Reporting User Guide Trust Wide Daily Staffing Once the information
Contents
1. Export the report to Excel 11 Insert filter 12 On shift column filter to management days 72 Hour Bank Reports This report will provide information for the amount of bank shifts being request both filled and unfilled for specific dates you wish to view Unfilled Bank Requests o A 1 From the home page navigate to the Rostering tab and select Bank Requests Eirene N e Unapproved Bank 2 Select Unfilled Bank Requests the process from equ here will need to be repeated for Filled Bank aai Unfilled Bank EE Requests also q E Filed Bank Unfilled Bank Requests Temp Staff Requests H E Unit Any Shift Type Any From 22 03 2015 _ To 21 04 2015 E Active Active Confirmation Status Any Bank Agency Either Find 13 Enter STHK NHS Trust in the Unit drop down selection box 14 Enter the date range you wish to view and select find 15 When the report has run export to Excel using the icon in the top right hand corner of the screen circled 16 Filter all columns 17 Remove columns e Unfilled C F G H M O P Q R S T and V e Filled C F H J L M N O P R S T U and W You will now be able to view the data you wish to see2. Reporting User Guide Trust Wide Daily Staffing 1 From the home screen x Staff Hours navigate to the Rostering tab and select Assigned Unit Summary ay ass Duties hy rson Hours 4 View Rosters aa Duties with Warnings Add Roster from Template 2 Select Assignment a Summary Trainee amp Mentor Report Assignment Summary Duty WTE Totals To 28 03 2015 Status Any a Show Excluded Shifts _ Unit Name Department Division Hospital Date Ambulance Area ng E Staffi Rostering Admin A 7 ve 3 Enter STHK NHS Trust in the Unit drop down E Payrolt selection box i Reports m User Accounts 2 Gateway 4 Enter the date range you wish to view and fj Reference Data select find 5 Export the information to Excel by selecting the Excel icon in the top right hand corner of the screen Once the information has been exported you must perform the following tasks Insert filter 2 Remove any medical units and any non live units that have yet to begin using the E me Rostering system 3 Remove coloumns B C D F and G Training Reports The example below relates to study leave however this method can also be used for annual leave reporting Trust wide Unavailability List li wins D A D Rostering Unit Summary o L Rostering a SafeCare 1 F
3. quest Report Unavailability Breakdown by Week Explanation Unavailability Breakdown by Week Report Description Enter the date you wish to view Select an organisation and enter the specific unit you wish to view Enter the number of weeks you wish to view Select Run Report at the bottom of the page Management Day Report This report will provide information of staff on management days but can also be modified to view staff on a variety of other shifts Unit Summary f Rostering Q Daily Staffing 1 From the home page navigate to the Assigned Oe nO ee x 3 Staff Hours lt lt Hours tab 2 Select Assigned Duties by Person Duties with Warnings By scm uist 3 Select Unavailability Breakdown by Week Assigned Duties by Person Assigned Duties Unit STHK NHS Trust Surname From 22 03 2015 Staff Number To 28 03 2015 Grade Type Category Any Shift Type Any Grade Type Any moere Shift Roster Location Any aa se noe tonite ty EL Payroll D Reports amp User Accounts F2 Gateway Reference Data 7 Enter STHK NHS Trust in the Unit drop down selection box 8 Enter the date range you wish to view and select find 9 When the report has run select the edit column button in the top tight hand corner circled Make sure ONLY the following boxes are ticked e Person e Duty date e Shift e Posting org unit 10
4. rom the home page navigate to the Bank Requests Daily Staffing Unavailability tab Unavailability Annual Leave amp Study Requests FEA View Rosters amp Add Roster from L Template 2 Select the Unavailability List gant Location View LE S Shift View san errr Prrrrry rer oie a Unavailabilities d with Warnings Annual Leave Report Pa Sickness Report Unawailability TA WTE Totals Unawailability 4 Group WTE i Rostering Admin Rostering Admin ra 42 Personnel amp Personnel n ma Payroll E Reports He Payroll Reports a User Accounts amp User Accounts E gt Gateway Gateway Reference Data 4 Reference Data 3 Enter STHK NHS Trust in the Unit drop down selection box Unavailabilities 4 Enter the date range you wish to view 5 Enter the group you wish to view for example Study Leave 6 Select find Unavailability Reports This report will give a breakdown of all unavailabilites per ward per week Unit Summary gt Rostering L Rostering Admin E Personnel Payroll D Reports Roster Print Reports Establishment Reports Training Compliance Ss g Reports a User Accounts F2 Gateway A i Report Request Reference Data 1 From the home page navigate to the Reports tab 2 Select Unavailability Reports 3 Select Unavailability Breakdown by Week Re
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