Changes for page Tickler Report

Last modified by karimpirani on 2014/07/11 17:12
From version Icon 18.1 Icon
edited by karimpirani
on 2014/06/25 13:47
Change comment: Upload new image Tickler 4.png
To version Icon 21.2 Icon
edited by karimpirani
on 2014/06/25 13:55
Change comment: There is no comment for this version

Summary

Details

Icon Page properties
Content
... ... @@ -13,6 +13,7 @@
13 13  
14 14  [[image:http://wiki.objectivearts.com/bin/download/Documentation/WebHome/tickler%202.PNG||alt="tickler 2.PNG" width="100%"]]
15 15  
16 +
16 16  Select the "Personal Reports" tab under Saved and Named Reports
17 17  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).
18 18  
... ... @@ -43,7 +43,6 @@
43 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.
44 44  
45 45  (((
46 -
47 47  [[image:tickler 8.PNG]]
48 48  )))
49 49  
... ... @@ -61,16 +61,35 @@
61 61  
62 62  
63 63  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.
64 -\\Next, we will look at the report itself and the information it conveys.
65 65  
66 66  
66 +[[image:assessment aging - toolbar.PNG]]
67 +
68 +
69 +__TOOLBAR OPTIONS__
70 +
71 +* Refresh: allows you to check for any new or updated reports
72 +* Open Selected: opens up the information and parameters for the selected report
73 +* Show Filter: allows you to filter your reports by name
74 +* New Saved Personal Report: allows you to create a new report (see above)
75 +* Delete Report: allows you to delete an existing report (see above)
76 +* Copy: allows you to copy the exact report type and its parameters for future use
77 +* Run Report: allows you to run report and print out (see above)
78 +
79 +
80 +Next, we will look at the report itself and the information it conveys.
81 +
82 +
67 67  **__UNDERSTANDING YOUR REPORT__**
68 68  
69 69  
70 -On the most basic level, your report has several important identification characteristics which are detailed below.
86 +On the most basic level, your report has several important identification characteristics which are detailed below. Please see the sample report below for reference.
71 71  
72 -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.
88 +[[image:Tickler 4.png]]
73 73  
90 +
91 +The very 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.
92 +
74 74  __Top Left__
75 75  
76 76  Period: A range of dates from where your data is collected; based on the start and end dates you entered when generating the report
... ... @@ -83,11 +83,12 @@
83 83  
84 84  Under the name of each OU, there will be a list of clients as well as there unique client IDs. In subsequent columns, you will find information as to the initial dates of visit for these clients, as well as any subsequent updates. Perhaps the most useful feature of the Tickler report is that it identifies the status of various assessments and updates.
85 85  
86 -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.
105 +__Bottom__
87 87  
107 +To take advantage of this capacity of the Tickler Report, 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.
88 88  
89 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.
110 +* (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)**Missing CANS**: 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.
111 +* (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)**Expected CANS**: 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.
92 92  
93 93  Discuss with Matt difference between episodic and non-episodic data. does it influence our report?
Icon assessment aging - toolbar.PNG
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.karimpirani
Size
... ... @@ -1,0 +1,1 @@
1 +12.9 KB
Content Icon