Visions Reports Program Activity (aka CAR ) NPI CSGB-Section G
description
Transcript of Visions Reports Program Activity (aka CAR ) NPI CSGB-Section G
Visions Reports
Program Activity (aka CAR)NPI
CSGB-Section G
Contracts and Fund CodesThese need to be set up properly for Reports to work
Contracts– Contract (Like CSBG, Head Start, etc.)– Contract Number (One for Each Year)– Fiscal Year Dates for each Contract Number
Fund Codes - Groups contracts together to fund Activities
– Detail Records for each Year
Program Activity Report
Counts Services
To get this report from Visions you need to record Services in Visions
Setup and Use
Attach the Program Activity Code to the Activities that should be counted for the report
Record the Service/Activity
Example:
Food Shelf – Attach the code H1 to the Food Shelf Visit activity
Record the Food Shelf Visit activity for each visit
H1 for Food Shelf
2010 CAR Program Activity Codes
Record the Visits
Program Activity Report
Enter Selections for Report
Run the Report
NPI (ROMA) Reports
This report counts Successful Completion of National Performance Indicators
To get this report from Visions, you need to record that a client has Completed a Milestones and record a Service that assisted that client with that milestone
Setup and Use
Enter the Projected Number to Complete
Connect Milestone to NPI
Record a Service
Mark Milestone as Complete
CSBG Work Plan
Enter the Projected Number to Complete
Connect Milestone to NPI
Mark Milestone as Complete
NPI (ROMA) ReportsUse the CSBG_NPI_Goal6 report to count :6.1A (Seniors) and 6.1B (Disabled by age group) you helped retain independence
Use NPI Straight Count reports for all other goals.
Use NPI Goal 6 report for 6.1A & 6.1B6.1A – Seniors helped to retain Independence
6.1B – Disabled helped to retain Independence
This NPI does NOT have to be linked to a Milestone to work.
This report counts ALL Seniors and Disabled (by age group) in ANY household that received a service during the time frame of the report
Selections and Results for 6.1A and 6.1B
NPI Straight Count reportsfor ALL other NPI goals
Results for NPI Straight Count
CSBG Section G
Unduplicated counts and demographics of households and individuals that have received services
To get this report from Visions you need to record Services in Visions
(This is the same thing you need to do to get the CAR report)
Run the Report
Additional items to set up
If you run a report for a particular Contract– Make sure the Contract Number has the
correct Fiscal Year Start and End Dates set– Make sure the Funding Code has Details for
the contract and the Percent is filled in– Make sure the activities have the correct
Funding Code attached
Contract Number needs Fiscal Year Dates
Date selection for report will be limited by the FY Start and End Dates
If the FY runs from 1/1/2009 to 12/31/2009 and you run the report for 10/1/2009 to 9/30/2010 the end result will be a report that includes ONLY the dates that are common to both date ranges.
End result will be ONLY 10/1/2009 to 12/31/2009
To get around this you can temporarily change the FY Start and End Dates
Funding Code needs Contract Details
Click Details button on Funding Code page and add Details record for each contract
Activity needs correct Funding Code
Reports by Contract Number
The report will look at the FY Dates
The report will look for Funding Codes with the Contract in them
The report will look for Activities with the Funding Code attached