Technicians

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Output Report

 

Lists the items on completed jobs worked on during the specified period, grouped by technician. A summary is shown on the final page.

 

Note that if multiple technicians are assigned to work on an item, the item will appear in each technician's details. The "ratio" is calculated based on the proportion of work by each technician. eg. If JOHN is set as Technician1 on THEITEM, and ANNE is set as Technician2, THEITEM will appear within JOHN's list of items, as well as ANNE's. Each technician will show a Ratio of 0.5 for this item since they provided 50% of the work each.

 

For each technician assigned to items on jobs completed in the specified period, the following details are shown:

 

Item description, quantity produced, item net price, time per item, all technicians that worked on the item, the ratio of work supplied by the current technician, the total time units and the total net price.

 

 

The final line after each technician's list of items summarises the total time and total net value of all the items the technician worked on. These figures are also shown on the final page, along with the total quantity of items.

 

From the menu bar, choose Report > Technicians > Output Report

 

 

Parameters

 

First Date

The earliest date of invoices to include on this report.

Last Date

The latest date of invoices to include on the report.

Sort by

The order in which the technicians should appear, either alphabetically by Name, or in order or total net value produced

 

 

 

 

Output Report Detailed

 

Lists the items by job for completed jobs worked on during the specified period, grouped by technician. A summary is shown on the final page.

 

Note that if multiple technicians are assigned to work on an item, the item will appear in each technician's details. The "ratio" is calculated based on the proportion of work by each technician. eg. If JOHN is set as Technician1 on THEITEM, and ANNE is set as Technician2, THEITEM will appear within JOHN's list of items, as well as ANNE's. Each technician will show a Ratio of 0.5 for this item since they provided 50% of the work each.

 

For each technician assigned to items on jobs completed in the specified period, the following details are shown:

 

Tax date of the completed job, Job number, item code, item price band, quantity produced, item net price, time per item, all technicians that worked on the item, the ratio of work supplied by the current technician, the total time units and the total net price.

 

 

The final line after each technician's list of items summarises the total time and total net value of all the items the technician worked on. These figures are also shown on the final page, along with the total quantity of items.

 

From the menu bar, choose Report > Technicians > Output Report Detailed

 

 

Parameters

 

First Date

The earliest date of invoices to include on this report.

Last Date

The latest date of invoices to include on the report.

Sort by

The order in which the items should appear for each technician, either in invoice tax date order or job number order.

Technician/Team

Either choose to run the report for -ALL TECHNICIANS- or choose a single technician to report on

 

 

 

 

Team Output Report

 

Lists the items by job for completed jobs worked on during the specified period, grouped by technician. A summary is shown on the final page.

 

Note that if multiple technicians are assigned to work on an item, the item will appear in each technician's details. eg. If JOHN is set as Technician1 on THEITEM, and ANNE is set as Technician2, THEITEM will appear within JOHN's list of items, as well as ANNE's.

 

For each technician assigned to items on jobs completed in the specified period, the following details are shown:

 

Tax date of the completed job, Job number, item code, item description, patient name, item net price, quantity, total net price.

 

 

The final line after each technician's list of items summarises the total time and total net value and quantity of all the items the technician worked on. The total net value for all technicians is also shown on the final page.

 

From the menu bar, choose Report > Technicians > Team Output Report

 

 

Parameters

 

First Date

The earliest date of invoices to include on this report.

Last Date

The latest date of invoices to include on the report.

Sort by

The order in which the items should appear for each technician, either in invoice tax date order or job number order.

 

 

 

 

Team Statement

 

Lists the items by job for completed jobs worked on during the specified period - items are listed for the whole team (if ALL was selected) and not split by technician. A summary is shown on the final page which shows the total net value per technician.

 

For each item on jobs completed in the specified period, the following details are shown:

 

Tax date of the completed job, Job number, item code, item description, patient name, item net price, quantity, total net price.

 

 

From the menu bar, choose Report > Technicians > Team Statement

 

 

Parameters

 

Technician or Team

Choose to run the report for ALL technicians, or select a single technician to report on

First Date

The earliest date of invoices to include on this report.

Last Date

The latest date of invoices to include on the report.

 

 

 

 

Work Schedule by due date and tech-team

 

This report shows a job schedule of work in progress. If 'All booked in jobs' is selected, the report will list all booked in jobs, grouped by Due date.

 

From the menu bar, choose Report > Technicians > Work Schedule by due date and tech-team

 

 

Parameters

 

Due date (optional)

Choose to report on "All booked in jobs", or enter a due date. If you enter a due date, only jobs with this due date will be shown.

First Date

Either choose "All departments" or select a department to only show jobs in that department.

 

 

 

 

Work charged by Invoice Tax Date

 

A summary of the time spent and the net value of all work completed by a technician or combination of technician1 and technician2.

 

If two technicians worked on an item, a row is shown for this two-technician combination.

 

Only data for completed (ie. invoiced) jobs is shown.

 

From the menu bar, choose Report > Technicians > Work charged by Invoice Tax Date

 

 

Parameters

 

First Date

The earliest date of invoices to include on this report.

Last Date

The latest date of invoices to include on the report.

Sort by

The order in which the technicians should appear, either alphabetically by name, or in order of total net value.