Transcript report #1 - Shiptalk

TRAINING ON UPGRADED REPORTING FEATURES
WITHIN SHIP-NPR
NEW OPTIONS FOR STANDARD REPORTS ON
CLIENT CONTACTS AND PAM EVENTS,
BY AGENCY AND COUNSELOR / EVENT CONTRIBUTOR / PRESENTER
JUNE 26, 2014
Contract: GS-35F-0117T
HHSM-500-2014-00364G
A new SHIP-NPR reporting cycle began April 1,
2014, requiring state agencies to report:
---- client contacts each month
---- PAM events each month
To help agencies monitor their compliance and
progress with this new rule, four new standard
reports are downloadable from SHIP-NPR……
New SHIP-NPR standard reports
1. REPORT #1 --- Counts of client contacts by agency (all agencies within a state)
for a defined time period that lists all months individually
2. REPORT #2 --- Counts of client contacts by agency, and for all counselors within
each agency, for a defined time period that lists all months individually
3. REPORT #3 ---- Counts of PAM events by agency (all agencies within a state) for
a defined time period that lists all months individually
4. REPORT #4 --- Counts of PAM events by agency, and for all contributors /
presenters (up to 25) within each agency, for a defined time period that lists all
months individually
New Client Contact Reports
1. REPORT #1 --- Counts of client contacts by agency (all agencies within a state)
for a defined time period that lists all months individually
2. REPORT #2 --- Counts of client contacts by agency, and for all counselors within
each agency, for a defined time period that lists all months individually
REPORT #1 can be used to monitor
progress by agencies within your state
in their monthly data entry of CC data.
Steps include:
1. Click NPRR reports
2. Then, select a report titled,
“Contacts - by Agency – by Date of
Contact”
REPORT #1 allows user to display “All Agencies” in a single report that shows
month-by-month counts of client contacts, by agency, by month for a specific time
period:
1. Select a time period (specific
months) from date fields shown on
the screen. For this example, we
will use Jan 1. 2014, to March 31,
2014
2. Select your state, here, we will use
Arizona as an example.
From the drop down list of
“Agencies”, Select, “all
agency”.
The new REPORT #1 is a consolidated report (an example shown below) that
displays counts of client contacts, for all agencies within Arizona, for each month
during the period January 1, 2014 through March 31, 2014, and a total for all
months during the period.
(NOTE: A previous report only displayed one column with totals for an individual
agency).
Another report ---REPORT #2 --- has
been created to monitor progress by
individual counselors in entering their
monthly CC data. The steps to access
this report are similar to the prior
report steps, and include:
1. Click NPRR reports
2. Then select the report
titled “Contacts --- by Counselor
---- By Date of Contact”.
1. Select a time period (specific
months) from date fields shown on
the screen. For this example, we
will again use Jan 1, 2014, to
March 31, 2014
2. Select your state, here, we will use
Arizona as an example again.
REPORT #2 allows user to display “All Agencies” in a single report that shows
month-by-month counts of client contacts, by agency and counselor, for a specific
time period:
1. Select “all of my agencies” under
“Agency”
2. Select “All Counselor” from the
dropdown list of individual
counselors
3. Then, click “Submit”
The result is REPORT #2 --- a consolidated report (an example shown below) that
displays counts of contact records entered by individual counselors, for all
agencies within Arizona, for each month during the period January 1, 2014
through March 31, 2014, and a total for all months during the period.
(NOTE: A previous report only displayed one column with totals for an individual
counselor).
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(NOTE: Names of counselors in these columns have been suppressed to protect confidentiality.)
New PAM Reports
REPORT #3 ---- Counts of PAM events by agency (all agencies within a state) for a
defined time period that lists all months individually
REPORT #4 --- Counts of PAM events by agency, and for all contributors /
presenters (up to 25) within each agency, for a defined time period that lists all
months individually
REPORTS #3 and #4 have been created
to help SHIP staff monitor the
progress by agencies in their states
and their counselors with entering
data on PAM events.
REPORT #3 is a report on agencies.
The steps to run this report are:
1. Click NPRR reports
2. Then, select “PAM Reports”
3. Click “Report Type” and then
select “Activities --- By Agency --By Activity --- Event Start Date”
4. Click “Submit”
1. Specify the date range for
the report
2. Select your state, e.g.
Arizona.
3. Select “all of my agencies”
under “Agency”
4. Then, click “Submit”
The result is REPORT #3--- a consolidated report (an example shown below) that
displays events initiated by all agencies within Arizona, for each month during the
period January 1, 2014 through March 31, 2014. It also displays a total for
individual months during the period.
(NOTE: A previous report only displayed one column with totals for an individual
agency, all months included).
REPORT #4 is a report on individual
contributors / presenters associated
with each PAM event by agencies within
a state. The steps to run this report are:
1. Click NPRR reports
2. Then, select “PAM Reports”
3. Click “PAM Report Type” and then
select “Activities --- Events --By Presenter / Contributor --- By
Activity --- Event Start Date”
4. Click “Submit”
1. Specify the date range for
the report
2. Select your state, e.g.
Arizona.
3. Select “all of my agencies”
under “Agency”
4. Select “All Presenter Contributor” from the
dropdown list of individual
Presenters-Contributors.
5. Then, click “Submit”
The result is REPORT #4, a consolidated
report (an example shown below) that
displays counts of PAM events entered by
individual contributors / presenters, for all
agencies within Arizona, for each month
during the period January 1, 2014 through
March 31, 2014, and a total for all months
during the period.
There may be multiple entries for a single
agency, but the number of lines (e.g. entries)
corresponds to the number of individual
presenters / contributors, by name, that
were associated with the events of that
agency.
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(NOTE: Names of presenters / contributors in these columns have been
suppressed to protect confidentiality.)
For questions and/or additional assistance, please contact:
Technical Frontiers, Inc.
Ship NPR Helpdesk
[email protected]
1-800-253-7154, ext. 1.