Changes for page Tickler Report

Last modified by karimpirani on 2014/07/11 17:12
From version Icon 13.1 Icon
edited by karimpirani
on 2014/06/24 18:51
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To version Icon 18.1 Icon
edited by karimpirani
on 2014/06/25 13:47
Change comment: Upload new image Tickler 4.png

Summary

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1 1  The Tickler Report serves as a reminder report for assessments due based on the reason for assessment and allows you to better keep track of actions to be completed given their due dates
2 2  
3 3  
4 -CREATING A NEW TICKLER REPORT
4 +**__CREATING A NEW TICKLER REPORT__**
5 5  
6 6  To run a Tickler report, when you first open the application, you must select the "Reports and Analytics" tab on the top menu bar.
7 7  
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12 12  Of the many options available to you on the drop-down menu on the right, select the first option for "Saved and Named Reports"
13 13  
14 14  [[image:http://wiki.objectivearts.com/bin/download/Documentation/WebHome/tickler%202.PNG||alt="tickler 2.PNG" width="100%"]]
15 +
15 15  Select the "Personal Reports" tab under Saved and Named Reports
16 16  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 Tickler 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).
17 17  
18 18  [[image:http://wiki.objectivearts.com/bin/download/Documentation/WebHome/tickler%203.PNG||alt="tickler 3.PNG" width="100%"]]
19 -\\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 Tickler Report
20 +\\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 Tickler 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 "tickler."
20 20  
21 21  [[image:http://wiki.objectivearts.com/bin/download/Documentation/WebHome/tickler%204.PNG||alt="tickler 4.PNG" width="100%"]]
22 22  
24 +
23 23  A new report, generically entitled Tickler, should appear in your list of reports
24 24  
25 25  [[image:http://wiki.objectivearts.com/bin/download/Documentation/WebHome/tickler%205.PNG||alt="tickler 5.PNG" width="100%"]]
26 26  
29 +
27 27  Additionally, the pane to the right of your screen allowing you to input specific information about the parameters of your report should appear.
28 28  Initially, you can use this new pane to change the name your report from the generically-assigned "Tickler," as well as provide a different or more robust description for your report.
29 29  
30 30  [[image:http://wiki.objectivearts.com/bin/download/Documentation/WebHome/tickler%206.PNG||alt="tickler 6.PNG" width="100%"]]
31 31  
35 +
32 32  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
33 33  
34 -"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.
35 35  
39 +* (% style="font-size: 14px; 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.
40 +* (% style="font-size: 14px; 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.
41 +* (% style="font-size: 14px; 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")
42 +* (% style="font-size: 14px; 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.
43 +* (% style="font-size: 14px; 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.
36 36  
37 -"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.
45 +(((
38 38  
39 -"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")
47 +[[image:tickler 8.PNG]]
48 +)))
40 40  
41 -"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.
42 42  
43 -"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.
44 -\\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.
51 +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. (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)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).
45 45  
46 -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).
47 -
48 48  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
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50 50  
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59 59  \\Next, we will look at the report itself and the information it conveys.
60 60  
61 61  
62 -UNDERSTANDING YOUR REPORT
67 +**__UNDERSTANDING YOUR REPORT__**
63 63  
64 64  
65 65  On the most basic level, your report has several important identification characteristics which are detailed below.
71 +
66 66  The bottom portion of the report is for logistical purposes and, on the left, has a time stamp of the exact date and time the report was generated. The bottom right tells you the page number of the report.
67 67  
68 -Top Left
74 +__Top Left__
69 69  
70 70  Period: A range of dates from where your data is collected; based on the start and end dates you entered when generating the report
71 71  
72 72  (% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)Tag(s): The specific reporting units you decided to incorporate; based on inputs for reporting units
73 73  
74 -Top Right
80 +__Top Right__
75 75  
76 76  Organizational Units: the geographically or otherwise divided sections you integrated into the report; based on inputs for OU. (% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)NOTE: each organizational unit will be reported separately for the purposes of the simple Tickler report (if you wish to obtain a combination of all data, you can choose to run an aggregate report) and reports may thus vary in size
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79 79  
80 80  To take advantage of this feature, we turn to the bottom section of the print-out report: the Legend. Below are some guidelines to help you interpret the color coding and other devices used by the system.
81 81  
82 -CANS Status: reflects the status of the assignment, submission, approval, and/or rejection of the CANS assessment to the various clients. Whenever an "Ap" appears before the date in any of the assessment columns, for example, this signifies that CANS has been approved for the client for that visit. Similarly, "Re" would signify that CANS was rejected.
83 83  
84 -Missing CANS: this is a helpful feature that indicates within the report if there are any instances where a CANS assessment was assigned but never completed. This indicator shows up as red, denoting a need to address the matter promptly. Also, there are levels of severity, with a red pencil suggesting tardiness, a red exclamation mark implying some delay, and a red triangle signifying that the assessment is long overdue.
89 +* (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)**CANS Status**: reflects the status of the assignment, submission, approval, and/or rejection of the CANS assessment to the various clients. Whenever an "Ap" appears before the date in any of the assessment columns, for example, this signifies that CANS has been approved for the client for that visit. Similarly, "Re" would signify that CANS was rejected.
90 +* (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)**Missing CANS**: this is a helpful feature that indicates within the report if there are any instances where a CANS assessment was assigned but never completed. This indicator shows up as red, denoting a need to address the matter promptly. Also, there are levels of severity, with a red pencil suggesting tardiness, a red exclamation mark implying some delay, and a red triangle signifying that the assessment is long overdue.
91 +* (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)**Expected CANS**: this feature of the report allows you to gauge which clients have CANS assessments coming up in the near future, so as to better enable you to anticipate and plan to carry out the assessment when the time approaches. It also enables you to set up reminders to help you facilitate assessment completion in a timely manner.
85 85  
86 -Expected CANS: this feature of the report allows you to gauge which clients have CANS assessments coming up in the near future, so as to better enable you to anticipate and plan to carry out the assessment when the time approaches. It also enables you to set up reminders to help you facilitate assessment completion in a timely manner.
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88 -
89 89  Discuss with Matt difference between episodic and non-episodic data. does it influence our report?
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