**These features are set to be released by November 2020. Let us know if you would like a sneak preview!**

The Templates section of Process Bliss now gives you information about what templates have been created, whether they're being used, how well they are performing and if there's any feedback to address. There's also an overall analysis for each folder to give you an idea of which processes in your company need the most attention.

Here's an explanation of how each figure is calculated:

Populated templates - This shows the number of templates that have steps added to them. Templates without steps are called "blank templates" and can be distinguished due to the "Add steps" button next to the template name.

Usage - A template counts as having been used if a task has been created from it in the past 6 months. In report settings you can change this amount of time (see below). When calculating the usage for a folder, 100% would indicate all templates in the folder have had tasks created from them in the past 6 months, while 50% would indicate half the templates had.

In the "Across the organisation" row, Usage is calculated across all templates, whether they're in folders or not.

Performance - The performance of a task indicates how many essential steps have been marked with a tick, out of the total number of essential steps in that task. The performance for a template is calculated from the mean average of its completed tasks.

The performance of a folder is calculated as a mean average from all completed tasks from all templates.

For templates, there are now 5 new columns. These show the template owner, how many active tasks there are, when a task was last created from the template, when the template was last edited, and the template's performance based on the tasks completed from it.

The purple circle with a number in it indicates the number of items of feedback on the template. On a folder, it indicates the total number of items of feedback across all templates in that folder.

Report settings

You can adjust the parameters by which the data for each template is calculated. Using the template dropdown menu, you can access the report settings.

At the top you can choose to exclude a template from the calculations. You may wish to do this if the process is for reference and won't ever have tasks created from it.

In the sections underneath you can change the time period which the calculations relate to. By default this is set to the last 6 months.

You may wish to change this time period if:

  • It's a process that should be performed annually, or every week or perhaps even every day
  • You have made significant changes to a template and you wish to assess how well the updated process is performing
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