®

1

MicroStrategy Enhancements – August 2014

®

2

• New look for Mailer Scorecard launch page

Mailer Scorecard

®

3

Mailer Scorecard

• Added eDoc Submitter CRID prompt to the Mailer Scorecard, which will display eDoc Submitter CRIDs associated to a user’s account

®

4

Mailer Scorecard

• Mailer Scorecard will display custom By/For thresholds per CRID in the “View Thresholds” page, along with CRID selector who allows toggling the thresholds based on CRID

• Mailer Scorecard is updated to use threshold where month selected is between effective start date and effective discontinue date for the specific threshold, using last day of the month

®

5

Mailer Scorecard

• The following percentage metrics are added to the % Metrics view and enabled by default on the % Trending view from the Mailer Profile perspective of the Mailer Scorecard:

• % Full-Service Pieces• % Full-Service Jobs• % Non Full-Service Pieces• % Non Full-Service Jobs

®

6

Mailer Scorecard

• Combined EPV with Full-Service perspective• Renamed Full-Service to Electronic Verification

®

7

Mailer Scorecard

• Bundle based OCI Errors are moved to OCI Warnings on Mailer Scorecard• #/%OCI Errors/Warnings changed to #/% Unlinked Copal Errors/Warnings

®

8

Mailer Scorecard

• COA Errors is moved from Seamless to Electronic Verification tab, and only appears if the Full Service Volume is greater than 75%

®

9

Mailer Scorecard

• New metrics for eDoc and Scan based Mail Preparation errors are added on the Electronic Verification perspective for #/% Metrics and Trending tabs

• Threshold for specific eDoc Nesting/Sortation errors are exceeded when total % eDoc Nesting/Sortation Container/HU/Pieces Errors exceeds threshold

®

10

Mailer Scorecard

• New eInduction errors added to Mailer Scorecard:• -Misshipped• -Duplicate between appointment (Duplicate Barcode)• -Payment (new for July, subset of Extra)• -Entry Point Discount• -Zone• -Extra

• Thresholds, Red/green previous month formatting• Also added to Invoice Summary and Job reports

®

11

Mailer Scorecard

• Combined Manual Sampling with Seamless perspective

®

12

Mailer Scorecard

• Calculation for % Bypass Seamless Acceptance Jobs is updated to # Bypass Jobs/Total Jobs• Tooltip updated to “The number of Seamless jobs that have been marked to bypass Seamless

Acceptance processing as a percentage of the total number of jobs."

®

13

Mailer Scorecard

• New formula for % Undocumented Pieces from MPE: MPE Undocumented Pieces)/(MPE Undocumented Pieces+Pieces in Electronic Documentation that received a MPE scan)

• Tooltip updated to reflect changes in metric definition.

®

14

Mailer Scorecard

• New metric #/% Undocumented Pieces from Sampling is added to the Mailer Scorecard on the Seamless Tab

• % Calculation: (Sampled Undocumented Pieces)/(Total Pieces Sampled) +(Sampled Undocumented Pieces)

®

15

Mailer Scorecard

• Mailer Scorecard Job Drills are updated to be consistent with new Tab Groupings• Mailer Scorecard Job Details (All)• Mailer Scorecard Job Details (Electronic Verification)• Mailer Scorecard Job Details (eInduction)• Mailer Scorecard Job Details (Seamless) 

• All Drills include #/% metrics

®

16

Mailer Scorecard

• A drill to Barcode Scan Rate report is added to Mailer Scorecard

®

17

Mailer Scorecard

• Filters are updated to Error Type Prompt:1) Full-Service = Only show Full-Service verifications logged against Full-Service mail volume.2) Seamless = Only show Seamless verifications logged against Seamless (non-bypass) mail

volume.3) eInduction = Only show eInduction errors.4) Manual Sampling = Only show manual sampling errors for jobs that received samples.5) -none- = Do not filter report results (show all errors against all mail volume)

• The 'Entry Point Errors' is removed, as those errors are now pulling in with the Full-Service Electronic errors.

®

18

Mailer Scorecard

• Added ability to drill from Mailer Scorecard on eInduction when drilling to ‘View Errors by Error Type’ report

®

19

Mailer/Mail Owner Scorecard

• Report execution date & time can be viewed on Mailer Scorecard and Mail Owner Scorecard

®

20

Mail Owner Scorecard

• Preparer CRID prompt is added to Mail Owner Scorecard• Owner CRID prompt description update: "Please select from the list of Mail Owner CRIDs. This list is

limited to only those CRIDs that have been used as a Mail Owner in electronic documentation in the past."

• Preparer CRID Prompt Update: "Please select from the list of Mail Preparer CRIDs. This list is limited to only those CRIDs that have been used as a Mail Preparer in electronic documentation in the past."

®

21

Mail Owner Scorecard

• All “exceeds threshold” formatting is removed from Mail Owner Scorecard. The “View Thresholds” button is also removed.

®

22

Mail Owner Scorecard

• Added drilling to Mail Quality Error Type Report (Owner & Preparer) from the Mail Owner Scorecard via the ‘View Error Details by Error Type’ option. Drill will pass the selected Mail Preparer & Mail Owner combination.

• Drills are created from Mail Owner Scorecard:Mail Owner Scorecard Job Details (All)Mail Owner Scorecard Job Details (Electronic Verification)

Mail Owner Scorecard Job Details (eInduction)• Includes all metrics from Mail Owner Scorecard with exception of Mailer Profile panel, and Extra

eInduction Containers

®

23

Mail Owner Scorecard

• New perspective for Mailer Profile is added to the Mail Owner Scorecard, including the # Metrics, # Trending, % Metrics, and % Trending toggling functionality

®

24

Mail Owner Scorecard

• New perspective for eInduction is added to the Mail Owner Scorecard, including the # Metrics, # Trending, % Metrics, and % Trending toggling functionality

• New perspective for Seamless is added to the Mail Owner Scorecard• Note: Seamless tab on Mail Owner Scorecard is currently hidden, and all seamless data on Mail Quality

Mail Owner/Mail Owner & Preparer reports is filtered out of the reports

®

25

Mail Quality Reports

• Mail Quality (Mail Owner) and Mail Quality (Mail Preparer) folders are renamed with “(October 2014 Retirement) appended at the end. Folder descriptions are also changed.

®

26

Mail Quality Reports

• Mail Quality Job Error Type Report and Mail Quality Detailed Error Report (eDoc Submitter, Mail Owner & Preparer) is updated to make User License Code optional (Job ID is required) when choosing the “Job ID & User License Code” prompt option

®

27

Mail Quality Reports

• An Error/Warning Indicator page-by is added to Mail Quality Detailed Error Report (eDoc Submitter, Mail Owner & Preparer, Mail Owner, and Mail Preparer)

®

28

Mail Quality Reports

• New report Mail Quality Summary Report (Mail Owner & Preparer) is created in the Mail Quality (Mail Owner & Preparer) folder

®

29

Mail Quality Reports

• New report created called Mail Quality Job Error Type Report (Mail Owner & Preparer) drillable from the Mail Quality Error Type Report (Mail Owner & Preparer) and Mail Quality Summary Report (Mail Owner & Preparer)

• Also available as a standalone report with Job Identifier prompt

®

30

Mail Quality Reports

• New report Mail Quality Detailed Error Report (Mail Owner & Preparer) is created, drillable from Mail Quality Job Error Type Report (Mail Owner & Preparer)

• Also available as a standalone report with Job Identifier prompt

®

31

Mail Quality Reports

• New report MID Usage Report (Mail Owner) is created in the Mail Quality folder, drillable from Undoc Detailed Report

• Note: MID Usage Report (Mail Owner) is currently hidden

®

32

Mail Quality Reports

• New report Undocumented Category Report created, drillable from Mailer and Mail Owner Scorecard• This report includes Level (C/HU/P), Undocumented Category (blank for HU/C), Undocumented Category

Description (blank for HU/C), # Undocumented• Drilling from Undocumented Category Report will go to Undocumented Summary Report

®

33

Mail Quality Reports

• New report Undocumented Bookend Report is created to see other piece scans that occurred on MPE before and after the selected undocumented scan.

• Drillable from Undocumented Detailed Report• Report sorts by Scan Date

®

34

Mail Quality Reports

• Mail Quality Summary, Error Type, Job Error Type, and Detailed Error Report (eDoc Submitter, Mail Owner & Preparer) are updated to filter out full service verifications on non full-service mail volume.

• Business Rules:

1) FS validations should only be visible for mail that is either FS or Seamless2) Non-FS, non-Seamless validations should be available for all mail

• Also updated to filter out Seamless verifications on non Seamless jobs (any jobs not eligible for Seamless or any jobs eligible for Seamless but set to bypass).

• Business Rules:1) Seamless validations should only be visible for Seamless mail.2) Non-FS, non-Seamless validations should be available for all mail