FAQ: Frequently Asked Questions (and answers!)

Q: I can't seem to see the report I just generated. Why is it not opening, and what can I do?

A:


Q: I am trying to view certain information/data, but the system won't allow me to access it. Why is this the case?

A:


Q: Do you have any specific recommendations or tricks regarding which browser to employ when using the system?

A:


Q: What is the difference between an episodic tickler report and a non-episodic one?

A:


Q: What is the default setting on parameters? Am I filtering things out or choosing to include them?

A:


Q: What is the difference between OUs (Organizational Units) and RUs (Recording Units)?

A:


Q: The parameter options in the report section seem broad. Is there a way to tailor the options (and pull-down menus) to my organization more specifically?

A: configurable to meet your needs

Q: I want to learn how to create a new report. Where should I go?

A:

New notes of things to do:

Browser tricks

RCI later

Episodes and impact

OU vs RU and recommended set up on OUs

Filter out/ Not filter in. Blank defaults to all (except when it doesn't; find the exceptions and fix)

Comparison report only works with CANS and ANSA

other 9 report documentation, with SBC training system.

Parent/child relationship and issue, fix.

what is the font?

Batch uploads, SBC data, need a better zoom.

Can we center pictures?  how?

Incident planning

Action Planning

Recommended Treatment planning module, when finished

RCI update when finished

OUs/RUs

parent/child issue

comparison reports (all assessments or specific)

episodes in general (tickler and progression)

configurable (ages + other drop downs)

browser settings (turn off pop-up blocker)

items shown on menus are context sensitive based on role/permissions and OU/RU responsibilities

Review FAQs