Extracts

Overview

Extracts provides a mechanism to export raw data that can be manipulated for reporting outside of ControliQ. You can extract and view raw data that has been generated for your team or all teams within the same department. These data extracts give you an invaluable understanding of the progress teams and departments are making towards their planned outcomes, enabling you to make better business decisions.

When you first extract data from ControliQ you will need to add your ControliQ login credentials to view the data. You will be prompted to do this when you open the MS Excel download.

Select the Enable option in the security warning message

This will prompt the OData Feed dialogue box to open

Select the ‘Basic’ option and enter the Username and Password you use to login to ControliQ and click Connect. The extracted data will now be displayed.

There are 2 types of Extract that you can run:

Pre-Aggregated Data, the extracted data will be aggregated to provide a high-level view of key metrics.

Raw Data, the extracted data will include all data points for key metrics.

Extract	Overview
Workgroup Performance Indicators	The Workgroup Performance Indicators extract provides production data relating to the key measures within ControliQ including: Workload Data - Hours of Work In, Work Out and WIP, Diverted Hours Resource Data – Time Worked, Core Time and Downtime Performance Data – Productivity, Utilisation, Quality and Service Breaches
Average Handling Time (CaseworkiQ)	The Average Handling Time extract provides a view of on average how long is spent completing each Core Task for each Case Category and Case Type combination by workgroup.
Cases (CaseworkiQ)	The Cases Extract provides a view of all cases that had been created during the period being reviewed with their key attributes such as: Category Type Assignee Along with progress data such as: Total effort Status Stage
Casework Worklog (CaseworkiQ)	The Casework Worklog extract provides a view of all of the data points that have been captured by team members via the Casework Worklog during the period being reviewed. This includes data relating to Core and Diverted effort as well as resource information such as Downtime, Overtime and Flexitime. It does not include any calculated values such as Time Worked, TAF or Core Time. This extract can be run for future dates to view diarised entries.
Core Task Volumes	The Core Task Volumes extract provides a view of the items of Work Out logged for each Core Task across the selected workgroups for each day within the period being reviewed. The data is displayed in both units and seconds (based on items x standard time).
Notes and Comments for Team / Departments / Groups	The Notes, Activity Logs and Comments extract provides a view of all notes captured against data points via RTM Data Capture, Manage Data and Reports as well as WIP related balancing decisions captured during Loading meetings via the Loading Boards. Any comments added to notes and activities will also be displayed in the extract.
Notes, Activity Logs and Comments for Team	The Notes, Activity Logs and Comments extract provides a view of all notes captured against data points via RTM Data Capture, Manage Data and Reports as well as balancing decisions captured during Loading meetings via the Loading Boards. Any comments added to notes and activities will also be displayed in the extract.
Plan Data	The Plan Data extract provides a view of the time allocated to each element of a committed plan such as time allocated to Work In, Work Out and WIP for each Core task based on Items x Standard Time or the time allocated to each Diverted task. The extract can be run to view plans created by day, week or month.
RTM Staff Member Activity Data	The RTM Staff Member Activity Data extract provides a view of each data point captured in RTM by staff members. This includes the activity they have completed, items of core work completed and the time that the data was entered into RTM based on the timezone of the area and location assigned to the staff member during staff member setup.
Smart Skills Data	The Smart Skills Data extract provides a view of team members skill levels by month for each core task they have worked on during the reporting period. When run at highr levels of the hierarchy this extract can provide a view of skills in core tasks linked to and outside of the team members home team as well as any movement in skill level during the period being reviewed.
Staff Member Skill Levels	The Staff Member Skills Level extract provides a view of skill levels that have been updated via the Skills Matrix during the period being reviewed.
Staff Members and Users	The Staff Members and Users extract provides a view of all the key setup information for Staff Members (those who can capture or have production data captured against them) and Users (those who can access ControliQ, but no production data is captured for). The extract will display data for all existing staff members and users on the date it was run.
Tag Data	The Tag Data extract provides a view of the number of tags that have been added to Core, Diverted or Downtime data via RTM or Manage Data as well as the tasks or activities these Tags related to.
Workgroup Production Raw Data	The Workgroup Production Raw Data extract provides a view of all of the production data that has been entered into ControliQ. Please note this data does not include calculated values only those captured via RTM, Manage Data or Connect. The data required to calculate key metrics such as Core Time and Productivity is included in the extract.

Pre-Aggregated Data

Workgroup Performance Indicators

Type

Select the Pre-Aggregated Data option from the drop-down menu.

Extract

Select the Workgroup Performance Indicators option from the drop-down menu.

Team

Select the workgroup you would like to extract the data for from the drop-down menu.

The menu will display the workgroup you have selected in the hierarchy selector and all of its child workgroups.

Unit

You can view the extracted data by days, weeks or months. Select the unit you would like the data displayed in from the drop-down menu.

When running the extract at a department level you can only select the Unit of ‘Day’ as reporting is restricted to a maximum of 7 days.

Period

When run at a Team level you can choose to view the data for the past 30, 60 or 90 days or specify your own date range. If you select one of these pre-defined periods and save the extract as a .odc file type the data can be refreshed every time you open the saved MS Excel file and select Refresh the 30,60 or 90 day period will update to end the previous day without the need to login to ControliQ and re-run the extract.

When run at a department level the Period options will be restricted to ‘Last 7 Days’ or Specify dates if the specified dates are less than 7 days.

Download

Once you have set the extract parameters click the download button to extract the data to MS Excel.

The Workgroup Performance Indicators extract provides production data relating to the key measures within ControliQ.

Extract Header	Description
Date	Displays the first day of the date range covered. If you have selected to view the data by Day it will display the date for each day, Week will display the week commencing date for the week the data relates to and month will display the 01st of the month the data relates to.
WorkgroupId	Displays the unique identifier number of the workgroup the data relates to.
WorkgroupName	Displays the name of the workgroup the data relates to. When run at a level of the hierarchy higher than team the data will display for each child workgroup individually not the parent workgroup overall.
WorkInHours	Displays the total Work In in hours for each date range and workgroup included in the extract. This is based on verified data for items of each core task x standard time.
WorkOutHours	Displays the total Work Out in hours for each date range and workgroup included in the extract. This is based on verified data for items of each core task x standard time.
WIPHours	Displays the total Work in Progress in hours for each date range and workgroup included in the extract. This is based on verified data for items of each core task x standard time.
DivertedHours	Displays the total hours invested in Diverted tasks for each date range and workgroup included in the extract. This is based on verified data.
DowntimeHours	Displays the total hours logged in Downtime categories for each date range and workgroup included in the extract. This is based on verified data.
TimeWorkedHours	Displays the total calculated Time Worked for each date range and workgroup included in the extract. This is based on verified data for Staff Complement +/- other resource categories.
CoreTimeHours	Displays the total calculated Core Time for each date range and workgroup included in the extract. This is based on verified data for Time Worked – Diverted.
Productivity%	Displays the calculated Productivity for each date range and workgroup included in the extract. This is based on WorkOutHours / CoreTimeHours
Utilisation%	Displays the calculated Utilisation for each date range and workgroup included in the extract. This is based on CoreTimeHours / TimeWorkedHours.
ComplexProductivity%	Displays the calculated Complex Productivity for each date range and workgroup included in the extract. This is based on WorkOutHours / TimeWorkedHours.
TotalProductivity%	Displays the calculated Total Productivity for each date range and workgroup included in the extract. This is based on verified data for WorkOutHours / Paid Hours (Staff Complement + Overtime, Positive Flexitime, Loaned time.
CostPerStandardHourCur	Displays the calculated Cost per Standard hour for each date range and workgroup included in the extract based on verified data for work out, employee position assigned to team members completing the work and productivity.
ErrorRate%	Displays the calculated Error Rate for each date range and workgroup included in the extract based on verified data for Quality Sample and Errors.
BreachRate%	Displays the calculated Breach Rate for each date range and workgroup included in the extract based on verified data for Work Out and Breaches.

Raw Data

Average Handling Time

Type

Select the Raw Data option from the drop-down menu.

Extract

Select the Average Handling Time option from the drop-down menu.

This option will only appear if you have selected a workgroup in the hierarchy selector that has CaseworkiQ enabled.

Team

Select the workgroup you would like to extract the data for from the drop-down menu.

The menu will display the workgroup you have selected in the hierarchy selector and all of its child workgroups.

Period

When running this extract, you can choose to view the data for the past 30, 60 or 90 days or specify your own date range.

If you select one of these pre-defined periods and save the extract as a .odc file type the data can be refreshed every time you open the saved MS Excel file and select Refresh the 30,60 or 90 day period will update to end the previous day without the need to login to ControliQ and re-run the extract.

Download

Once you have set the extract parameters click the download button to extract the data to MS Excel.

The Average Handling Time extract provides a view of on average how long is spent completing each Core Task for each Case Category and Case Type combination by workgroup.

Extract Header	Description
WorkgroupId	Displays the unique identifier number of the workgroup the data relates to.
Workgroup	Displays the name of the workgroup the data relates to. When run at a level of the hierarchy higher than team the data will display for each child workgroup individually not the parent workgroup overall.
Category	Displays the name of the Case Category that the data relates to.
Type	Displays the name of the Case Type that the data relates to.
Task	Displays the name of the Core Task that the Average Handling time has been calculated for.
Average Handling Time	Displays the calculated Average Handling Time in hours, minutes and seconds for each Core Task based on Category and Type combination. The AHT is based on the average time that was spent on the core task for all touched and closed cases during the period being reviewed.
TaskId	Displays the unique identifier number of the Core Task the data relates to.
CategoryId	Displays the unique identifier number of the Case Category the data relates to.
TypeId	Displays the unique identifier number of the Case Type the data relates to.

Case Data

Type

Select the Raw Data option from the drop-down menu.

Extract

Select the Case Data option from the drop-down menu.

This option will only appear if you have selected a workgroup in the hierarchy selector that has CaseworkiQ enabled.

Team

Select the workgroup you would like to extract the data for from the drop-down menu.

The menu will display the workgroup you have selected in the hierarchy selector and all of its child workgroups.

Period

When running this extract, you can choose to view the data for the past 30, 60 or 90 days or specify your own date range.

Download

Once you have set the extract parameters click the download button to extract the data to MS Excel.

The Cases Extract provides a view of all cases that had been created during the period being reviewed with their key attributes and progress.

Extract Header	Description
CaseId	Displays the ControliQ unique identifier for each case.
External Case Id	Displays the Case Id added to each case during case creation.
WorkgroupId	Displays the unique identifier number of the workgroup the data relates to.
Workgroup	Displays the name of the workgroup the data relates to. When run at a level of the hierarchy higher than team the data will display for each child workgroup individually not the parent workgroup overall.
Category	Displays the name of the Case Category that the data relates to.
Type	Displays the name of the Case Type that the data relates to.
Elapsed Time	Displays the time in days and hours that has elapsed since each case was created.
Status	Displays the current status of each case.
Status Change Date	Displays the date that each case was moved to its current status.
Status Change Staff Member	Displays the account name of the user who changed the status.
Status Change User	Displays the username of the user who changed the status.
SLA Start Date	Displays the SLA Start Date assigned to each case.
SLA End Date	Displays the SLA End Date if one has been assigned to a case.
Closed Date	Displays the date that a case was closed if it has the Closed status applied.
Assignee	Displays the name of the team member the case is assigned to if this feature has been used.
Total Effort Spent	Displays the total effort to date logged against a case in days, hours, minutes and seconds.
Current Stage	Displays the Stage a case is currently flagged as if this feature is being used.
Stage Start Date	Displays the date the case moved to its current stage.
Stage SLA End Date	Displays the date the case should move to the next stage or be closed if Stage SLA’s are being used.
StaffMemberId	Displays the ControliQ unique identifier for the staff member the case is assigned to.
ReferenceId	Displays the Reference ID of the staff member the case is assigned to if this field was populated during staff member setup.
CaseStageId	Displays the ControliQ unique identifier for the cases current stage.
Tags	Displays any Case Tags that have been attached to the case.

Casework Worklog

Type

Select the Raw Data option from the drop-down menu.

Extract

Select the Casework Worklog option from the drop-down menu.

This option will only appear if you have selected a workgroup in the hierarchy selector that has CaseworkiQ enabled.

Team

Select the workgroup you would like to extract the data for from the drop-down menu.

The menu will display the workgroup you have selected in the hierarchy selector and all of its child workgroups.

Period

When running this extract, you can choose to view the data for the past 30, 60 or 90 days or specify your own date range.

This extract can be forward dated to review diarised entries.

Download

Once you have set the extract parameters click the download button to extract the data to MS Excel.

The Casework Worklog extract provides a view of all of the data points that have been captured by team members via the Casework Worklog during the period being reviewed.

Extract Header	Description
External Case Id	Displays the Case Id added to each case during case creation.
CaseId	Displays the ControliQ unique identifier for each case.
Category	Displays the name of the Case Category that the data relates to.
Type	Displays the name of the Case Type that the data relates to.
TotalEffortSpentSeconds	Displays the total effort to date logged against a case in days, hours, minutes and seconds.
ElapsedTimeDays	Displays the time in days and hours that has elapsed since each case was created.
Status	Displays the current status of each case.
CreationDate	Displays the date that each case was created.
SLA Start Date	Displays the SLA Start Date assigned to each case.
SLA End Date	Displays the SLA End Date if one has been assigned to a case.
Closed Date	Displays the date that a case was closed if it has the Closed status applied.
PeriodStart & PeriodEnd Date	Confirms the first and last days of data included in the extract
Team	Displays the team that the data was logged against
StaffMember	Displays the name of the staff member that the data was logged against
Date	Displays the date that the data relates to.
Activity	Displays the activity that the data relates to such as Core Work, Diverted Work, Downtime, Break, Overtime and Flexitime
Task	Displays the name of the task that the activity relates to.
StartTimeUTC	Displays the time the activity was started based on the staff members area and location timezone.
EndTimeUTC	Displays the time the activity was finished based on the staff members area and location timezone.
DurationSeconds	Displays how long was spent on each activity in seconds.
Units	Displays how many units were completed for each Core task entry
TaskStage	Displays the Case Stage that each task related to if this feature is being used
CaseStage	Displays the Case Stage the case was at when each task was logged if this feature is being used.
WorkgroupId	Displays the unique identifier number of the workgroup the data relates to.
TaskId	Displays the ControliQ unique identifier for each task
StaffMemberId	Displays the ControliQ unique identifier for the staff member that the data relates to.
CategoryId	Displays the unique identifier number of the Case Category the data relates to.
TypeId	Displays the unique identifier number of the Case Type the data relates to.
ReferenceId	Displays the Reference ID of the staff member the case is assigned to if this field was populated during staff member setup.
CaseStageId	Displays the ControliQ unique identifier for the cases current stage.
Tags	Displays any Task Tags that have been attached to the task.

Core Task Volumes

Type

Select the Raw Data option from the drop-down menu.

Extract

Select the Core Task Volumes option from the drop-down menu.

Team

Select the workgroup you would like to extract the data for from the drop-down menu.

The menu will display the workgroup you have selected in the hierarchy selector and all of its child workgroups.

Period

When running this extract, you can choose to view the data for the past 30, 60 or 90 days or specify your own date range.

Download

Once you have set the extract parameters click the download button to extract the data to MS Excel.

The Core Task Volumes extract provides a view of the items of Work Out logged for each Core Task across the selected workgroups for each day within the period being reviewed.

Extract Header	Description
Start & End Date	Confirms the first and last day of data included in the extract based on the Period you selected.
DateId	Provides a unique identifier for the date the data relates to in a numerical not date format
Date	Displays the date that the data relates to.
GroupId	Displays a ControliQ unique identifier if Groups (secondary hierarchy) are being used.
WorkgroupId	Displays the unique identifier number of the workgroup the data relates to.
Workgroup	Displays the name of the workgroup the data relates to. When run at a level of the hierarchy higher than team the data will display for each child workgroup individually not the parent workgroup overall.
Task	Displays the Core Task that the data relates to.
Volume	Displays the items of Work Out captured against each Core Task during the period being reviewed.
DurationSeconds	Displays the Work Out in the unit of time (seconds) based on items x standard time.
StandardTimeSeconds	Displays the standard time currently assigned to the task in seconds.
ValidFrom	Displays the date the current standard time was valid from.
TaskId	Displays the unique identifier number of the Core Task the data relates to.

Notes, and Comments for Team / Departments / Groups

Type

Select the Raw Data option from the drop-down menu.

Extract

Select the Notes and Comments for Team / Departments / Groups option from the drop-down menu.

Team

Select the workgroup you would like to extract the data for from the drop-down menu.

The menu will display the workgroup you have selected in the hierarchy selector and all of its child workgroups.

Period

When run at a Team level you can choose to view the data for the past 30, 60 or 90 days or specify your own date range.

When run at a department or group level the Period options will be restricted to ‘Last 7 Days’ or Specify dates if the specified dates are less than 7 days.

Download

Once you have set the extract parameters click the download button to extract the data to MS Excel.

The Notes and Comments extract provides a view of all notes captured against data points via RTM Data Capture, Manage Data and Reports as well as WIP balancing decisions captured during Loading meetings via the Loading Boards. Any comments added to notes and activities will also be displayed in the extract.

Extract Header	Description
WorkgroupId	Displays the unique identifier number of the workgroup the data relates to.
Workgroup	Displays the name of the workgroup the data relates to. When run at a level of the hierarchy higher than team the data will display for each child workgroup individually not the parent workgroup overall.
CreatedDate	Displays the date the note, activity or comment was added.
UpdatedDate	Displays the date that any updates to the note, activity or comment were made.
Period Start & End Date	Confirms the first and last day of data included in the extract based on the Period you selected.
Source	Details the source of the note, activity or comment such as: RTM (via data capture) Manage Data Reports Loading Board
Note	Displays the content of any notes that were entered via RTM, Manage Data and Reports. For activities captured via the Loading Board this column will display “AutoBalancePlanActionNote” where WIP was used to balance. Notes relating to changes to Diverted tasks and Resource categories will appear in the team level extract.
Category	Displays the category that the note was assigned when created.
UserId	Displays the ControliQ unique identifier of the user who captured the note, activity or comment.
User	Displays the account name of the user who captured the note, activity or comment.
Email	Displays the email address of the user who captured the note, activity or comment.
StaffMemberName	Displays the name of the staff member that the data relates to if a note or comment was assigned to an individual
Task	Displays the task name that the data relates to if a note or comment was assigned to a specific task.
Comment	Details any comments that were added to notes or activities.
CommentUser	Displays the account name of the user who added the comment.
TaskId	Displays the ControliQ unique identifier for the task if a note or comment was assigned to a specific task.
ReferenceId	Displays the Reference ID of the staff member added during staff member setup if a note or comment was assigned to an individual.

Notes, Activity Logs and Comments for Team

Type

Select the Raw Data option from the drop-down menu.

Extract

Select the Notes, Activity Logs and Comments for Team option from the drop-down menu.

Team

Select the team you would like to extract the data for from the drop-down menu.

The menu will display all teams that sit below the workgroup you have selected in the hierarchy selector.

Period

When running this extract, you can choose to view the data for the past 30, 60 or 90 days or specify your own date range.

Download

Once you have set the extract parameters click the download button to extract the data to MS Excel.

The Notes, Activity Logs and Comments extract provides a view of all notes captured against data points via RTM Data Capture, Manage Data and Reports as well as the balancing decisions captured during Loading meetings via the Loading Boards. Any comments added to notes and activities will also be displayed in the extract.

Extract Header	Description
WorkgroupId	Displays the unique identifier number of the workgroup the data relates to.
Workgroup	Displays the name of the workgroup the data relates to. When run at a level of the hierarchy higher than team the data will display for each child workgroup individually not the parent workgroup overall.
CreatedDate	Displays the date the note, activity or comment was added.
UpdatedDate	Displays the date that any updates to the note, activity or comment were made.
Period Start & End Date	Confirms the first and last day of data included in the extract based on the Period you selected.
Source	Details the source of the note, activity or comment such as: RTM (via data capture) Manage Data Reports Loading Board
Text	Displays the content of any notes that were entered via RTM, Manage Data and Reports. For activities captured via the Loading Board this column will display the text will indicate the balancing decision such as “ActivityLogBorrowWorklogChange” to indicate borrowed time was added for this team.
Type	Indicates if the text has been added as a note or was an activity captured via the Loading Board.
Category	Displays the category that the note was assigned when created.
UserId	Displays the ControliQ unique identifier of the user who captured the note, activity or comment.
User	Displays the account name of the user who captured the note, activity or comment.
Email	Displays the email address of the user who captured the note, activity or comment.
StaffMemberName	Displays the name of the staff member that the data relates to if a note or comment was assigned to an individual
Task	Displays the task name that the data relates to if a note or comment was assigned to a specific task.
Comment	Details any comments that were added to notes or activities.
CommentUser	Displays the account name of the user who added the comment.
TaskId	Displays the ControliQ unique identifier for the task if a note or comment was assigned to a specific task.
ReferenceId	Displays the Reference ID of the staff member added during staff member setup if a note or comment was assigned to an individual.

Plan Data

Type

Select the Raw Data option from the drop-down menu.

Extract

Select the Plan Data option from the drop-down menu.

Team

Select the team you would like to extract the data for from the drop-down menu.

The menu will display all teams that sit below the workgroup you have selected in the hierarchy selector.

Plan Unit

Select the plan unit that was used to create the plans you wish to review from the drop-down menu. This can be Day, week or month.

Period

When running this extract, you can choose to view the data for the past 30, 60 or 90 days or specify your own date range.

Download

Once you have set the extract parameters click the download button to extract the data to MS Excel.

The Plan Data extract provides a view of the time allocated to each element of a committed plan such as time allocated to Work In, Work Out and WIP for each Core task based on Items x Standard Time or the time allocated to each Diverted task.

Extract Header	Description
Start & End Date	Displays the first and last day of data included in the extract based on the period selected.
GroupId	Displays a ControliQ unique identifier if Groups (secondary hierarchy) are being used.
WorkgroupId	Displays the unique identifier number of the workgroup the data relates to.
WorkgroupName	Displays the name of the workgroup the data relates to. When run at a level of the hierarchy higher than team the data will display for each child workgroup individually not the parent workgroup overall.
PlanRange Start & End Date	Displays the start and end date of each plan unit within the plan. For plans created using the plan unit ‘Day’ the end date will appear blank.
PlanName	Displays the name of the plan that the data relates to.
Category	Displays the name of the plan element the data relates to. This will be either Work In, Work Out, WIP, Diverted , Downtime or Resource.
SubCategory	Displays the name of the plan element the data relates to. This will be either Work In, Work Out, WIP, Diverted , Downtime or Resource.
Item	Displays the name of the task or activity the data relates to.
ItemType	Displays the plan element name of the item the data relates to. Either Core, Diverted or Downtime.
DurationSeconds	Displays the time allocated to each element of the plan in seconds. For core this is based on Items x Standard Time
PlanUnitId	Displays the ControliQ unique identifier for the plan unit that was used to create the plan. 1 = Day, 2 = Week, 3 = Month.
Start & End DateId	Provides a ControliQ unique identifier for the plan range start and end date in a numerical not date format.
TaskId	Provides a ControliQ unique identifier for the task the data relates to.
PlanId	Provides a ControliQ unique identifier for each plan included in the extract.

RTM Staff Member Activity Data

Type

Select the Raw Data option from the drop-down menu.

Extract

Select the RTM Staff Member Activity Data option from the drop-down menu.

Team

Select the team you would like to extract the data for from the drop-down menu.

The menu will display all teams that sit below the workgroup you have selected in the hierarchy selector.

Period

When running this extract, you can choose to view the data for the past 30, 60 or 90 days or specify your own date range.

Download

Once you have set the extract parameters click the download button to extract the data to MS Excel.

The RTM Staff Member Activity Data extract provides a view of each data point captured in RTM by staff members. This includes the activity they have completed, items of core work completed and the time that the data was entered into RTM.

Extract Header	Description
GroupId	Displays a ControliQ unique identifier if Groups (secondary hierarchy) are being used.
Date	Displays the date the data relates to.
WorkgroupId	Displays the unique identifier number of the workgroup the data relates to.
StaffMemberName	Displays the name of the staff member the data relates to.
RefId	Displays the Reference ID of the staff member the data relates to if one was entered during staff member setup.
Activity	Displays the RTM category that the data relates to. Either Core, Diverted, Downtime or Break.
Start & End Date	Displays the date and time that the activity was started and finished. This is based on the area and location set for the staff member during staff member setup.
TaskName	Displays the name of the task for Core and Diverted tasks.
ItemsCompleted	Displays the number of items completed for Core Tasks
ItemsCompletedSeconds	Displays the time captured in seconds for each entry. For Diverted, Downtime and Break this will be the seconds logged between the start and end time. For core tasks this will be the items x standard time. If core time was captured but no items logged this column will show blank.
WorkoutTime	Displays the time the items were captured in RTM for core tasks.
TaskId	Provides a ControliQ unique identifier for the task the data relates to.
StaffMemberId	Displays the ControliQ unique identifier for the staff member.

Smart Skills Data

Type

Select the Raw Data option from the drop-down menu.

Extract

Select the Smart Skills Raw Data option from the drop-down menu.

Team

Select the team you would like to extract the data for from the drop-down menu.

The menu will display all teams that sit below the workgroup you have selected in the hierarchy selector.

Start and End Date

The extract will provide the Smart Skills data by month for a maximum of 3 months.

Select the start and end month using the calendar function

Download

Once you have set the extract parameters click the download button to extract the data to MS Excel.

Extract Header	Description
DateId	Displays a ControliQ unique identifier for the date the data relates to in a numerical not date format.
Date	Displays the date the data relates to.
StaffMemberId	Displays a ControliQ unique identifier for the staff member the data relates to.
StaffReferenceId	Displays the staff member Reference ID of the staff member the data relates to if one was added during staff member setup.
StaffMember	Displays the name of the staff member the data relates to.
CoreTaskId	Displays a ControliQ unique identifier for the core task the data relates to.
CoreTask	Displays the name of the core task that the data relates to.
WorkgroupId	Displays a ControliQ unique identifier for the workgroup the core task is linked to. If the task is linked to multiple teams within the hierarchy the extract has been run for a row for each team will be displayed not just the team the individual completed the task for.
Workgroup	Displays the name of the workgroup that the core task is linked to. If the task is linked to multiple teams within the hierarchy the extract has been run for a row for each team will be displayed not just the team the individual completed the task for.
SkillLevel	Displays the current skill level for the team member.
SmartSkill	Displays the suggested smart skill of the team member.
ConfidenceLevel	Displays the ControliQ confidence level for the suggested smart skill.

Staff Member Skill Levels

Type

Select the Raw Data option from the drop-down menu.

Extract

Select the Staff Member Skill Levels option from the drop-down menu.

Team

Select the team you would like to extract the data for from the drop-down menu.

The menu will display all teams that sit below the workgroup you have selected in the hierarchy selector.

Period

When running this extract, you can choose to view the data for the past 30, 60 or 90 days or specify your own date range.

Download

Once you have set the extract parameters click the download button to extract the data to MS Excel.

The Staff Member Skill Levels extract provides a view of changes made to staff member skills via the Skills Matrix during the period being reviewed. The data will display the current skill level against core tasks including new tasks linked to the staff member during the period.

Extract Header	Description
Date	Displays the date the data relates to.
StaffMember	Displays the name of the staff member the data relates to.
CoreTask	Displays the name of the core task that the skill change relates to.
SkillLevel	Displays the current skill level / maximum skill level.
WorkgroupId	Displays the unique identifier number of the workgroup the data relates to.
TaskId	Provides a ControliQ unique identifier for the task the data relates to.
StaffMemberId	Displays the ControliQ unique identifier for the staff member.
ReferenceId	Displays the Reference ID of the staff member the data relates to if one was entered during staff member setup.

Staff Members and Users

Type

Select the Raw Data option from the drop-down menu.

Extract

Select the Staff Members and Users option from the drop-down menu.

Team

Select the team you would like to extract the data for from the drop-down menu.

The menu will display all teams that sit below the workgroup you have selected in the hierarchy selector.

Include Unassigned Users

By default, the extract will only display staff members linked to a workgroup within the level of the hierarchy you have selected. To include Users and unlinked staff members select the Include Unassigned Users checkbox.

Download

Once you have set the extract parameters click the download button to extract the data to MS Excel.

The Staff Members and Users extract provides a view of all the key setup information for Staff Members (those who can capture or have production data captured against them) and Users (those who can access ControliQ, but no production data is captured for).

Extract Header	Description
StaffMember Last, First and Middle Name	Displays the first, last and middle names of the staff member or user entered during setup.
Area & Location	Displays the area and location of the staff member or user, this indicates the timezone that any data they capture is displayed in.
UserType	Displays the user type assigned to the staff member or user. Either Administrator, Champion / Coach, Senior Leader, Team Leader or Team Member.
CanLogin	Indicates if a staff member can also access ControliQ, displayed as TRUE, for staff members that can’t access ControliQ such as those that have data entered for them via Connect this may show as FALSE.
ActivationStatus	Displays the account status if CanLogin is marked as TRUE. This will display either Activated, Invited, Not Invited or Re-Invited.
LastActive	Displays the date that the user or staff member last accessed ControliQ
AuthenticationType	Displays the method used to access ControliQ either Password or Single Sign On (SSO).
Email	Displays the email address of the user or staff member
Username	Displays the Username used to access ControliQ.
CapturesData	Indicates if the data relates to a staff member who can capture production data or has production data captured for them or a user who does not capture production data. This is displayed as either TRUE or FALSE.
JobTitle	Displays the job tile of the staff member if one was entered during setup.
RefId	Displays the reference ID of the staff member if one was entered during setup.
EmployeePosition	Displays employee position of the staff member if one was entered during setup. This drives cost per standard hour if this feature is being used.
EmploymentType	Displays the employment type of the staff member if one was entered during setup. This will display either Full-Time, Part-Time, Variable or Temporary.
GroupId	Displays a ControliQ unique identifier for the group the extract was run for if this feature is in use.
WorkgroupId	Displays a ControliQ unique identifier for the workgroup the extract was run for.
Team	Displays the name of the team the staff member is linked to.
TeamId	Displays a ControliQ unique identifier for the team the staff member is linked to.
FirstDayOfWeek	Displays the staff members first day of the working week selected during setup.
DefaultWorkingTimeSeconds	Displays in seconds the default working time for each day for the staff member entered during setup.
Works From & To	Displays the works from and to date for the staff member if they were entered during setup. Outside of these dates and account and staff member will be classed as inactive.
Holidays	Displays the yearly holiday entitlement of a staff member if this was added during setup.
AdjustmentTolerance	Displays in seconds the adjustment tolerance set for the staff member. If their time worked varies compared to their default working time by more that this amount their data will be flagged as amber in manage data.
PositiveStaffAdjustment	Displays how time above the default working time of a staff member will be treated by default in manage data.
NegativeStaffAdjustment	Displays how time below the default working time of a staff member will be treated by default in manage data.
StaffMemberId	Displays a ControliQ unique identifier for the staff member or user.

Tag Data

Type

Select the Raw Data option from the drop-down menu.

Extract

Select the Tag Data option from the drop-down menu.

Team

Select the team you would like to extract the data for from the drop-down menu.

The menu will display all teams that sit below the workgroup you have selected in the hierarchy selector.

Period

When running this extract, you can choose to view the data for the past 30, 60 or 90 days or specify your own date range.

Download

Once you have set the extract parameters click the download button to extract the data to MS Excel.

The Tag Data extract provides a view of the number of tags that have been added to Core, Diverted or Downtime data via RTM or Manage Data as well as the tasks or activities these Tags related to.

Extract Header	Description
GroupId	Displays a ControliQ unique identifier for the group the extract was run for if this feature is in use.
WorkgroupId	Displays a ControliQ unique identifier for the workgroup the extract was run for.
WorkgroupName	Displays the name of the workgroup the data relates to.
Start & End Date	Displays the first and last date of the period the extract covers.
Date	Displays the date the data relates to.
StaffMemberId	Displays a ControliQ unique identifier for the staff member or user.
StaffMember First and Last Name	Displays the name of the staff member the data relates to.
TaskId	Displays a ControliQ unique identifier for the task the data relates to.
TaskName	Displays the name of the task the data relates to.
Type	Displays the type of entry the data relates to either Core, Diverted or Downtime for TASK Tags or Case for Case Tags.
TagId	Displays a ControliQ unique identifier for the Tag the data relates to.
TagName	Displays the name of the Tag that the data relates to.
TagUnits	Displays how many of each tag were captured against each task or activity by each staff member.
RefId	Displays the Reference ID of the staff member that the data relates to if one was entered during staff member setup.

Workgroup Production Raw Data

Type

Select the Raw Data option from the drop-down menu.

Extract

Select the Workgroup Production Raw Data option from the drop-down menu.

Team

Select the team you would like to extract the data for from the drop-down menu.

The menu will display all teams that sit below the workgroup you have selected in the hierarchy selector.

Additional Data

If the Work Location or staff member Reference ID features are in use, you can choose to add this data to the extract.

To add this data, click on the drop-down menu and select the checkbox next to the data you would like to include.

Data Type

You can choose to run the extract to include only data that has been verified in Manage Data or all data that has been captured by selecting the relevant option from the drop-down menu.

Period

When running this extract, you can choose to view the data for the past 30, 60 or 90 days or specify your own date range.

Download

Once you have set the extract parameters click the download button to extract the data to MS Excel.

The Workgroup Production Raw Data extract provides a view of all of the production data that has been entered into ControliQ. Please note this data does not include calculated values only those captured via RTM, Manage Data or Connect. The data required to calculate key metrics such as Core Time and Productivity is included in the extract.

Extract Header	Description
Category	Displays the category the data point relates to either Workload – Work In, Work Out, Work In Progress or Diverted Resource – Borrowed Staff, Downtime, Lend Staff, Staff Complement, Flexitime or Overtime
Start & End Date	Displays the first and last date of the period the extract covers.
DateId	Displays a ControliQ unique identifier for the date the data relates to in a numerical not date format.
Date	Displays the date the data relates to.
GroupId	Displays a ControliQ unique identifier for the group the extract was run for if this feature is in use.
WorkgroupId	Displays a ControliQ unique identifier for the workgroup the extract was run for.
WorkgroupName	Displays the name of the workgroup the data relates to.
Activity	Displays the name of the task or activity that the data relates to.
StaffMemberId	Displays a ControliQ unique identifier for the staff member or user.
StaffMember First and Last Name	Displays the name of the staff member the data relates to.
StaffReferenceId	Displays the staff member Reference ID of the staff member the data relates to if one was added during staff member setup. This column only appears if selected when setting the extract parameters.
TaskId	Displays a ControliQ unique identifier for the task the data relates to.
Units	Displays the number of units captured for any core task entries.
DurationSeconds	Displays in seconds the time captured against resource or diverted activities or the time based on items x standard time for core tasks.
WorkLocation	Displays the work location either Office, Remote or Not Set for each staff member entry. This column only appears if selected when setting the extract parameters.

NOTE: - If extracting data sets larger than 100,000 rows (approximately 47 weeks of data for a team of 10 staff), it is recommended to use the Integration API rather than Extracts. Further information on the Integration API can be found here.