SoftWorkload 2013 Excels Excursion and Views Presented by: Betty Kramer. Michal Kukula. Jaleh Siyan

Excursion Objectives  SoftWorkload System Purpose  American Canadian Journey  Reports … Reports … Reports  SA Base Report Defining  SoftScape Report Defining  New WKL Excels = SoftReport  New WKL Excels = Ftp  VIEWS = Oracle  New SoftBI = Business Intelligence

Purpose SoftWorkload accomplishes 2 goals … CAPTURES soft data REPORTS soft data

Workload CAPTURES from … SoftWorkload SoftLab SoftMic SoftBank SoftPath SoftGene SoftQC

SoftWorkload Activities  Time SoftWorkload is all about … LIS Activities and your working time!Activities SoftWorkload captures Activities defined & saved in SoftWorkload SETUP SoftWorkload Activities are module specific – LAB, MIC, BB, AP, GENE, Rx Service RecipientNon-Service Recipient SoftWorkload Activities are Service Recipient and Non-Service RecipientTime In SoftWorkload, the Unit Value is the “element of time”  EXAMPLE: Unit Value 1.0 is the equivalent of 1 minute of TECH time  EXAMPLE: Unit Value 5.0 is the equivalent of 5 minutes of TECH time Canadian Clients MIS Standards drive SoftWorkload Activities for Canadian Clients  MIS Standards ….  Resource Allocation FTE’s American Clients LMIP and CAP drive SoftWorkload Activities for American Clients  Managerial Reporting  Statistical Reporting FTE’s

MIS Standards 2013 for Canadian Clients Workload Measurement – Clin Lab Schedule of unit values updated as part of the ongoing MIS maintenance process MIS Enhancements include: adding Activities, previously not defined clarification of some Activities wording enhancements Unit Values adjusted according to new information received

WKL Reports - old & new Legacy Reports – SA Base SoftReport Reports – pdf Excel Reports – SoftReports Excel Reports – Ftp Oracle VIEWS - External Reports

Where can I generate Reports? 1-CAPTURING  Monitor Reports 2-Non-Patient  Non-Patient Activities Reports 3-REPORTS  Weekly Monthly Quarterly Yearly  Standard Calendar or Fiscal Calendar Reports  COLUMN Category – define 1 COLUMN  ROWS Categories – define 1, 2, 3, 4, 5, 6 up to 7 ROWS 4-SETUP  Statistical Report Definition is the defining format for “Custom Reports”  Automated Non-Patient Scheduler Reports  Print Scheduler – “Automated Reports” 4 Reporting Time Frames for Print Scheduler Reports:  Weekly Monthly Quarterly Yearly

WKL Reports – more about it Excel Reports: Ftp accessible, Csv file, Can work as interface Excel Reports in SoftReports:.pdf to.xls Transition, browser accessible User interaction Oracle VIEWS: For external reporting tools; Supports Workload logic for uv and no.

SoftWorkload Report Defining – Screen 1

SoftWorkload Report Defining – Screen 2

SoftWorkload Report Defining – Screen 3

WKL Ftp Excel EXAMPLE 1 Ftp no. Ftp uv

Workload Ftp Excel Value: no. EXAMPLE 1 enlarged

Workload Ftp Excel Value: uv EXAMPLE 1 enlarged

Workload Ftp Excels SoftWorkload Excel Reports in new csv format with access through ftp Reports divided into 2 separate files “no” value file – number “uv.” value file - unit value Last COLUMN is the “Total” sum of Columns, formula Last ROW is the “Total” sum of ROWS, formula Filter Value Capability, Usability Precision by uv acceptance Ftp Directory Storage Provided Print Scheduler Usability – WldCsv printer

SoftWorkload SoftScape Report Defining - Screen 1

SoftWorkload SoftScape Report Defining - Screen 2

SoftWorkload SoftScape Report - Screen 3 View_file V

SoftWorkload SoftReports Excel EXAMPLE 2

WKL SoftReport Excels Workload Soft Report Excel Reports with access through popping up Internet browser Reports contents divided into 2 separate sections “no” value file – number “uv.” value file - unit value Filter Value Capability, Usability Precision by uv acceptance Designed for interaction – user can manually print and instantly get report Prints to View only

View – Oracle Object View is an object of Oracle Views enable user to pull raw data from Oracle Database and to display that data in a manner the user desires to see Each View is created according to user’s needs Many different Views can be created

View – Workload Workload Views provide easy access to the Workload Working Database Internally, Workload Views use Oracle functions and implement Workload business logic. SQL Developer allows easy access to display views (it is part of Oracle package)

A SQL Developer

VW_WLD_METH_FIRST VW_WLD_METH_SECOND VW_WLD_METH_THIRD VW_WLD_METH_FORTH Four Workload Views

View – First Methodology

View – Single Record

View – Query

View – Advanced Reporting Views enable users to access any advanced reporting tools Building Oracle Views for Workload brings us a new possibility to further expand the system with new Custom Report Tools SCC has built an advanced reporting tool called “SoftBI” Different modules like SoftAR, SoftExpress, SoftLAB have been utilizing SCC’s SoftBI

SCC’s Business Intelligence reports platform Powerful engine for data mining and data transformation Statistical and analytical utility for executive users Access large amounts of data quickly and efficiently Provides dynamic and interactive reports (flexible and not static) Advanced Report Visualization Tool (graphics) SoftBI Soft Business Intelligence

SoftBI – Workload

Report – Text Table Format

Report – Stacked Bar Format

Report – Data Visualization

Report – Side By Side Bar Format

Publish to server for end user

PDF Format

Crosstab Spreadsheet Format

Build - Test - Validate Build Your WMS Build Workload Activities using hard coded Basic Routines for Templates Test Your WMS Test the Workload Activities that you build by processing orders & cases Validate Your WMS Validate each and every Workload Activity you build. You want to be sure your Workload captures and report correctly. Save a hard copy of your SETUPS.

SoftWorkload Team  Rafal Wojnar, Development Manager  Ela Wiercioch, Architect Programmer  Michal Kukula, Programmer  Jaleh Siyan, Oracle Specialist  Betty Kramer, Product Specialist THANK YOU for attending!

Questions? We Welcome Questions!