Skills/Competencies Report

Usage

This report allows you to collate staff skills/Competencies recorded in Staff > Staff Maintenance > Skills/Comps.


Report Parameters

All Staff: Ticking the All staff box, runs the report on every staff member stored in Staff.Care that matches the report criteria.
To add single or multiple specific staff members, type the name of the staff member you wish to search in the search field and select the staff member/s by clicking on the auto complete drop down menu.

Primary Units: When selected the report will not filter by primary unit, however this can be unchecked and individual units selected from the list allowing you to filter by primary unit.
Skills/Competencies: As with primary units, if this is selected the report will not filter by Skill/Competency type, however when unchecked individual Skills/Competencies can be selected from the list allowing you to filter by the Skill/Competency type

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

Look for
Starting: Look for skills/competencies which start between the selected reporting dates.
During: Look for skills/competencies which are active between the reporting dates.
Ending: Look for skills/competencies which end between the selected reporting dates.
Exclude Ignore Expiry items: With this ticked, any items that are marked 'Ignore Expiry' in Staff Maintenance will not output on the report.

Show
Occurrences: Include Events that have been setup as occurrences.
Reminders: Include Events that have been setup as reminders.
Both: Include all Events that have been setup as either an occurrence or a reminder.

Acknowledged
Yes: Include skills/competencies that have been acknowledged.
No: Include skills/competencies that have not been acknowledged.
Both: Output skills/competencies that have both been and have not been acknowledged.

Sort by
Staff: Organise the report by Staff member.
Skill/Competency: Organise the report by skills/competencies.
Primary Unit: Organise the report by Primary Unit.

Current Status
Current only: Output only Staff who have a current contract during the reporting dates.
All: Report on ALL staff (ALL allows you to output past staff records too.)


Running the Report

Complete all report parameters including the date range.

If you want the report in CSV format tick Output to File.
If PDF output only is required, the Output to File check box does not need to be ticked.
Click GENERATE.

The report is complete will be displayed at the top of the page .

Click VIEW REPORT to view the PDF output.
Click OPEN FILE to view the CSV output.

In the excel output there is a a new column, Ignore Expiry, which outputs Yes if it is ticked and No if it isn't: