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 29.1 Icon
edited by karimpirani
on 2014/06/26 18:05
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?
2 2  
3 3  
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.
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 5  \\**__CREATING A NEW ASSESSMENT AGING REPORT__**
6 6  
7 7  
8 -
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"
12 -* (% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)Of the many options available to you on the drop-down menu on the right, select the first option for "Named and Saved Reports"
11 +* (% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)Of the many options available to you on the drop-down menu on the right, select the first option for "Saved and Named Reports"
13 13  * (% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)Select the "Personal Reports" tab under Saved and Named Reports
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15 15  [[image:aa 1.PNG||width="100%"]]
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25 25  [[image:aa 3.PNG||width="100%"]]
26 26  
27 27  
27 +
28 28  A new report, generically entitled Assessment Aging, should appear in your list of reports.
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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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%"]]
50 -
51 -
49 +(% style="line-height: 20.53333282470703px;" %)[[image:aa 6.PNG||auto="margin-right:auto" block="display:block" width="30%"]]
52 52  )))
53 53  
54 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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81 81  * (% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)Copy: allows you to copy the exact report type and its parameters for future use
82 82  * (% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)Run Report: allows you to run report and print out (see above)
83 83  
84 -Next, we will look at the report itself and the information it conveys.
82 +**__UNDERSTANDING YOUR REPORT__**
83 +
84 +
85 +Next, we will look at the report itself and the information it conveys. Please see the sample report below for reference purposes.
86 +
87 +[[image:assessment aging - report.PNG||width="100%"]]
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89 +
90 +Remember, the top menu bar allows you to preform several different actions with the data of the report, including printing a paper copy if you prefer.
91 +
92 +As for the report itself, a breakdown follows:
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94 +
95 +* (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)TOP: title of the report and end date which you specified when setting up the parameters of your report
96 +* (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)BOTTOM: the exact date and time your report was generated and an indication of the page you are on
97 +* (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)MIDDLE (DATA): the aggregation of your report results divided by OU or RU, depending on your previous selection. The day ranges will depend on your entry for the 4 values in the "Day Ranges" portion of the parameter.
98 +* (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)LAST PAGE: the last page of the report will also contain a glossary of information, which might prove useful to you in understanding the importance of the time periods.
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100 +
Icon assessment aging - report.PNG
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1 +XWiki.karimpirani
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