This Report enables you to view the statuses of all Tasks within a specified search period. The reason for the particular status (e.g. if the Report is Delayed) will be displayed, along with any relevant Notes that were captured.
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Search Parameters |
Definition |
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Groups |
Allows you to search by Group |
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Department |
Allows you to search by the Department linked with the Schedule (as captured in the Billing Chart screen of the Scheduling Wizard) |
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Contact |
Allows you to search by the Contact linked with the Schedule (as captured in the Billing Chart screen of the Scheduling Wizard) |
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Date From |
Allows you to define the start date of the search period |
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Date To |
Allows you to define the end date of the search period |
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Service |
Allows you to search by the Schedule’s Service (as captured on the first screen of the Scheduling Wizard) |
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Status |
Allows you to search by a specific Task Status |
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Allows you to search by the reason for the Status (e.g. only applies to Tasks with a Cancelled Status) |
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Columns In Report |
Data Displayed |
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Client |
Name of the Client the Task relates to |
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Carer |
Name of the Carer assigned to the Task |
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Status |
Current Status of the Task |
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Reason the Task has the Status in question |
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Status Notes |
Status Notes captured when the Task Status was being updated |
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Status Type |
Only applies for Cancelled Tasks and indicates how a Task was Cancelled – for example, Cancelled But Send to Billing and Payroll |
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Updated By |
Name of the user who updated the Task Status |
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Time From |
Scheduled date and start time of the Task |
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Time To |
Scheduled date and end time of the Task |
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Task ID |
ID Number of the Task |