[STFF-104] Staff Client Data Activity

Description

Type of Report:

Agency Management - Staff/User 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 performing the activity in Clarity
• Type of activity
  • Profile Created or Edited
  • Program Enrollment
  • Program Status Update/Annual Update
  • Program Exit
  • Program Follow-up
  • Client Note
  • Client File
  • Client Location
  • Assessment
  • Referral
  • Service
  • 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

Who can run the report

• All users
• System administrators

The report will be limited to the agency the user is currently managing in Clarity.

System administrators have the option to limit access to the report. Refer to Access Role-Based Reporting for more information.

Report Library Location

Agency Management

Parameters

• Start and End Date - The staff activity will have happened during the reporting period
• Staff Member - Select staff member(s) to report on
  • Limited to the agency running the report
  • Defaults to all staff
  • Multi-select available
• Data Type - 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
  • No deleted
  • Deleted only
  • All

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