Referrals & assessments
Referral Report P-004
Every referral from received to converted or rejected – with the named source (GP practice, hospital, team), the source type and the admin-categorised rejection reason.
Filters: received dates · source type · status · reason. Charts: conversion rate by month, outcomes by source type, rejection Pareto, handler workload.
Assessment Report P-003
Assessments and their review tasks in one view: upcoming, completed and draft assessments, next-review dates with the overdue / due-soon RAG and days-overdue, customer reference and address, auto-generated review tasks and assessor workload.
Filters: review dates · status (upcoming / completed / draft) · due (overdue / due this week) · review task. Charts: completed per month, days-until-review, scheduled vs not, outcome mix.
Agreements & requests
Service Agreement Report P-006
One flexible query over agreements, their services and equipment – find service users by feature (responder service, private pay, expiring within a week…).
Filters: start dates · status · funder · has-service · expiring. Charts: portfolio growth, status and funder mix, service attach rate, tenure.
Request Report P-005
Every request from creation to final outcome with SLA target vs actual per row. Filter Priority = Urgent for the incident view; cancellations carry their mandatory reason.
Filters: raised dates · type · priority · status. Charts: SLA attainment vs the 90% target, demand mix, resolution-time distribution, cancellation Pareto.
Planning
Demographics Report
See the service users in an area with age, sex, keywords, dwelling characteristics and the equipment in their homes – coverage, recruitment and maintenance-round planning evidence.
Filters: postcode district · age range · sex · keywords · property type · equipment. Charts: users by district, keyword prevalence, equipment by district, age profile.
Staff Utilisation Report
Per person or team: active time, travel time, journeys, total mileage and % active over a date range – the balance check for capacity and re-homing work.
Filters: date range · team · person · group by. Charts: % active by person, active vs travel, mileage by team.
Stock & audit
Stock Report P-007
Every item with its custody, availability, battery and warranty dates and value – raise a battery-replacement change request straight from a row; re-order recommendations sit under the table.
Filters: warehouse · availability. Charts: batteries falling due by month, availability, value by product, custody by location.
Audit Report P-008
Who changed what, when, on which record – with the previous → current value for every change, a reason and notes. Requests, agreements, tasks, stock custody, referrals and user administration in one filterable ledger.
Filters: dates · entity · changed by. Charts: activity by month and entity, action Pareto, events by user, weekday profile.
Operator Audit
Per-operator sign-on sessions: log-on, log-off, workstation / machine address, and an optional sign-out reason (e.g. leaving early) – the people-activity log, kept separate from the system change audit.
Filters: dates · operator · sign-out reason. Charts: signed-on hours and sessions by operator.
Referral Report P-004
Tiles are computed from the rows below and act as status filters. “No responder coverage” rejections are the recruitment evidence from the reports call (M5).
Assessment Report P-003
Assessments and their review tasks combined. Status is Upcoming (due in future, scheduled or not), Completed or Draft (started, not yet published – no review date until it is). The assessment date is exactly one year after the previous one. Red = overdue (with a days-overdue count), amber = due in 7 days. Click a row to open its details, history and previous assessments. The Review-task column searches the auto-generated review tasks P-003 C-003.
Service Agreement Report P-006
The feature filters must cover every option of the 8 merged reports (e.g. Rob’s “private pay” lookup = Funder filter; “Without active services” = Status preset).
SLA target/actual columns show where an SLA is set up Q-006; request links open the full record (permission-checked in production); cancellation reasons are admin-categorised Q-010. Filter Priority = Urgent to reproduce the old Incidents report.
Stock Report P-007
Battery-due RAG: red = past the recommended change date, amber < 60 days. Rows with an approaching battery date offer Battery request – generating a Change request straight from the report (P-007).
| Product line | In stock | Min level | Recommended | Weekly use | Lead time | Suggested re-order |
|---|
Demographics Report
Audit Report P-008
v1 coverage depends on which audit trails the build tracks (OQ-RP4). Stock custody questions (“where did this unit go?”) land here – “it’s all recorded in the audit”.
Staff Utilisation Report
Active time, work time (on tasks), travel time, unutilised time, journeys, mileage and % utilisation per person over the selected range. % utilisation = (work + travel) ÷ active time · unutilised time = active − work − travel. Date range is illustrative in the wireframe.
Operator Audit
Operator sign-on sessions – log-on time, log-off time and the workstation / machine address, plus an optional sign-out reason (the sign-out prompt can be skipped; it is there for leaving early and similar). Breaks, meetings and training are not tracked. Separate from the system change audit.