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. EndDate 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 the employee name, assignment ID, and other columns, or else show the count of messages.

Action Type

All Available choice codes 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 pull all the message types, except the ones with the choice code “Message”; or else, pull all messages.

 

 

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 the message has been logged in the system.

Subject

Subject of the message.

User

Pull the 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 messages that have been linked to Customer.

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

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

Will be visible when Show Detail is set to True.

Contact Name

Pulls the StaffingActionOriginValue if the StaffingActionOrigin = 'Contact'; i.e., those messages that have been linked to a Contact.

If there are multiple rows in staffingactionfk with the same message in this contact, then it will add * in the 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 the staffing order if the StaffingActionOrigin is 'Order_DH', or ‘Order_Temp’; i.e., those messages that have been linked to Order Temp or DH Order.

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

Will be visible when Show Detail is true.

Assignment ID

Pulls the Assignment Id from Assignment if the StaffingActionOrigin is “Assignment”; i.e., those messages which have been linked to Assignment.

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

Will be visible when Show Detail is true.

Date

Pulls OriginalStartDateTime from staffing Action, if the Date Type is “Entered Date”.

Pulls Start date 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 the Date is selected under Group By Parameter.

Agency Name

Pulls the Agency name from Agency if the StaffingActionOrigin is “Agency”; i.e., those messages that have been linked to an Agency.

If there are multiple rows in staffingactionfk with the same message in this Agency, then it will add * in the 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 messages that have been linked to WcClaim.

If there are multiple rows in staffingactionfk with the 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 messages which have been linked to Unemployment.

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

Will be visible when Show Detail is true.

 

Special Logic

  1. The page is separated per Supplier.
  2. There are two Summary Boxes; Supplier Total and Report Total.
    1. Total shows the Total number of messages and the total number of users' details for the Supplier.
    2. Report Total shows the Total number of messages and the total number of users details for the whole report.

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