{"id":155,"date":"2018-01-11T15:34:44","date_gmt":"2018-01-11T23:34:44","guid":{"rendered":"https:\/\/wp.actionlife.com\/sopcommunitycare\/?p=155"},"modified":"2018-01-11T15:34:44","modified_gmt":"2018-01-11T23:34:44","slug":"308-follow-up-reports","status":"publish","type":"post","link":"https:\/\/wp.actionlife.com\/sopcommunitycare\/2018\/01\/11\/308-follow-up-reports\/","title":{"rendered":"308: Follow Up Reports"},"content":{"rendered":"<p><span style=\"color: #ff0000;\"><strong>Always check H:Drive -&gt;Community Care-&gt; Follow Ups to see what days are currently being followed up on.<\/strong><\/span><\/p>\n<p><strong><u>To print report of ALL work orders due today. <\/u><\/strong><\/p>\n<p>Residential -&gt; Residential Work Orders -&gt; Query\/Reporting (top right) -&gt; Reports<\/p>\n<ul>\n<li>Select \u201cReport #16 Work Order Pending Report\u201d.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-156\" src=\"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-content\/uploads\/sites\/180\/2018\/01\/308img1.jpg\" alt=\"\" width=\"926\" height=\"409\" srcset=\"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-content\/uploads\/sites\/180\/2018\/01\/308img1.jpg 926w, https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-content\/uploads\/sites\/180\/2018\/01\/308img1-300x133.jpg 300w, https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-content\/uploads\/sites\/180\/2018\/01\/308img1-768x339.jpg 768w\" sizes=\"auto, (max-width: 926px) 100vw, 926px\" \/><\/p>\n<ul>\n<li>Export the report to \u201cWord\u201d.<\/li>\n<li>\u201cCtrl \u2013 F\u201d will bring up the find window.<\/li>\n<li>Look for \u201cNormal \u2013 Onsite\u201d and \u201cRush \u2013 Onsite\u201d and delete them from the report.\n<ul>\n<li>Will also need to delete:\n<ul>\n<li>Greenbrier Terrace work orders assigned to Maintenance On-site ONLY<\/li>\n<li>Villa Balboa work orders assigned to Maintenance On-Site ONLY<\/li>\n<li>Gate Programming Work orders (GPC003)<\/li>\n<\/ul>\n<\/li>\n<li>Look for \u201cWork Location\u201d to get a total number of work orders on the report.<\/li>\n<li>Save this report in the \u201cFollow Up\u201d folder in \u201cCommunity Care\u201d folder on the H Drive.\n<ul>\n<li>[Example:\u00a0 10.25 \u2013 10.20 (###) NAME<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><strong><u>To print ALL work orders due yesterday<\/u><\/strong><\/p>\n<p>*The only difference between this report and the report above is the date.<\/p>\n<ul>\n<li>Select \u201cReport #16 Work Order Pending Report\u201d.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-157\" src=\"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-content\/uploads\/sites\/180\/2018\/01\/308img2.jpg\" alt=\"\" width=\"883\" height=\"410\" srcset=\"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-content\/uploads\/sites\/180\/2018\/01\/308img2.jpg 883w, https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-content\/uploads\/sites\/180\/2018\/01\/308img2-300x139.jpg 300w, https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-content\/uploads\/sites\/180\/2018\/01\/308img2-768x357.jpg 768w\" sizes=\"auto, (max-width: 883px) 100vw, 883px\" \/><\/p>\n<ul>\n<li>Export the report to \u201cWord\u201d.<\/li>\n<li>\u201cCtrl \u2013 F\u201d will bring up the find window.<\/li>\n<li>Look for \u201cNormal \u2013 Onsite\u201d and \u201cRush \u2013 Onsite\u201d and delete them from the report.\n<ul>\n<li>Will also need to delete:\n<ul>\n<li>Bemus (BLI001)<\/li>\n<li>CPR (CPR003)<\/li>\n<li>Protec (PBS001 &amp; PBS002)<\/li>\n<li>J&amp;D Services (JDS001)<\/li>\n<li>Sunrise HOA work order assigned to Manager ONLY<\/li>\n<li>Greenbrier Terrace work orders assigned to Maintenance On-site ONLY<\/li>\n<li>Villa Balboa work orders assigned to Maintenance On-Site ONLY<\/li>\n<li>Gate Programming Work orders (GPC003)<\/li>\n<\/ul>\n<\/li>\n<li>Look for \u201cWork Location\u201d to get a total number of work orders on the report.<\/li>\n<li>Save this report in the \u201cFollow Up\u201d folder in \u201cCommunity Care\u201d folder on the H Drive.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>[ Example:\u00a0 03.21 \u2013 03.20 (###)]<\/p>\n<p><strong><u>**You continue to run the above report until the furthest back follow up date. You can usually tell by looking at what that date is by looking at the oldest report saved in the Follow up folder the day before.<\/u><\/strong><\/p>\n<p>&nbsp;<\/p>\n<p><strong><u>To run a report of ALL opened work orders that need to be followed up on up until today.\u00a0 <\/u><\/strong><\/p>\n<ul>\n<li>Select \u201cReport #16 Work Order Pending Report\u201d.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-158\" src=\"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-content\/uploads\/sites\/180\/2018\/01\/308img3.jpg\" alt=\"\" width=\"908\" height=\"405\" srcset=\"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-content\/uploads\/sites\/180\/2018\/01\/308img3.jpg 908w, https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-content\/uploads\/sites\/180\/2018\/01\/308img3-300x134.jpg 300w, https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-content\/uploads\/sites\/180\/2018\/01\/308img3-768x343.jpg 768w\" sizes=\"auto, (max-width: 908px) 100vw, 908px\" \/><\/p>\n<ul>\n<li>Export the report to \u201cWord\u201d.<\/li>\n<li>\u201cCtrl \u2013 F\u201d will bring up the find window.<\/li>\n<li>Look for \u201cNormal \u2013 Onsite\u201d and \u201cRush \u2013 Onsite\u201d. <u>Make a note of both of those numbers.<\/u>\n<ul>\n<li><strong>(**No need to delete them from the report as we will not print this report out**)<\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li>Look for \u201cWork Location\u201d to get a total number of work orders on the report.<\/li>\n<li>Subtract both the \u201cNormal \u2013 Onsite\u201d and \u201cRush \u2013 Onsite\u201d numbers from the \u201cWork Location\u201d number to get the total number of ALL work order due up until today.\n<ul>\n<li><strong>(**No need save the report as we only ran this report to obtain #\u2019s**)<\/strong><\/li>\n<\/ul>\n<\/li>\n<li>Make note of the number to be tracked in the \u201cTracking \u2013 Daily &#8211; 2012\u201d worksheet. (Located in the \u201cReports \u2013 Daily FOLLOW UP .2012\u201d Folder within the \u201cFollow Up\u201d folder.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><strong><u>To run a report of ALL opened work orders that need to be followed up on up until yesterday.\u00a0 <\/u><\/strong><\/p>\n<p><strong>\u00a0<\/strong>*The only difference between this report and the report above is the date.<\/p>\n<ul>\n<li><strong>\u00a0<\/strong>Select \u201cReport #16 Work Order Pending Report\u201d<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-159\" src=\"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-content\/uploads\/sites\/180\/2018\/01\/308img4.jpg\" alt=\"\" width=\"907\" height=\"413\" srcset=\"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-content\/uploads\/sites\/180\/2018\/01\/308img4.jpg 907w, https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-content\/uploads\/sites\/180\/2018\/01\/308img4-300x137.jpg 300w, https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-content\/uploads\/sites\/180\/2018\/01\/308img4-768x350.jpg 768w\" sizes=\"auto, (max-width: 907px) 100vw, 907px\" \/><\/p>\n<ul>\n<li>Export the report to \u201cWord\u201d.<\/li>\n<li>\u201cCtrl \u2013 F\u201d will bring up the find window.<\/li>\n<li>Look for \u201cNormal \u2013 Onsite\u201d and \u201cRush \u2013 Onsite\u201d. <u>Make a note of both of those numbers.<\/u>\n<ul>\n<li><strong>(**No need to delete them from the report as we will not print this report out**)<\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li>Look for \u201cWork Location\u201d to get a total number of work orders on the report.<\/li>\n<li>Subtract both the \u201cNormal \u2013 Onsite\u201d and \u201cRush \u2013 Onsite\u201d numbers from the \u201cWork Location\u201d number to get the total number of ALL work order due up until yesterday.\n<ul>\n<li><strong>(**No need save the report as we only ran this report to obtain #\u2019s**)<\/strong><\/li>\n<\/ul>\n<\/li>\n<li>Make note of the number to be tracked in the \u201cTracking \u2013 Daily &#8211; 2012\u201d worksheet. (Located in the \u201cReports \u2013 Daily FOLLOW UP .2012\u201d Folder within the \u201cFollow Up\u201d folder.<\/li>\n<\/ul>\n<p><strong>\u00a0<\/strong><\/p>\n<p><strong><u>To run a report for ALL work orders opened the previous day. <\/u><\/strong><\/p>\n<ul>\n<li>Select \u201cReport #2 Work Order Summary Report\u201d.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-160\" src=\"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-content\/uploads\/sites\/180\/2018\/01\/308img5.jpg\" alt=\"\" width=\"868\" height=\"567\" srcset=\"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-content\/uploads\/sites\/180\/2018\/01\/308img5.jpg 868w, https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-content\/uploads\/sites\/180\/2018\/01\/308img5-300x196.jpg 300w, https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-content\/uploads\/sites\/180\/2018\/01\/308img5-768x502.jpg 768w\" sizes=\"auto, (max-width: 868px) 100vw, 868px\" \/><\/p>\n<ul>\n<li>Export the report to \u201cExcel\u201d.<\/li>\n<li>Scroll to the bottom of the report and make note of the Excel line # with the last work order number in the column next to it.<\/li>\n<li>Divide that number by 4.<\/li>\n<li>Make note of the number to be tracked in the \u201cTracking \u2013 Daily &#8211; 2012\u201d worksheet. (Located in the \u201cReports \u2013 Daily FOLLOW UP .2012\u201d Folder within the \u201cFollow Up\u201d folder.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p><strong><u>To input the report #\u2019s we noted from the last 3 reports.<\/u><\/strong><\/p>\n<p><strong>\u00a0<\/strong>\u201cTracking \u2013 Daily &#8211; 2012\u201d worksheet. (Located in the \u201cReports \u2013 Daily FOLLOW UP .2012\u201d Folder within the \u201cFollow Up\u201d folder.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-161\" src=\"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-content\/uploads\/sites\/180\/2018\/01\/308img6.jpg\" alt=\"\" width=\"1003\" height=\"424\" srcset=\"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-content\/uploads\/sites\/180\/2018\/01\/308img6.jpg 1003w, https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-content\/uploads\/sites\/180\/2018\/01\/308img6-300x127.jpg 300w, https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-content\/uploads\/sites\/180\/2018\/01\/308img6-768x325.jpg 768w\" sizes=\"auto, (max-width: 1003px) 100vw, 1003px\" \/><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li>Enter the 1<sup>st<\/sup> # we made a note of in today\u2019s date as ALL work orders that need to be followed up on up until today.<\/li>\n<li>Enter the 2<sup>nd<\/sup> # we made a note of in yesterday\u2019s date to the left of the box as the # of work orders that need to be followed up on up until yesterday.<\/li>\n<li>Enter the 3<sup>rd<\/sup> # we made a note of in yesterday\u2019s date to the right of the box as ALL work orders that were opened that day.<\/li>\n<li>Save the changes.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><strong><u>And you are done with all Jenark Follow Up Reports. <\/u><\/strong><strong><u>J<\/u><\/strong><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Always check H:Drive -&gt;Community Care-&gt; Follow Ups to see what days are currently being followed up on. To print report of ALL work orders due today. Residential -&gt; Residential Work Orders -&gt; Query\/Reporting (top right) -&gt; Reports Select \u201cReport #16 Work Order Pending Report\u201d. Export the report to \u201cWord\u201d. \u201cCtrl \u2013 F\u201d will bring up [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[],"class_list":["post-155","post","type-post","status-publish","format-standard","hentry","category-3-work-orders"],"_links":{"self":[{"href":"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-json\/wp\/v2\/posts\/155","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-json\/wp\/v2\/comments?post=155"}],"version-history":[{"count":0,"href":"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-json\/wp\/v2\/posts\/155\/revisions"}],"wp:attachment":[{"href":"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-json\/wp\/v2\/media?parent=155"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-json\/wp\/v2\/categories?post=155"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-json\/wp\/v2\/tags?post=155"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}