The Staff/Provider reports allow you to report on SADetail records linked to CYMS Staff Members and Providers in RecTrac.
RecTrac Process and Reporting screens offer numerous fields and widgets that allow you to filter the data for which your process or report is being run. RecTrac Widgets provides definitions and examples to show you how these work.
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See Also: Topic Doc - RecConnect Programs.
Core Criteria
Staff/Providers (CYStaffProvider_RecordCode_DataGrid)
The Staff/Provider DataGrid displays all Staff/Provider Codes in your database based on the DataGrid filters being used and your Permissions.
Highlight/select individual Staff/Provider Codes, as needed, from the DataGrid. Multiple selection is allowed.
OR
Select the Use Staff/Provider Range option.
THEN
Input the range of Staff/Provider Codes you wish to include.
Make selections in the DataGrid or use a Staff/Provider Range or Both. Leaving the DataGrid blank and the Use Range option de-selected will result in NO STAFF/PROVIDER CODES being selected.
Click here for a full description of RecTrac DataGrids.
DeleteUse Staff/Provider Range (CYStaffProvider_RecordCode_UseRange)
This field appears in numerous programs. Its functionality may vary.
Select this option to limit your selection to a range of Staff/Provider Codes.
THEN
Enter the range of Staff/Provider Codes.
OR
Leave this option de-selected to skip the Staff/Provider Code Range check and make selections from the DataGrid if applicable.
- If there is a DataGrid for this program - In instances where you have a DataGrid and corresponding Range a selection in one or the other (or both) is required. Selecting nothing from the DataGrid and nothing from the Range yields a blank report or process.
- If there is NOT a DataGrid for this program - In instances where you do NOT have a DataGrid a selection here is NOT required. Leaving this option de-selected skips this filter and results in ALL Codes being included.
Status (CYStaffProvider_RecordStatus_ComboBox)
Click the Combo Box icon to select the Staff/Provider Status(es) on which you wish to report. Only those Staff/Provider Codes with a Status matching your selection(s) will be included.
Leave this field at its default value (0) Selected to skip the Status check.
DeleteBegin Staff/Provider (CYStaffProvider_RecordCode_Begin)
This field is applicable only if you opt to Use Staff/Provider Range.
Click the Picklist icon to select the Beginning and Ending Staff/Provider Codes for their respective fields. Staff/Provider Codes within the range entered will be included in the process.
DeleteEnd Staff/Provider (CYStaffProvider_RecordCode_End)
This field is applicable only if you opt to Use Staff/Provider Range.
Click the Picklist icon to select the Beginning and Ending Staff/Provider Codes for their respective fields. Staff/Provider Codes within the range entered will be included in the process.
DeleteStaff/Provider WildCard (CYStaffProvider_RecordCode_Equals)
If opting to Use Staff/Provider Range, then click the Picklist icon to select a single Staff/Provider Code, if desired, to use as a base for a Wildcard selection.
OR
Enter a Wildcard value, if desired
THEN
Expand the Drop-down list to select a Wildcard Option. Depending on your selection, wildcard asterisks/periods may be required.
WildCard Option (CYStaffProvider_RecordStatus_Equals_Option)
Select your Wildcard Option for this process:
- Equals - The process will return a list of all records that equal the value entered. This must be an exact match. For Example: If this was a list of Family Members, entering 'Grace Somersby' would find 'Grace Somersby' because it is an exact match, but it would NOT find 'Grace J. Somersby' because it is not an exact match.
Note: When running Reports you can use a comma-delimited list (with no spaces) in the corresponding Wildcard field when your Wildcard Option is Equals. This applies to Reports only. For Example: Entering "48116 5851 88003" in a Zip Code Wildcard field on a Report and using the Equals Option would yield results from those three separate Zip Codes.
- Begins - The process will return a list of all records that begin with the value entered. Wildcarding asterisks/periods are not needed. For Example: If this was a list of Family Members entering 'Gr' would find all members whose name begins with 'Gr ' such as Grace Somersby but it would NOT find Ginny Weasley because her name begins with 'Gi.'
- Ends - The process will return a list of all records that end with the value entered. Wildcarding asterisks/periods are not needed. For Example: If this was a list of Family Members entering 'by' would find all members whose name ends with 'by ' such as Grace Somersby but it would NOT find Sam McGee because his name ends with 'ee.'
- Matches - The process will return a list of all records where a value match can be found. Wildcarding and asterisks/periods must be used. For Example: If this was a list of Family Members entering '*om*' (asterisks must be included) would find Grace Somersby and Tom Sawyer because "om" appears in both names but it would NOT find Felicity Lemon because "om" does not appear anywhere in her name.
Note: See also: RecTrac Wildcarding.
Type (CYStaffProvider_RecordType_ComboBox)
Click the Combo Box icon to select the Staff/Provider Record Type on which you wish to report. Only those Staff/Provider Codes with a Status matching your selection(s) will be included.
- Provider - The report will run for Providers only regardless of whether you have Staff Members included in your Range and/or DataGrid selections. For Example: You're opting to Use Staff/Provider Range and your range is <blank> to ZZZZZ." With this option selected your report output will consist of all your Providers.
- Staff - The report will run for Providers only regardless of whether you have Providers included in your Range and/or DataGrid selections. For Example: You're opting to Use Staff/Provider Range and your range is <blank> to "ZZZZZ." With this option selected your report output will consist of all your Staff Members.
Site Code (CYStaffProvider_SiteCode_Picklist)
Select the Site Code(s) by which you want to filter the report. Multiple selection is allowed.
OR
Leave this field blank to skip this filter.
Site Area (CYStaffProvider_SiteArea_Picklist)
Select the Site Area(s) by which you want to filter the report. Multiple selection is allowed.
OR
Leave this field blank to skip this filter.
Site Category (CYStaffProvider_SiteCategory_Picklist)
Select the Site Category/Categories by which you want to filter the report. Multiple selection is allowed.
OR
Leave this field blank to skip this filter.
Site Group (SASite_SiteGroup_Picklist)
Select the Site Group(s) by which you want to filter the report. Multiple selection is allowed.
OR
Leave this field blank to skip this filter.
Site Type (SASite_SiteType_Picklist)
Select the Site Type(s) by which you want to filter the report. Multiple selection is allowed.
OR
Leave this field blank to skip this filter.