Changes for page Tickler Report

Summary

• Page properties (1 modified, 0 added, 0 removed)

Details

Page properties

Content

...	...	@@ -9,7 +9,7 @@
9	9
10	10	[[image:http://wiki.objectivearts.com/bin/download/Documentation/WebHome/tickler%201.PNG||alt="tickler 1.PNG" width="100%"]]
11	11
12		-Of the many options available to you on the drop-down menu on the right, select the first option for "Named and Saved Reports"
	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	Select the "Personal Reports" tab under Saved and Named Reports
...	...	@@ -46,7 +46,36 @@
46	46
47	47	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
48	48
49		-[[image:tickler 7.PNG]]
50	50
	50	+[[image:tickler 7.PNG||width="100%"]]
51	51
	52	+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.
	53	+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.
	54	+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.
	55	+\\Next, we will look at the report itself and the information it conveys.
	56	+
	57	+
52	52	UNDERSTANDING YOUR REPORT
	59	+
	60	+
	61	+On the most basic level, your report has several important identification characteristics which are detailed below.
	62	+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.
	63	+Top Left
	64	+
	65	+Period: A range of dates from where your data is collected; based on the start and end dates you entered when generating the report
	66	+
	67	+(% 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
	68	+
	69	+Top Right
	70	+
	71	+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 a combination of all data, you can choose to run an aggregate report) and reports may thus vary in size
	72	+
	73	+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.
	74	+
	75	+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.
	76	+
	77	+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.
	78	+
	79	+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 some tardiness, a red exclamation mark implying long delay, and a red triangle signifying that the assessment is long overdue.
	80	+
	81	+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.