Changes for page Tickler Report

Last modified by karimpirani on 2014/07/11 17:12
From version Icon 25.2 Icon
edited by karimpirani
on 2014/06/27 15:51
Change comment: There is no comment for this version
To version Icon 24.2 Icon
edited by karimpirani
on 2014/06/27 13:31
Change comment: There is no comment for this version

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57 57  
58 58  8. 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.
59 59  
60 -8.1 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).
60 +(% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)8.1 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).
61 61  
62 62  8.2 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
63 63  
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64 64  
65 65  [[image:tickler 7.PNG||width="100%"]]
66 66  
67 -9. When you run your report (by clicking on the "Run Report" button), your new Tickler report should open in a new tab on your computer.
68 -9.1 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.
69 -9.2 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.
67 +When you run your report (by clicking on the "Run Report" button), your new Tickler report should open in a new tab on your computer.
68 +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.
69 +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.
70 70  
71 -9.3 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.
72 72  
73 -
74 74  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.
75 75  
76 76  
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77 77  [[image:assessment aging - toolbar.PNG||style="width: 80%; margin-right: auto; margin-left: auto; display: block;"]]
78 78  
79 79  
80 -__10. TOOLBAR OPTIONS__
78 +__TOOLBAR OPTIONS__
81 81  
82 82  * Refresh: allows you to check for any new or updated reports
83 83  * Open Selected: opens up the information and parameters for the selected report
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104 104  
105 105  Period: A range of dates from where your data is collected; based on the start and end dates you entered when generating the report
106 106  
107 -Tag(s): The specific reporting units you decided to incorporate; based on inputs for reporting units
105 +(% style="font-size: 14.66px; background-color: rgb(245, 245, 245);" %)Tag(s): The specific reporting units you decided to incorporate; based on inputs for reporting units
108 108  
109 109  __Top Right__
110 110  
111 -Organizational Units: the geographically or otherwise divided sections you integrated into the report; based on inputs for OU. 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
109 +Organizational Units: the geographically or otherwise divided sections you integrated into the report; based on inputs for OU. (% style="font-size: 14.66px; 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
112 112  
113 113  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.
114 114  
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116 116  
117 117  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.
118 118  
119 -* **CANS Status**: reflects the status of the assignment, submission, approval, and/or rejection of the CANS assessment to the various clients.
120 -* 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.
121 -* Similarly, "Re" would signify that CANS was rejected, "Su" that it had been submitted, and "As" that it was assigned.
122 -* **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 and providing levels of severity (NOTE: this will vary based on custom configurations, and are exemplified here as organizational units which reassess their clients every 3 months or 6 months).
123 -* Red pencil - suggesting tardiness; less than 75 days (3 month reassessment period) or less than 90 days (6 month reassessment period)
124 -* Red exclamation mark - implying that an earlier assessment was never received, but a newer one was conducted after that period (thereby making the older on less important and perhaps not as sought out any longer). In the sample report above, note that Erica Atkinson's assessment for November 15, 2013 was never completed, but one was carried out on January 19, 2014 and again on April 11, 2014, making the earlier one less relevant.
125 -* Red triangle - signifying that the assessment is long overdue; more than 75 days (3 month period) or more than 90 days (6 month period)
126 -* **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.
127 -* solid green box - if fewer than or equal to 30 days until the upcoming assessment is due
128 -* white box - if more than 30 days until upcoming assessment is due
117 +* (% 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.
118 +* (% 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.
119 +* (% 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.
129 129  
130 130  Discuss with Matt difference between episodic and non-episodic data. does it influence our report?