Insights Settings Configuration
Overview
The Insights Settings set the framework for how the availability simulation runs and what output data is generated. These settings determine the scope, granularity, and focus of your availability analysis.
Configuration Steps
- Access the Insights menu in the Management UI
- Select “Create New”
- Configure the following parameters:
Basic Settings
| Parameter | Description | Example |
|---|---|---|
| Name | Identifier for the setting | “Private” |
| Customer Type | The customer type used for simulation | “Basic Customer” |
| Time Zone | Timezone used for dates of generated data | “Europe/Copenhagen” |
| Use case | The use case used for simulation | “Full dataset” |
| Specific employee | Includes available time for specific employees in dataset | “Full dataset” |
Meeting configuration
Insights data is calculation using a meeting configuration, typically defined by the customer type and a meeting theme. A meeting configuration should be selected for an insights setting, or a custom one can be defined.
Time Configuration (selected meeting topic)
| Parameter | Description | Default |
|---|---|---|
| Time Range Interval | Minutes between data points | 60 |
| Calendar Time Buffer | Minutes before meeting allowed | 120 |
| Working Time Buffer | Required working hours buffer | 60 |
| Time Between Meetings | Required gap between meetings | 15 |
| Opening hours | Opening hours defines timefram for availability check | 15 |
Meeting Parameters
| Setting | Description |
|---|---|
| Meeting Types | Online/Physical/Phone/Offsite |
| Meeting Duration | Length of meetings in minutes |
Best Practices
- Time Intervals
- Match business needs
- Consider reporting requirements
- Balance detail vs. volume
- Align with operating hours
- Meeting Configuration
- Define realistic durations
- Include all relevant meeting types
- Set appropriate buffers