compass user manual – scorecard and reportscompass user manual – scorecard and reports...

Compass User Manual – Scorecard and Reports

I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx

1. Compass Home .................................................................................................................................. 1

2. Finance Reports ................................................................................................................................. 2

2.1 Budget Performance Report ......................................................................................................... 3

2.1.1. Using the Report Toolbar to select month ............................................................................. 3

2.1.2. Interim results .................................................................................................................. 5

2.1.3. Drill down ......................................................................................................................... 6

2.1.4. Account Details ................................................................................................................. 7

2.1.5. Transaction details ............................................................................................................. 9

2.1.6. Exporting reports to Excel/pdf etc ...................................................................................... 11

2.1.7. Printing reports ............................................................................................................... 11

2.2 Cost Centre Report ................................................................................................................... 12

3. Payroll and Leave Liability Reports ...................................................................................................... 13

3.1 Payroll Balances Report ............................................................................................................ 14

3.1.1. View Employees .............................................................................................................. 15

3.1.2. Drill down ....................................................................................................................... 18

3.2 Leave Liability Report ............................................................................................................... 19

3.2.1. View Employees .............................................................................................................. 19

3.3 Cost Centre Detail Reports ........................................................................................................ 20

3.4 Employee Payroll Detail Reports ................................................................................................. 20

3.5 Sick Leave Trend Report ........................................................................................................... 21

4. HR Reports ...................................................................................................................................... 22

4.1 All Employees headcount .......................................................................................................... 23

4.1.1. Employee Details ............................................................................................................. 23

4.2 Employee Age Profile Graph ...................................................................................................... 24

4.3 Employee Gender by Labour Category ........................................................................................ 24

4.4 Employee Gender summary ....................................................................................................... 25

4.4.1. Employee Gender summary (labour category detail) ............................................................ 25

4.5 Employee Length of Service Graph ............................................................................................. 26

4.6 Employee Length of Service summary ........................................................................................ 26

4.6.1. Employee Length of Service (labour category detail) ............................................................ 27

4.7 Employee Profile overview ......................................................................................................... 28

5. Clinical Activity Reports ..................................................................................................................... 29

5.1 Activity Summary by HCP Report ............................................................................................... 30

5.2 Department Activity Summary ................................................................................................... 30

5.3 ED Reports .............................................................................................................................. 31

5.3.1. ED Activity summary ........................................................................................................ 31

5.3.2. ED daily summary ........................................................................................................... 32

5.3.3. ED Presentations multi-year summary ................................................................................ 32

5.3.4. ED Triage Category summary ............................................................................................ 33

5.4 Elective Surgery reports ............................................................................................................ 34

5.4.1. ES Waiting List by Procedure ............................................................................................. 34

5.4.2. ES Waiting List by Specialty .............................................................................................. 35

5.5 Inpatient Reports ..................................................................................................................... 36

5.5.1. Activity Performance by Account Class ............................................................................... 36

I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx

5.5.2. ATSI Activity ................................................................................................................... 37

5.5.3. Clinical Activity Performance Report ................................................................................... 37

5.5.4. TOP N DRG ALL RCH ........................................................................................................ 38

5.5.5. TOP N DRG Summary ....................................................................................................... 38

5.5.6. Weekly Rehabilitation BedDays .......................................................................................... 39

5.5.7. Weekly WIES .................................................................................................................. 39

5.5.8. WIES Actual vs Target ...................................................................................................... 40

5.5.9. YTD Private Separations ................................................................................................... 40

5.6 Outpatient Reports ................................................................................................................... 41

5.6.1. AH VACS Actual vs Target ................................................................................................. 41

5.6.2. Medical VACS Actual vs Target .......................................................................................... 42

5.6.3. OP Cancellations .............................................................................................................. 42

5.6.4. OP Reschedules ............................................................................................................... 43

5.6.5. OUTP Booking Activity by Location ..................................................................................... 43

5.6.6. Outpatient Activity Data ................................................................................................... 44

5.6.7. Outpatient Attended Appointments .................................................................................... 44

5.6.8. Outpatient Discharges ...................................................................................................... 45

5.6.9. Outpatient referrals WL .................................................................................................... 45

5.6.10. Outpatient Referrals WL CHART Trend ................................................................................ 46

5.6.11. Outpatient Summary ........................................................................................................ 46

5.6.12. Outpatient Waiting List ..................................................................................................... 47

5.7 Theatre Reports ....................................................................................................................... 48

5.7.1. Theatre Activity Summary ................................................................................................ 48

5.7.2. Theatre Efficiency by Department ...................................................................................... 49

5.7.3. Theatre Efficiency By Operating Room ................................................................................ 49

5.7.4. Theatre Late Starts .......................................................................................................... 50

5.7.5. Theatre Overruns ............................................................................................................ 50

5.7.6. Theatre Utilisation ........................................................................................................... 51

5.8 Ward Reports .......................................................................................................................... 52

5.8.1. Activity by WARD ............................................................................................................. 52

5.8.2. Daily Activity by WARD ..................................................................................................... 53

5.8.3. Short Stay Unit Report Trend ............................................................................................ 53

5.8.4. TOP N DRG by WARD ....................................................................................................... 54

6. Divisional and Departmental Scorecards .............................................................................................. 55

6.1 View different month in the scorecard ......................................................................................... 56

6.2 Performance indicators ............................................................................................................. 57

6.3 Trend indicators ....................................................................................................................... 57

6.4 KPI definitions ......................................................................................................................... 57

7. Scorecard KPI Reports ...................................................................................................................... 58

7.1 KPI Report navigation ............................................................................................................... 58

I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 1

1. Compass Home

2. Finance Reports

2.1 Budget Performance Report

2.1.1. Using the Report Toolbar to select month

2.1.2. Interim results

Compass Finance reports are updated daily. This provides the advantage of being able to access your cost centre expenditure during the month to gauge how it is performing against budget as well as providing the ability to view transactions as they are processed.

All reports containing results that have not been confirmed by the Finance Department should be considered as interim and subject to change before the month is closed off. The words “Interim Result” will appear on all Finance reports that have not been confirmed.

2.1.3. Drill down If you are viewing information at the division or department level, you can click on the blue division or department name to access information for the next level down.

2.1.4. Account Details

2.1.5. Transaction details

2.1.6. Exporting reports to Excel/pdf etc

2.1.7. Printing reports

2.2 Cost Centre Report

3. Payroll and Leave Liability Reports

3.1 Payroll Balances Report

3.1.1. View Employees

3.1.2. Drill down If you are viewing information at the division or department level, you can click on the blue division or department name to access information for the next level down.

3.2 Leave Liability Report

3.2.1. View Employees

3.3 Cost Centre Detail Reports

3.4 Employee Payroll Detail Reports

3.5 Sick Leave Trend Report

4. HR Reports

4.1 All Employees headcount

4.1.1. Employee Details

4.2 Employee Age Profile Graph

4.3 Employee Gender by Labour Category

4.4 Employee Gender summary

4.4.1. Employee Gender summary (labour category detail)

4.5 Employee Length of Service Graph

4.6 Employee Length of Service summary

4.6.1. Employee Length of Service (labour category detail)

4.7 Employee Profile overview

5. Clinical Activity Reports

5.1 Activity Summary by HCP Report

5.2 Department Activity Summary

5.3 ED Reports

5.3.1. ED Activity summary

5.3.2. ED daily summary

5.3.3. ED Presentations multi-year summary

5.3.4. ED Triage Category summary

5.4 Elective Surgery reports

5.4.1. ES Waiting List by Procedure

5.4.2. ES Waiting List by Specialty

5.5 Inpatient Reports

5.5.1. Activity Performance by Account Class

5.5.2. ATSI Activity

5.5.3. Clinical Activity Performance Report

5.5.4. TOP N DRG ALL RCH

5.5.5. TOP N DRG Summary

5.5.6. Weekly Rehabilitation BedDays

5.5.7. Weekly WIES

5.5.8. WIES Actual vs Target

5.5.9. YTD Private Separations

5.6 Outpatient Reports

5.6.1. AH VACS Actual vs Target

5.6.2. Medical VACS Actual vs Target

5.6.3. OP Cancellations

5.6.4. OP Reschedules

5.6.5. OUTP Booking Activity by Location

5.6.6. Outpatient Activity Data

5.6.7. Outpatient Attended Appointments

5.6.8. Outpatient Discharges

5.6.9. Outpatient referrals WL

5.6.10. Outpatient Referrals WL CHART Trend

5.6.11. Outpatient Summary

5.6.12. Outpatient Waiting List

5.7 Theatre Reports

5.7.1. Theatre Activity Summary

5.7.2. Theatre Efficiency by Department

5.7.3. Theatre Efficiency By Operating Room

5.7.4. Theatre Late Starts

5.7.5. Theatre Overruns

5.7.6. Theatre Utilisation

5.8 Ward Reports

5.8.1. Activity by WARD

5.8.2. Daily Activity by WARD

5.8.3. Short Stay Unit Report Trend

5.8.4. TOP N DRG by WARD

6. Divisional and Departmental Scorecards

6.1 View different month in the scorecard

6.2 Performance indicators Each KPI has a colour coded symbol in the Target and YTD Target columns to indicate how that indicator has performed against target. The level of performance which triggers each coloured symbol is based on the actual result relative to the target and has been set independently for each KPI.

A green circle indicates a good result, that is the result is on or better than target

A yellow triangle indicates a result not quite up to the expected level of performance

A red diamond indicates an unsatisfactory result

6.3 Trend indicators Each KPI has an arrow in the Trend column. This arrow indicates the trend of that indicator over a pre determined amount of time. Currently this indicator is set to show the trend for the previous 3 months for every KPI.

An arrow pointing upward indicates that the result of the last three months is trending upward.

An arrow pointing downward indicates that the result of the last three months is trending down.

An arrow pointing to the right indicates little variance in the result over the last 3 months.

6.4 KPI definitions

7. Scorecard KPI Reports

7.1 KPI Report navigation

compass user manual – scorecard and reportscompass user manual – scorecard and reports...

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