User Completed Actions

Owned by Devan Robertson
Last updated: May 15, 2024
1 min read
Description:Provides a list of all actions completed by a system user.  This data can be helpful for evaluating user performance.
Sources:Claim, CompletedActions, UserProfile

It is important that you always include tenantID in your WHERE clause.  Not doing so will result in poor performance.  

WHERE tenantid = 'YOURTENANTIDHERE'

SQL

SELECT
    c.claimtype AS "Claim Type",
    c.reasontype AS "Claim Category",
    c.reason AS "Claim Reason",
    c.channelorigin AS "Claim Channel",
    c.status AS "Claim Status",
    c.customercontactdate AS "Claim Contact Date",
    a.claimdispute as "Parent",
    a.claimid AS "Claim ID",
    a.disputeid AS "Dispute ID",
    a.flowtype AS "Flow",
    a.flowaction AS "Action",
    a.taskname AS "Assignment",
    (CASE
        WHEN a.addedbyid = 'System' THEN 'System'
        ELSE CONCAT(LEFT(u.firstname, 1), '. ', u.lastname)
    END) AS "Performed By",
    a.eventdatetime as "Event Date"
FROM completedactions AS a
JOIN claim AS c ON a.tenantid = c.tenantid AND a.claimid = c.claimid
LEFT JOIN userprofile as u ON u.tenantid = a.tenantid AND u.userid = a.addedbyid
WHERE
    a.addedbyid != 'System' AND a.addedbyid IS NOT NULL
    AND a.eventdatetime =:daterange