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oncallreport
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oncallreport [2019/10/24 11:51] cfadmin created |
oncallreport [2020/12/11 10:36] (current) dominich update of reports icon |
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| - | <WRAP center round box centeralign 60%> | + | <WRAP center centeralign 60%> |
| - | ====== OnCall Report====== | + | ====== OnCall Report ====== |
| </WRAP> | </WRAP> | ||
| Line 6: | Line 6: | ||
| The idea of the report is that staff can view the full rota outside of office hours and also have a backup of the rota for business continuity reasons. | The idea of the report is that staff can view the full rota outside of office hours and also have a backup of the rota for business continuity reasons. | ||
| - | \\ \\ | + | \\ |
| - | <WRAP center round box centeralign 80%> | + | |
| - | ===== Running the Report ===== | + | |
| - | </WRAP> | + | |
| 1. From CareFree, go to **Reports** | 1. From CareFree, go to **Reports** | ||
| + | |||
| + | {{ :wiki:mainmenu_reports.png |The location of the reports screen}} | ||
| + | |||
| + | 2. Go to the **Service Delivery** report section\\ | ||
| + | 3. Click on the **On Call Report** | ||
| + | |||
| + | {{ :wiki:2019-10-24_11h24_01.png?direct |}} | ||
| + | |||
| + | 4. Start by selecting the date range of the report using the **Choose the Dates** tab\\ | ||
| + | |||
| + | {{ :wiki:2019-10-24_11h28_35.png?direct |}} | ||
| + | |||
| + | <WRAP center INFO round> | ||
| + | **We would recommend you select 3 days worth of the rota, starting from today. You can use the Custom option to select the appropriate dates** | ||
| + | </WRAP> | ||
| + | |||
| + | 5. In the **Select from the List** tab, you can choose who you want to show on the report | ||
| + | |||
| + | {{ :wiki:2019-10-24_11h30_47.png?direct |}} | ||
| + | |||
| + | You can change who to view in this list by using the **Print Report For** drop-down below the report | ||
| + | |||
| + | {{ :wiki:2019-10-24_11h30_52.png?direct |}} | ||
| + | |||
| + | <WRAP center INFO round> | ||
| + | **We would recommend you select all Carers or Clients from this list, to ensure all calls are shown on the report** | ||
| + | </WRAP> | ||
| + | |||
| + | 6. You can also display certain Companies / Branches on this report using the **Branch** tab | ||
| + | |||
| + | {{ :wiki:2019-10-24_11h33_38.png?direct |}} | ||
| + | |||
| + | <WRAP center INFO round> | ||
| + | **This is useful if you need to run a report for each individual Company and/or Branch** | ||
| + | </WRAP> | ||
| + | |||
| + | 7. The final part of configuring the report is how you want to view the report - use the Options drop-down at the bottom of the screen to view different styles of the On Call Report | ||
| + | |||
| + | {{ :wiki:2019-10-24_11h37_25.png?direct |}} | ||
| + | |||
| + | 8. Once all your selections have been made, press the **Preview** button at the bottom of the screen. The standard On Call report looks the image below | ||
| + | |||
| + | {{ :wiki:2019-10-24_11h38_29.png?direct |}} | ||
| + | |||
| + | 9. Once you are happy with the report, close the report by pressing the cross at the top right of the report. You can use the drop-down on the preview button to Print, Export or Email | ||
| + | |||
| + | {{ :wiki:2019-10-24_11h39_56.png?direct |}} | ||
| + | |||
| + | <WRAP round important center centeralign 80%> | ||
| + | Please note, if you are emailing from CareFree you must have your email setup configured in your Personal Options. If you're unsure on how to do this [[emailsetup|click here]] for more information. | ||
| + | </WRAP> | ||
| + | \\ \\ \\ | ||
| + | **<< [[businesscontinuity|Back to Business Continuity]]** | ||
oncallreport.1571910673.txt.gz · Last modified: 2019/10/24 11:51 by cfadmin
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