This screen is used to select details and to print a variety of reports with details of the staff employed by your service. Using the Staff Details Screen, you can choose from a variety of pre-defined reports, or you can define your own report.
Using the Period Start and Period End date fields, enter the date range on which you wish to report. Using the and icons, you can quickly navigate to the next or previous month.
Using the Sort Order drop down list, you can choose which order children's names will be displayed on the report. For instance, if you want names to appear in first name alphabetic order, select First Name; however, if you would prefer children to be displayed in surname order, select Last Name, etc.
If your service is part of a group of services, using the View By drop down list you can choose to display details for children from your Centre, Subgroup, Area, Region, or Group.
In the Field column, you can select the fields that you would like to include if you are creating a Custom report. Use the down arrow in each of the field blocks to select the required field for your report. You can select up to 25 fields on a single report. Please be aware that if you wish to print a report where you have selected numerous fields, they may not all fit on a single page. Once you have selected the required fields, click Apply at the bottom of the screen to display the report. If you wish to save the selected fields while you navigate elsewhere in Infocare, select the Lock Fields radio button. This will keep all the fields you have selected, even if you navigate to another screen. Please note that if you have checked the Lock Fields radio button and then select a pre-defined report from the Print Mode drop down list, that report will not be displayed until you uncheck the Lock Fields radio button.
You can define the number of lines you want to print on a page by entering the number in the Lines Per Page field. This is useful if you are defining a print that has many fields included and will require printing in landscape mode.
If you would like to save the Custom report you have created so that you can use the same parameters in the future, enter the name you would like to call this report in the Save As field and click the blue save icon next to the Save As field. You can also determine if the Custom report you have created can be seen by other services within your group by selecting the desired option from the Visibility drop down list.
To Delete a customised report that has been previously saved, first select that report from the Print Mode drop down list, and click Print to display the report. The name of the report will be displayed in the Print Mode Name field. You can then click the Delete button.
From the Print Mode drop down list, you can select from a list of Default child details reports, or from previously saved Custom child details reports. As you select each report, the fields which are included in the report are displayed in the Field column at the left hand side of the screen. You can modify the fields by clicking the down arrow in the relevant field box and selecting the actual data you would like to include. You can also include more fields if required by clicking on the empty Field and selecting the additional data you require. Default reports available are:
General Information - will print a list of the employees with some general information (i.e., job title, permanent or temporary, starting date, and registration details).
Contact details - will print a list of the employees with details of their contacts displayed.
Medical Details - will print a list of the employees, along with details of their medical information (i.e., allergies etc.).
Currently Registered - will print a list of employees who are considered registered during the selected date range.
Currently Provisional - will print a list of employees who are considered provisionally registered during the selected date range.
Neither but Qualified - will print a list of employees who are neither registered nor provisionally registered, but who are qualified.
No Police Vet - will display a list of employees who have no current Police Vet certificate.
Not Permanent - Will print a list of employees who are not permanent employees. Details of their job title and registration will also be displayed.
Starting within Period - Will print details of employees who will be starting at your service withing the selected date range.
Leaving within Period - will print details of employees who will be leaving your service within the selected date range.
Practicing Certificate has Expired - Will print a list of employees whose practicing certificate will expire within the selected date range.
Police Vet Expires - Will print a list of employees whose Police Vet will expire during the selected date range.
No CYF Check - will print a list of employees who do not have CYF clearance.
CYF Check Expires Within Period - Will print a list of employees whose CYF check will expire during the selected date range.
No First Aid - Will print a list of those employees who do not have first aid certificates.
First Aid Expires Within Period - Will print a list of employees whose first aid practicing certificate will expire within the selected date range.
No (Customised Check) - Will display a list of employees who have not been checked with this particular customised check field in the employee details screen.
This (Customised) Check Expires Within Period - Will print a list of those employees who have been checked with a customised check box in the employee update screen, and this check will expire during the selected date range.
No Work Visa - Will print a list of those employees who do not have a current work visa.
Work Visa Expires Within Period - Will print a list of employees whose work visa will expire within the selected date range.
Customised Print Modes - Any customised reports that you have created and saved for future use will be available from this drop down list.
If you would like to create a .csv file from one of the reports in Staff Details, select the desired parameters, display the report to the screen, and click the icon next to the Print button. The created file name will be displayed on the screen. Click on the file name if you wish to open it or right click to download a copy to your computer. If you wish to delete the file, click the icon at the right hand side of the screen.
Once you have completed your selection criteria, click Print to display the report to your screen, or click Print to printer to print a hard copy of the report.
For further information or assistance call
0508 INFOCARE (0508 463622) or email firstname.lastname@example.org
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