Changes for page Assessment Aging

Last modified by karimpirani on 2014/07/11 17:13
From version Icon 32.1 Icon
edited by karimpirani
on 2014/07/08 18:38
Change comment: There is no comment for this version
To version Icon 35.1 Icon
edited by karimpirani
on 2014/07/10 17:52
Change comment: There is no comment for this version

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1 -Does this only work with CANS/ANSA or is it more widely applicable?
2 -
3 -
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 6  
7 7  
4 +===== **__CREATING A NEW ASSESSMENT AGING REPORT__** =====
5 +
8 8  ~1. 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.
9 9  
10 10  1.1 After the pull down menu appears, select the third option marked "Reports"
11 11  
12 -1.2 Of the many options available to you on the drop-down menu on the right, select the first option for "Saved and Named Reports"
10 +[[image:new reports option - for all reports.PNG]]
13 13  
14 -1.3 Select the "Personal Reports" tab under Saved and Named Reports
12 +2. Select the "Personal Reports" tab under Saved and Named Reports
15 15  
16 16  [[image:aa 1.PNG||width="100%"]]
17 17  
18 18  
19 -2. Next, in order to create a new report configuration, click on "New Saved Personal Report" represented by the green plus icon\\
17 +3. Next, in order to create a new report configuration, click on "New Saved Personal Report" represented by the green plus icon\\
20 20  
21 21  [[image:aa 2.PNG||width="100%"]]
22 22  
23 23  
24 -3. A list of report options should subsequently come up.
22 +4. A list of report options should subsequently come up.
25 25  
26 -3.1 Find the "Assessment Aging" option and select it.
24 +4.1 Find the "Assessment Aging" option and select it.
27 27  
28 -3.2 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."
26 +4.2 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."
29 29  
30 30  [[image:aa 3.PNG||width="100%"]]
31 31  
32 32  
33 33  
34 -4. A new report, generically entitled Assessment Aging, should appear in your list of reports.
32 +5. A new report, generically entitled Assessment Aging, should appear in your list of reports.
35 35  
36 -4.1 Additionally, the pane to the right of your screen allowing you to input specific information about the parameters of your report should appear.
34 +5.1 Additionally, the pane to the right of your screen allowing you to input specific information about the parameters of your report should appear.
37 37  
38 38  [[image:aa 4.PNG||width="100%"]]
39 39  
40 40  
41 -5. 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
39 +6. 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
42 42  
43 43  [[image:aa 5.PNG||width="100%"]]
44 44  
45 45  
46 -6. Next, we will discuss the various parameters you can change in running your report.
44 +7. Next, we will discuss the various parameters you can change in running your report.
47 47  
48 -6.1 Note: you can choose to review each parameter individually by clicking on the down arrow next to each parameter (e.g. "Instruments") or you may alternatively elect to expand/collapse all the parameters simultaneously with the "-/+" options on the top left of the right pane
46 +7.1 Note: you can choose to review each parameter individually by clicking on the down arrow next to each parameter (e.g. "Instruments") or you may alternatively elect to expand/collapse all the parameters simultaneously with the "-/+" options on the top left of the right pane
49 49  
50 50  
51 51  * **"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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57 57  [[image:aa 6.PNG||auto="margin-right:auto" block="display:block" width="30%"]]
58 58  )))
59 59  
60 -7. 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.
58 +8. 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.
61 61  
62 -7.1 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).
60 +8.1 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).
63 63  
64 -7.2 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.
62 +8.2 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.
65 65  
66 -7.3 Congratulations, your report is now ready to run! To do this, you can select your new report and select the "Run Report" option on the above bar of options.
64 +8.3 Congratulations, your report is now ready to run! To do this, you can select your new report and select the "Run Report" option on the above bar of options.
67 67  
68 -7.3.1 A new window entitled "Parameter" may open. Simply review your parameters for accuracy and then click on the "OK" button to proceed
66 +8.3.1 A new window entitled "Parameter" may open. Simply review your parameters for accuracy and then click on the "OK" button to proceed
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70 70  
71 -8. 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.
69 +9. 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.
72 72  
73 -8.1 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.
71 +9.1 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.
74 74  
75 -8.2 There are also options in this space for you to Export the Data from this report or Save the Report (as a PDF, for example) to your computer.
73 +9.2 There are also options in this space for you to Export the Data from this report or Save the Report (as a PDF, for example) to your computer.
76 76  
77 77  
78 78  NOTE: if you want to delete the report you have created (or any report that is saved with an ID number), you can do so by selecting the report (causing it to highlight) and clicking on the "Delete Report" option represented by the red minus sign.
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81 81  [[image:aa 7.PNG||width="70%"]]
82 82  
83 83  
84 -__9. TOOLBAR OPTIONS__
82 +__10. TOOLBAR OPTIONS__
85 85  
86 86  
87 87  * Refresh: allows you to check for any new or updated reports
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92 92  * Copy: allows you to copy the exact report type and its parameters for future use
93 93  * Run Report: allows you to run report and print out (see above)
94 94  
95 -**__UNDERSTANDING YOUR REPORT__**
93 +(((
96 96  
95 +)))
97 97  
97 +===== **__UNDERSTANDING YOUR REPORT__** =====
98 +
98 98  Next, we will look at the report itself and the information it conveys. Please see the sample report below for reference purposes.
99 99  
100 100  [[image:assessment aging - report.PNG||width="100%"]]
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104 104  
105 105  As for the report itself, a breakdown follows:
106 106  
107 -
108 108  * TOP: title of the report and end date which you specified when setting up the parameters of your report
109 109  * BOTTOM: the exact date and time your report was generated and an indication of the page you are on
110 110  * 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.
Icon new reports option - for all reports.PNG
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1 +XWiki.karimpirani
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