumbnails/23.jpg)
23
Action Enabled
Review Questions asked in your Service Item
![Page 24: Hitchhiker's Guide to the Request Data Galaxy](https://reader035.fdocuments.net/reader035/viewer/2022081505/56815f82550346895dce899a/html5/thumbnails/24.jpg)
24
Know Your Data (ERD)Found on Kinetic Community
TSK_Tree
![Page 25: Hitchhiker's Guide to the Request Data Galaxy](https://reader035.fdocuments.net/reader035/viewer/2022081505/56815f82550346895dce899a/html5/thumbnails/25.jpg)
25
KS_TSK_Tree
This form contains the Task Tree Information: Association ID Relates to SurveyTemplate Name Type Notes Tree XML
![Page 26: Hitchhiker's Guide to the Request Data Galaxy](https://reader035.fdocuments.net/reader035/viewer/2022081505/56815f82550346895dce899a/html5/thumbnails/26.jpg)
26
KS_TSK_Tree
![Page 27: Hitchhiker's Guide to the Request Data Galaxy](https://reader035.fdocuments.net/reader035/viewer/2022081505/56815f82550346895dce899a/html5/thumbnails/27.jpg)
27
Action Enabled
Little Help PLEASE
![Page 28: Hitchhiker's Guide to the Request Data Galaxy](https://reader035.fdocuments.net/reader035/viewer/2022081505/56815f82550346895dce899a/html5/thumbnails/28.jpg)
28
Know Your Data (ERD)Found on Kinetic Community
CustomerSurvey_base
![Page 29: Hitchhiker's Guide to the Request Data Galaxy](https://reader035.fdocuments.net/reader035/viewer/2022081505/56815f82550346895dce899a/html5/thumbnails/29.jpg)
29
KS_SRV_CustomerSurvey_base
This form contains the Base Information of the Service Item: Survey Instance ID Relates to SurveyTemplate InstanceId “CustomerSurveyInstanceID” Originating ID Relates Requests to Approvals in Base CustomerSurvey ID “KSR00000019667” Status of the Request and Approval(s) Create and Completed Dates All Attributes
![Page 30: Hitchhiker's Guide to the Request Data Galaxy](https://reader035.fdocuments.net/reader035/viewer/2022081505/56815f82550346895dce899a/html5/thumbnails/30.jpg)
30
KS_SRV_CustomerSurvey_base
![Page 31: Hitchhiker's Guide to the Request Data Galaxy](https://reader035.fdocuments.net/reader035/viewer/2022081505/56815f82550346895dce899a/html5/thumbnails/31.jpg)
31
Action Enabled
Determine the Resources required for your Service Item
![Page 32: Hitchhiker's Guide to the Request Data Galaxy](https://reader035.fdocuments.net/reader035/viewer/2022081505/56815f82550346895dce899a/html5/thumbnails/32.jpg)
32
Know Your Data (ERD)Found on Kinetic Community
SurveyAnswer
![Page 33: Hitchhiker's Guide to the Request Data Galaxy](https://reader035.fdocuments.net/reader035/viewer/2022081505/56815f82550346895dce899a/html5/thumbnails/33.jpg)
33
KS_SRV_SurveyAnswer
This form contains the Answers Associated to a Service Item Submission: CustomerSurveyInstanceID Related to Base Question Instance ID Related to Question Full Answer
![Page 34: Hitchhiker's Guide to the Request Data Galaxy](https://reader035.fdocuments.net/reader035/viewer/2022081505/56815f82550346895dce899a/html5/thumbnails/34.jpg)
34
KS_SRV_SurveyAnswer
![Page 35: Hitchhiker's Guide to the Request Data Galaxy](https://reader035.fdocuments.net/reader035/viewer/2022081505/56815f82550346895dce899a/html5/thumbnails/35.jpg)
35
Action Enabled
Close but…Not quite
![Page 36: Hitchhiker's Guide to the Request Data Galaxy](https://reader035.fdocuments.net/reader035/viewer/2022081505/56815f82550346895dce899a/html5/thumbnails/36.jpg)
36
Know Your Data (ERD)Found on Kinetic Community
TSK_Instance
![Page 37: Hitchhiker's Guide to the Request Data Galaxy](https://reader035.fdocuments.net/reader035/viewer/2022081505/56815f82550346895dce899a/html5/thumbnails/37.jpg)
37
KS_TSK_Instance
This form contains the Task Instance Information: Source_id Relates to the Base form Tree_name Relates to the Tree form Task name Def_name Create Date Closed Date
![Page 38: Hitchhiker's Guide to the Request Data Galaxy](https://reader035.fdocuments.net/reader035/viewer/2022081505/56815f82550346895dce899a/html5/thumbnails/38.jpg)
38
KS_TSK_Instance
![Page 39: Hitchhiker's Guide to the Request Data Galaxy](https://reader035.fdocuments.net/reader035/viewer/2022081505/56815f82550346895dce899a/html5/thumbnails/39.jpg)
39
Action Enabled
Ensure the Approval Process is completed in a timely fashion
![Page 40: Hitchhiker's Guide to the Request Data Galaxy](https://reader035.fdocuments.net/reader035/viewer/2022081505/56815f82550346895dce899a/html5/thumbnails/40.jpg)
40
Building the Reports
Status Summary Activity (Created, Closed, and Currently Open) Aging Past Due Date
![Page 41: Hitchhiker's Guide to the Request Data Galaxy](https://reader035.fdocuments.net/reader035/viewer/2022081505/56815f82550346895dce899a/html5/thumbnails/41.jpg)
41
Status SummaryBase
![Page 42: Hitchhiker's Guide to the Request Data Galaxy](https://reader035.fdocuments.net/reader035/viewer/2022081505/56815f82550346895dce899a/html5/thumbnails/42.jpg)
42
Action Enabled
Too Many In-Progress: Not the right information collected
To Many Cancelled: Bad Information
![Page 43: Hitchhiker's Guide to the Request Data Galaxy](https://reader035.fdocuments.net/reader035/viewer/2022081505/56815f82550346895dce899a/html5/thumbnails/43.jpg)
43
ActivityBase
![Page 44: Hitchhiker's Guide to the Request Data Galaxy](https://reader035.fdocuments.net/reader035/viewer/2022081505/56815f82550346895dce899a/html5/thumbnails/44.jpg)
44
Action Enabled
Establish an Activity baseline: With current resources are we able to “keep up”
![Page 45: Hitchhiker's Guide to the Request Data Galaxy](https://reader035.fdocuments.net/reader035/viewer/2022081505/56815f82550346895dce899a/html5/thumbnails/45.jpg)
45
AgingBase + Question + Answer + Task
Instance
![Page 46: Hitchhiker's Guide to the Request Data Galaxy](https://reader035.fdocuments.net/reader035/viewer/2022081505/56815f82550346895dce899a/html5/thumbnails/46.jpg)
46
Action Enabled
Apply resources to “Old” records
![Page 47: Hitchhiker's Guide to the Request Data Galaxy](https://reader035.fdocuments.net/reader035/viewer/2022081505/56815f82550346895dce899a/html5/thumbnails/47.jpg)
47
Past Due Date Base + Question + Answer + Task
Instance
![Page 48: Hitchhiker's Guide to the Request Data Galaxy](https://reader035.fdocuments.net/reader035/viewer/2022081505/56815f82550346895dce899a/html5/thumbnails/48.jpg)
48
Action Enabled
Monitor Due Dates for Open records Apply more resources to Groups/Teams Ensure the Assigned User is still “valid”
![Page 49: Hitchhiker's Guide to the Request Data Galaxy](https://reader035.fdocuments.net/reader035/viewer/2022081505/56815f82550346895dce899a/html5/thumbnails/49.jpg)
49
More Interesting Reporting Ideas
Approval Process Reporting Approval Rate per Service Item Time spent in the Approval Process
![Page 50: Hitchhiker's Guide to the Request Data Galaxy](https://reader035.fdocuments.net/reader035/viewer/2022081505/56815f82550346895dce899a/html5/thumbnails/50.jpg)
50
Approval Process Reporting
![Page 51: Hitchhiker's Guide to the Request Data Galaxy](https://reader035.fdocuments.net/reader035/viewer/2022081505/56815f82550346895dce899a/html5/thumbnails/51.jpg)
51
Action Enabled
If all Requests are Approved: Remove the Approval Process
If all Requests are Denied: Modify Service Item to collect the “Right” Information Modify Service Item to ensure the “Right” people are Requesting
Too Much Time Spent in the Approval Process: Simplify Process to Remove Levels
![Page 52: Hitchhiker's Guide to the Request Data Galaxy](https://reader035.fdocuments.net/reader035/viewer/2022081505/56815f82550346895dce899a/html5/thumbnails/52.jpg)
52
Summary Why are reports needed? When should you start the Reporting Discussion? Report Building Process Report Requirements Know your Data Entity Relationship Diagram (ERD) Building Reports
![Page 53: Hitchhiker's Guide to the Request Data Galaxy](https://reader035.fdocuments.net/reader035/viewer/2022081505/56815f82550346895dce899a/html5/thumbnails/53.jpg)
53
Helpful Information
Kinetic Community Reporting and ERD: Reporting and ERD
Kinetic Community KEG 2013 Presentations: KEG 2013 Presentations
Hitchhiker's Guide to the Request Data Galaxy: Best Presentation EVER
![Page 54: Hitchhiker's Guide to the Request Data Galaxy](https://reader035.fdocuments.net/reader035/viewer/2022081505/56815f82550346895dce899a/html5/thumbnails/54.jpg)
54
Questions?