Difference between revisions of "Support's Unavailability Report"

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This is found under '''Reports > Support Advisor > Unavailabilities'''
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[[File:helpheader_small.png|right]]
  
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[[File:un_avail.png|400px|alt="a screenshot of the unavailability's report button in the report menu, which has been highlighted."]]
  
[[File:SW_unav_1.PNG|border]]
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The unavailability's report displays details of workers that are not available.  Unavailability's are record on the Roster Workers record, see [[Organisations_and_People#Unavailability.27s|Unavailabilty's Tab]] for details.  To run the report complete the following criteria:
  
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[[File:un_avail1.png|700px|alt="a screenshot of the criteria fields for the report, as listed below"]]
  
For how to enter Unavailabilities against a Support Advisor, see [[Support_Worker_Details#Unavailabilities|Unavailabilities]]
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* '''Start Date''' - The start date to the report period based on the start date of the unavailability.
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* '''End Date''' - The end date to the report period based on the start date of the unavailability.
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* '''Roster Worker Team''' - Reports on all workers or those in a specific team.
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* '''Unavailability Reason''' - Filter by reason if required.
  
This report will show when Support Workers are scheduled to be unavailable for work, according to their Unavailabilities tab.  
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Click on 'Display in Browser' to run and print the report or 'Export to Spreadsheet'.
  
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[[File:un_avail3.png|900px|alt="a screenshot of the unavailability report results, listing multiple roster workers and their unavailable times."]]
  
The report will also show the reasons for unavailability (if the report is run for "All Reasons") and which team the relevant people are in (if the report is run for "All Teams").
 
  
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Click on the Blue Folder Icon [[File:Icon_bluefolder.PNG|link=Blue Folder Lookup]] to access the [[Blue Folder Lookup]] tool.
  
You can narrow the report by date range, Support Advisor Team, Unavailability Reason and Branch (for those who use the [[Branches]] Module).
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[[File:helpheader_small.png|right]]

Latest revision as of 14:34, 10 April 2024

Helpheader small.png

"a screenshot of the unavailability's report button in the report menu, which has been highlighted."

The unavailability's report displays details of workers that are not available. Unavailability's are record on the Roster Workers record, see Unavailabilty's Tab for details. To run the report complete the following criteria:

"a screenshot of the criteria fields for the report, as listed below"

  • Start Date - The start date to the report period based on the start date of the unavailability.
  • End Date - The end date to the report period based on the start date of the unavailability.
  • Roster Worker Team - Reports on all workers or those in a specific team.
  • Unavailability Reason - Filter by reason if required.

Click on 'Display in Browser' to run and print the report or 'Export to Spreadsheet'.

"a screenshot of the unavailability report results, listing multiple roster workers and their unavailable times."


Click on the Blue Folder Icon Icon bluefolder.PNG to access the Blue Folder Lookup tool.


Helpheader small.png