Changes for page Assessment Aging

Last modified by karimpirani on 2014/07/11 17:13
From version Icon 8.3 Icon
edited by karimpirani
on 2014/06/24 19:06
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To version Icon 7.1 Icon
edited by karimpirani
on 2014/06/24 19:04
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5 5  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.
6 6  \\CREATING A NEW ASSESSMENT AGING REPORT
7 7  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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10 -* (% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)After the pull down menu appears, select the third option marked "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 "Named and Saved Reports"
12 -* (% 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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16 -Next, in order to create a new report configuration, click on "New Saved Personal Report" represented by the green plus icon\\
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8 +After the pull down menu appears, select the third option marked "Reports"
9 +Of the many options available to you on the drop-down menu on the right, select the first option for "Named and Saved Reports"
10 +Select the "Personal Reports" tab under Saved and Named Reports
11 +Next, in order to create a new report configuration, click on "New Saved Personal Report" represented by the green plus icon
19 19  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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23 23  A new report, generically entitled Assessment Aging, should appear in your list of reports.
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26 26  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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28 28  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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34 -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. "Instruments") 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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37 -* (% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)"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 avaialble options appear, from which you can choose your preferred instrument (e.g. "ANSA" or "CANS")
38 -* (% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)"Client Status": This allows you to filter out the clients you wish to be included in the report. You may choose to display only active or inactive clients, or investigate both at the same time.
39 -* (% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)"Day Ranges": There are four fields to complete in this section. The four different numerical values you enter will dictate the amount of time (and range of time) for which the results will be shown. For example, if you enter 0,30, 60, and 90 into the respective fields, your report will show you - in four separate columns - the number of assessments that have been completed in the last 0-30 days, 31-60 days, 61-90 days, and 91+ days.
40 -* (% 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.
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42 -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.
16 +\\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
17 +"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 avaialble options appear, from which you can choose your preferred instrument (e.g. "ANSA" or "CANS")
18 +"Client Status": This allows you to filter out the clients you wish to be included in the report. You may choose to display only active or inactive clients, or investigate both at the same time.
19 +"Day Ranges": There are four fields to complete in this section. The four different numerical values you enter will dictate the amount of time (and range of time) for which the results will be shown. For example, if you enter 0,30, 60, and 90 into the respective fields, your report will show you - in four separate columns - the number of assessments that have been completed in the last 0-30 days, 31-60 days, 61-90 days, and 91+ days.
20 +"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.
21 +\\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.
43 43  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.
44 44  Congratulations, your report is now ready to run!
45 45  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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