web viewpdf and word output. csfi012r. finance. residential adult placement agreement letter. ......

BUSINESS INTELLIGENCE SUB-GROUP

Operational Information

Intelligence Category

Types of Information Information Systems Reports

Who Produces This Information and How Can It

be accessed?1. Operational

Information

Information required on a day to day basis by staff to access and record client/patient data, manage and plan their workload and communicate with patients/ clients.

Service User (Social Work)Information

Social Work Information Systems

Systems used within social work are as follows:

careFirst - SW management information system

iWorld – Homelessness management information system

LS/CMI ( Level of Service / Case Management Inventory) – Criminal Justice

CIS (DWP Customer Information System) - Finance and Welfare Rights staff. This system requires special permissions to access.

A number of reports are run on the social work systems which provide information for operational/ management/ /performance purposes as follows:

1. A number of reports can be run directly from careFirst. These are called Actuate reports.

2. A number of Business Objects reports have been developed to cover areas where reports are not available directly from careFirst. It is anticipated that these will be replaced by Infoview reports in due course (see below).

3.Infoview (BI Launchpad) – This system allows users to refresh and manipulate existing careFirst and iWorld reports/data. A number of Social Work staff currently have access to this system and there are plans in place to roll out to all Social Work staff in the near future

Access to systems require user name and password.

Access to reports as follows:

1. Actuate reports produced by end user from Social work systems. Programming by Social Work staff/Access. A list of current Actuate reports can be found in Appendix 1.

2. These Business Objects reports are available on EDRMS and/or sent out by e-mail. They are produced by Social Work staff/Access.

3. A full list of current careFirst and iWorld reports available on Infoview can be found in Appendix 2 and 3 respectively.

1




be accessed?Carers Information

careFirstManual systems

See above See above.

Patient Information (Health)

NHS Information Systems

Systems used within the NHS are as follows:

EMIS Web which is being phased in within community services and replacing CNIS and PIMS (See below).

Community Nursing Information System (CNIS)

Patient Information Management System (PIMS)

Corenet. Used by Primary Care Mental Health Team clinicians to routinely record clinical outcomes.

SCI Gateway/Store. Usedfor the electronic storage and communication of clinical information between Primary and Secondary Care.

NHS Systems Reports

See Appendix 4.

Access to systems require user name and password. Access to reports as follows:

See Appendix 4.

2




be accessed?Clinical Portal. Electronic patient records.

TrakCare. Acute hospital patient administration systemEmergency Care Summary. Provides emergency care clinicians with access to patient data.

Edison. Hospital Discharge system

3

2. Management Information

Intelligence Category Types of Information Information Systems Who Produces This Information

and How Can It be accessed?2. Management Information

Information required by managers on a weekly/monthly basis to assign cases, manage workload, identify exceptions, appraise individual/team performance, & identify development opportunities.

Staffing :

Establishment/Annual Leave/Staff Absence/Expenses/Flexi-time/Registration Information/Policies/Advice & Guidance

Social Work SAP HR PortalFlexi information – Zeus (SWS)SSSC – Registration information (SWS)Scottish Standard Time System - SSTS (NHS)Electronic Employee Support System -eESS (NHS)E-Expenses (NHS)HR Connect (NHS)Manual Systems (NHS)

All systems require electronic user names and passwords.

Reports for all these areas can be run by relevant staff from the systems detailed.

Personal development and training record and opportunities.

GOLD (SWS)Learnpro (NHS)SAP (SWS)E-KSF (NHS)Senior Managers Online Performance Management System (NHS)

All systems require electronic user names and passwords.

Budgetary Performance SAP (SWS)4 weekly budget monitoring reports (SWS)CedAr Financials with Boxi used for Reporting and Monthly Finance Reports produced (NHS)

Finance staff directly access system.Line managers get monthly budget statements produced by finance.

Team Workload/ Activity/ Throughput/Performance

See Table 1 above See Table 1 above

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3. Performance Information

Intelligence Category Types of Information Information Source

Who is involved in producing these

reports?

How/Where Can This Information Be

Accessed?3. Performance Information

Information required on a periodic basis to assess organisational performance. This section details the information used within the partnership to assess performance.

Performance information Locally Produced InformationInformation is pulled together within a Corporate Performance report for use by Senior/Locality Management Teams and Committees. These are drawn from a variety of local and national sources as detailed below:

Local Health Sources

-Performance Dashboards-Sharepoint/Central Information Centre

-Local Information Systems

Local Social Work Sources

See Table 1 abovePerformance Dashboards (SW) – Childrens/Adults

Business Development

-Central Business Intelligence Teams

- Service Leads- South Locality Staff

Business Development and other staff across Social work and Access.

Joint Performance reports due for management teams/committees and distributed widely. Available on Partnership website

Access granted by Central Business Intelligence Teams who can provide links and control access.

- Available on request

- Available on request

5



reports?


Accessed?Glasgow Community Planning Partnership (CPP)

Alcohol and Drug Partnership (ADP)

Nationally Produced Performance Information

National Integration Indicators

Health and Care Experience Survey

See National Submissions and Outputs document on the information returns provided by the partnership to national organisations, which they use to produce a range of statistics.

Community Planning Partnership/Council Chief Executives Office

NHS/SW Addictions Partnership Staff

ISD

Scottish Government

See National Submissions and Outputs document

CPP Performance Management Framework (PMF):https://www.glasgowcpp.org.uk/performance

Glasgow City ADP performance report:https :// www.glasgow.gov.uk/index.aspx?articleid=18428

http://www.isdscotland.org/Health-Topics/Health-and-Social-Community-Care/Indicators-Secure/(Password Restricted)

www.gov.scot/Topics/Statistics/.../ Health / GPPatient ExperienceSurvey

See National Submissions and Outputs document

6

http://www.isdscotland.org/Health-Topics/Health-and-Social-Community-Care/Indicators-Secure/



https://www.glasgow.gov.uk/index.aspx?articleid=18428



https://www.glasgowcpp.org.uk/performance





reports?


Accessed?Financial/Budgetary Information

Internally Produced Finance Reports for Management Meetings/Committees by Finance Teams

NHS/Social Work Finance Departments

Reports done for management teams and Committees and distributed widely..

Clinical/Care governance/Quality assurance

Datix system: Incidents, Risk Register, Complaints, Claims (NHS)

Care Inspectorate Reports (SWS)Reports for SW Governance Board: critical incidents and action plans, output of self-evaluation and audit, SSSC Staff Registration

Partnership Staff Performance monitoring reports

Commissioning/Contract Management Information

Manual Systems (Monitoring log, Contracts log are on EDRMS)

Business Development Reports for quarterly monitoring of performance.

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4. Strategic Information



reports?

How Can This Information Be

Accessed?4. Strategic Information

Information required by senior managers to inform longer term strategic planning and service developments.

Performance information See Table 3 above

Strategic Analysis for example, currently receiving assistance to support the development of the unscheduled care plan. The aim is to provide an analysis of unscheduled care activity at practice / locality and city wide to create a monitoring framework to support the action plan.

See Table 3 above

ISD Local Information Support Team worker

See Table 3

On request

Audit Information Internally produced audit reports

Audit Scotland

Care Inspectorate


Audit Scotland

Care Inspectorate

On request

Website

Website

Financial information NHS/Social Work Expenditure

Health and Social Care Integrated Resource Framework (IRF)

Internal financial systems

ISD

IJB budget reports – on website.

Made available to each partnership and on secure website

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reports?


Accessed?Demographics and Trends (e.g. population, housing, disease, deaths)

Scottish Public Health Observatory (ScotPHO) Health and Wellbeing Profiles

Understanding Glasgow Profiles

Social Work Area Demographics Data CompendiumSEPT 2014

Scottish Index of Multiple Deprivation (SIMD)

Glasgow Household Survey

Glasgow Health and Wellbeing Survey

Glasgow Health and Wellbeing Schools Survey

ISD/NHS Health Scotland

Glasgow Centre for Population Health


Scottish Government

Glasgow City Council

NHS Greater Glasgow & Clyde


http://www.scotpho.org.uk/

http://www.understandingglasgow.com/profiles

http://connect.glasgow.gov.uk/CHttpHandler.ashx?id=25916&p=0

http://www.gov.scot/simd


http://www.nhsggc.org.uk/your-health/public-health/public-health-resource-unit/research-and-evaluation/reports-library/?id=240795

http://www.nhsggc.org.uk/media/236921/

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http://www.nhsggc.org.uk/media/236921/nhsggc_ph_glasgow_city_schools_health_wellbeing_survey_2014-15.pdf








http://www.gov.scot/simd







http://www.scotpho.org.uk/



reports?


Accessed?Glasgow Director of Public Health Annual Report


nhsggc_ph_glasgow_city_schools_health_wellbeing_survey_2014-15.pdf

http://www.nhsggc.org.uk/your-health/public-health/the-director-of-public-health-report/

Staffing/Workforce Planning Information

Local HR Systems

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Appendix 1: List of careFirst Actuate reports

Care Group Name of Report Report Description Report Code Name

Addiction Services

SMR25 - Validation Tool (Addiction Assessment) Part of SMR25 - Addiction. PDF Output CSAD001R

Children and Families Acknowledgement NOC Letter Letter output from the Children’s Screening Form - outlining the

outcome of a Notification of Concern. Word Output CSCF008R

Children and Families CLA Report List of children looked after/accommodated by GCC CSCF010R

Children and Families

CP Changes and Enquiries(4:45 Standby) CSV Output CSCF013R

Children and Families CP Invite Decision Letter A Child protection Letter Invitation or Decision Letter CSCF007R

Children and Families CP Minute Outputs Output of CP Minute format layout which affords the minute

template to be multipurpose. CSCF001R

Children and Families CP Register Report List of children on the Glasgow Child protection Register. CSV

Output. CSCF012R

Children and Families eYLS Aggregate Report Pulls together the scores for a range of young people for analysis.

CSV Output CSCF005R

Children and Families eYLS Output Output of eYLS Risk Assessment. PDF Output CSCF004R

Children and Families GIRFEC Assessment Output Output of GIRFEC Assessment format layout which affords the

assessment to be multipurpose CSCF002R

Children and Families GIRFEC Assessment Output Output of GIRFEC Assessment format layout which affords the

assessment to be multipurpose. PDF & Word Output CSCF002R

Children and Families User Defined Child Chronology User defined to meet the needs of the CP procedures and provide

workaround in 6.10 for functionality available in 6.11. Word Output CSCF006R

Finance Authorised Commitments All Authorised Commitments recorded. CSV Output CSFI007R

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Finance Calculation of Residential Weekly Charge Provides Details of Service Users Residential Calculation CSFI014R

FinancecareFirst Creditor Invoice Listing (Carefirst Invoice) Compares provider payments against paper invoices received.

Integral part of Finance Invoicing Process. CSFI001R

Finance carePay Overpayment Letters carePay Overpayment of Allowance Notification. PDF & Word Outputs CSFI006R

Finance carePay Payment Letters carePay Payment Notification (fostering & kinship). PDF & Word Outputs CSFI004R

Finance Client Invoice HistoryAll invoices that have been processed for a given service user id. Used to audit the history of Client payments (on death/discharge/interim funding, etc)

CSFI002R

Finance Establishment Budget Listing Provided Financial commitments Per Establishment CSFI005R

Finance Invoice Batch Details Report Detailed report of financials included within overnight careFirst batch. PDF Output. CSFI003R

Finance Non Res Debtor Invoice Exceptions

Displays Debtor Invoices for NR Contributions. Required for issuing 4 weekly Invoices. PDF and Word Output CSFI012R

Finance Residential Adult Placement Agreement Letter

Placement Agreement Letter for Adult Services. PDF and Word Output. CSFI011R

Finance Residential Debtor Invoice Listing

Displays all Debtor Invoices for LA Establishments. Required for issuing 4 weekly Invoices. PDF Output. CSFI013R

Finance Residential Local Authority Placement Letter

Placement Agreement Letter to GCC Establishments. PDF and Word Output. CSFI010R

Finance Residential Outwith Glasgow Placement Agreement Letter

Placement Agreement Letter to Care home Providers outwith Glasgow. PDF and Word Output. CSFI009R

Finance Residential Placement Agreement Letter

Placement Agreement Letter to Care Home Providers. PDF and Word Document CSFI008R

General Alert to Standby PDF Output CSGL008R

General Assigned Activities Report (Activities Report)

Activities Assigned to a Team or Worker within a Team. CSV & PDFOutputs CSGL005R

General Homecare Order Form Report To Order purchased and provided home care services. PDF Output CSHC001R

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General Person Details Report Person details report with addition of new sections for Actuate. PDF Output CSGL002R

General Reablement Report For Reablement Process. CSV & PDF Output CSGL006R

General Referral Report careAssess Referral Assessments started between two dates for a given worker id or given Team Code. CSV Output CSGL001R

General Workers List Reports on Workers and Designations to each Team. CSV Output CSGL009R

General Workload Report (Current Workload) Provides Current Details of Open Events, Activites, etc. CSV output CSGL004R

Information Systems CF Users & Permissions (All) Report to give General user details. Used by Info Sys/ACCESS.

CSV Output. Audit Requirement CSSA002R

Information Systems

CF Users & Permissions (Individual)

Report to give General Individual user details. Used by Info Sys/ACCESS. PDF CSSA001R

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Appendix 2: List of current careFirst reports available on Infoview


Adult Services ASP Provides details of ASP clients plus a range of statistics relating to

volume of activity BOAS015RS

Adult Services ASP Investigation Provides details of clients for whom an ASP investigation eForm

was completed BOAS002RS

Adult Services

PER (Provider Enquiry Report) - Adult

Information required to order services from provider. Collated from SNA, Budget, Review forms BOAS017R


Adult and Generic Services Dashboard

A report containing all pertinent Adult (some Generic Services ) data including facts and figures, data quality issues and performance data

BOAS018R

Children and Families Carer Tracker provides details of prospective foster carers and adopters based on

the carer tracker eForm BOCF001R

Children and Families CF Cases

Provides a tool for children and families managers to ascertain how many cases they have per team and whether or not they are assigned to a worker

BOCF019RS

Children and Families CF Dashboard A report containing all pertinent children and families data including

facts and figures, data quality issues and performance data BOCF028R

Children and Families CF Placement Comparison Report to be used to address data quality issues in relation to

children looked after placement details and service agreement BOCF025R

Children and Families Child Plan Collates information from Child/Young Persons Plan BOCF002R

Children and Families Childrens Rights Provides children’s rights team with data about their clients based

on completed cf request for a service eForm BOCF011RS

Children and Families CLA All Trend analysis of looked after children. Providing a data dump for

further analysis e.g. ad hoc requests, iFOIs BOCF003RS

Children and Families CLA - Current Trend analysis of current looked after children. Providing a data

dump for further analysis eg ad hoc requests, iFOIs BOCF030R

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Children and Families CLA Extract Batch Report FTP for Seemis CFIV014

Children and Families CP Investigations To analyse child protection investigations and provide a tool to

manage the throughput of CP investigations BOCF023RS

Children and Families CP Registrations - All A tool to analyse child protection registrations as well as providing

a very basic current child protection register BOCF021R

Children and Families CP Registrations - Current Report can be used to tidy up data quality issues. Allows

monitoring and management of the child protection register BOCF014RS

Children and Families FFC and LAC Carer Details Tool for monitoring and managing Foster Carers and the Children

they care For BOCF024RS

Children and Families Junior ISA Tracker Citywide report identifying Young People who are eligible for Junior

ISA BOCF017R

Children and Families LCS Tracker Provides information on current LCS Service Users BOCF012R


Norm Admin Screening Information Norm admin screening information eForm data BOCF018RS


PER (Provider Enquiry Report) - CF

Information required to order services from providers. Collated from GIRFEC and Child Plan BOCF029R

Children and Families SCRA Provides details of Clients for whom a SCRA Report has to be

written BOCF009RS

Children and Families Vulnerable Young Persons Provide an operational report to allow managers to identify

vulnerable young people that they need to work with BOCF022RS

Criminal Justice Bail Information Statutory Return Aggregate Report BOCJ002R

Criminal Justice Bail Supervision Order Statutory Return Aggregate Report BOCJ003R

Criminal Justice C2 Statutory Return Aggregate Report BOCJ004R

Criminal Justice CBS Breach Review Outcomes

To track and where beaches and reviews have been submitted for all Community payback orders where a court outcome has not been received.

BOCJ043R

Criminal CJC Aggregate Return Statutory Return Aggregate Report BOCJ001R

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Justice

Criminal Justice CJC CPO Throughput

Overview of throughput of Community payback orders assigned to each team and by type and level BOCJ055R

Criminal Justice CJC FWO 2015 Report listing Fiscal Work Orders and data required by Scottish

Government BOCJ005R

Criminal Justice CJC Reports Throughput Provides overview of Throughput in relation to CJ reports to court

by month in table format BOCJ057R

Criminal Justice CJC Revoked Orders Allow identification of records where data tidy up required for

Statutory Return BOCJ061R

Criminal Justice

CJC RRQ and Disposals DQ Admin

Required for CJ Statutory Return to assist Admin Staff with Data Quality issues BOCJ064R

Criminal Justice CJC RRQ No Disposal Required for CJ Statutory Return and to identify RRQ where no

disposal is recorded or linked by complaint number BOCJ056R

Criminal Justice

CJC Throughcare Custody and Licence Throughput

Provides an overview for managers re throughcare custody and community licences by month BOCJ058R

Criminal Justice CJC Throughcare Quality Check Statutory Return Aggregate Report BOCJ060R

Criminal Justice

CJSWR linking Case ID to Disposal Report returns CJSW report requests submitted and their disposal BOCJ044R

Criminal Justice

CJSWR Performance Report Universe

Performance Report listing all CJSWR's and KPI data made in financial year and circulated to teams fortnightly BOCJ009R

Criminal Justice Conduct Requirement Notes Data Quality Report to list notes recorded against CPO

Requirements BOCJ035R

Criminal Justice Contacts By Court Staff Statutory Return Aggregate Report BOCJ010R

Criminal Justice CPO Caseload

Provides teams with information on current CPO orders with supervision requirement reporting on active and inactive orders – the latter require to be closed down

BOCJ048R

Criminal Justice CPO Stats Data Quality Operational Report BOCJ011R

Criminal CPO Template Data Quality Operational Report BOCJ012R

16


JusticeCriminal Justice CPO ULR (2015-2016 Working

report) Statutory Return ULR Report with validations BOCJ053R

Criminal Justice

CPO ULR (2016-2017 Working report) Statutory Return ULR Report with validations BOCJ063R

Criminal Justice

CPO ULR Retrospective End Dates

CJ statutory return where orders that were reported in stage 2 of the return are missing from the current return as order closed in retrospect

BOCJ054R

Criminal Justice CPO Unpaid Work Data quality report listing all stages of CPO's to be included in ULR

and assists with data tidy up's and corrections BOCJ036R

Criminal Justice CPO UPW HRS Remaining Data Quality Operational Report BOCJ015R

Criminal Justice Diversion Statutory Return Aggregate Report BOCJ016R

Criminal Justice Diversion Performance

Recording data for Diversion Orders specifically in relation to key performance indicators and ensure local teams are updating data routinely and timeously

BOCJ045R

Criminal Justice DTTO Caseload Allows managers overview of workload and Allow identification of

records where data tidy up required BOCJ047RS

Criminal Justice DTTO Unit Level Return To produce report required for DTTO CJ statutory return BOCJ059R

Criminal Justice KPI Attendance 7 Days Quarterly KPI's measuring 1st attendance at placement BOCJ066R

Criminal Justice LSCMI LSCMI risk assessments recorded on LSCMI tool and scj6 BOCJ020R

Criminal Justice

Orders and req exceeding end not waiting court outcome

Details all open orders where the requirement or disposal has exceeded expected end date BOCJ042R

Criminal Justice

Purchased Personal Placement Split

Provides information on all UPW open requirements and whether the placement is squad or personal placement BOCJ050R

Criminal Justice Significance Statutory Return Aggregate Report BOCJ023R

17


Criminal Justice TC1 3b 04-05-2016 Statutory Return Aggregate Report BOCJ052R

Criminal Justice TC4 HDC VA1 04052016 Statutory Return Aggregate Report BOCJ051R

Criminal Justice Throughcare Aggregate Statutory Return Aggregate Report BOCJ049R

Criminal Justice ULR Stage 1 2 3 Unit Level Return BOCJ027R

Criminal Justice UPW Absence Pattern

Details all attendances/absences at unpaid work placements allowing managers to ensure that compliance issues are dealt with in accordance with the legislation and to support the practice of ensuring that placements are appropriately used and fully utilised

BOCJ041RS

Criminal Justice UPW Caseload Report Provides Teams with a list of all open UPW caseloads BOCJ029R

Criminal Justice UPW CMS Summary of open UPW requirements and the current status of

placements and hours remaining BOCJ040R

Criminal Justice

UPW DQ req successfully completed hrs remaining

Statutory Return ULR Report listing UPW req completed successfully but with hours remaining on the placement BOCJ033R

Criminal Justice

UPW exceeds expected end date - not waiting breach /review

Open orders which have exceeded the exp end date and is no awaiting a breach or review outcome BOCJ037R

Criminal Justice UPW Req Completed on Time Performance reporting for Criminal Justice and is necessary for the

internal quarterly KPI’s provided to the Director BOCJ039R

Criminal Justice

UPW req expected end dates and reason not completed to timescale

Statutory Return ULR Report with req's completed successfully but require a reason not completed to timescale BOCJ034R

Finance Admission and Discharge - LA Admission & Discharges for current Financial year. For Local Authority Provided by Month, Service Type BOFI022R

Finance Admission Data - OP Admission Details for specified period for Elderly Purchased Service BOFI002R

Finance Admissions and Discharges - OP

Admission & Discharges for current Financial year. For Elderly Purchased Calendar Provided by Month, Service Type BOFI001R

Finance Balances Identifies outstanding balance at year End (Current year) for Elderly BOFI047R

18


Purchased Services.

FinanceCalculation of Residential Weekly Charge – Residential Shows multiple Residential Calculations for a specified Client BOFI026R

Finance carePay Allowances DQ Identifies DQ issues with carePay Allowances BOFI027RFinance carePay Transactions carePay, data specified report on Allowance Status BOFI008R

Finance Commitment Adult ServicesIdentifies Services, Costs. Weekly Breakdown Gross/NET. Annual Breakdown Gross/NET. Project for NFY Gross/NET. Personalisation & Adult Services. Scheduled Nightly

BOFI028R

Finance Creditor Extract Figures Running total for Financial Year of Creditor Payment Extracted for Adult & Elderly Services. Scheduled Weekly BOFI013R

Finance Creditor Payment Exceptions - CET

Details of Exceptions for Creditor Invoice Payments (CET Payment Calendar Only) BOFI046R

Finance Creditor Payment Schedule Creditor Invoice Details. Supplier Shortcode and Invoice Number/ID BOFI006R

Finance Creditor Payment Schedule - Abbrev

Creditor Invoice Details. Supplier Shortcode and Invoice Number/ID BOFI048R

Finance Creditor Payment Schedule - CET

Creditor Invoice Details. Details Payments made to Provider (CET Payment Calendar Only) BOFI041R

Finance Day Care Services - OP Identifies current Day Care Services Clients for Older People BOFI030RFinance Debtors Database Update Provides Debtors Client Info for updating primary debtors database. BOFI015R

Finance Deceased Debtors List of all Deceased Clients with open/authorised Contributions. Scheduled nightly BOFI035R

Finance Direct Payments Address Details

Current Direct Payment Clients (including Personalisation Direct Payment) with Address Details BOFI014R

Finance Eforms Summary - Personalisation

List of Clients who have current Personalisation eForms and identifies stage of process includes Budgets BOFI025R

Finance Financial Audit DQIdentifies changes made previous day to Service Agreements, Contributions, Fin Details, Res/Non Res Calcs. Provides LID of person updating system.

BOFI039RS

Finance Financial Placement Issues - OP Elderly purchased Financial Placement Issues, identified by Activity BOFI020R

19


Finance Financial Year End Financial assessment rules and rates for financial year end updating BOFI049R

Finance HC ILF Rule - DQ Data Quality Report - Current HC Clients who have a Non Residential Calculation Rule of ILF BOFI019R

Finance HC Unauthorised Closures Displays Unauthorised Service Agreements which have been ended for Provide Home Care BOFI015R

Finance Identify User Team Prompt for User ID, returns Name and Team for Personalisation BOFI021R

Finance Kinship Allowances 2016 List of Carers/Young People, calculates Allowances Amount and Backdated Monies owed. BOFI043R

Finance Kinship Continuations List of Kinship Carers & Child / Young Person BOFI034R

Finance NR Calculation Taper To enable finance staff to impact the change to non-residential calculations by amending the calculation taper value BOFI042R

Finance NR Initial Charge Letter An Individual Initial Charge Letter for clients receiving a Non Residential Service BOFI003R

Finance NR Interim Income Letter An Individual Interim Income Charge Letter for clients receiving a Non Residential Service BOFI004R

Finance NR Personal Care - DQ DQ - Identify service users who have Personal Care agreements recorded incorrectly ie Aged 65 recorded as PD instead of OP BOFI032R

Finance NR Review Letter An Individual Review Charge Letter for clients receiving a Non Residential Service BOFI005R

Finance NR Service Agreements Identifies current Non Residential Service Agreements, Authorisation Status and Tasks BOFI031R

Finance Outstanding Provider Payments Creditor Invoice Line items which are not attached to an Invoice. By Supplier & Calendar (Also Scheduled Per Calendar) BOFI029R

Finance Post Office Reject File Client Details for given Debtor reference Numbers for Post Office Reject File BOFI007R

Finance Residential Contributions - LA Details LA Residential Contributions to compare with LA Board System BOFI033R

Finance Who Made The Batch Identifies name of person who requested Financial Batch BOSA029RGeneral Activity Throughflow Activities For specified Period BOGL006R

General eForms and Activities Completed

Identifies throughput of work, how long it took to complete tasks, data quality issues BOGL017R

20


General eForms and Activities Open Provides a tool for social work staff to identify workload, overdue work, data quality issues DQ BOGL014R

General eForms referral Data Excel output with details of all referral eForms completed between 2 dates BOGL001RS

General Open work Ex-Employees Provides a report which lists open work which is allocated to workers no longer employed by social work BOGL021R

General OT Clients and Statistics Provides data relating to current OT waiting list which allows allocation of cases BOGL022RS

General Outstanding Meetings Provides a list of meetings which have not concluded BOGL015RS

General Service Users Deceased - Open Work

DQ Provides a list of deceased clients who have open work and +/or a current primary relationship to a team +/or worker BOGL013RS

General Social Care Direct To provide Social Care Direct with an operational tool to allow the tracking of eforms and performance of the service BOGL004RS

General SWS Staff - Current List of current social work staff with team details etc. BOGL023RSGeneral Workload Team All current work held by social work teams BOGL020R

General Workload Worker Identifies their caseload, what work is due to be completed, what is outstanding BOGL018RS

Improving the Cancer Journey (ICJ)

ICJ Activity by Diagnosis Primary Diagnosis by Referral Activity for Macmillan. BOICJ001R

ICJ ICJ Additional Diagnosis Additional Diagnosis for clients where primary diagnosis is form of cancer BOICJ002R

ICJ ICJ Additional Visits Outcomes and actions from Additional Visits to Clients for Macmillan BOICJ004R

ICJ ICJ Additional Visits Duration How long Additional Visits took and location for all clients per time period for Macmillan BOICJ005R

ICJ ICJ Age Range Identifies Age Range for all clients for Macmillan. Over given time period displayed by month BOICJ006R

ICJ ICJ Care Plan Client Concerns, actions and referral information for individual client. To be attached to letters for Macmillan BOICJ007R

ICJ ICJ Carer Assessment Identifies if Carer Assessment is offered and accepted or declined for Macmillan BOICJ009R

21


ICJ ICJ Carer Responsibility Identifies Carers who have diagnosis of cancer with responsibilities for Macmillan BOICJ008R

ICJ ICJ Co-Morbidty Identifies other diagnosis/Illness for all clients for Macmillan. Over given time period displayed by month. BOICJ011R

ICJ ICJ Concerns Identifies the concerns for all clients for Macmillan. Over given time period displayed by month BOICJ012R

ICJ ICJ Ethnicity Identifies the Ethnicity for all clients for Macmillan. Over given time period displayed by month. BOICJ013R

ICJ ICJ EvaluationProvides a tool for ICJ project to determine if they are focussing their resources on appropriate issues and whether or not clients are satisfied with the service they received

BOICJ036RS

ICJ ICJ Financial Issues Identifies Financial problems for all clients for Macmillan. Over given time period displayed by month BOICJ015R

ICJ ICJ Gender Identifies Gender for all clients for Macmillan. Over given time period displayed by month BOICJ017R

ICJ ICJ GP LetterA Letter for the client's GP summarising the Holistic Needs Assessment, concerns raised and the plan of action for these concerns

BOICJ018R

ICJ ICJ GP Practice LetterA Letter for the client's Practice summarising the Holistic Needs Assessment, concerns raised and the plan of action for these concerns

BOICJ019R

ICJ ICJ HNA Identifies concerns for all clients for Macmillan. Over given time period displayed by month BOICJ032R

ICJ ICJ HNA and Plan Allows management of assessments and planning; provides a profile of clients and their needs. BOICJ035RS

ICJ ICJ HNA Duration Identifies duration of concerns for all clients for Macmillan. Over given time period displayed by month BOICJ020R

ICJ ICJ HNA Visit by Month Identifies number of visits for all clients for Macmillan. Over given time period displayed by month BOICJ021R

ICJ ICJ HNA Visits Identifies location and duration of visits for all clients for Macmillan. Over given time period displayed by month BOICJ022R

ICJ ICJ Household Composition Identifies Household Composition for all clients for Macmillan. BOICJ023R

22


Over given time period displayed by month

ICJ ICJ Mobility Issues Identifies Mobility Issues for all clients for Macmillan. Over given time period displayed by month BOICJ024R

ICJ ICJ Onward Referral Identifies Onward Referral, all clients for Macmillan. Over given time period displayed by month. BOICJ025R

ICJ ICJ Outcomes Identifies Outcomes all clients for Macmillan. Over given time period displayed by month. BOICJ026R

ICJ ICJ Primary Diagnosis Identifies Primary Diagnosis all clients for Macmillan. Over given time period displayed by month BOICJ027R

ICJ ICJ Ref End to HNA Start Identifies time given between Referral and HNA. All clients for Macmillan. By Month BOICJ028R

ICJ ICJ Referrals Provides management and data quality of referrals to ICJ providing a profile of Service User and their needs. BOICJ034R

ICJ ICJ Service User Additional Visit Letter Client Letter with outcomes and actions of meetings for Macmillan BOICJ003R

ICJ ICJ Service User Letter A Letter for the client summarising the Holistic Needs Assessment, concerns raised and the plan of action for these concerns BOICJ010R

Information Systems Access Restrictions - All All Restricted Files and who has access BOSA001R

Information Systems

Access Restrictions - Service User Individual Restricted File and who has access BOSA002R

Information Systems Address Not on System Report on Address Types XXXXX Address Not on System to allow

Helpdesk staff to update the Gazetteer for new builds etc BOSA003R

Information Systems CA Qsets Linked to QSA Reports eForms a particular Question Set is attached to. BOSA018R

Information Systems CA Question Set Applications Report on Setup of eForms BOSA006R

Information Systems CA Question Sets Report on Setup of Question Sets BOSA005R

Information Systems CA Section Titles Report on Section Titles within setup eForms BOSA007R

23


Information Systems CA Triggers Report on Triggers set up within eForms BOSA004R

Information Systems CF6 Logins All Users with an active CF6 Login and their Groups BOSA008R

Information Systems CF6 Logins Individual User Reports on Individual Users and their Groups BOSA009R

Information Systems Civil Emergencies List All People on the system at a specific address BOSA010R

Information Systems CJC Offence Ranking

List of offences already on the system making it to select next available number and ensure no missing ranking information or duplicate offences.

BOSA023R

Information Systems Female with Title Mr Identifies Gender with wrong title BOSA011R

Information Systems Glasgow Boundary Identifies addresses in careFirst that do not have the out of

borough indicator checked BOSA022R

Information Systems Locked Action Plans Identifies Action Plans that are currently locked because users

have come out of the screen inappropriately BOSA012R

Information Systems Male with Title Mrs or Miss Identifies Gender with wrong title BOSA013R

Information Systems

Meeting Invitees For Person Deletion Requests

Prior to deleting a person ID, this report will identify where the ID is attached to the meeting screen as the invitee. BOSA014R

Information Systems Meetings No Actual Date Lists all Closed Meetings with No Actual Date, caused by a

previous bug BOSA015R

Information Systems Missing Persons List Lists all clients with a Missing Persons Role BOSA016R

Information Systems Oracle Users Reports all CF Users in an Oracle 10G Group BOSA017R

Information Systems Ref Domain Check Allows you to report on Reference Domain Values - Setup Report BOSA019R

Information Systems Relationship DQ

This report has been setup to identify duplicate relationships where multiples should not be allowed but due to a system bug this is happening

BOSA020R

24


Information Systems SAP Number Check Check which user an account pay ref or debtor number has been

allocated to BOFI050R

Information Systems SWS Teams List This lists all Social Work Team Baskets BOSA021R

Appendix 3 – List of live iWorld Reports available on Infoview

Name of Report Report Description Report Code Name

IWorld Rents Reconciliation Invoicing for iWorld BOIW001R

A&RS Current Cases Not Allocated A&RS current applications assigned to "Case not allocated" BOIW002R

Accomm List - All stages incl Questions between Accommodation List - details all stages with answers (only up to 31 Mar 2016, new report will be required for HL3) BOIW003R

ALERTS_Current Current alerts BOIW004R

Appls with deps in temp accomm Current applications with children and temporary accommodation BOIW005R

Assessment Decisions Assessment decisions made within selected dates BOIW006R

Assessment Decisions in last 7 days Assessment decisions made within last 7 days BOIW007R

B&B HAC Review cases Applications with casenote "B&B HAC Review" and indicator when next review is due (28 days) BOIW008R

Case Notes Missing Note Type Cases missing relevant "Initial", "Decision", "Closure" note or the Highlight indicator is missing BOIW009R

Cases not at PH3 Cases not at PH3 BOIW010RClosed Cases between Cases closed between selected date BOIW011R

Closed cases by Outcome and weeks between Cases closed with outcome details and number of weeks to close case BOIW012R

Curr Apps with former tenancy Current applications with a former tenancy and number of days since last case note entered BOIW013R

Current Apps and Advice missing NI Number Current Applications and Advice Cases where person aged 16+ is missing an NI number BOIW014R

25


Current Cases with numbers to be rehoused Current applications with numbers in household BOIW015R

Current Furniture Flag Casenote List of clients with furniture in storage BOIW016R

DQ - Accomm Stages with Tcy detailsData Quality - accommodation stages with discrepancies, i.e. stage equals accommodation not found but there is a tenancy starting same day (up to 31 March 2016 only)

BOIW018R

DQ Current Apps with Missing App Note Type Data Quality - current applications where casenote has no note type BOIW019R

DQ Different Office Codes for HA and S5 Data Quality - different office code recorded against the HA and Section 5 list BOIW020R

DQ Person Notes with Missing Note Type Data Quality - person note is missing a note type BOIW021R

DQ UE Cases with a Current Tenancy Data Quality - application is Under Entry but current tenancy recorded BOIW022R

HA Duty Basket and Flagged Full Duty North East Casework Teams flagged cases where full duty is recorded. BOIW023R

In custody Casenotes For Prison Casework Team - applications with an "In custody" casenote BOIW024R

Last Actions and Rehousing Outcomes Last Actions and Outcomes recorded within selected dates BOIW025R

Last Actions and Rehousing Outcomes in last 7 days Last Actions and Outcomes recorded within the last 7 days BOIW026R

Length of time from appl to closure Length of time from presentation to closure of an application BOIW027R

Live Phase 2 Cases with Decision Codes and days between decision and today

Current PH2 cases detailing decision details and days between the decision and report run date BOIW028R

No Accomm Found incl HHold details between No accommodation found between selected dates (only up to 31 March 2016) BOIW029R

No Accomm Found with HA outcome and tcy detail

No accommodation found with the outcome and tenancy information (only up to 31 March 2016) BOIW030R

26


No Accommodation Found - Morning UpdateOBSOLETE new report to be buildUpdates on cases recorded the previous day as no accommodation available. This report is automated in the morning

BOIW031R

Open tenancies in the last 3 days where a HFHC referral should be made

New tenancies with children present so HFHC referral should be sent. BOIW032R

PH1 PH2 PH3 Apps with Letter details Applications at PH1 PH2 PH3 with details of letters generated BOIW033R

Phase 1 cases 21 days plus Phase 1 applications where it has been more than 21 days since presentation BOIW034R

Phase 1_ UE Print North East Casework Team UE and Phase 1 cases flagged more than 21 days BOIW035R

Phase 2 Cases with 28 Day Flag Phase 2 applications showing the number of days since decision and 28 day flag BOIW036R

Phase 2 Cases with 5 Decision Codes Phase 2 applications and Section 5 status BOIW037R

Phase 2 cases with Over 6 Months highlighted in RED Applications at PH2 for over 6 months BOIW038R

Presentations by age gender ethnicity Presentations with stat tables breakdown by Age, Gender, Ethnicity BOIW039R

Presentations by Service Point Presentations by Service Point BOIW040RPresentations outhwith Glasgow and Assess Decision Presentations outwith Glasgow and Decision BOIW041R

Timescales and average for closing cases Timescales for PH1 PH2 and PH3 of an application BOIW042R

Assessment Decisions Made and Letters Sent Assessment Decisions made with letters sent and length of time to generate letter BOIW043R

Current Apps with a careFirst ref Current applications with careFirst ref against main applicant BOIW044R

DQ Advice Outcome is ERROR Data Quality - Advice cases has outcome of ERROR (this should only be used by Helpdesk staff) BOIW045R

27


EDRMS - Curr and Prev Apps Current and previous applications within last 5 years for adding to EDRMS BOIW046R

EDRMS Person details with cF ref and current appl Person details with cF ref and a current application EDRMS BOIW047R

HL2 - Part A Report for generating stats for HL2 part A BOIW048RHL2 - Part B Report for generating stats for HL2 part B BOIW049RHL2 - Part C1,2,3,4,5,7 (No of Households incl deps) Report for generating stats for HL2 part C BOIW050R

HL2 - Part C1,2,3,4,5,7 (Pregnant no Deps) Report for generating stats for HL2 part C BOIW051R

HL2 - Part C6 Womens Refuge Report for generating stats for HL2 part C BOIW052R

HL2 - Part C7 (Linkup_Stopover_Drug Crisis) Report for generating stats for HL2 part C BOIW053R

Job Roles and Action Groups Security config - job roles and action groups BOIW054R

Monthly 1 - 8 No of Presentations & where property is own & No of Assessments

Report for generating figures for Sharon Wearing’s Financial Highlights report BOIW055R

Monthly Accumulative Homefinder Outcomes 01-04-15 Accumulative Homefinder outcomes for current financial year BOIW056R

Monthly Accumulative S5 RSL Outcomes 01-04-15 Accumulative RSL outcomes for current financial year BOIW057R

Monthly Closed Cases with a Current TenancyClosed cases with a current tenancy - part for information (Interim cases) and part for data quality (tenancy has been created against a PH3 application)

BOIW058R

Monthly No of Presentations at HAC Monthly presentations to HAC BOIW059R

Monthly Rough Sleepers Monthly applications with rough sleeping indicators. BOIW060R

Monthly Rough Sleepers with children Current applications with children that have rough sleeping indicator BOIW061R

Monthly Void Turnover Monthly void turnover report BOIW062R

28


PI 2015-16 A_No of Households in B&B with deps Performance Indicator BOIW063R

PI 2015-16 A_No of Households in B&B with Pregnant no Deps Performance Indicator BOIW064R

PI 2015-16 Average Length of Tenancies Ended Performance Indicator BOIW065R

PI 2015-16 Completion of Duty Performance Indicator - length of time to make decisions BOIW066RQuarterly Homefinder Outcomes Quarterly Homefinder Outcomes BOIW067RQuarterly Section 5 Outcomes Quarterly Section 5 Outcomes BOIW068RRents Year End - Rental Admin Units property check To Be Confirmed BOIW069R

Rents Year End - Rental Attribute property totals To Be Confirmed BOIW070R

Rents Year End - Rental Elements property check To Be Confirmed BOIW071R

Rents Year End - Service Charge Elements property check To Be Confirmed BOIW072R

Rents_No Title DQ Report to show clients that don’t have Title recorded as this is required for transfer of data to SAP. BOIW073R

Section 5 status with HA and Tenancy details Current Applications with S5 status and tenancy details / no tenancy BOIW074R

SHR ARC Charter_Id 02_No of Service users with a disability To Be Confirmed BOIW075R

SHR ARC Charter_Id 25_Av length of time in temp accom by type To Be Confirmed BOIW076R

SHR ARC Charter_Id 26 and 27 (i) No holds requiring temp accom To Be Confirmed BOIW077R

SHR ARC Charter_Id 26 and 27 (ii)_(iii) No hholds where offer was made_refused To Be Confirmed BOIW078R

29


SHR ARC Charter_Id 28 Satisfaction survey To Be Confirmed BOIW079R

System Admin System admin report detailing users and job roles BOIW080R

Weekly Current Apps and Advice Per Team Detailed report with current applications and advice cases including S5 info, run every Monday BOIW081R

A&RS Housing Advice cases Asylum & Refugee Team list of all Housing Advice Cases BOIW082R

Advice Case Event Details for review Advice Case details when notes are required for a review conference BOIW083R

Advice Cases Total number of advice cases for each service point between 2 dates BOIW084R

Daily Advice Cases per Advice Duty NECCT North East Casework Team Advice Cases to be closed or passed to Duty. BOIW085R

DQ Advice Cases with or without Reception Events

Data Quality - advice cases with or without a reception casework event BOIW086R

DQ PREVENT No Advice Worker Data Quality - advice cases with no advice worker (RAI status) BOIW087R

PREVENT Prison Advice Case by questions Prison Advice Cases showing question details BOIW088R

PREVENT Prison Advice Case DQ report Data Quality - Prison Advice cases with missing details BOIW089R

PREVENT Prison Advice Cases by Worker Prison Advice Cases by worker (tab for each) BOIW090R

PREVENT Prison Advice Cases Open_Closed Prison Advice Cases status BOIW091R

S11 CHCP Report Section 11 cases BOIW092R

Number of Advice cases closed during period List of advice cases closed between 2 dates BOIW093R

Number of Advice cases received during period List of advice cases received between 2 dates BOIW094R

Number of Live Ho_Advice Cases List of live advice cases BOIW095ROpen Cases with a current tenancy_including length of Time

Performance report current homeless assessments with a current tenancy. BOIW096R

30


All TFF Properties Property reconciliation report for Finance BOIW097R

GSWR005 Occupied Furnished Flats Occupied Furnished Flats (replicates system report) BOIW098R

List of current TFFs List of current Temporary Furnished Flats BOIW099R

01_Current Tenant Arrears Details Report To Be Confirmed BOIW100R

01a_Former Tenant Arrears Details Report To Be Confirmed BOIW101R

02_Housing Benefit Allocation Report Every Thursday to reconcile HB BOIW102R

03_Current Rent Accounts Report To Be Confirmed BOIW103R

04_Accounts with Payment Arrangements To Be Confirmed BOIW104R

05_Factorial Statement_Period End Arrears To Be Confirmed BOIW105R

05_Factorial Statement_Reconciliation with Hsng Benefits

To Be ConfirmedBOIW106R

05_Factorial Statement_Total Adjustments To Be Confirmed BOIW107R

05_Factorial Statement_Total Cash Paid To Be Confirmed BOIW108R

05_Factorial Statement_Total HB Paid To Be Confirmed BOIW109R

05_Factorial Statement_Total Rent Due (Effective Date)

To Be Confirmed BOIW110R

05_Factorial Statement_Total Write Offs made To Be Confirmed BOIW111R

05_Factorial Statement_Void Loss periods To Be Confirmed BOIW112R

06_Former Tenants within A Hostel To Be Confirmed BOIW113R

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07_B&B Tcys with Total Debit Transactions To Be Confirmed BOIW114R

08_Total Debit_HB_Pay Transactions for RAC To Be Confirmed BOIW115R

09_Accounts with possible breaks in HB To Be Confirmed BOIW116R

10_All HB Transactions for an account To Be Confirmed BOIW117R

11_New Arrivals within A Hostel New Hostel tenancies within specified start dates BOIW118R

12_ All Occupied Rooms within a given Project To Be Confirmed BOIW119R

14_DOB Report per Hostel To Be Confirmed BOIW120R15_ Hostel Occupancy Levels To Be Confirmed BOIW121R16_ Hostel Residents Date of Entry & Length of Stay

DOB for all current hostel clients detailing tenancy information and application reference BOIW122R

17_'Move On' Details for Hostel Leavers (tcys ended) To Be Confirmed BOIW123R

18_New Rent Accounts Occupancy Report Run daily. BOIW124R

19_Ended Rent Accounts Occupancy Report To Be Confirmed BOIW125R

20_Overdue rent payments for current accounts in Projects


21_Arrears Actions at a status of PENDING To Be Confirmed BOIW127R

22_Current Private Hotel Tenancies To Be Confirmed BOIW128R

23_Current tenancies without a rent account To Be Confirmed BOIW129R

24_iWorld Accounts linked to SAP account To Be Confirmed BOIW130R

25_Private Hotel nightly usage To Be Confirmed BOIW131R

32


27_B&B tcys over 3K To Be Confirmed BOIW132R28_Arrears Info Actions To Be Confirmed BOIW133R29_New Tenancies List To Be Confirmed BOIW134R30_EOT in last 3 days To Be Confirmed BOIW135R31 New B&B Tenancies List To Be Confirmed BOIW136R

32_Ended_Expected to End Tenancies To Be Confirmed BOIW137R

33_Current Tenancies List To Be Confirmed BOIW138R

34_Apps with Question on Welfare Reform To Be Confirmed BOIW139R

35_Suspended Arrears Accounts To Be Confirmed BOIW140R36_Arrears Actions - Arrears & Reminder Letters to be Printed


37_Voids with a ZB status To Be Confirmed BOIW142R

38_Hostel Cash Reconciliation Report Run every Friday. BOIW143R

39_Year End - Tenancy Rates for Academy Output will detail all current open tenancies with corresponding rates per admin year (depending on criteria) BOIW144R

Arrears Latest Action with Assigned Worker To Be Confirmed BOIW145R

Cancelled Rent Accounts To Be Confirmed BOIW146RCurrent Void Properties v2 To Be Confirmed BOIW147RUniversal Credits report To Be Confirmed BOIW148R

Applicants by Letting Communities RSLs To Be Confirmed BOIW149R

Applicants by Letting communities Wheatley Group (from Lets)

To Be ConfirmedBOIW150R

Current Cases with S5 Decisions Current applications with Section 5 Decisions BOIW151R

DQ PH3 with Section 5 Under Entry Data Quality - Phase 3 application but Section 5 is Under Entry BOIW152R

33


Last Action GHA_RSL Tenancy S5 Reconciliation

Last Action of GHA_RSL Tenancy - to be used for Section 5 reconciliation exercise BOIW153R

Quarterly Section 5 Outcomes Quarterly Section 5 Outcomes BOIW154RS5 Homefinder Outcomes Section 5 Homefinder outcomes for selected dates BOIW155RS5 Refs sent and decision details Section 5 Referrals sent and decision details BOIW156R

S5 Refs sent to GHA Section 5 Referrals sent to GHA - report scheduled for Thursday morning to pick up referrals in last 7 days for post-strike action BOIW157R

S5 RSL Outcomes Section 5 RSL outcomes for selected dates BOIW158RSect 5 Offers Refused by Service user in Temp Accom

Section 5 offers refused by service user who are currently in temporary accommodation BOIW159R

Section 5 Pending referrals Section 5 referrals at a Pending status BOIW160RSection 5 Suited Section 5 referrals at a Suited status BOIW161R

Current Tenancies as at Current tenancies as at, enhanced with Welfare Reform tabs BOIW162R

HL2 - B&B pregnant Tenancies in B&B with a pregnant Household member at end of quarter (used by TAAT team for looking at HL2 figures) BOIW163R

HL2 - B&B with deps Tenancies in B&B with a children in Household at end of quarter (used by TAAT team for looking at HL2 figures) BOIW164R

Tenancies Commenced Tenancies commenced within selected dates, enhanced with age, gender and HA outcome BOIW165R

Tenancies Ended for TADS Tenancies ended within selected dates BOIW166RVoid Properties as at Void Properties as at selected date BOIW167RVoid Report GCC002 Current Void Properties (replicates system report) BOIW168R

Daily - No Accommodation Available Details households requiring temporary accommodation BOIW169R

Mediation Referral Monitor To monitor presentations being made by 16-25 year olds where referral to mediation should be made BOIW170R

34


List of Clients to be ReferredNew Section 5 Referrals created by caseworkers for Housing Access Team to make referrals to Housing Providers.Age and Disabled Question added to report

BOIW171R

Referral Capacity Report Traffic light report to provide information for Prospects Interview for Social Care Workers. BOIW175R

Queuing Report for Housing AccessReport will queue clients in Resettlement Plan Date Signed order and will 4 preferred rehousing sub areas to be chosen for Housing Access Team. Age and Disabled Question added to report.

BOIW176R

RTC Cases with List Status Date List of Clients who are being returned to Caseworker from the Housing Access Team. List Status Reason added to report. BOIW177R

Homefinder Referrals Sent List of clients that have been referred to Homefinder this includes 12 weeks Alerters. BOIW178R

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Appendix 4 – List of Microstrategy DashboardCare Group Name of Report Report Description Source

Allied Health Professionals Referral Waiting Times New referrals by source

Trak

Allied Health Professionals Waiting Times Patient waiting month end

Allied Health Professionals Activity Activity by new, return, group & other

Allied Health Professionals Discharges No discharges and caseload month end

Allied Health Professionals Attendance Attendances by location and by postcode

Allied Health Professionals GP Referral GP Referral RatesAllied Health Professionals Outcomes Outcomes by locationAllied Health Professionals Waits to Offer AHP Referral to 1st OfferAllied Health Professionals Referral Referral by age group and genderAllied Health Professionals Vetting outcome Referrals by vetting outcome

Rehab Rehab Referrals

Referrals by age and genderReferrals by StaffReferrals by sourceReferrals by ServiceReferrals by POD

EMISRehab Rehab Appointments

Attendances, DNA and otherAppointments by staffAppointments by serviceAppointments by POD

Rehab Rehab Pathway History of patient activityRehab Rehab Exceptions Data quality reports

36

Care Group Name of Report Report Description Source

District Nursing Interventions – ABI

For selected GP Practice or Staff members, shows all visits in a selected period with an intervention of 'Alcohol intake' and/or 'Brief Interventions'.

Community Nursing Information System

District Nursing All visits by patient GP practice

Shows all visits on a monthly basis grouped by all GP practices within the selected Area. Can be run for a period up to 1 year.


District Nursing All visits by staff

For all staff within the selected CHP/sector, shows the total number of visits per month recorded on the system (regardless of visit outcome).

District Nursing CHI Lookup

Prompts for a CHI Number and summarises Patient Details, Referrals and Visits. Optionally, a date range can be applied to Referrals and Visits.

District Nursing CHI Lookup (with Visit Notes) As above but also shows the Notes entered against each visit.

District Nursing Frequency (*1)

Shows how many times patients are seen on a weekly basis. Would tend to be run for an individual GP Practice or Individual Nurse.

District Nursing Nurse activity – interventions (*2)

Shows all activity for period selected (usually 1 month) and allows drill down to specific "Interventions" and specific staff. Requires user to use drilldown options.

District Nursing Staff Daily Contact (*1) For selected staff, shows visit

37

Care Group Name of Report Report Description Sourceactivity on a daily basis, split by "completed visits" vs "waste visits". Also additionally shows all selected staff combined (potentially to see activity for a team together).

District Nursing Staff Daily Contact with Assisted Visits(*1)

As above but shows a column for the number of assisted visits for the staff member selected.


District Nursing Visit Locations (*1)Visit Reasons (*1)

For selected GP Practice or Staff members, shows the "Location" of their visits for selected period.

District Nursing Waste Visits (*1)

For selected GP Practice or Staff members, shows the total number of "Waste" Visits" recorded against all visits in selected period. Then shows "Reason" for Waste Visit.

District Nursing Admissions to caseload (*1)

For selected GP practice, shows the patients admitted to working caseload (ie 1st visit, not referral) on all days in selected period.

District Nursing Discharges from caseload (*1)For selected GP practice, shows the patients discharged from caseload on all days in selected period.

District Nursing Referrals on caseload (*1)For selected GP practice, shows the patients on caseload on all days in selected period.

District Nursing Combined anomaly reportFor selected CHP/sector, shows any incidences of certain data anomalies in selected period.

District Nursing Flu vaccinations by area (*1) Shows all flu vaccinations across NHSGGC in selected period.

38

Care Group Name of Report Report Description SourceHyperlinks lead to breakdowns by area - CHP/sector - GP practice - individual nurse. All numbers have hyperlinks leading to details of the vaccinations in question.

District Nursing Flu vaccinations inc. location (*2)

Shows all flu vaccinations across NHSGGC in selected period, broken down by visit location. Drilldowns lead to additional breakdowns by nurse and patient.


District Nursing Assisted Visits (*2)

Shows the number and proportion of assisted visits across NHSGGC in selected periods. Drilldowns lead to breakdowns by area/sector/nurse.

District Nursing Nurse overview

Shows basic details for all nurses across NHSGGC and also how their workload is spread across CHPs/sectors. Highlights nurses whose main area of work is ambiguous or possibly not recorded correctly.

District Nursing Nurses without activityShows all nurses across NHSGGC with no visit activity after a selected date.

District Nursing Visit time and duration

For selected CHP/sector, compares nurses across a wide variety of different measures all focussing on visit numbers, times and duration.

District Nursing Waste Visits by CHP For ALL CHPs/sectors shows various measures for waste visits in selected period.

39

Care Group Name of Report Report Description Source

District Nursing Waste Visits by staff

For selected staff, shows various measures for waste visits in selected period.

District Nursing Under 16s

Shows all referrals & visits for patients aged under 16 at the time of contact across NHSGGC in selected period.


District Nursing RTTC by clusters (*1)Shows summary RTTC data for all face-to-face appointments for selected clusters and/or cohorts.

District Nursing RTTC by GP practice (*1)

Shows summary RTTC data for all face-to-face appointments for all GP practices within a selected CHP/sector.

District Nursing Safety Cross & Waterlow Score combined

Shows details of all wounds identified in a given date range, together with Waterlow assessments for those patients.

District Nursing Safety Cross & Waterlow Score combined alt version

Shows details of all wounds and Waterlow assessments in a given date range.

District Nursing Safety Cross SummaryShows summary statistics for wound assessments in a given date range.

Mental Health MH Referral Summary

Referrals by SourceReferrals by StatusReferrals by GenderReferrals by Age

EMIS

Mental Health MH Episode Summary Contacts by TeamContacts by discipline

40

Care Group Name of Report Report Description SourceContacts by staff

Mental Health MH Appointment summary

Attendances, DNA,Cancellations by ServiceAppointments by slot typeAppointments by location typeAppointments by Team/Staff

Mental Health MH Appointment List Future Appointments by team, service and staff member

EMIS

Mental Health MH Caseload Report

Caseload by teamCaseload by genderCaseload by ageCaseload by staff member

Mental Health MH 180/45 Day Report Patients not seen in 180 daysPatients not seen in 45 days

Mental Health MH Discharge ReportDischarges by Discharge ReasonEpisodes closed by teamEpisodes closed by staff

Childrens

PerformanceHPI status (core, additional etc)HPI AllocationInpatients (admissions & alos)CAMHS waiting timesParenting Targets (commenced and completed)30 month returns

Core, additional etcAdmissions & average length of stayTier 3 & 4 waiting timesInterventions commenced & completed% completed in given weeks

Childrens Parenting

Interventions accepted by monthInterventions commenced by monthInterventions completed by monthInterventions not completed by month

Childrens 27-30 Month HPI status by genderHPI status by SIMDHPI status by ethnicity & age

41

Care Group Name of Report Report Description SourceAssessments by SDQ scoreAssessment details (developmental concerns)Interventions signposted, provided, request for assistance, discussed, refused by month

Childrens Generic AssessmentAssessments, Resilience, Looked after children, SHANNARI and feeding

EMIS

Childrens Speech & Language

Wait 1st AssessmentWait TreatmentReferrals by source, urgencyActivity & Discharge by locationDirect and Indirect contactsOpen case

Childrens Community Paediatrics

Referrals, Appointments, Discharges & waiting times by gender, age and SIMDService ReportsIndividual patient summaryTeam appointments by slot typePatient contacts by staffData quality reports

Falls Emergency AdmissionsA&E Presentations

Emergency admissions with fall diagnosisA&E presentations with fall

Trak

SCI Gateway Electronic Referrals

Referrals by clinic and destinationReferrals with urgent suspicion of cancerReferrals who are veterans

SCI Gateway

Cancer Waiting 62 day target Referrals with no appointment bookedReferrals with appointment outwith

Cancer waiting times

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Care Group Name of Report Report Description SourcetargetPatients with no diagnosisPatients with diagnosis and no treatment bookedWeekly tracking reportMonthly summary report

Cancer Waiting 31 day target

Referrals with no appointment bookedReferrals with appointment outwith targetPatients with diagnosis and no treatment bookedWeekly tracking reportMonthly summary report

Cancer waiting times

Emergency Department Live A&E Presentations

Summary of presentations, discharges and breaches by hospitalCurrent positions of presentations, discharges and breaches by hospital Trak

Acute Daily admissions and discharges

Summary of admissions and discharges over last 8 and 15 daysSummary of admissions and discharges by hour of day

Incidents Incidents

Overdue incidentsTotal falls and falls with harmAcquired pressure ulcers (awaiting review, avoidable and unavoidable)

Datix

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