• Video Tutorials
  
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  This screen is used to view/print predefined or custom reports that provide a variety of details of the staff employed by your Service. 
  
  Use the Period Start and Period End date fields to enter the date range for the report. 
  Use the and  icons to navigate to the next or previous month.
  
  Use the Sort Order drop down list to select the order for staff names to be displayed on the report. For instance, to view in first name alphabetic order, select First Name.
  
  If the Service is part of a group of services, use the View By drop down list to choose to display details for staff from your Centre, Subgroup, Area, Region, or Group.
  
  Custom Reports
  In the Field column, you can select the fields that you would like to include if you are creating a Custom report. Use the down arrow in each of the field blocks to select the required field for the report. You can select up to 25 fields on a single report. 
  
  Once you have selected the required fields, click Apply at the bottom of the screen to display the report. To save the selected fields while you navigate elsewhere in Infocare, select the Lock Fields radio button. This will save the fields you have selected, even if you navigate to another screen. 
  Note: If you have checked the Lock Fields radio button and then select a pre-defined report from the Print Mode drop down list, this report will not be displayed until you uncheck the Lock Fields radio button.
  
  To save a Custom report you have created, enter the name to call the report in the Print mode name field then click the blue save as button. To select if the Custom report can be seen by other services within your group select the desired option from the Visibile to drop down list.
  
  To Delete a custom report that has been previously saved, first select that report from the Print Mode drop down list, click Print to display the report, the name of the report will be displayed in the Print Mode Name field, click the Delete button. 
  
  To Display a Report
  From the Print Mode drop down list, you can select from a list of Default staff details reports, or from previously saved Custom staff details reports. As you select the report, the fields which are included in the report will display in the Field column at the left hand side of the screen. 
  
  You can modify the fields by clicking the down arrow in the relevant field box and selecting the information you would like to include.  You can include additional fields in a report by clicking on an empty Field and selecting the additional field you require. 
  
  Default reports available are: 
  General Information 
  Will print a list of employees with general information (i.e., job title, permanent or temporary, starting date, and registration details).
  Contact details 
  Will print a list of employees with details of their contacts displayed.
  Medical Details 
  Will print a list of employees, along with details of their medical information (i.e., allergies etc.).
  Currently Registered
  Will print a list of employees who are considered fully registered during the selected date range.
  Currently Provisional 
  Will print a list of employees who are considered provisionally registered during the selected date range. 
  Neither but Qualified 
  Will print a list of employees who are not registered but who are qualified.
  No Police Vet 
  Will display a list of employees who have no current Police Vet certificate.
  Not Permanent 
  Will print a list of employees who are not permanent employees. Details of their job title and registration will also be displayed.
  Starting within Period 
  Will print details of employees who will be starting at your service within the selected date range.
  Leaving within Period 
  Will print details of employees who will be leaving your service within the selected date range.
  Practicing Certificate has Expired 
  Will print a list of employees whose practicing certificate will expire within the selected date range.
  Police Vet Expires
  Will print a list of employees whose Police Vet will expire during the selected date range.
  Covid-19 Vaccination 
  Will print a list of employees whose Covid-19 Vaccination details have been populated in the Immunisation screen (Employees > Select staff member > Immunisation)
  Covid-19 Booster Only 
  Will print a list of employees whose Covid-19 Vaccination details have been populated in the Immunisation screen (Employees > Select staff member > Immunisation)
  Covid-19 (2 Doses + Booster) 
  Will print a list of employees whose Covid-19 Vaccination details have been populated in the Immunisation screen (Employees > Select staff member > Immunisation)
  No CYF Check 
  Will print a list of employees who do not have CYF clearance.
  CYF Check Expires Within Period 
  Will print a list of employees whose CYF check will expire during the selected date range.
  First Aid Expires Within Period 
  Will print a list of employees whose first aid practicing certificate will expire within the selected date range.
  No First Aid 
  Will print a list of employees who do not have first aid certificates.
  No (Customised Check)
  Will display a list of employees who have not been checked with this particular customised check field in the employee details screen.
  This (Customised) Check Expires Within Period 
  Will print a list of those employees who have been checked with a customised check box in the employee update screen, and this check will expire during the selected date range.
  No Work Visa 
  Will print a list of those employees who do not have a current work visa.
  Work Visa Expires Within Period 
  Will print a list of employees whose work visa will expire within the selected date range.
  Customised Print Modes 
  Customised reports that you have created and saved for future use will be available from this drop down list.
  
  CSV File
  To create a .csv file from one of the reports in Staff Details, select the desired parameters, display the report to the screen, and click the  icon next to the Print button. The created file name will be displayed on the screen. Click on the file name to open the CSV file or right click to download a copy to your computer. If you wish to delete the CSV file, click the  icon at the right hand side of the screen.
  
  Print
  Click Print to display the report to your screen.
  Click Print to printer to print a hard copy of the report.
  
  
  For further information or assistance call
  0508 INFOCARE (0508 463622) or email help@infocaresolutions.co.nz
  © 2018 Infocare Systems Limited