CLWRota and Medirota reporting features can be configured to ensure that data inputs are organised in a way that reflects reality.
The tabs below provide a simple guide to configuring the reporting settings relevant to department Service Reports and Benchmarking graphs.
CLWRota reports configuration
To configure the CLWRota data for Service Reports and Benchmarks you will need to go to the Rota Management Console (RotaMC) under the Reports tab. Please note that not all Rota Masters have access to this option on the Reports menu. If you cannot see this option and you would like to, please let us know.
Once in RotaMC, clicking on the 'Config' tab will take you to the following page:
Here you can configure the information which will affect the graphs that make up a Service Report:
- Planned / Unplanned Leave
- Study Leave
- Solo sessions
- Extra types
Leave can be configured into Planned, Unplanned, Study and Normal Activity. Planned and Unplanned leave data is used in the Service Reports and Benchmarking packs.
Middle Grade configuration allows departments to determine which sessions on the rota would have been worked as Solo sessions. If you select someone to be a Middle Grade then their sessions worked without a Consultant will not be included as a Solo session.
The Extra types settings page allows you to distinguish between Extra types that represent a clear additional cost to the department and those that represent planned DCC activity that has been shifted to a different time (e.g. time off in lieu). Extra types can be edited from the Super User login. If you do not have Super User access (this is different from Rota Master access) please contact us at firstname.lastname@example.org.
Further information can be found on the relevant pages in RotaMC.
Medirota reports configuration
The data that you see on your Medirota Service Reports and Benchmarking packs can be configured by going to the Admin tab > Report Settings.
On there you will be able to review and update all your report settings for:
Leave can be configured into Planned, Unplanned and Study. Planned and Unplanned leave data is used in Service Reports and Benchmarking packs.
The Service Reports and Benchmarking packs will only include data for Roles that have been marked as Consultant.
The Extra types settings page allows you to distinguish between Extra types that represent a clear additional cost to the department and those that represent planned DCC activity that has been shifted to a different time (e.g. time off in lieu). Extra types can be edited from the Super User account. If you do not have Super User access, please contact us at email@example.com.
If you have any questions while you are configuring your Medirota report settings, please let us know. We understand that these settings may not be suitable for all types of departments, so if you have any suggestions on how the data could be grouped to support meaningful reports for your department, please let us know.
We also have a guide which specifically refers to the reporting settings for the Productivity report which you see on the Medirota assignment popup. You can view it here.
If you have any questions about reports configuration or would like to discuss your Service Reports or Benchmarking packs, please contact the Rotamap support team on 020 7631 1555 or firstname.lastname@example.org.