Using the E-Signatures Configuration ReportBuilder

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The Electronic Signatures Configuration ReportBuilder is used to generate customized reports of electronic signature configuration information. To generate and save an  Electronic Signatures Configuration ReportBuilder report that can be re-run in the future, to generate a single-use report, or to use and/or update an existing report format to generate a report, complete the following steps from the AWARDS Home screen:

  TIP: The following instructions detail accessing the Electronic Signatures Configuration ReportBuilder from directly within the E-Signatures Configurations tool.  This report is also available in the AWARDS Reports module, where it can be bookmarked for easy access.  For more information on using the Reports module, click here.

    1. Click Administration from the left-hand menu, and then click Builders & Tools.  The Builders & Tools fly-out menu is displayed.
    2. Click E-Signatures Configurations, and then click the type of record for which the report is to be run - Monthly Checklist or Progress Notes.  The Electronic Signatures Sets page is displayed.

    1. Click Electronic Signatures Configuration ReportBuilder from the left-hand menu. The ReportBuilder Settings page is displayed.

    1. By default, the report will only include records for signature sets where the set status is "Active."  To expand report results to include all electronic signature configuration records, regardless of status, uncheck the Include Only Active Records checkbox.
    2. Leave the Provide ExportBuilder Options checkbox unchecked.  It is NOT relevant to report generation.

  NOTE: This option is used to provide access to an ExportBuilder corresponding to the ReportBuilder with which you are working.  AWARDS ExportBuilders - which are designed for use by individuals who are familiar with export files and formats, their design, and setup - harness the power of ReportBuilder functionality and take it a step further to meet a variety of outside reporting needs.  With ExportBuilders users can create customized data reports as they would with the ReportBuilder itself, and from those reports generate export files of a number of different types - CSV, TXT, XLS, or XML.  Exported files can be saved to your computer, then uploaded into other data collection systems and/or worked with in other applications as needed.  Additionally, as can be done with ReportBuilders, ExportBuilder formats can be saved and shared for future use.

The instructions provided in this portion of Online Help detail use of the Electronic Signatures Configuration ReportBuilder only, not the corresponding ExportBuilder.  For more information on using ExportBuilders, please refer to the corresponding portion of Online Help.

    1. If you would like the report (both its content and an Excel file version) to be sent to your AWARDS Messages module upon its completion, click the Send in AWARDS Message checkbox.  When this option is selected, you need not wait for the report to generate, and can navigate away from the ReportBuilder after finishing the configuration process - this can be a time-saver, especially when working with reports containing large amounts of data that might otherwise take a while to display in AWARDS.

  NOTE: When using this option the report will remain in your messages for one month, after which time it will be deleted.  (The exact date of deletion will be displayed in red at the top of the report message for your reference.)  If you know you will need the report content after that time, be sure to download the Excel file (Excel or HTML content (Report Content.html) attached to the report message.  If you don't download one of these attachments before the message is deleted, you will need to manually re-generate the report if you need access to it in the future.

    1. Use the Select a saved report format drop-down options at the bottom of the page to specify whether you will be generating the report from scratch or using a previously saved format.  Available choices are to:

  Use a previously saved report format - To generate the report using a previously created and saved format, select that format from this drop-down.  When using this method, you can immediately generate the report without changing any settings.  Alternately, you can first review and modify the settings of the format by checking off the available "Provide option to modify settings of saved report format" checkbox.

  TIP: In addition to any previously saved report formats, a built-in format is also included in the saved report selection list when using the E-Signatures Configurations feature for progress notes: Foothold Technology - Progress Notes E-Signatures Configurations (By Note Type) .  This report format is a good starting point for seeing how electronic signature configurations are set up by progress note type.

  Start from scratch, without using a previously saved report format - To create your own report format for single-time use or for saving and later re-use, leave the saved report format drop-down blank.

    1. Click CONTINUE

If you are using an existing report format and have NOT chosen to view/modify the settings of that format, you are now taken directly to the report page.  Continue with step 16.

  NOTE: If you chose to send the report to yourself via the Messages module (in step 6), a notice is first displayed on the page to let you know that report generation is in process and that the report will be sent to your Messages module upon completion.  You can then navigate away from the page, or wait for the report to complete and then proceed with step 16. If you did NOT set that option, you can do so now by clicking Send to AWARDS Messages.

In all other instances, the Options page is displayed.  Continue with step 9.

    1. The Options page contains lists of electronic signature set, signature, and order level variables grouped by type and representing data collected using the Progress Notes component of the E-Signatures Configurations tool.

  NOTE:  A section for "Date Parts" - common to all ReportBuilders that have data variables available for selection - is also included on this page.  It is intended to allow for greater flexibility of reporting around dates; for example, giving you the option to report out on a month as either a number (1) or written month (January).

Click the checkbox next to each variable to be included in the report, and/or use the available Check All options as needed.

    1. Click CONTINUE.  The Report Options - Continued page is displayed.
    2. Configure or make changes to the options in the "Filter Options" portion of the page as necessary to adjust the scope of the report contents.  Set the "Show Individual Detail" and/or "Summary Tables" options to adjust the way in which the contents are displayed.

  TIP: Individual detail report options and/or summary table selections must be set before the report can be generated.  For more information on using the various report options, please click here.

    1. To save the settings made on this and the previous pages so that the report can easily be re-generated in the future, click SAVE REPORT FORMAT.  The Save Report Format dialog box is displayed.

  TIP: If it is not necessary to save the report format and you only want to generate the report itself, skip to step 15.

    1. Configure the fields and options on this dialog box to indicate the specifics of how the format should be saved.

  TIP: For more information on using the save report format options, please click here.

    1. Click Save Report Format.  The report format is saved and the Report Options - Continued page is re-displayed.
    2. Click DISPLAY REPORT.  The report is generated and displayed on the ReportBuilder page. 

  NOTE:  If you chose to send the report to yourself via the Messages module (in step 6), a notice is first displayed on the page to let you know that report generation is in process and that the report will be sent to your Messages module upon completion.  You can then navigate away from the page, or wait for the report to complete and then proceed with step 16.  If you did NOT set that option, you can do so now by clicking Send to AWARDS Messages.

    1. At this time individual detail and/or summary table content can be hidden or sorted as needed.  The report can also be printed or exported to Microsoft Excel.  For more information on working with ReportBuilder report contents, please click here.

  NOTE:  When reviewing report data, please keep in mind that when a report is long enough to require you to scroll down the page to view all of its content, the header row of the data table (individual detail and/or summary) "freezes" at the top of the page.  Similarly, when printing a report that covers more than one page, the header row of any tables split between pages is shown at the top of each page.

The process of generating an E-Signatures Configuration ReportBuilder report is now complete.