Fresh Projects

00:00: This article explains how to read the Filing Health dashboard within Fresh Memory.

00:06: It shows you how much of your firm's correspondence has found a home,

00:09: where email is collecting instead of moving through,

00:12: and how the filing is being done,

00:14: so you can see whether your project record is genuinely being kept up to date.

00:20: To start, select "Filing Health" in the left hand menu.

00:25: The "Email Flow" diagram follows your correspondence from "All email" through "Considered"

00:29: and on to "Filed", with "Awaiting filing",

00:32: "Pending review",

00:33: "Manually filed" and "No suggestion" showing where email has taken a different route

00:37: along the way.

00:39: The width of each band reflects the volume behind it,

00:42: so you can see at a glance whether email is moving through smoothly or collecting at

00:47: a particular point.

00:50: The "Unfiled" summary gives you the current volume along with an indicator showing

00:54: whether that number is moving.

00:57: Beneath it, "Filing rate" is the portion of email that has found a home,

01:01: and "Auto filed rate" is the portion that was filed by a rule rather than by someone

01:05: confirming it themselves.

01:08: You will see that you are able to toggle your view using timeframe options,

01:12: with "7 days",

01:14: "30 days",

01:15: "90 days",

01:16: "Quarter",

01:16: "Year" and "All time" to choose from.

01:20: "Company view" brings everything together at organisation level,

01:23: so the diagram and the figures reflect your firm as a whole.

01:28: "By person" breaks the same information down individual by individual,

01:32: which is where the leaderboard below becomes most useful.

01:37: Below the filing chart,

01:39: you will find the "Filing Leaderboard" section.

01:42: Each row represents an individual,

01:44: with the largest unfiled portions of emails displayed first.

01:49: You can also select a person to center the diagram above on them.

01:55: The "Unfiled" column is the volume of email that has not yet been filed for that

01:59: person,

02:00: and it is the figure that determines their status further along the row.

02:05: Some variation between people is expected,

02:08: since not everyone handles the same volume of project correspondence.

02:13: The "Auto", "Self" and "Peer" columns tell you how the filing was done.

02:18: "Auto" is filing done by a rule,

02:20: "Self" is filing the person confirmed themselves,

02:23: and "Peer" is filing a colleague did on their behalf through chain filing.

02:28: Read side by side, these say something about habits rather than just volume.

02:34: Someone with a high "Peer" figure may be relying on the rest of the team to file their

02:38: correspondence.

02:40: The "Status" column shows whether each person is keeping up,

02:44: based on the thresholds you have set for your firm.

02:48: If the flags do not feel right for the way your firm works, the thresholds behind

02:52: them can be adjusted.

02:55: You have now learned how to read the email flow, the filing summary and the

02:59: leaderboard within the Fresh Memory Admin portal.