Workload Management
Balance assignments across team members and track capacity, performance, and availability
Workload management helps balance assignments across team members, ensuring optimal resource utilization and preventing overload. It tracks each user's current assignments, capacity, performance metrics, and availability to help managers make informed assignment decisions.
Capacity Tracking
Monitor how many assignments each user can handle and their current utilization.
Performance Metrics
Track completion rates, average completion times, and overdue items for each user.
Key Metrics
Current number of assignments in progress (status: ACTIVE, SUBMITTED_FOR_REVIEW, etc.)
Maximum number of assignments a user can handle simultaneously (default: 10)
Optimal number of assignments for a user (default: 5)
Percentage of assignments completed on time (0-100%)
Average time to complete an assignment (in hours)
Number of assignments past their due date
Accessing Workload Dashboard
Navigate to Workload Dashboard
Go to Audit Instance → Team tab → Click "Workload" button.
Alternatively: Go to Audit Management → Workload Dashboard
View Dashboard Tabs
The dashboard has three tabs:
- Overview: System-wide metrics and totals
- User Workloads: Individual user details and capacity
- Control Assignments: Assignment summary per control test
Configure User Workload
Click on a user to view details and adjust their workload limits (max concurrent assignments, preferred workload).
Understanding Workload Status
Available (0-50% utilization)
User has capacity for new assignments. Recommended for new assignments.
Busy (50-70% utilization)
User is working but has some capacity. Can take on high-priority assignments.
Optimal (70-90% utilization)
User is at preferred workload. Only assign if necessary.
Overloaded (90-100% utilization)
User is at or near maximum capacity. Should not receive new assignments.
Utilization Calculation
Utilization = (Active Assignments / Max Concurrent Assignments) × 100%
Example: 8 active assignments / 10 max = 80% utilization (Optimal)
Configuring User Workload
Select User
Navigate to Workload Dashboard → User Workloads tab → Click on a user to view their details.
Adjust Workload Limits
Edit the following fields:
- Max Concurrent Assignments: Maximum assignments (default: 10)
- Preferred Workload: Optimal assignments (default: 5)
Example: Increase max concurrent to 15 for senior auditors who can handle more work.
Save Changes
Click "Save" to update the user's workload settings. Changes take effect immediately for new auto-assignments.
How Workload Affects Auto-Assignment
Example Scenario
Available Users:
- • User A: 3 active / 10 max (30% - Available)
- • User B: 5 active / 10 max (50% - Busy)
- • User C: 8 active / 10 max (80% - Optimal)
- • User D: 10 active / 10 max (100% - Overloaded)
System Selection: Filters out User D (at capacity), orders: User A → User B → User C, selects User A (most available).
Dashboard Tabs
System-wide metrics:
- • Total users and assignments
- • Active, completed, overdue counts
- • Average completion rate
- • System-wide performance
Individual user details:
- • Capacity utilization
- • Performance metrics
- • Status indicators
- • Workload limits
Per-control test metrics:
- • Assignment summary
- • Role distribution
- • Completion rates
- • Performance per control
Best Practices
Base max concurrent on user's role and experience: Junior (5-7), Senior (10-15), Lead (15-20).
Check workload dashboard weekly to identify overloaded users and rebalance assignments if needed.
Increase limits for high performers, decrease for users struggling, consider workload when assigning manually.
Keep users at preferred workload when possible. Avoid overloading high performers, distribute work evenly.
Workload and Control Test Assignments
Each ControlTestAssignment affects workload. When an assignment is created, the user's active assignment count increases, and the control test's assignment summary is updated. This ensures real-time workload tracking across all assignments.