JOB EVALUATION SUITE Using Reports

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Instructions
JOB EVALUATION SUITE Using Reports
Hi! My name is Judy.
I would like to demonstrate the amazing
flexibility of the reporting module. This
overview will enable you to customize the reports
to suit your specific needs.
To begin, click Next Page.
Next Page
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Instructions
Entering Job Evaluation Suite
Wa Ergo
81040
Judy, our tour guide, will ask the user to
login by entering company name and password. For
this demonstration the company name is Wa Ergo
and the password is 81040. (When in doubt,
read Judys instructions.)
Next Page
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Instructions
Viewing Reports
You may enter Report from any screen by
clicking the Report link located below Judys
feet. A senior manager may want to enter the
reporting section at this opening screen to
create an Overview Report. An ergonomics team
may want to complete a job evaluation and then
enter the reporting section to create a Specific
Report. Click each of the yellow text links
below to see the difference.
Back
Overview Report
Specific Report
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Instructions - Overview Reports
Entering Password
A password must be entered to access the reports
section. You may enter report to proceed. The
password is easily changed by the customers
system administrator.
Back
Next Page
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Instructions - Overview Reports
Selecting the Type of Report to be Presented
Report Tabs
Data Filters
Before any report can be presented, you must
select one of the 3 report tabs Hands and Arms,
Lifting, or Office Computer. Please note that
clicking on a tab creates an unfiltered report,
which could be very large and cumbersome. Adding
filters prior to selecting a Report Tab will
focus the results on the data that you are
interested in seeing.
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Next Page
Adding a Filter
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Instructions - Overview Reports
Selecting Filters
Specify type of filter first.
Clicking the All button adjacent to Wa
Ergonomics and then clicking the Hands Arms
tab produces a report showing the scores for each
client that Wa Ergonomics has. The scores are
shown as the average score for all the Hands and
Arms evaluations taken by each of these clients.
Following the average score is the number of
evaluations completed, and then the range of
scores from lowest to highest.
Select report tab second
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Next Page
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Instructions - Overview Reports
Selecting Filters
Clicking any one of the client names will move
that name into the list of filters. The data
displayed will then be limited to that selected
client. Using this technique of selecting titles
from the report to create filters, will enable
you to see specific data and to customize the
report.
Clicking on a client name, Seattle Ergo
Company, will create a filter
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Next Page
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Instructions - Overview Reports
Selecting Specific Data
The client Seattle Ergo Company is now a filter
The report is now limited to Seattle Ergo
Company evaluations
Clicking the client name Seattle Ergo Company
will move that title to the list of filters. The
data displayed will now be limited to Seattle
Ergo Company. Using this technique of selecting
titles from the report to create filters, will
create a customized report.
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Next Page
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Instructions - Overview Reports
Seeing Details - Selecting a Date Range
Apply Date Range
Select Detail or Summary
Column headings
Click Detail to see the individual scores for
each risk factor (as shown above). Click
Summary to see the average scores for the risk
factors. Enter a From and Thru date to create
a date range for the report. Select a different
evaluation tab, Hands Arms, Lifting, or
Office Computer to generate a new report.
Clicking on any column heading will rank the
scores under that heading. You may further refine
your filters down to the employee and even
individual survey level.
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Return
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Instructions Specific Report
Entering Reports Module
After completing an evaluation, the ergonomics
team may want to enter Report from this screen
to see how this evaluation compares to other
evaluations. Clicking the Report button,
located below Judys feet, will take you from
this screen to the Report module.
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Next Page
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Instructions - Specific Report
Entering Password
A password must be entered before gaining access
to the Report module. In this example, the
password is report.
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Next Page
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Instructions - Specific Report
Filter List
Click to remove this filter
Because the Report module was accessed from a
screen with an existing list of filters, this
report is filtered to a specific individual, at
this location, performing this job. The report
indicates Brough, William has completed 7
evaluations. To see all the employees who have
performed this task, click the Name button
adjacent Brough, William. This action will
remove the filter.
Filter list
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Next Page
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Instructions - Specific Report
Removing a Filter
Pressing the Employee link activated the
employee filter and expanded the report to show
all individuals filtered by the specified
company, location, department, evaluation level
and job. Selecting any of the other links will
remove the associated filters. Clicking on a name
in the body of the report will re-establish that
name as a data filter. This technique provides
amazing flexibility. Experiment with adding and
removing filters to customize the reports to suit
your specific requirements.
Clicking on a name will create a new filter
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Next Page
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Expanding the Data - Creating a Date Range -
Selecting Other Tools
Select Detail or Summary
Click Detail to see the individual scores for
each risk factor (as shown above). Click
Summary to see just the average scores for the
risk factors. Enter a From and Thru date to
create a date range for the report. Select one of
the evaluation tabs Hands Arms, Lifting, or
Office Computer to generate a different report.
You may further refine your filters down to the
employee and even individual survey level.
Back
Return
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Reports Training
Thank You
Thank you for your valuable time!
If you have questions, please contact William
(Bill) Brough [phone] Billbergo_at_aol.com
To end, click Exit
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