(Sit Rep - Short for Situation Report)
The Sit Rep report is designed to be run as and when required by the service provided with a time span of their choice and is used by an organisation or team to give them an overview of today, or the next few days. This complements our Civica Scheduling dashboard.
This can be used by a district nursing team lead to see for each team how many staff they have on, what's the demand etc. It can be used to help identify problems so that they can respond to them. eg "I see that team A has less staff/capacity today (due to illness), lets move a staff member from Team B as they seem to have capacity. And I also see that in two days, we won't be able to cover all the visits... lets make a plan."
It shows one tab for each day of the reporting period and gives a break down of the capacity vs demand for each locality.
Useful For:
- Service Team Leads
- Service Managers
- Staff Responsible for Rostering
To access this feature go to Reports in the Civica Scheduling banner bar and click on Sit Rep.
Before downloading the report, you can make adjustments for the report to be shown between a certain time frame. This is done by adding a Start Date and End Date. You can also filter this report by the staff group by using the Filter by Staff Group dropdown.
Click on the Generate button to run the report. This will send a link to your email which will allow you to view your report.
The link will take you back to the Civica Scheduling system and have opened the profile of the person logged in. The Files tab is where the report will be placed.
Click on the Download button to open the file which will open a spreadsheet of the Sit Rep report.
Related Articles:
Comments
0 comments
Please sign in to leave a comment.