Client Reports

Client Infection Control Dashboard and Report

The dashboard and report display shift information for Infection(s) and Restriction Period applied to a specific Client Location within a specified period, using interactive graphical representations.

Introduction

The dashboard and report display shift information for the Infection(s) and Restriction Period applied to a specific Client Location within a specified period, using interactive graphical representations.

Based on the selected filters, two charts i.e. Active Infection(s) chart and Applied Infection(s) chart are displayed with the detailed view report in tabular form. The Active Infection(s) Chart displays the total active Infection(s), their usage on clients (Service Location/Delivery Location), and total affected shifts for a particular period, and the Applied Infection(s) Chart displays the infection(s) based on the infection types with the client and shift details per infection that were applied or active during the selected period.

The user can also easily export and download the report in PDF and CSV format to analyse and identify the infection details in the corresponding shifts.

How to Access Client Infection Control Dashboard and Report?

To access the Client Infection Control Dashboard and Report:

  • Click Reports → Client Reports → Client Infection Control Dashboard and Report and the Client Infection Control Dashboard and Report page opens


 

Client Infection Control Dashboard and Report

The Client Infection Control Dashboard and Report show the charts and the detailed tabular report based on infections applied to Client Locations for their corresponding shifts. By default, the charts and tabular reports are displayed based on the default filters selected.

The Client Infection Control Dashboard and Report are generated based on the options selected in the filters. To generate the Client Infection Control Dashboard and Report:

  • Provide the required filters i.e. Time Period, Service Location, Delivery Location, or Infection(s)

  • Click Apply and the charts and reports are generated accordingly

  • You can download the Client Infection Control Dashboard and Report by clicking the Download Report in PDF and CSV formats respectively

  • Click Exit to go back to the Reports 

Field Name

Description

Time Period

Select the Time Period option according to which the report will be generated. By default, the 'Today and Future' option is selected.

In the Time Period, the options available are:

  • Today and Future - generates a report from the current date until future booked shifts.

  • Custom - generates a report for custom date selection.

From Date

Select the start date of the report.

This field is deactivated for the Today and Future option.

To Date

Select the end date of the report.

This field is deactivated for the Today and Future option.

Note: The maximum date range selection for the Custom report is three months only.

Service Location

Select the required Service Location. The report will be generated for the selected Service Location(s).

In case the Service Location(s) is not selected, the report for all the available Service Location(s) are generated.

Delivery Location

Select the required Delivery Location based on the selected Service Location. The report will be generated for the selected Delivery Location(s).

Infection(s)

Select the Infection(s). The Infection(s) are shown based on the Infections available in the Infections Masters. By default, Infection(s) are not selected that indicates all infection(s) are included.

All the Active/Inactive infections are displayed and the Inactive infections are labeled as ‘Inactive’.

Exclude Shift(s) with selected Infection(s)

When the Infection(s) are selected in the filter, this field is activated, and by default, the toggle button is set to NO.

Set the toggle button to YES will exclude all the shifts with selected Infection(s) in the filter i.e. the infection(s) selected will be excluded in both the graph and report.

For Example - If Shift A has an infection applied as ‘Covid 19’, ‘Flu’ and the user selects the Infection(s) filter as ‘flu’. When the toggle button is set to YES, Shift A will exclude all the shift(s) that include the infection as flu.

Charts

Based on the selected filter, the Active Infection(s) Chart / Applied Infection(s) Chart is displayed. By default, both charts display the data with the Time Period as ‘Today and Future’.

Active Infection(s) Chart

This chart includes the total active Infection(s), their usage on clients (Service Location/Delivery Location), and total affected shifts for a particular period.

The parameters displayed in the chart include:

  • Total Active Infection(s): Shows the total number of active infection(s) for the selected period

  • All Service Locations with Infection(s): Shows the total number of Service Locations on which infection(s) are applied for the selected period

  • All Delivery Locations with Infection(s): Shows the total count of Delivery Locations (based on the selected Service Location) on which infection(s) is applied for the selected period

    • If the infection(s) is applied on the Service Location that includes multiple Delivery Locations, the infection(s) on the Delivery Locations will also be counted

    • If the infection(s) is applied on the Delivery Location, the infection(s) on the Service Locations will not be counted

    • If the infection(s) is applied on both the Service Location and Delivery Location, the infection(s) of both Service Location and Delivery Locations will be counted

  • All Shifts with Infection(s): Shows the total count of all the shifts that have infections applied for the selected period as per the shift date

Applied Infection(s) Chart

This chart shows the infection(s) based on the infection types with the client and shift details per infection that were applied or active during the selected period.

To illustrate, the Active Infection(s) Chart shows a total count of 5 infections applied for a selected period whereas the Applied Infection(s) Chart shows these 5 infection types individually and their applications on client locations and shifts.

The parameters displayed in the chart include:

  • All Service Locations with Infection Applied: Shows the total number of Service Locations with a particular infection(s) applied for the selected period

  • All Delivery Locations with Infection Applied: Shows the total number of Delivery Locations with a particular infection(s) applied for the selected period

    • If the infection(s) is applied on the Service Location that includes multiple Delivery Locations, the infection(s) applied on Delivery Locations will also be counted

    • If the infection(s) is applied on the Delivery Location, the infection(s) applied on the Service Locations will not be counted

    • If the infection(s) is applied on both the Service Location and Delivery Location, the infection(s) of both Service Location and Delivery Locations will be counted (as individual-level infections have been applied on both)

  • All Shifts with Infection Applied: Shows the total count of all the shifts with infection(s) applied for the selected period as per the shift date

View Report

This shows all the shift details in a tabular format as per the selected filters.

The View Report shows the Service Location, Delivery Location, Qualification, Shift Status, Employee Id, Member Name, Shift Date, Shift Type, Start Time, End Time, Infection(s), and Restriction Period.

Download Report

Based on the selected filters for the Client Infection Control Dashboard and Report, you can download the report in two available formats i.e. PDF format or CSV format.

PDF Format

The figure below shows the Client Infection Control Report in the PDF format generated based on the selected Filters.

CSV Format

The figure below shows the Client Infection Control Report in the CSV format generated based on the selected Filters.