- Explanation and Purpose of Report Types
- Security Level Requirements and Access
- Adding and Maintaining Home Report Types
This article is meant to assist you with the details in adding and maintaining Home Report Types.
If you have a question not addressed here, contact support at firstname.lastname@example.org.
Explanation and Purpose of Home Reports
Home Report Types control your list of available Reports within a particular Home. Reports are typically documents that are either collected or generated/written by your staff, and often have a due date and an associated file. Examples of Reports are written documents, such as service plans or assessments, or collected documents, such as birth certificates or social security cards.
Security Level Requirements and Access
You must be an Agency Administrator to access the “Administration” menu on the left side of your Workspace. Go to “Organization Settings” and click on “Home Report Types”.
Image: “Home Report Types Access Screen”
Adding and Maintaining Homes Report Types
Once in “Report Types”, select an existing report from the list or create a new one by clicking “Add Home Report Type”.
Click on “Edit” if editing an existing Report Type. Within the General screen, complete the fields. Required fields are highlighted, while optional fields are not.
Image: “Home Report Types: General Screen”
Report Type Information
Image: “Home Report Types: Report Type Screen”
|Name of the report
|Organization (if applicable)
|Organization that is using the report
|If you would like a report to be triggered based on the occurrence of another event, you can select one of these options. See Due Dates in Related Articles for more detail
|Within homes, you are able to specify who is allowed to see this activity type
|The number you assign will determine the order in which this report appears in the activity menu found within a specific home. (The top 12 activities appear if you hover over “Add Report”, however you can click on “More” to view all report types in alphabetic order.)
|Only inactivate if you no longer wish to use this activity type
|Select the category from the drop-down menu. If you select Non-Household Member, the following “Required for” field will appear
|Select from the drop-down menu, for which Non-Household Member this report type is required
Image: “Add Report Types: Configuration Report Category and Required For”
Image: “Home Report Types Configuration Options”
|For more details on Due Dates, see Related Articles
|For more details on Expiration Dates see Related Articles
|Does not require approval
|Report does not require supervisor approval in order to be completed
|Do not allow copy from previous (advanced)
|Does not copy the report if the home is discharged and then readmitted
|Show in Compliance Checklist
|Report displays on the compliance tab for the household
|Show in Family Website Compliance Checklist
|Report displays on the family website compliance checklist
|Copy this report if home is readmitted
|Copies the completed report if the home is discharged and then readmitted
|Share Completed Report Files on the Family Website
|Shares the completed report on the family website
|Use Custom Form Builder
|Enables the Custom Form Builder which will allow you to create custom forms rather than using Word docs
|Hide if Single Household
|Hides the report if it is a single household
|Require file attachment to submit, approve, or complete
|Requires a file to be attached in order to be marked complete
|Show guidelines/help text
|Displays helpful text/directions on how to complete a report
|Show as Profile Photo (must be template type Photo below
|Add a photo of the family and make it their profile photo on the side bar
Checklist categories vary for each agencies. Names of these categories can be changed in Organization Preferences. Depending on which category is chosen, the report will appear in that category in the compliance checklist. (Note: “Show in Compliance Checklist” must be checked for the report to appear in one of the categories.)
Image: “Home Report Types: Checklist Categories”
|Marks the report as optional, not required
|Hide if no Parent B
|Hides the report if there is only one parent in the household
Select the Type of Template you select will determine the subsequent fields available for you to complete.
Image: “Home Types: General: Template Screen”
|Template Type Information
|Text – Use Field Codes
|Enter in text into the narrative box using field codes. Once completed, the narrative box will display the field code information
|Text and User Attached File
|Allows users to add a text narrative as well as attach a file
|File – Use Field Codes
|Upload documents that use extendedReach field codes to populate the fields
|File – No Field Codes
|Upload documents without field codes
|File – User Will Attach
|User will attach a file (PDF or Word)
|Photo – User Will Attach
|User can attach a photo(s)
|Click on the paperclip to attached a MS-Word document(s) if you selected a “Type” (from above) that includes attaching a document
|Add the narrative with Custom Field Codes, from the “Custom” Tab, if you wish. This narrative will appear when you access this Program Report in the eR system
Once you save your work, your report type will be complete and usable. Your new report is now accessible from your workspace within a home and usable in your agency’s workflow.
Below is an example of an active report type.
Image: “Usable Report”
Administrators can use the wrench icon next to the report name to go directly to the report settings.
Image: “Workflow Report”