Page History

...

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

   ^{Fig.2 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 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  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 Removed

   
   

   Image Added
   

   ^{Fig.3 Daily Inquiry - Search}
   
   

4. You can also sort your search results in ascending or descending order 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.
   
   

   ^{Fig.4 Daily Inquiry - Detailed View of an Employe's Daily Activity}
   
   

   Tip
   title Tip
   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.

   The yellow and dark blue bars illustrate the employee's schedules on each day. The yellow bar represents the schedule the employee was assigned to work. The blue bar represents the actual schedules the employee worked. Only days containing actual work schedules will have a blue bar. In the screenshot above, you can see that the employee was assigned to a schedule all 5 days (Wednesday through Sunday), but only worked on Wednesday and Friday.
   
   Also contained within the bars are the Schedule start and end times:
   
   

   
   ^{Fig.5 Daily Inquiry - Weekly View - Schedule Start and End Times Within the Graphs}
   
   The date currently being viewed has a hyperlink. Clicking on the blue box with the white hyperlink enables you to edit the Schedule's start and end times manually.

...

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).

   
   
   ^{Fig.6 Daily Inquiry - Select Assignment(s) for Trip Audit Report}
   

    

4. Click  to view the Report.

5. Select which Report Type you would like the report to appear and select .

   
   
   ^{Fig.7 Trip Audit Report Type}
   

    

   
   ^{Fig.8 Sample of Trip Audit Report with multiple Assignments}
   

    

6. You can export the report by clicking  at the top left of the screen.

7. Select the format output for the report from the popup menu.

   
   
   ^{Fig.9 Report Format Selection}
   

    

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

8. The report must be exported before it can be printed.  By clicking , the report will be exported to PDF.
   
   

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

...