Download Compass User Manual – Scorecard and Reports
Transcript
Compass User Manual – Scorecard and Reports 1. Compass Home ..................................................................................................................................1 2. Finance Reports .................................................................................................................................2 2.1 Using the Report Toolbar to select month .............................................................................3 2.1.2. Interim results ..................................................................................................................5 2.1.3. Drill down .........................................................................................................................6 2.1.4. Account Details .................................................................................................................7 2.1.5. Transaction details .............................................................................................................9 2.1.6. Exporting reports to Excel/pdf etc ...................................................................................... 11 2.1.7. Printing reports ............................................................................................................... 11 2.2 3. Budget Performance Report .........................................................................................................3 2.1.1. Cost Centre Report ................................................................................................................... 12 Payroll and Leave Liability Reports...................................................................................................... 13 3.1 Payroll Balances Report ............................................................................................................ 14 3.1.1. View Employees .............................................................................................................. 15 3.1.2. Drill down ....................................................................................................................... 18 3.2 Leave Liability Report ............................................................................................................... 19 3.2.1. 4. Cost Centre Detail Reports ........................................................................................................ 20 3.4 Employee Payroll Detail Reports ................................................................................................. 20 3.5 Sick Leave Trend Report ........................................................................................................... 21 HR Reports ...................................................................................................................................... 22 4.1 All Employees headcount .......................................................................................................... 23 4.1.1. Employee Details ............................................................................................................. 23 4.2 Employee Age Profile Graph ...................................................................................................... 24 4.3 Employee Gender by Labour Category ........................................................................................ 24 4.4 Employee Gender summary....................................................................................................... 25 4.4.1. Employee Gender summary (labour category detail) ............................................................ 25 4.5 Employee Length of Service Graph ............................................................................................. 26 4.6 Employee Length of Service summary ........................................................................................ 26 4.6.1. 4.7 5. View Employees .............................................................................................................. 19 3.3 Employee Length of Service (labour category detail) ............................................................ 27 Employee Profile overview......................................................................................................... 28 Clinical Activity Reports ..................................................................................................................... 29 5.1 Activity Summary by HCP Report ............................................................................................... 30 5.2 Department Activity Summary ................................................................................................... 30 5.3 ED Reports .............................................................................................................................. 31 5.3.1. ED Activity summary ........................................................................................................ 31 5.3.2. ED daily summary ........................................................................................................... 32 5.3.3. ED Presentations multi-year summary ................................................................................ 32 5.3.4. ED Triage Category summary ............................................................................................ 33 5.4 Elective Surgery reports............................................................................................................ 34 5.4.1. ES Waiting List by Procedure ............................................................................................. 34 5.4.2. ES Waiting List by Specialty .............................................................................................. 35 5.5 Inpatient Reports ..................................................................................................................... 36 5.5.1. Activity Performance by Account Class ............................................................................... 36 I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx Compass User Manual – Scorecard and Reports 5.5.2. ATSI Activity ................................................................................................................... 37 5.5.3. Clinical Activity Performance Report ................................................................................... 37 5.5.4. TOP N DRG ALL RCH ........................................................................................................ 38 5.5.5. TOP N DRG Summary ....................................................................................................... 38 5.5.6. Weekly Rehabilitation BedDays .......................................................................................... 39 5.5.7. Weekly WIES .................................................................................................................. 39 5.5.8. WIES Actual vs Target ...................................................................................................... 40 5.5.9. YTD Private Separations ................................................................................................... 40 5.6 5.6.1. AH VACS Actual vs Target ................................................................................................. 41 5.6.2. Medical VACS Actual vs Target .......................................................................................... 42 5.6.3. OP Cancellations .............................................................................................................. 42 5.6.4. OP Reschedules ............................................................................................................... 43 5.6.5. OUTP Booking Activity by Location ..................................................................................... 43 5.6.6. Outpatient Activity Data ................................................................................................... 44 5.6.7. Outpatient Attended Appointments .................................................................................... 44 5.6.8. Outpatient Discharges ...................................................................................................... 45 5.6.9. Outpatient referrals WL .................................................................................................... 45 5.6.10. Outpatient Referrals WL CHART Trend ................................................................................ 46 5.6.11. Outpatient Summary ........................................................................................................ 46 5.6.12. Outpatient Waiting List ..................................................................................................... 47 5.7 7. Theatre Reports ....................................................................................................................... 48 5.7.1. Theatre Activity Summary ................................................................................................ 48 5.7.2. Theatre Efficiency by Department ...................................................................................... 49 5.7.3. Theatre Efficiency By Operating Room ................................................................................ 49 5.7.4. Theatre Late Starts .......................................................................................................... 50 5.7.5. Theatre Overruns ............................................................................................................ 50 5.7.6. Theatre Utilisation ........................................................................................................... 51 5.8 6. Outpatient Reports ................................................................................................................... 41 Ward Reports .......................................................................................................................... 52 5.8.1. Activity by WARD............................................................................................................. 52 5.8.2. Daily Activity by WARD ..................................................................................................... 53 5.8.3. Short Stay Unit Report Trend ............................................................................................ 53 5.8.4. TOP N DRG by WARD ....................................................................................................... 54 Divisional and Departmental Scorecards .............................................................................................. 55 6.1 View different month in the scorecard......................................................................................... 56 6.2 Performance indicators ............................................................................................................. 57 6.3 Trend indicators ....................................................................................................................... 57 6.4 KPI definitions ......................................................................................................................... 57 Scorecard KPI Reports ...................................................................................................................... 58 7.1 KPI Report navigation ............................................................................................................... 58 I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx Compass User Manual – Scorecard and Reports 1. Compass Home I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 1 Compass User Manual – Scorecard and Reports 2. Finance Reports I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 2 Compass User Manual – Scorecard and Reports 2.1 Budget Performance Report 2.1.1. Using the Report Toolbar to select month I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 3 Compass User Manual – Scorecard and Reports I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 4 Compass User Manual – Scorecard and Reports 2.1.2. Interim results Compass Finance reports are updated daily. This provides the advantage of being able to access your cost centre expenditure during the month to gauge how it is performing against budget as well as providing the ability to view transactions as they are processed. All reports containing results that have not been confirmed by the Finance Department should be considered as interim and subject to change before the month is closed off. The words “Interim Result” will appear on all Finance reports that have not been confirmed. I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 5 Compass User Manual – Scorecard and Reports 2.1.3. Drill down If you are viewing information at the division or department level, you can click on the blue division or department name to access information for the next level down. I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 6 Compass User Manual – Scorecard and Reports 2.1.4. Account Details I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 7 Compass User Manual – Scorecard and Reports I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 8 Compass User Manual – Scorecard and Reports 2.1.5. Transaction details I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 9 Compass User Manual – Scorecard and Reports I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 10 Compass User Manual – Scorecard and Reports 2.1.6. Exporting reports to Excel/pdf etc 2.1.7. Printing reports I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 11 Compass User Manual – Scorecard and Reports 2.2 Cost Centre Report I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 12 Compass User Manual – Scorecard and Reports 3. Payroll and Leave Liability Reports I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 13 Compass User Manual – Scorecard and Reports 3.1 Payroll Balances Report I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 14 Compass User Manual – Scorecard and Reports 3.1.1. View Employees I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 15 Compass User Manual – Scorecard and Reports I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 16 Compass User Manual – Scorecard and Reports I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 17 Compass User Manual – Scorecard and Reports 3.1.2. Drill down If you are viewing information at the division or department level, you can click on the blue division or department name to access information for the next level down. I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 18 Compass User Manual – Scorecard and Reports 3.2 Leave Liability Report 3.2.1. View Employees I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 19 Compass User Manual – Scorecard and Reports 3.3 Cost Centre Detail Reports 3.4 Employee Payroll Detail Reports I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 20 Compass User Manual – Scorecard and Reports 3.5 Sick Leave Trend Report I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 21 Compass User Manual – Scorecard and Reports 4. HR Reports I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 22 Compass User Manual – Scorecard and Reports 4.1 All Employees headcount 4.1.1. Employee Details I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 23 Compass User Manual – Scorecard and Reports 4.2 Employee Age Profile Graph 4.3 Employee Gender by Labour Category I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 24 Compass User Manual – Scorecard and Reports 4.4 Employee Gender summary 4.4.1. Employee Gender summary (labour category detail) I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 25 Compass User Manual – Scorecard and Reports 4.5 Employee Length of Service Graph 4.6 Employee Length of Service summary I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 26 Compass User Manual – Scorecard and Reports 4.6.1. Employee Length of Service (labour category detail) I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 27 Compass User Manual – Scorecard and Reports 4.7 Employee Profile overview I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 28 Compass User Manual – Scorecard and Reports 5. Clinical Activity Reports I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 29 Compass User Manual – Scorecard and Reports 5.1 Activity Summary by HCP Report 5.2 Department Activity Summary I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 30 Compass User Manual – Scorecard and Reports 5.3 ED Reports 5.3.1. ED Activity summary I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 31 Compass User Manual – Scorecard and Reports 5.3.2. ED daily summary 5.3.3. ED Presentations multi-year summary I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 32 Compass User Manual – Scorecard and Reports 5.3.4. ED Triage Category summary I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 33 Compass User Manual – Scorecard and Reports 5.4 Elective Surgery reports 5.4.1. ES Waiting List by Procedure I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 34 Compass User Manual – Scorecard and Reports 5.4.2. ES Waiting List by Specialty I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 35 Compass User Manual – Scorecard and Reports 5.5 Inpatient Reports 5.5.1. Activity Performance by Account Class I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 36 Compass User Manual – Scorecard and Reports 5.5.2. ATSI Activity 5.5.3. Clinical Activity Performance Report I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 37 Compass User Manual – Scorecard and Reports 5.5.4. TOP N DRG ALL RCH 5.5.5. TOP N DRG Summary I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 38 Compass User Manual – Scorecard and Reports 5.5.6. Weekly Rehabilitation BedDays 5.5.7. Weekly WIES I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 39 Compass User Manual – Scorecard and Reports 5.5.8. WIES Actual vs Target 5.5.9. YTD Private Separations I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 40 Compass User Manual – Scorecard and Reports 5.6 Outpatient Reports 5.6.1. AH VACS Actual vs Target I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 41 Compass User Manual – Scorecard and Reports 5.6.2. Medical VACS Actual vs Target 5.6.3. OP Cancellations I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 42 Compass User Manual – Scorecard and Reports 5.6.4. OP Reschedules 5.6.5. OUTP Booking Activity by Location I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 43 Compass User Manual – Scorecard and Reports 5.6.6. Outpatient Activity Data 5.6.7. Outpatient Attended Appointments I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 44 Compass User Manual – Scorecard and Reports 5.6.8. Outpatient Discharges 5.6.9. Outpatient referrals WL I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 45 Compass User Manual – Scorecard and Reports 5.6.10. Outpatient Referrals WL CHART Trend 5.6.11. Outpatient Summary I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 46 Compass User Manual – Scorecard and Reports 5.6.12. Outpatient Waiting List I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 47 Compass User Manual – Scorecard and Reports 5.7 Theatre Reports 5.7.1. Theatre Activity Summary I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 48 Compass User Manual – Scorecard and Reports 5.7.2. Theatre Efficiency by Department 5.7.3. Theatre Efficiency By Operating Room I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 49 Compass User Manual – Scorecard and Reports 5.7.4. Theatre Late Starts 5.7.5. Theatre Overruns I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 50 Compass User Manual – Scorecard and Reports 5.7.6. Theatre Utilisation I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 51 Compass User Manual – Scorecard and Reports 5.8 Ward Reports 5.8.1. Activity by WARD I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 52 Compass User Manual – Scorecard and Reports 5.8.2. Daily Activity by WARD 5.8.3. Short Stay Unit Report Trend I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 53 Compass User Manual – Scorecard and Reports 5.8.4. TOP N DRG by WARD I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 54 Compass User Manual – Scorecard and Reports 6. Divisional and Departmental Scorecards I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 55 Compass User Manual – Scorecard and Reports 6.1 View different month in the scorecard I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 56 Compass User Manual – Scorecard and Reports 6.2 Performance indicators Each KPI has a colour coded symbol in the Target and YTD Target columns to indicate how that indicator has performed against target. The level of performance which triggers each coloured symbol is based on the actual result relative to the target and has been set independently for each KPI. A green circle indicates a good result, that is the result is on or better than target A yellow triangle indicates a result not quite up to the expected level of performance A red diamond indicates an unsatisfactory result 6.3 Trend indicators Each KPI has an arrow in the Trend column. This arrow indicates the trend of that indicator over a pre determined amount of time. Currently this indicator is set to show the trend for the previous 3 months for every KPI. An arrow pointing upward indicates that the result of the last three months is trending upward. An arrow pointing downward indicates that the result of the last three months is trending down. An arrow pointing to the right indicates little variance in the result over the last 3 months. 6.4 KPI definitions I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 57 Compass User Manual – Scorecard and Reports 7. Scorecard KPI Reports 7.1 KPI Report navigation I:\Compass\Business Intelligence\Training\Compass Training Manual version 5.1.docx 58