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Copyright 2011 OnCorps Reports™ Customer Examples.

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Presentation on theme: "Copyright 2011 OnCorps Reports™ Customer Examples."— Presentation transcript:

1 Copyright 2011 OnCorps Reports™ Customer Examples

2 Copyright 2011 We offer several versions to select from—contact our help desk to set up your template before your new program year begins!

3 Copyright 2011 Timesheet Format “A” Version A: Standard Individual programs can customize sub-categories in service and training. Members “key-in” hours, system calculates daily and timesheet totals.

4 Copyright 2011 Timesheet Format “B” Version B: Time In /Time Out + Mileage Key-in time in/out (8:30) in subcategories Programs can customize subcategories Key in mileage, or don’t include (option) System calculates mileage

5 Copyright 2011 Timesheet Format “C” Version C: “Time In/ Time Out--- w/Lunch Includes pull-downs menus for hours and “service” categories—programs can customize categories. Time calculates automatically. Comments at bottom of page only. System can deduct lunch minutes from total—or not. Up to three time in/time outs per day.

6 Copyright 2011 Timesheet Format “C” Version C, cont. “Time In/ Time Out--- w/Lunch Programs/states can determine customizable categories, and subcategories

7 Copyright 2011 Timesheet Format “D” Version D: VISTA and STAFF Timesheets

8 Copyright 2011 Timesheet Format “E” Version E, “Time In/ Time Out” with description lines each day. Programs/states determine subcategories

9 Copyright 2011

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11 Pulls hours from member time sheets and combine with volunteer mobilization reports-- to create “dashboard” view.

12 Copyright 2011 Timesheet Formats Version D: VISTA and STAFF Timesheets

13 Copyright 2011 Pulls hours from VISTA timesheets -- and compares with “days off” allocated in Member Record.

14 Copyright 2011 Pulls hours from time sheets – combines with member’s “status” from Member Record, and then totals. ** Needed for Fixed Grant Financial reporting.

15 Copyright 2011 Member submits (customize the service categories as needed) Program Director runs aggregate report, filtered by Date (totals at bottom)

16 Copyright 2011 Member submits. (customize service categories as needed) Program Director runs aggregate report, filtered by Date

17 Copyright 2011 Program Director completes monthly report… *form pulls data from member timesheets Staff /Admin runs aggregate report

18 Copyright 2011 Member submits their monthly report… Program Director runs an aggregate member report

19 Copyright 2011 VISTA VAD Reports: submitted by members or supervisors, approved by Program Directors

20 Copyright 2011

21 Member logs data for each client or class of clients they serve Program Director runs aggregate report, can see results across members, or “by member”

22 Copyright 2011 Member logs “minutes tutored” for each student weekly Program staff runs report that shows totals-- combined with demographic data pulled from student records

23 Copyright 2011 Member logs daily progress, supervisor and program director can view by Member, by Student, by Date.

24 Copyright 2011 Members enters data for each student; supervisor approves. * Run Report on next screen

25 Copyright 2011 Ad Hoc Reporting Tools: Program Director can set variables, then run a report… *Final Report on next screen

26 Copyright 2011 Report returns student data-- filtered as needed. Can be exported to Excel.

27 Copyright 2011

28 Program Directors or Supervisors submit monthly report. ** This report has 7 sections, this shows “Community Impacts”. See Next slide for Report

29 Copyright 2011 Program Admin/Staff can run an aggregate report that combines all member data into one report.

30 Copyright 2011 Program Director or Admin/Staff user can rate reports on a scale of 1-5 stars, then sort by stars to see “best reports”

31 Copyright 2011

32 Member or Supervisor submits, Program Director approves

33 Copyright 2011 Program Directors submit; Admin/ Staff approves. Can aggregate this report to track all reimbursements.

34 Copyright 2011 Program Director submits, Admin/Staff approves

35 Copyright 2011 Program Director submits, Staff/admin approves

36 Copyright 2011 How complex are the forms, i.e. number of fields, calculations required? Approvals needed? At what user level(s)? Does report aggregate data? Does report pull data from other records or reports? Do students or clients need to have their own records in OnCorps? Does the database need to match members with specific students or clients? Does the report pull data from prior years? Is the custom form or report similar to others in our system?

37 Copyright 2011 Send a request to the help desk, attach any files or currently used forms to help us understand what you need. Our project team collects specifications and requirement, documents the discussions between you and us. Our technical team completes discovery, so we know what the project will take. * More complex projects may incur a discovery charge. Project Manager coordinates proposal and estimate, sends to customer for review. Contract is approved by customer, work begins following contract acceptance.


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