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To search for an employee:

1. Click Image Modified to search an employee, the Search Daily Inquiry screen appears.
   
   

   image
   image Blank DI Search.jpg title Fig.3 Daily Inquiry - Initial Search

   
   
2. Type or select search criteria as required. Criteria fields are Schedule Date, First Name, Last Name, or Facility.
   
   

   Tip
   title Tips
   To list the employees with First Name or Last Name starting with a particular character, type the character and the employees starting with the given character are displayed in the 'Search Results' list. Click Image Modified and select Schedule Date to list the employees for the selected schedule date. Click Search in the Search Daily Inquiry screen. The records matching the selected criteria are listed in the 'Search Results' section of the Search Daily Inquiry screen.

   
   
3. Click Image Modified in the Search Daily Inquiry screen. The records matching the selected criteria are listed in the "Search Results" section of the Search Daily Inquiry.
   
   

   image
   image DI Search.jpg title Fig.4 Daily Inquiry - Search

   
   
4. You can also filter your search results by selecting any of the column header links.
   
5. Click the selected employee ID link. The weekly view, schedule, and assignment details of employee will be displayed.
   
   

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   image Detailed DI.jpg title Fig.5 Daily Inquiry - Detailed View of an Employee's Daily Activity

   
   At the top of the screen resides a graphical view of the employee's weekly schedule. The current day being viewed is always in the center, with 2 days prior on the left, and 2 days following on the right.
   
   

   Tip
   title Tip
   The centered date matches the "Schedule Date" in the center section below.

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1. Access the Daily Inquiry screen.
   
2. Search and display the employee information in Daily Inquiry screen.
   
3. Select the assignment(s) you want to generate report by selecting the Select check box of the assignment(s).
   
   

   image
   image Trip Audit Asgns.jpg title Fig.7 Daily Inquiry - Select Assignment for Trip Audit Report

   
   
4. Click Image Modified to view the Report.
   
5. Select which Report Type you would like the report to appear and select Image Modified.
   
   

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   image Report Type.jpg title Fig.8 Creating Trip Audit

   
   

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   image Sample Report.jpg title Fig.9 Sample of Trip Audit Report with multiple Assignments

   
   
6. You can export the report by clicking Image Modified at the top left of the screen.
   
7. Select the format output for the report from the popup menu.
   
   

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   image Format.jpg title Fig.10 Report Format Selection

   
   

   Info
   title Info
   There are various format output types: Crystal Reports (rpt) PDF Excel Word Rich Text Comma Separated Values

   
   
8. You can also print out the report to a local printer by clicking Image Modified.
   
   

   Note
   title Caution
   You must have a printer driver installed locally on the the computer you are trying to print from.

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