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81	81	* (((
82	82	(% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)Tickler Report
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	85	+(((
	86	+The Tickler Report serves as a reminder report for assessments due based on the reason for assessment and allows you to better keep track of actions to be completed given their due dates
	87	+To run a Tickler report, when you first open the application, you must select the "Reports and Analytics" tab on the top menu bar.
	88	+After the pull down menu appears, select the third option marked "Reports"
	89	+Of the many options available to you on the drop-down menu on the right, select the first option for "Named and Saved Reports"
	90	+Select the "Personal Reports" tab under Saved and Named Reports
	91	+Next, in order to create a new report configuration, click on "New Saved Personal Report" represented by the green plus icon
	92	+\\A list of report options should subsequently come up. Proceed to page 2 of this list (by clicking the "next page" arrow towards the bottom of the window") to select Tickler Report
	93	+\\A new report, generically entitled Tickler, should appear in your list of reports.
	94	+Additionally, the pane to the right of your screen allowing you to input specific information about the parameters of your report should appear.
	95	+Initially, you can use this new pane to change the name your report from the generically-assigned "Tickler," as well as provide a different or more robust description for your report
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	99	+Next, we will discuss the various parameters you can change in running your report. Note: you can choose to review each parameter individually by clicking on the down arrow next to each parameter (e.g. "Start Date") or you may alternatively elect to expand/collapse all the parameters simultaneously with the "-/+" options on the top left of the right pane
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	101	+"Start Date": You can choose the specific date for which you would like the report to begin giving information. The options for entry include a pop-up calendar which you can utilize by simply clicking on the small calendar icon on the right of the Start Date entry line OR you may enter the date in the space provided in MM/DD/YYYY format. ALLOW RUNTIME OVERRIDE NOTE.
	102	+
	103	+"End Date": You can choose the specific date for which you would like the report to stop give information. The options for entry include a pop-up calendar which you can utilize by simply clicking on the small calendar icon on the right of the Start Date entry line OR you may enter the date in the space provided in MM/DD/YYYY format. ALLOW RUNTIME OVERRIDE NOTE.
	104	+
	105	+"Instruments": The instrument option allows you to choose the specific assessment tool you would like the report to be run on. Upon clicking on the down arrow a list of available options appear, from which you can choose your preferred instrument (e.g. "ANSA" or "CANS")
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	107	+"Organizational Units": The organizational unit represents the geographic or other division of systems. In order to select your preferred organization unit, simply click the down arrow to expand the options, and then proceed to check all the applicable boxes for all locations (e.g. "Sydney") you are interested in for your report.
	108	+
	109	+"Reporting Units": The reporting unit represents the classification of clients based on various factors through the system of tagging. You can select all reporting units of interest by checking all appropriate boxes (and sub-boxes) you want your report to incorporate. Note: this is the only optional parameter, and you need not enter something to generate a report.
	110	+\\After you have made these changes and included all this new information, you should save these factors/parameters using the "Save" button (represented by the floppy disc icon) located on the top of the right pane.
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	112	+Hitting the save button should update the report displayed on the left pane and also provide that report with a unique ID Number (which should be listed in the far left column of the left pane).
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	114	+Congratulations, your report is now ready to run! (% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)To do this, you can select your new report and select the "Run Report" option on the above bar of options
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	117	+UNDERSTANDING YOUR REPORT
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85	85	(% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)CANS Reassessment Aging
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tickler 1.PNG

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	1	+XWiki.karimpirani

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