Calendar by Staff
Description:
This report displays a calendar containing scheduled visits for staff members within the selected date range.
Use:
This report can be used by staff and the agency to view the frequency and scheduling of visits for specified staff members.
Limitations:
N/A
Filters
This report can be filtered by:
Field | Description |
---|---|
Company | The selected company. |
Location | The selected location. |
Service | The selected service. |
Staff | Staff member by name (last name, first name). When a partial name is entered the report displays results that begin with the entered characters. |
Coordinator | The selected coordinator. |
Event Status | The event status. |
Date From | The first date of a selected range of dates. |
Date To | The last date of a selected range of dates. |
Report Output
Each column of the report displays:
Field | Description |
---|---|
Staff Name | The staff member's name (last, first). |
Staff Address | The staff member's primary address. |
Staff Phone | The staff member's primary phone number. |
Scheduled Visit Times | The scheduled times for the visit. |
Service | The type of care provided. |
Scheduled Client Names | The client's name (last, first). |
Client ID | The client's ID number. |
Service | The type of care provided (relisted). |
Client | The client's name (last, first). |
Address | The client's street address. |
City, State | The city and state of the client's address. |
Phone | The client's phone number. |
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