Monthly Schedules Report

Usage

The Monthly Schedules report produces a schedule report based on a calendar month period.

Report Parameters

Unit: The actual Unit. Pre-fills from Unit Maintenance.
Unit Master: The dates the Unit is active from and to. Pre-fills from Unit Maintenance underneath the specific Unit setup.

Start Date: The date to capture report parameters from.
End Date: The date to capture report parameters to.

Contract Types
Contract: Captures staff member who have a staff type of ‘Contract’.
Bank: Captures staff members who have a staff type of ‘Bank’.
Contract as Bank: Captures staff members who have a staff type of ‘Contract as bank’.
Agency: Captures staff members who have a staff type of ‘Agency’.

Include
Print on all rotas shifts: Includes the new shifts which print across all rotas.
Secondary unit leaves: Includes leave for secondary unit staff.


Report options
Approved requests: Captures leave/shift requests which have a status of Approved.
Prescribed rota: This is the rota that has been inputted via Unit Schedules, being the Prescribed (Planned) Rota.
Rank and grade: Lists all the staff members ranks and grades on the output.

Display rota Months: Month of the reporting dates will appear in a banner.
Pending requests: Captures leave/shift requests which have a status of Pending.
Actual service: This is the rota that has been inputted/amended via Shift Control, being the Actual Service.
Split pages: Gap in-between different staff types.
Display weekdays: First two characters of the weekday appears below reporting dates.
Current view: Is how you are currently looking at the rota which will include Prescribed and Actual Service transactions
Agency names: Staff members name entered against shifts will appear in the ‘Staff’ list instead of staff code.

Display
Shifts: Displays the Shift code of the transaction.
Times: Displays the start time and end time of the transaction as well as shift code.

Cell Size
Small: All cells are smaller.
Large: All cells are larger and clearer.

Orientation
Landscape: Prints rota horizontally, letters and cells are wider than taller.
Portrait: Prints rota vertically, letters and cells are taller than it is wide.

Sort by
Team Transaction: Sorts staff members by team the transaction they are working is set (in needs).
Team Contract: Sorts staff members based on the Team assigned to them for the particular unit.
Rank: Sort staff members by the rank their grade is attached to.
Grade: Sorts staff members by the order of Grades in Admin > Grades.

Staff counts by
Shifts: Counts the number of times a shift code has been worked in the reporting period.
Related to main shift: Counts each sub shifts and puts it under the main count.
Time crossover of main shift: If a sub shift crossovers into a main shift times it counts that shift.

Staff totals by
Main shift only: Totals all worked transaction by main shift.
Subtotals by rank: Splits the counts by ranks.
Subtotals by rank and grade: Splits totals into ranks and then into grades.
Grand totals: All the transactions worked per day are totalled.
Show needs: Needs colouring appears on counts.

Running the Report