Record Impact for a Time Savings Person

When an Item results in a person or people saving time, log that effect in the Item's Resolution.

Record a Time Savings Impact

To record a Time Savings Impact, open the Item with which you want to work, then:

• Click the Item's status indicator.

• Click Complete in the resulting drop-down menu and the Resolution window will open.
  
  • Did this result in a change?: Click the Yes radio button and the Impact Types that have been configured for this Item will appear.
  • Check the box next to the Time Savings Impact Type you want to add. Click the Add Amount button that appears beneath it. In the resulting window:
    
    • Person: Select the type of person whose time was saved, then specify how many of those people were affected in the How Many? field. This information combined with the hourly rate your organization has configured for this type of person will be used to calculate the financial impact.
      
      If you don't know the type of person who was affected, check the Unknown Person checkbox instead. This will mean that a financial impact can not be calculated, however.
    • Depending on how your organization has configured this Impact Type, you may be able to choose between several options to specify the time saved for each person. Click the appropriate radio button to make your selection. 
      • One-Time: Select this option if this impact occurred once. You’ll be prompted to enter the amount in the Amount field and specify the unit of time.
      • Recurring: Select this option if this impact will repeat. You’ll be prompted to enter the amount in the Amount field, specify how often it will recur, and specify the unit of time.
      • Range: Select this option if this impact will recur over a set time period. You’ll be prompted to enter the amount in the Amount field and specify a start and end date.
      • Custom: Select this option if the impact will occur irregularly over a set time period. Clicking this option will open a “Custom Schedule” page in which you can specify the impact of each month.
        • Click Add Year to add a year to the schedule.
        • Click inside each year/month intersection to add a data point.
        • Click Save when you're finished entering data.
      • Unknown Amount: Select this option if you’re not sure of the impact.
    • Realized Date: Enter the date on which the impact was realized. For recurring impacts, this should be the first date on which the impact was realized. (The presence of this option is dependent on how your organization has configured this Impact Type).
    • How did you base the above calculation?: Enter any further information about how this impact was calculated.
    • Impact Location: Use this field to search for and select any Locations which will benefit from the work done on this Item.
    • Your organization may have tied an Attribute to this Impact Type. If so, it will appear on this screen. Select the appropriate Attribute value from its drop-down.
    • Click Save to finalize this Impact Type.

• • Enter any remaining information and add any other necessary Impact Types. Check out this support article for more information.

  • When you're finished with the Resolution, you can:

    • Click Complete to transition the Item to the Complete status and officially close it. This option will only be available if you have permission to finalize and complete the Item and no milestones are blocking its completion.
    • Click Submit for Approval to transition the Item to the Resolution Submitted status and notify the Assigner or Facilitator that their approval is required.
    • Click Save if you want to keep the changes you've made to the Resolution without transitioning the Item out of its current status just yet.