Difference between revisions of "Tc codes.xls"

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>Jeremyb
>Johno
(Overview)
 
(2 intermediate revisions by 2 users not shown)
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Use the exclude code to mark the tellers you want omitted from the final document
 
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
+
     TC_CODE     TC_CODE_DESCRIPTION     TC_GROUP   TC_CODE_COMMENTS
     <X>         Exclude X Do not change -- used this for all atm machines, etc.
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     <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.
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     <M>        <Missing>               U           Either a transaction or a teller record exist but teller not defined.
     <nowiki><U></nowiki>         <Undefined> U Teller has multiple or zero roles assigned for one or more days.
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     <nowiki><U></nowiki>        <Undefined>             U           Teller has multiple or zero roles assigned for one or more days.
  
    Example:
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'''Example'''
     TC_CODE TC_CODE_DESCRIPTION TC_GROUP TC_CODE_COMMENTS
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     TC_CODE     TC_CODE_DESCRIPTION     TC_GROUP   TC_CODE_COMMENTS
     TLR         Teller         T handles bulk of trans
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     TLR        Teller                   T           handles bulk of trans
     DTA         DTA             T phone teller
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     DTA        DTA                     T           phone teller
     MSR         Service Rep O
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     MSR        Service Rep             O
     MGR         Manager                 O
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     MGR        Manager                 O
  
 +
== Sheet1 Worksheet ==
  
== Columns ==
+
{| class="wikitable"
 
+
| '''Excel Column'''
'''TC_CODE'''
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| '''Meaning'''
    The teller code
+
|-
 
+
| TC_CODE
'''TC_CODE_DESCRIPTION'''
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| The teller code.
    The description of the teller code
+
|-
 
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| TC_CODE_DESCRIPTION
'''TC_GROUP'''
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| The description of the teller code.
    A unique group for the teller code
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|-
 
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| TC_GROUP
'''TC_CODE_COMMENTS'''
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| A unique group for the teller code.
    Comments for the teller code
+
|-
 +
| TC_CODE_COMMENTS
 +
| Any comment for the file.  Comments are not loaded.
 +
|}

Latest revision as of 23:53, 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.