What is this?
Operational Savings shows the money that your machines can save you. Clue looks at the hours on your dailies and from telematics. It finds three types of problems: rented machines that nobody uses, machines that idle above their target, and owned machines that stand still on a job.
Each item shows the machine, the job, the problem, the saving and the next step. Clue updates the list every night.
Who's this for?
- Equipment managers find rentals to return and machines to move to a job that needs them.
- Project managers see what each job pays for machines that do not work.
- Owners and finance teams see the total possible saving per day, week or month.
How to use it
Step 1: Open Operational Savings
In the main menu, go to Insights > Reports > Operational Savings.
Step 2: Read the list
The tiles at the top show the total for each type of problem. The table shows one row for each item.
- What: the machine. Click the name to open the asset.
- Where: the job of the machine, or Unassigned.
- Why: the problem, for example Not Used Since 10/14 or Idle Above Target: 4 Days.
- How Much: the possible saving.
- How: the next step, for example Request Return, Turn the Engine Off When Waiting or Move It to Another Job.
Step 3: Set the dates and filters
Use the bar above the tiles to change what you see.
- Date: pick a day, a week, a month or your own dates.
- Project: show the items of one or more jobs.
- Included Dailies: pick which daily statuses count.
- Show: pick Open, Snoozed, Dismissed or All.
- Per Day, Per Week, Per Month: show each saving for that time unit.
Step 4: Open the details of a rental
Click a row to open its details. For a rental, you see the saving, the rental cost, the rate, the job cost, the hours and the billing cycle.
The Foreman Answers part shows the answers that the foreman gave about this machine. Use the buttons at the bottom to ask the foreman or to request the return.
Step 5: Check a machine that idles
For an idle item, the bar at the top shows the idle hours above the target. The details show the company cost, the fuel cost, the rate, the hours used and the idle threshold.
Step 6: Act on an item
Move the pointer over a row and click the three dots at the end of the row. Pick the step that you want.
- Request Return: opens a return request with the machine filled in.
- Move It to Another Job: opens a new dispatch with the machine filled in.
- Ask the Foreman: sends a question to the foreman of the job.
- Snooze 1 Week: hides the item for one week.
- Dismiss: closes the item with a reason.
Step 7: Ask the foreman
Clue fills in the job and the machine. Select the person, set the urgency and type your question. Click Send Question.
Step 8: Act on many items at one time
Select the check boxes of the rows. A bar opens at the bottom of the page. Use it to request returns, ask the foreman, snooze or dismiss all the selected items.
Click the arrow next to Snooze 1 Week to snooze for 1 day or 2 weeks.
Step 9: Dismiss an item
Select a reason: Returned, Utilization Improved, Moved to Another Job, Not Relevant or Other. Add a note and the date when the problem stopped, if you know it. Click Dismiss.
Step 10: See snoozed and dismissed items
Set Show to Snoozed or Dismissed. The Status column shows who closed the item, the date and the reason. By Clue means that Clue closed it.
To bring an item back to the open list, click the three dots and click Reopen.
Step 11: Share or download the list
Click the share icon at the top right to send the list by email. Type the names or email addresses and click Share. Click the download icon to save the list as an Excel file.
The full details
- Works on: Web app.
- Who can see it: Administrators, by default. Your company can give access to other roles.
- Money: The How Much column and the money tiles show only to people who can see the costs on dailies. To snooze, dismiss or reopen an item, you also need this access.
- Rentals: A rented machine with no hours shows Request Return when a return saves money. It shows Keep It when a return does not save money in the current billing cycle.
- No Rental Record: The machine shows as rented, but Clue has no rental for it. The next step is Add the Rental.
- No Hours Reported: Clue has no hours for the machine. The next step is Ask the Foreman.
- Idle Above Target: The saving is the cost of the idle hours above the idle target of the machine.
- Under Utilization: Owned machines that stand still show in the count tile. They show no saving, because you pay for an owned machine all the same.
- Included Dailies: By default, Clue counts approved, finalized and exported dailies.
- Date range: 92 days at most.
- Updates: Clue calculates the list every night.
- Closed by Clue: Clue closes an item when the problem stops. For example, the machine has hours again, the idle time stays at or below the target for 2 work days, or the rental ends.
- Snooze: A snoozed item comes back to the open list when the snooze ends.
- Share: The email has the list as a file. People who cannot see costs get the list without the money columns.
Tips
- Start with the Rentals tile. A rental return is often the fastest saving.
- Set Per Month to see the cost of a problem that continues for a full month.
- Ask the foreman before you request a return. The machine can be on the job for a task that comes soon.
- Use Snooze when you know that a machine starts work soon. Use Dismiss when the item is closed.
