Standard Report - Staffing Action

Report Logic

There are three Date types which are: Date Entered, Start Date, and End Date.

  1. Original Start Date if parameter Date Type =EnteredDate
    1. The Original Start Date is the time and date when the message was first posted.
  2. StartDate if parameter Date Type =StartDate
  3. Endate if parameter Date Type =EndDate


The Start Date can be manually specified before, after, or even at the same time as the original message posting date and time.

 

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Report Description

Staffing message search report.

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Parameters

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Parameter Name

Options

Explanation

Branch

All available branches

Based on this parameter, results will either be displayed per individual customer department or rolled into Root Customer.

Date Type

Entered Date, Start Date, End Date

StaffingAction’s originalstartdate, Start Date, End Date

Start Date

 

 

End Date

 

 

Show Detail

Yes or No

If yes then show the message detail with employee name , assignment id and other columns else shows the count of message.

Action Type

All Available choice code with category =”Message”

 

Customer Name

 

Filters results by Customer Name.

User

All Active and Visible User Names

 

Group 1

True/False

 

Group 2

True/False

Pulls number based on Admin Tools > Burden Factor.

SSN

All Active and Visible users

Filters results by Employee SSN.

Is Complete

All, Complete, Incomplete.

If Is Complete <>”All” then pulls all the message type except with  choice code “Message” else pulls all message.

 

 

Report Fields

Field Name

Explanation

Branch

Staffing Action branch in which message has been logged.

Action Type

Pulls the action type from Staffing Action.

Entered Date

Date in which message has been logged in the system.

Subject

Subject of the message.

User

Pull username of the person who has logged the message.

Employee Name

Employee Name from Employee

Will be visible when Employee is selected under Group By Parameter.

Customer Name

Pulls the StaffingActionOriginValue if the StaffingActionOrigin = 'Customer’. ’i.e. those message which has been linked to Customer.

If there are multiple rows in staffingactionfk with same message in this contact then it will add * in contact name.

Will be visible when Customer is selected under Group By Parameter.

Will be visible when show detail is true.

Contact Name

Pulls the StaffingActionOriginValue if the StaffingActionOrigin = 'Contact'. i.e. those message which has been linked to contact.

If there are are multiple rows in staffingactionfk with same message in this contact then it will add * in contact name.

Will be visible when Contact is selected under Group By Parameter.

Will be visible when show detail is true.

Contact ID

Pulls the contact ID from contact if the StaffingActionOrigin = 'Contact'.

Will be visible when show detail is true.

Order ID

Pulls the staffing order id from staffing order if the StaffingActionOrigin in  'Order_DH', ‘Order_Temp’. i.e. those message which has been linked to order temp or dh order.

If there are multiple rows in staffingactionfk with same message in this Order then it will add * in Order ID.

Will be visible when show detail is true.

Assignment ID

Pulls the Assigment Id from Assignment if the StaffingActionOrigin is “Assignment”. i.e. those message which has been linked to Assignment.

If there are multiple rows in staffingactionfk with same message in this Assignment then it will add * in Assignment ID.

Will be visible when show detail is true.

Date

Pulls OriginalStartDateTime from staffing Action if the date type is “Entered Date”.

Pulls Startdate from staffing Action if the date type is “Start Date”.

Pulls EndDate from staffing Action if the date type is “End Date”.

Will be visible when Date is selected under Group By Parameter.

Agency Name

Pulls the Agency name from Agency if the StaffingActionOrigin is “Agency”. i.e. those message which has been linked to Agency.

If there are multiple rows in staffingactionfk with same message in this Agency then it will add * in Agency name.

Will be visible when show detail is true.

WCClaim ID

Pulls the Agency name from Agency if the StaffingActionOrigin is “WcClaim”. i.e. those message which has been linked to WcClaim.

If there are multiple rows in staffingactionfk with same message in this WcClaim then it will add * in WcClaim.

Will be visible when show detail is true.

Unemployment ID

Pulls the Agency name from Agency if the StaffingActionOrigin is “Unemployment”. i.e. those message which has been linked to Unemployment.

If there are multiple rows in staffingactionfk with same message in this Unemployment then it will add * in Unemployment.

Will be visible when show detail is true.

 

 

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