Changes for page Progression Report

Last modified by karimpirani on 2014/07/11 17:12

From 12.1 to 11.1 From 13.1 to 12.3

From version

12.3

edited by karimpirani
on 2014/06/27 13:29

Change comment: There is no comment for this version

To version

12.1

edited by karimpirani
on 2014/06/26 18:03

Change comment: There is no comment for this version

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@@ -1,4 +1,4 @@
--The Progression Report allows you to see - based on assessment types (also referred to as "reason for assessment") - how a group or population (however your program chose to define it, whether through OUs, tagged groups, etc.) is progressing in aggregate through their assessments.
++The Progression Report allows you to see - based on assessment types (also referred to as "reason for assessment") -(% style="font-size: 14px; background-color: rgb(245, 245, 245);" %) how a group or population (however your program chose to define it, whether through OUs, tagged groups, etc.) is progressing in aggregate through their assessments.
  Note: This is not a progression over time directly, but a progression through the assessments.
@@ -6,62 +6,49 @@
  __**CREATING A PROGRESSION REPORT**__
--~1. To create a Progression report, when you first open the application, you must select the "Reports and Analytics" tab on the top menu bar.After the pull down menu appears, select the third option marked "Reports"
++To run a Progression report, when you first open the application, you must select the "Reports and Analytics" tab on the top menu bar.After the pull down menu appears, select the third option marked "Reports"
--1.1 Of the many options available to you on the drop-down menu on the right, select the first option for "Saved and Named Reports"
++Of the many options available to you on the drop-down menu on the right, select the first option for "Saved and Named Reports"
  [[image:progression report - named and saved reports.PNG||width="100%"]]
--2. Select the "Personal Reports" tab under Saved and Named Reports
++Select the "Personal Reports" tab under Saved and Named Reports Next, in order to create a new report configuration, click on "New Saved Personal Report" represented by the green plus icon. (NOTE: If you simply plan on working with an existing Progression report, you may use the steps outlined above but now proceed to use one of the many menu options located on the top row of the left pane. These options include the ability to filter your reports by name, copy, delete, and re-run them).
--2.2 Next, in order to create a new report configuration, click on "New Saved Personal Report" represented by the green plus icon.
--
--2.3 NOTE: If you simply plan on working with an existing Progression report, you may use the steps outlined above but now proceed to use one of the many menu options located on the top row of the left pane. These options include the ability to filter your reports by name, copy, delete, and re-run them
--
  [[image:progression report - new report.PNG||width="100%"]]
--3. A list of report options should subsequently come up.
++A list of report options should subsequently come up. Proceed to page 2 of this list (by clicking the "next page" arrow towards the bottom of the window") to select Progression Report. 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 "progression."
--3.1 Proceed to page 2 of this list (by clicking the "next page" arrow towards the bottom of the window") to select Progression Report.
--
--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 "progression."
--
  [[image:progression report - choose progression.PNG||width="30%"]]
--4. A new report, generically entitled Progression, should appear in your list of report.
++A new report, generically entitled Progression, should appear in your list of report. Additionally, the pane to the right of your screen allowing you to input specific information about the parameters of your report should appear. Initially, you can use this new pane to change the name your report from the generically-assigned "Progression," as well as provide a different or more robust description for your report.
--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.
--
--4.2  Initially, you can use this new pane to change the name your report from the generically-assigned "Progression," as well as provide a different or more robust description for your report.
--
  [[image:progression report - renaming.PNG||width="30%"]]
--5. Next, we will discuss the various parameters you can change in running your report.
++(% style="font-size: 14.44444465637207px; background-color: rgb(245, 245, 245);" %)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
--5.1 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
--* **"Client Status"**: you can select whether to incorporate data from only active or inactive clients, or both
--* **"Start Date"**: You can choose the specific date for which you would like the report to begin giving information. The options for entry include a pop-up calendar which you can utilize by simply clicking on the small calendar icon on the right of the Start Date entry line OR you may enter the date in the space provided in MM/DD/YYYY format. NOTE: You will also see an option in this parameter for you to "Allow Run Override." This option is especially helpful if you plan on running the same style of report again at a later time with all the same parameters, but with different date ranges. Selecting the box for run override will allow you to simply enter a new start and end date when choosing to run your report instead of re-entering all the parameters.
--* **"End Date"**: You can choose the specific date for which you would like the report to stop give information. The options for entry include a pop-up calendar which you can utilize by simply clicking on the small calendar icon on the right of the Start Date entry line OR you may enter the date in the space provided in MM/DD/YYYY format. NOTE: You will also see an option in this parameter for you to "Allow Run Override." This option is especially helpful if you plan on running the same style of report again at a later time with all the same parameters, but with different date ranges. Selecting the box for run override will allow you to simply enter a new start and end date when choosing to run your report instead of re-entering all the parameters.
--* **"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")
--* **"Assessment Items"**: you can elect to choose which items from the assessment you are working with you would like to include in the report (e.g. the "Culture" section)
--* **"Assessment Types"**: select which assessments you want to include in the report; note that these options are divide based on the juncture of the assessment
--* **"Assessment Status(es)"**: decide what sorts of assessments you would like included in the report (e.g. only ones marked "approved")
--* **Aggregate Items"**: checking this box will combine all the assessment items in the report produced into one data point
--* **"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 arrow 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.
--* **"Aggregate OU"**: this will combine data from all OUs into one data point
--* **"Reporting Units"**: The reporting unit represents the classification of clients based on various factors through the system of tagging. You can select all reporting units of interest by checking all appropriate boxes (and sub-boxes) you want your report to incorporate. Note: this is an optional parameter (the only one), and you may leave this blank and still generate a report.
--* **"Assessors"**: you can choose to look at specific users through this option by adding certain individuals
--* **"Scores"**: you can select the scores to include in your progression report (e.g. choosing only 1 and 3 will show you the progress of all individuals who moved from 1 initially to 3 later on)
--* **"Age Ranges"**: allows you to select which group of people, based on age, to include in your data
++* (% style="font-size: 14.44444465637207px; background-color: rgb(245, 245, 245);" %)**"Client Status"**: you can select whether to incorporate data from only active or inactive clients, or both
++* (% style="font-size: 14.44444465637207px; background-color: rgb(245, 245, 245);" %)**"Start Date"**: You can choose the specific date for which you would like the report to begin giving information. The options for entry include a pop-up calendar which you can utilize by simply clicking on the small calendar icon on the right of the Start Date entry line OR you may enter the date in the space provided in MM/DD/YYYY format. NOTE: You will also see an option in this parameter for you to "Allow Run Override." This option is especially helpful if you plan on running the same style of report again at a later time with all the same parameters, but with different date ranges. Selecting the box for run override will allow you to simply enter a new start and end date when choosing to run your report instead of re-entering all the parameters.
++* (% style="font-size: 14.44444465637207px; background-color: rgb(245, 245, 245);" %)**"End Date"**: You can choose the specific date for which you would like the report to stop give information. The options for entry include a pop-up calendar which you can utilize by simply clicking on the small calendar icon on the right of the Start Date entry line OR you may enter the date in the space provided in MM/DD/YYYY format. NOTE: You will also see an option in this parameter for you to "Allow Run Override." This option is especially helpful if you plan on running the same style of report again at a later time with all the same parameters, but with different date ranges. Selecting the box for run override will allow you to simply enter a new start and end date when choosing to run your report instead of re-entering all the parameters.
++* (% style="font-size: 14.44444465637207px; 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 available options appear, from which you can choose your preferred instrument (e.g. "ANSA" or "CANS")
++* (% style="font-size: 14.44444465637207px; background-color: rgb(245, 245, 245);" %)**"Assessment Items"**: you can elect to choose which items from the assessment you are working with you would like to include in the report (e.g. the "Culture" section)
++* (% style="font-size: 14.44444465637207px; background-color: rgb(245, 245, 245);" %)**"Assessment Types"**: select which assessments you want to include in the report; note that these options are divide based on the juncture of the assessment
++* (% style="font-size: 14.44444465637207px; background-color: rgb(245, 245, 245);" %)**"Assessment Status(es)"**: decide what sorts of assessments you would like included in the report (e.g. only ones marked "approved")
++* (% style="background-color: rgb(245, 245, 245);" %)**"**(% style="background-color: rgb(245, 245, 245); line-height: 20.222223px" %)**Aggregate**(% style="background-color: rgb(245, 245, 245);" %)** Items"**: checking this box will combine all the assessment items in the report produced into one data point
++* (% style="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 arrow 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.
++* (% style="background-color: rgb(245, 245, 245);" %)**"Aggregate OU"**: this will combine data from all OUs into one data point
++* (% style="background-color: rgb(245, 245, 245);" %)**"Reporting Units"**: The reporting unit represents the classification of clients based on various factors through the system of tagging. You can select all reporting units of interest by checking all appropriate boxes (and sub-boxes) you want your report to incorporate. Note: this is an optional parameter (the only one), and you may leave this blank and still generate a report.
++* (% style="background-color: rgb(245, 245, 245);" %)**"Assessors"**: you can choose to look at specific users through this option by adding certain individuals
++* (% style="background-color: rgb(245, 245, 245);" %)**"Scores"**: you can select the scores to include in your progression report (e.g. choosing only 1 and 3 will show you the progress of all individuals who moved from 1 initially to 3 later on)
++* (% style="background-color: rgb(245, 245, 245);" %)**"Age Ranges"**: allows you to select which group of people, based on age, to include in your data
  [[image:progression report - parameters.PNG||width="30%"]]
@@ -68,28 +68,23 @@
--6. After you have made these changes and included all this new information, you should save these parameter inputs using the "Save" button (represented by the floppy disc icon) located on the top of the right pane.
++After you have made these changes and included all this new information, you should save these parameter inputs using the "Save" button (represented by the floppy disc icon) located on the top of the right pane. 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).
--6.1 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).
++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
--6.2 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
--
  [[image:http://wiki.objectivearts.com/bin/download/Documentation/Tickler+Report/tickler%207.PNG||alt="tickler 7.PNG" width="100%"]]
--7. When you run your report (by clicking on the "Run Report" button), your new Progression report should open in a new tab on your computer.
--7.1 Note: your report will vary in length depending on what organizational unit you chose, as well as how many sub-groups were part of the larger unit.
--7.2 If you would prefer a paper copy of the report, you can easily obtain one by choosing the "Print Report" option (represented by the printer icon) in the menu bar towards the top of the screen.
++When you run your report (by clicking on the "Run Report" button), your new Progression report should open in a new tab on your computer.
++Note: your report will vary in length depending on what organizational unit you chose, as well as how many sub-groups were part of the larger unit.
++If you would prefer a paper copy of the report, you can easily obtain one by choosing the "Print Report" option (represented by the printer icon) in the menu bar towards the top of the screen. 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.
--7.3 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.
++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.
--8. 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.
--
--
  [[image:http://wiki.objectivearts.com/bin/download/Documentation/Tickler+Report/assessment%20aging%20-%20toolbar.PNG||alt="assessment aging - toolbar.PNG"]]
--__9. TOOLBAR OPTIONS__
++__TOOLBAR OPTIONS__
  * Refresh: allows you to check for any new or updated reports
  * Open Selected: opens up the information and parameters for the selected report
@@ -113,19 +113,19 @@
  Below are specifics related to the sample report shown above
--A: **Time Frame:** Select time frame for evaluating progress of the select client population group.
++A: **Time Frame** - Select time frame for evaluating progress of the select client population group.
--B: **Tags:** Can use tags to select different cross sections of the data.
++B: **Tags **- Can use tags to select different cross sections of the data.
--C: **Items:** Can select specific items from the assessment to be reviewed in the Progression Report.
++C: **Items **- Can select specific items from the assessment to be reviewed in the Progression Report.
--D: **Client Status:** select Active or Inactive or All Clients. Typically, only active client/patients will be included.
++D: **Client Status** - select Active or Inactive or All Clients. Typically, only active client/patients will be included.
--E: **Assessors:** Select which Assessors and their client/patients to review in the Progression Report.
++E: **Assessors** - Select which Assessors and their client/patients to review in the Progression Report.
--F: **Organizational Units: **Select the OUs to include in the Progression Report. The report can be run against various Organizational Units and Programs.
++F: **Organizational Units -** Select the OUs to include in the Progression Report. The report can be run against various Organizational Units and Programs.
--G: **Assessment scores:** included in 2 buckets, “0&1, and “2&3.” These scores are used for tracking through the assessments. An assessment is assigned to the “0&1” bucket if ALL the items selected in C have a score of 0 or 1. An assessment is assigned to the “2&3” bucket if at least one of the items selected in C has a score of 2 or 3.
++G: **Assessment scores** - included in 2 buckets, “0&1, and “2&3.” These scores are used for tracking through the assessments. An assessment is assigned to the “0&1” bucket if ALL the items selected in C have a score of 0 or 1. An assessment is assigned to the “2&3” bucket if at least one of the items selected in C has a score of 2 or 3.
  H: **Assessment Types** are included here. The appropriate Assessment types for this analysis would be selected and show up here as well as in the graph/chart. For each assessment type the number and percentage of assessments classified as “0&1” and “2&3” is displayed.