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: Most likely, you are having this problem because you have a pop-up blocker enabled on your computer. Since newly generated reports often open in a new tab or window (depending on your browser settings), pop-up blockers may interfere with you being able to view the report. To avoid this problem, simply disable the pop-up blocker for the OA system's website. You can do this several ways, but perhaps the easiest is if you click on the window with an 'x' icon in the upper right hand corner of your url bar and choose the option that allows pop-ups for the OA site.


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: You are probably restricted from seeing this information because of the levels of responsibility and access set up through your organization. Remember that items shown throughout the system (e.g. client data or menu options) are context sensitive and based strictly on the roles, permissions, and responsibilities set up by your organization. Please contact your system administrator if you feel like your inability to access is in error or to clarify your viewability privileges.

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

A: While we recommend Firefox, all prominent browsers (i.e. Safari, Chrome, and IE) should work with the system. Remember to turn off any pop-up blockers in your browser setting as this may hinder your ability to view reports. Also, be sure to _______________________________

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

A: In brief, we will say that the tickler without episodes is the default configuration and more basic in terms of the data it conveys. Whereas a tickler report with episodes will give you the ability to introduce the element of client episodes into the data set (and will also provide information about the "responsible user" in such cases), the standard tickler requires a discharge or other form of de-activation to not include the individual in the main data set. For more information about tickler reports, this difference, and how to create and understand one, please click here.


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