Staff Activity Report CLD021 (Output)

The Staff Activity Report CLD021 (Output) is a summary of clinic staff activity for the selected month. The report is generated when the OK button is clicked on the Generate Staff Activity Report screen.

A task row is added to the StaffTask table each time a clinic staff member performs a task. The tasks are recorded with statistical information identifying the staff member, task type, clinic, date and time. Totals for this report are calculated using this statistical information.

Month of

Origin of Data Element

The user records this value when the report is submitted.

Format

This is an accounting month and year formatted as Month Name CCYY.

Clinic / Agency / State Total

Origin of Data Element

The selection criteria and information being reported determine this value.

• When reporting clinic data, the agency code, agency description, clinic code and clinic description will be printed.

• When reporting agency data, the agency code and description will be printed.

• When reporting state data, the text description of "State Total" will be printed.

Format

This is a fifty-character text value. The format is determined by the information being reported.

Staff Member

Origin of Data Element

This value comes from LastName, FirstName and MiddleInitial columns of the UserProfile table. The UserID column of the StaffTask table is used to collect the data from the UserProfile table.

Format

The value will print in {last name}, {first name} {middle initial} format.

Appointments/Group Classes (Appt Sched)

Origin of Data Element

This value is the number of times the staff member scheduled an appointment, rescheduled an appointment or enrolled a participant in a group class during the selected month. The value is the number of records on the StaffTask table where the TaskDtTm column is within the reported month and the TaskType is 'Appointments/Group Classes' (StaffTaskTypeCd = "1").

Format

This value is a five-digit number.

Demographics (Demo Update)

Origin of Data Element

This value is the number of times the staff member updated demographic information for a participant during the selected month. The value is the number of records on the StaffTask table where the TaskDtTm column is within the reported month and the TaskType is 'Demographics Updated' (StaffTaskTypeCd = "2").

Format

This value is a five-digit number.

Income Recorded (Income Record)

Origin of Data Element

This value is the number of times the staff member recorded or updated income information for a participant during the selected month. The value is the number of records on the StaffTask table where the TaskDtTm column is within the reported month and the TaskType is 'Income Recorded' (StaffTaskTypeCd = "3").

Format

This value is a five-digit number.

Height/Weight/Blood (Ht/Wt Blood)

Origin of Data Element

This value is the number of times the staff member added or updated height, weight or blood work information for a participant during the selected month. The value is the number of records on the StaffTask table where the TaskDtTm column is within the reported month and the TaskType is 'Height/Weight' (StaffTaskTypeCd = "4") plus the number of records on the StaffTask table where the TaskDtTm column is within the reported month and the TaskType is 'Blood' (StaffTaskTypeCd = "12").

Format

This value is a five-digit number.

Health Information (Health Info)

Origin of Data Element

This value is the number of times the staff member recorded or updated health information for a participant during the selected month. The value is the number of records on the StaffTask table where the TaskDtTm column is within the reported month and the TaskType is 'Health Information' (StaffTaskTypeCd = "5").

Format

This value is a six-digit number.

Nutrition Assessment

Origin of Data Element

This value is the number of times the staff member recorded nutrition assessment information for a participant during the selected month. The value is the number of records on the StaffTask table where the TaskDtTm column is within the reported month and the TaskType is 'Diet Intake' (StaffTaskTypeCd = "6").

Format

This value is a five-digit number.

Food Prescription (Food RX)

Origin of Data Element

This value is the number of times the staff member recorded or updated food prescription information for a participant during the selected month. The value is the number of records on the StaffTask table where the TaskDtTm column is within the reported month and the TaskType is 'Food Prescription' (StaffTaskTypeCd = "7").

Format

This value is a six-digit number.

Nutrition Education (Nut Ed Record)

Origin of Data Element

This value is the number of times the staff member recorded a nutrition education contact for a participant during the selected month. This includes individual education contacts and group education contacts. The value is the number of records on the StaffTask table where the TaskDtTm column is within the reported month and the TaskType is 'Nutrition Education Recorded' (StaffTaskTypeCd = "8").

Format

This value is a five-digit number.

Referral Contact (Ref Cont)

Origin of Data Element

This value is the number of times the staff member recorded a referral contact for a participant during the selected month. The value is the number of records on the StaffTask table where the TaskDtTm column is within the reported month and the TaskType is 'Referral Contact' (StaffTaskTypeCd = "9").

Format

This value is a five-digit number.

Certifications Completed (Certs Done)

Origin of Data Element

This value is the number of times the staff member certified a participant during the selected month. This includes initial certifications and subsequent certifications. The value is the number of records on the StaffTask table where the TaskDtTm column is within the reported month and the TaskType is 'Certifications Completed' (StaffTaskTypeCd = 10').

Format

This value is a five-digit number.

Mid-certs Done

Origin of Data Element

This value is the number of mid-certifications that have been completed during the selected month. The value is from ???

Format

This value is a five-digit number.

Checks Issued

Origin of Data Element

This value is the total number of checks the staff member issued to participants during the selected month. The value is the number of records on the StaffTask table where the TaskDtTm column is within the reported month and the TaskType is 'Checks Issued' (StaffTaskTypeCd = "11").

Format

This value is a six-digit number.

Staff Member Total

Origin of Data Element

This value is the sum total of the listed tasks that were performed by the staff member during the selected month. This is the total of the counts for Appt Sched, Demo Update, Income Record, Ht/Wt Blood, Health Info, Nutrition Assessment, Food Rx, Nut Ed Record, Ref Cont, Certs Done and Checks Issued.

Format

This value is a seven-digit number.

Filter Criteria

Base of Data

All staff members with activity for the reported month are included. Data for hidden agencies will not be included. Activity is determined by the TaskDtTm column of the StaffTask table being within the reported month.

Clinic, Agency, State

If an individual clinic is selected, only data for that clinic will be included. If an individual agency is selected, only data for that agency will be included. If the state is selected, data for the state will be included. Data for hidden agencies will not be included.

Sort Order

Staff Member

This report will be sorted by Staff Member (LastName, FirstName and MiddleInitial) within clinic/agency/state.

Grand Total

State totals will be printed when the state or all option is selected.