Difference between revisions of "Tc codes.xls"

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>Jeremyb
(Overview)
>Johno
(Columns)
Line 23: Line 23:
 
     MGR         Manager                 O
 
     MGR         Manager                 O
  
== Columns ==
+
== Sheet1 Worksheet ==
  
'''TC_CODE'''
+
{| class="wikitable"
    The teller code
+
| '''Excel Column'''
 
+
| '''Meaning'''
'''TC_CODE_DESCRIPTION'''
+
|-
    The description of the teller code
+
| TC_CODE
 
+
| The teller code.
'''TC_GROUP'''
+
|-
    A unique group for the teller code
+
| TC_CODE_DESCRIPTION
 
+
| The description of the teller code.
'''TC_CODE_COMMENTS'''
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|-
    Comments for the teller code
+
| TC_GROUP
 +
| A unique group for the teller code.
 +
|-
 +
| TC_CODE_COMMENTS
 +
| Any comment for the file.  Comments are not loaded.
 +
|}

Revision as of 23:44, 1 December 2015

Overview

Define the codes used to classify teller roles Every code you define needs to belong to either the 'T' group or the 'O' group The T (teller) group should contain your main teller roles, whether for branches or call centers The O (other) group should contain employees who may process transactions, but it is not their primary duty

Note: that if you are usng FTE's, the FTE values are only plotted with the T group

The following codes are used by the Teller Activity document and should not be altered Use the exclude code to mark the tellers you want omitted from the final document

   TC_CODE	TC_CODE_DESCRIPTION	TC_GROUP	TC_CODE_COMMENTS
   <X>	        Exclude 		X		Do not change -- used this for all atm machines, etc.
   <M>	        <Missing>		U		Either a transaction or a teller record exist but teller not defined.
   <U>	        <Undefined>		U		Teller has multiple or zero roles assigned for one or more days.

Example

   TC_CODE	TC_CODE_DESCRIPTION	TC_GROUP	TC_CODE_COMMENTS
   TLR	        Teller		        T		handles bulk of trans
   DTA	        DTA             	T		phone teller
   MSR	        Service Rep		O		
   MGR	        Manager	                O

Sheet1 Worksheet

Excel Column Meaning
TC_CODE The teller code.
TC_CODE_DESCRIPTION The description of the teller code.
TC_GROUP A unique group for the teller code.
TC_CODE_COMMENTS Any comment for the file. Comments are not loaded.