How to access some of the frameworki reports to help manage workload

Transcription

1 How to access some of the frameworki reports to help manage workload To access the standard reports within frameworki: Click on Reports >> Reports Library This will open the Report Treeview. The path to the reports for viewing the workload for your team is as follows (click in this order); Frameworki Reports Repository Standard Reports Business Workload After following this path you should see; Page 1 of 9

2 The key reports from this list that will help you with managing your team are; 1. Team Workload report 2. Worker Workload 3. Worker Folders Running the Team Workload Report This report will detail how many Episodes are currently with your team at a summary level. The reports will then provide a detailed breakdown of the Uncompleted, Incoming and Total number of professional Relationships your team has. After clicking on the Team workload link in the tree you will see the following screen: Click on the Find button. In this example we are going to run a report for one of the North Duty and Assessment teams. Page 2 of 9

3 In the Name field, add relevant information which relates to your team. In this example we have used North Duty. If an exact match is not found, select the appropriate team from the returned results. The Include sub-teams option will allow a Service Manager, for example, to report at Team Manager level by selecting No from the drop down option or by selecting Yes they can also see individuals who report into their Team Managers as well) You will now be returned to the following screen. Now click on Run. Once the report has run you will be given 3 output options. The first 2 options will produce a formatted, Read Only Version of the report. The third option will allow the data to be migrated into Excel where you can subsequently manipulate the data*: Display Report as single page Display Report split into pages (for printing long reports) Page 3 of 9

4 Download Report as a file in MS Excel (spreadsheet) format (see page 6: Looking at your report in Excel)* Running the Worker Workload Report The Worker Workload report will allow you to run the same report as above but for a specific worker. This report will show you details of the work currently with this worker and provides information suitable for Supervision. The information held in this report includes: Incoming Work by client and the date passed to the worker Future Pieces of work by client, date passed to the worker, proposed start date Uncompleted Work by client, date last worked on, date started Professional relationships involving worker After clicking on the report in the tree you will then need to find the appropriate worker: Click on Find Enter in the workers First and/or Last Name then click on Find Select the worker from the returned results. Page 4 of 9

5 Then click in Run in the next screen. As before, select the format of the output. Running the Worker Folders Report This last report is run in the same way as specified above. It will further add to the picture of what work is with each staff member. This report will provide a detailed breakdown of all the work and allocations sitting in the different folders for your staff. Allocations Tasks Incoming Tasks Sent, Replies, Uncompleted, Completed, Future Work Incoming Work Uncompleted Work Completed Work Returned Work Page 5 of 9

6 LOOKING AT YOUR REPORT IN EXCEL Select Download Report as a file in MS Excel (spreadsheet) format Use scroll bars to see all information on sheet To hide columns (or rows) you don t need to see: Select columns by clicking on the first column letter and drag across to highlight as far as you want to hide. Right-click on the selection. Click on Hide To widen columns: Hold your mouse over the dividing line between the two column headers, then click and drag (or double click) on the black double-arrow symbol. You can format the report in the same way as you would in Word, for example: Change font style, size and colour Underline or make bold Page 6 of 9

7 Using a Filter Filtering enables you to select/reduce the type of information you wish to see once your spreadsheet has been produced. To apply a Filter to the spreadsheet: Click on the row header Click on Data > Filter > Autofilter down arrows will appear on every column Click on the appropriate down arrow and select from the list To apply the Freeze Panes option to the spreadsheet: Use this option to freeze the worksheet so that the heading row and column remain visible as you scroll through the information: Click in the cell at the point where you want the worksheet to freeze. Click on Window (may not be available in FWI)> Freeze Panes. Black lines will appear to show you where the panes are frozen. To unfreeze them, click on Window > Unfreeze Panes. To fit the report to one page wide: Click on File > Page Setup You can change the orientation to Landscape and use the Fit to one page wide by x tall option You can also change the margins to help the report fit onto one page wide: Click on File > Page Setup > Margins and adjust the measurements Page 7 of 9

8 To display column headings on every page of the report: Click on File/Page Setup Click on the Sheet Tab Click in Rows to repeat at top Select row or rows by clicking on row number. Click on x or red symbol to close and return you to the spreadsheet The column headings will now repeat on every page Put a tick here to add Gridlines to make it easier to read the report To display Headers and Footers on every page of the report: If you are going to Save your report, it is useful to put some information into the Header or Footer area to identify the report, such as: Your name The date The Team What the report is showing, e.g. Initial Assessments overdue Page numbers, the file name and file path To do this: Click on View > Header and Footer > Custom Header or Custom Footer Type the required information into the sections. You can use the automatic system fields for: Page Numbers Date [Note this will update every time the report is opened. If you want to record the date the report was created, just type the date in.] File name File name and path Page 8 of 9

9 To print a selection: Highlight the selection: Click File > Print Click on Selection Click OK To save the spreadsheet: Click on File > Save As Note: Click the top cross to close the spreadsheet if you don t need to save it Change Save In to save to the correct drive Type in an appropriate name, (including the date on which you have run the report): Click Save Page 9 of 9