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Navigator-Tab Source Information: CSR Performance Management

How Customer Service Representative (CSR) Performance data is compiled.

The following table describes what the source of data is for metrics displayed in Navigator’s CSR Performance Management:

Metric

Source

Data used for Total User Corrections by Trading Partner

Measures the number of corrections made manually by users for documents from each trading partner, reflecting the need for human intervention.

Data used for Total System Corrections by Trading Partner

Tracks the number of automated corrections performed by the system for documents from each trading partner, highlighting system efficiency.

Data used for Cost to Serve Percent by Trading Partner

Calculates the total cost associated with serving orders per Trading Partner.

Data used for Total Documents Requiring User Correction by Day/Month

Measures the number of documents each day or month that required manual corrections, helping identify trends in processing challenges.

Data used for Total Documents Requiring System Corrections by Day/Month

Tracks the number of documents each day or month that needed system corrections, offering insights into the system’s intervention needs.

Data used for Cost to Serve Percent by Day/Month

Calculates the total cost associated with serving orders each day or month.

Data used for Total Documents Served by Each User/CSR

Counts the number of documents processed by each user or CSR, providing insights into individual workload distribution.

Data used for Total Document Corrections Performed by Each User/CSR

Tracks the total number of corrections made by each user or CSR, reflecting their contribution to ensuring document accuracy.

Data used for Total Documents Requiring Correction by Each User/CSR

Measures the number of documents processed by each user or CSR that required corrections, highlighting individual workloads for error resolution.

Data used for Performance Comparison by Each User/CSR

Compares the processing efficiency, correction rates, and overall performance of each user or CSR, identifying top performers and areas for improvement.

Data used for Industry Comparison by Each User/CSR

Benchmarks individual user or CSR performance against industry standards, helping evaluate competitiveness and identify best practices.