Description
Type of Report
This is an Agency Management report with Staff/User Activity information.
Purpose of the Report
Provide program management with a record of Staff/User client record activity in Clarity Human Services. The report returns the following:
- Sorted by Staff/User, selected in the parameters, including Staff/Users without activity
- Data Type (type of activity)
- Profile Created
- Profile Edited
- Program Enrollment
- Program Status Update
- Program Current Living Situation
- Program Annual Update
- Program Exit
- Program Follow-up
- Client Note
- Client File
- Client Location
- Referral
- Assessment
- Service Provided/Updated
- Client ROI
- Client Contact Created
- Client Contact Edited
- Client Name
- Unique Identifier
- Date/Time the activity occurred in Clarity, sorted by most recent to oldest
The report includes the history of staff deleting records such as profiles, enrollments, services, etc.
Running the Report
Report Location
This report is found in the Agency Management section of the Report Library.
Who Can Run the Report
Anyone can run the report but the returned information will be limited based on the access rights of the user.
Parameters
- Staff(s) - Select staff member(s) to report on
- Limited to the agency running the report
- Multi-select available
- Data Type(s) - select the type of activity to report on (Profile Created, Profile Edited, Program Enrollment, Program Status Update, etc)
- Deleted Option - radio-select to choose whether to include deleted activity
- Not deleted
- Deleted only
- All
- Report Date Range - The staff activity will have happened during the reporting period
- Report Output Format - Web Page, PDF or Zip with XLSX
Note: If the report contains more than 40,000 rows, the Report Output Formate will automatically be changed to Zip with XLSX.
Specifications
The following is a high-level summary of the specifications.
Universe of Staff
- Staff Status = Active
- AND not deleted
- AND (main staff agency = Current Agency OR staff is from other agency but has additional access to Current Agency)
Universe of Activities/Data Types
Based on parameter selection of Data Type, the universe will include
- Data Type [Date Created, Updated or Deleted] >= Report Start Date
- AND Data Type [Date Created, Updated or Deleted] <= Report End Date
- AND if client is private, then the agency that added, updated or changed the profile must be the Current Agency
For a deeper dive into the specifications, refer to [STFF-104] Specification Details
Updated 4/8/2021