Changes for page Assessment Aging

Last modified by karimpirani on 2014/07/11 17:13
From version Icon 25.1 Icon
edited by karimpirani
on 2014/06/25 13:51
Change comment: There is no comment for this version
To version Icon 23.1 Icon
edited by karimpirani
on 2014/06/24 19:27
Change comment: There is no comment for this version

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1 1  Does this only work with CANS/ANSA or is it more widely applicable?
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4 4  The assessment Aging report allows you to track the number of clients who have received a CANS or other assessment within a certain frame of time.
5 -\\**__CREATING A NEW ASSESSMENT AGING REPORT__**
6 +\\CREATING A NEW ASSESSMENT AGING REPORT
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7 7  
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9 9  To create and run an Assessment Aging report, when you first open the application, you must select the "Reports and Analytics" tab on the top menu bar.
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11 11  * (% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)After the pull down menu appears, select the third option marked "Reports"
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20 20  [[image:aa 2.PNG||width="100%"]]
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23 23  A list of report options should subsequently come up. Find the "Assessment Aging" option and select it. If you are having trouble finding the report type, you can use the filter tool located at the top of the window (denoted by the gray filter icon) and simply search "assessment aging."
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25 25  [[image:aa 3.PNG||width="100%"]]
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29 29  
30 30  Additionally, the pane to the right of your screen allowing you to input specific information about the parameters of your report should appear.
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32 32  [[image:aa 4.PNG||width="100%"]]
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35 35  Initially, you can use this new pane to change the name your report from the generically-assigned "Assessment Aging," as well as provide a different or more robust description for your report
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37 37  [[image:aa 5.PNG||width="100%"]]
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46 46  * (% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)"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 arrown 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.
47 47  
48 48  (((
49 -(% style="line-height: 20.53333282470703px;" %)[[image:aa 6.PNG||block="display:block" auto="margin-right:auto" width="30%"]]
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51 +(% style="line-height: 20.53333282470703px;" %)[[image:aa 6.PNG||align="middle", width="30%"]]
52 52  )))
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54 -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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56 -* (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)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). Note: if you prefer, you may also choose to sort the reports you see in the left pane by alphabetical order in terms of their name or chronologically by the time they were updated. To do either of these, simply click on the category you wish to order.
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58 -Congratulations, your report is now ready to run!
59 -
54 +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.
55 +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). Note: if you prefer, you may also choose to sort the reports you see in the left pane by alphabetical order in terms of their name or chronologically by the time they were updated. To do either of these, simply click on the category you wish to order.
56 +Congratulations, your report is now ready to run!
60 60  To do this, you can select your new report and select the "Run Report" option on the above bar of options.
61 61  
59 +
62 62  * (% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)A new window entitled "Parameter" may open. Simply review your parameters for accuracy and then click on the "OK" button to proceed
63 63  * Ultimately, when you run your report (by clicking on the "Run Report" button and hitting "OK"), your new Assessment Aging report should open in a new tab on your computer.
64 64  * If you would prefer a paper copy of the report, you can easily obtain one by choosing the "Print Report" option (represented by a printer) in the menu bar towards the top of the screen.