Standard Report - Staffing Action

Overview

Updated 03/11/2022

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Report Logic
Report Description
Parameters
Report Fields

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.

Report Description

Staffing message search report.

Parameters

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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