Standard AQ - Staffing Action Archive

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

This AQ is similar to the existing Staffing Action AQ, except it references the archive tables.  The goal of these archives is to remove infrequently accessed historical data to improve the performance of queries against the staffing action table.
 
Essentially, the aged data maintainer moves messages/tasks/appointments older than 5 years into an archive table to maintain system performance. Once the data is moved, the normal staffing action AQ is no longer able to retrieve them. This AQ was created specifically to access those archived items.

 

 

Parameters

Parameter Name

Options

Description

Branch

All available branches

User Branch

Date Type

EnteredDate, StartDate, EndDate

Report Logic section above

Start Date

 

 

End Date

 

 

Entered By

All available message entered by a user

Filters result by user name who entered message.

Is Complete

All, Complete, Non Complete

Filter by the complete or non-complete message.

Action Type

All available action type

 

Customer Name

 

Filters result by customer name.

EmployeeID

 

Allows filtering using Employee ID(s) separated by commas.

 

 

Report Fields

Field Name

Description

Staffing Company

Supplier company from a supplier

Branch Name

Supplier branch

Action Type

Message action type from a message (e.g. Cold Call, Email, FollowUp, Meeting etc.)

Message Type

Message type from a message (e.g. Task, Appointment etc.)

Subject

Message subject from the message.

Message

Message

Date

Pull Original Start Date if parameter Date Type =’EnteredDate’, StartDate if parameter Date Type =’StartDate’ and Endate if parameter Date Type =’EndDate’ from the message. The date is between parameters StartDate and EndDate.

TimeEntered

Time when message was entered

Entered By User

Username from the message.

Employee Name

Name of employee message send. For Message Action origin=’Employee’

Customer Name

Name of customer message send. For Message Action origin =Customer’

Contact Name

Name of contact message send. For Message Action origin=’Contact’

Link Users

User's name who is linked with the particular message.

Is Complete

Check for IsComplete =1 for complete message and uncheck for IsComplete=0 for not complete message.

Order ID

OrderId for message send to Order, Pull order ID having Message Action origin=’Order_Dh’ , having Message Action origin=’Order_Temp.’

Bold Job ID

Bold Job ID

Assignment ID

Assignment ID for message send to Assignment. Pull Assignment ID having Message Action origin=’Assignment’

Agency Name

Name of Agency for message send to Agency. Pull Agency Name having Message Action origin=Agency

WC Claim ID

WcClaim  ID for message send to WcClaim. Pull WcClaim ID having Message Action origin= WcClaim’.

Unemployment ID

Unemployment  ID for message send to Unemployment. Pull Unemployment  ID having Message Action origin= Unemployment.

 

 

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