To view a read-only service coordinator assignment report, available from within the AWARDS Reports module, complete the following steps:

1. From the navigation bar, click Reports (or the Reports icon).  The Reports index is displayed.

2. Click the Program drop-down arrow in the upper-right corner of the page and select the individual program for which the report is to be run, or select a group of programs using one of the available "All" or "Custom" grouping selections.
3. If you previously bookmarked the Service Coordinators Assignment Report it is displayed on the reports index by default; otherwise, from the left-hand menu bar, click All under "Show Reports."
4. Use the navigation features in the bottom-right corner to locate the Service Coordinators Assignment Report in the index, or enter "coordinator" in the Search field in the upper-right corner.
5. Click Service Coordinators Assignment Report from the reports index. The Service Coordinator Report Selections page is displayed.

6. Click one of the following drop-down arrows and select the individual or vacancy for which the report is to be viewed:

  Coordinator - When a coordinator selection is made, the report will include a list of those consumers for whom the selected coordinator is assigned as primary, backup, or temporary coordinator.

  Client - When a consumer selection is made, the report will include a list of those coordinators assigned to the selected consumer in the selected program or program type.

  TIP: A quick way to view all programs a selected consumer is currently in is to select "All Programs" (on the previous page) and the client for whom the information is to be viewed (on this page).

  Vacancy - When a vacancy selection is made, the report will include a list of those coordinators assigned to the selected vacant unit.

  TIP: This option is only available when a residential location was selected on the previous page.

7. Click the Sort By drop-down arrow and make a selection to indicate how service coordinator information is to be displayed in the report.  Available selections are:

  Client - When this option is selected, the report information will be sorted alphabetically by consumer name.

  Worker - When this option is selected, the report information will be sorted alphabetically by service coordinator/worker name.

8. Click the Include drop-down arrow and make a selection to indicate what service coordinator information is to be included in the report.  Available selections are:

  Include Backup and Temporary - When this option is selected, the report will include primary, backup, and temporary service coordinator information.

  Primary Service Coordinator Only - When this option is selected, the report will include primary service coordinator information only.

9. Click CONTINUE.  The service coordinator assignment report is displayed on the Service Coordinator Assignments page.

The contents of this read-only report are based on the selections made on the previous pages.

Click the heading of any report column to sort the report contents by that variable.  To limit which columns are displayed, click the column display icon in the upper left-hand corner of the report and pick and choose which columns of information should be included.

  TIP: To export the service coordinator information to Microsoft Excel for further analysis, click the Excel File link at the top of the page and complete any on-screen instructions that follow, including acknowledging the PHI Download Alert displayed before the export can proceed.  Keep in mind that any sorting done on the report page does not carry over to the Excel file version of the report contents.

The process of viewing a service coordinator assignments report is now complete.

  https://demodb.footholdtechnology.com/help/?10271