The Office Summary Report provides a complete statistical overview and percentage of data captured on the application for the searched period of time.
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Search Parameters |
Searches From |
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Group |
Allows user to search by Group |
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Date From |
Allows user to specify the start date |
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Date To |
Allows user to specify the end date |
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Columns In Report |
Data Displayed |
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Office |
The Office name |
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Date From |
The start date of the report |
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Date To |
The end date of the report |
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Service Users |
The total number of Client Profiles saved on the application, irrespective of the status of the Client (i.e. Active, Deceased, Assessed, Inactive / Suspended, Pending) |
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Active |
The total number of Client profiles saved on the application, with a status of Active |
The percentage of Clients that are active |
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Female |
The total number of Client profiles that are active and Female |
The percentage of Clients that are Female |
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Male |
The total number of Client profiles that are active and Male |
The percentage of Clients that are Male |
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Gender Unspecified |
The total number of Client Profiles that are active and the Gender hasn’t been specified on the profile |
The percentage of Clients that have an unspecified Gender |
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Carer |
The total number of Carer Profiles saved on the application, regardless of the status of their Status (i.e. Active, Inactive / Suspended, Temporary) |
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Temporary |
The total number of Carers profiles with a status of Temporary |
The percentage of Carers that have an Status of Temporary |
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Active |
The total number of Carers profiles with a status of Active |
The percentage of Carers that have an Status of Active |
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Garda Cleared |
The total number of Carer Profiles saved on the application, regardless of the status of the Carer (i.e. Active, Inactive / Suspended, Temporary) that have a Garda Clearance Cert captured on their Profile |
The percentage of Carers that have a Garda Cert captured on their Profile |
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Scheduled Visits |
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Visits Scheduled |
The total number of Scheduled visits for searched duration |
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Completed Visits |
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Visits with Attendance from IVR |
The total number of Completed visits that have had their attendance marked via IVR Clock In and / or IVR Clock Out |
The total percentage of Completed visits that have had their attendance marked via IVR Clock In and / or IVR Clock Out |
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Visits with Manual Attendance |
The total number of Completed visits that have had clock in / out done via the Plan Board |
The total percentage of Completed visits that have had their attendance marked via IVR Clock In and Out |
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Visits with Partial auto Attendance |
The total number of In Progress tasks |
The total percentage of In Progress tasks |
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Visits with No Attendance |
All visits, whereby the status of the visit is at Delayed Assigned or Update Required for the searched period of time. |
Total percentage of visits, whereby the status of the visit is at Delayed Assigned or Update Required for the searched period of time. |
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Visits with Incomplete Attendance |
All visits, whereby the status of the visit is set to In Progress for the searched period of time. I.e. the visit has not yet been completed |
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Punctuality & Performance |
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Carer clocking in on time as scheduled |
The total number of Carers that have clocked in, within the 15 minute grace period of the scheduled visit |
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% of Carer working correct amount of time scheduled |
The number and percentage of Carers that are working the scheduled amount of time taking into account the 15 minute grace period |
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Carer working less than 75% of time scheduled |
The number and percentage of Carers that are working less than 75% of the scheduled amount of time, taking into account the 15 minute grace period |
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Carers working more than 15 minutes extra than scheduled time |
The number of Carer that are working 15 minutes or more over the scheduled amount of time |
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Cancelled Visits |
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Visits Cancelled |
The total number of visit with a status of Cancelled |
Percentage of visits with a status of Cancelled |
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Overnight Visits |
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Overnight Visits |
The number of visits with Overnight Hours = visits whose Time From and Time To overlaps two dates e.g A visit with "Time From" 17-11-2013 20:00 and "Time To" 18-11-2013 08:00 |
The percentage of visits with Overnight Hours |
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Attendance – Other Calls |
The number of Tasks created via Task Attendance screen – i.e. Task not scheduled |
Percentage of Tasks created via Task Attendance screen – i.e. Task not scheduled |