0405 - SSOM Client Achievment Report
Contents
1. MODIFICATION OPTONS Variations of this report can be created by adding drill filters or by incorporating other variables into the report These types of modifications should only be attempted by experienced report designers since improper modification can cause the report to become dysfunctional or produce erroneous results UNIVERSE template_matrix_u This report is mapped to the matrix universe template_matrix_u and should be copied to your Public or Favorite folder then mapped to the equivalent matrix universe for your site ex yoursite_matrix_ u Mapping can be done from the first query data QUERY NAME FIELD NAME LOCATION TYPE USE Location Clients Client Id Type System Field Use Results Object Sub Query Location Clients Client First Name Type System Field Use Results Object Location Clients Client Middle Name Type System Field Use Results Object Location Clients Client Last Name Type System Field Use Results Object Location Matrix Measures Matrix Answer Score Type System Measure Use Results Object Location Matrix Measures Matrix Question Name Type System Field Use Results Object Location Matrix Measures Type System Field data Matrix Question Id Bowman Systems Page 6 of 7 405 SSOM Client Achievement Report ART Gallery Report v11 04 13 Use Results Object Matrix Record Id Location Matrix Records Type System Field Use Res2. Legal Mental Health Substance Abuse Safety initial Final Change 100 0 150 0 150 0 150 0 0 0 50 0 16 7 33 3 200 0 50 0 0 0 Client Gains Losses in Self Sufficiency Assessment Score 1 5 Shelter Housing Employment Food and Nutrition Child Care Children s Educa Provider Xlh Medamyklx Hsja wt Emwije Hdovwyb 6968 Clients exiting 1 1 08 9 30 09 Adult Education Health Care Cove Life Skills Family Relations Average Initial E Average Final o Matrix Domain Community involv Parenting Skills Mental Health Substance Abuse Bowman Systems Page 1 of 1 v09 10 05 SSOM Client Achievment Report Printed 10 6 09 Tab B Program Averages 12 30 57 PM Diagram 3 Tab B Program Report Diagram 3 This tab contains a single page report that aggregates the data for all clients included in Tab A The layout of this report is similar to Tab A in that it displays the data both as a bar graph and as a table and reports the data both by domain and as an average However rather than reporting on each client individually this Tab report aggregates the individual client data and reports the average for the entire program Only clients who have both an initial and a final set of answers are included in the domain s average gain loss score and in the program s overall average gain loss score Bowman Systems ART Gallery Report Page 4 of 7 405 SS
3. ART Gallery Report 0405 Self Sufficiency Outcomes Matrix Client Achievement Case Management Outcome Report EXECUTIVE SUMMARY This report compares the initial and the final Self Sufficiency Outcome rating for each of the clients in a selected program Initial Final comparisons with calculated gains losses are reported for each domain where at least one value has been recorded as well as an average score for all domains A second report tab compares the program averages by domain and by overall average Both the client report and the program report display the results graphically and in table format To be included in this report the client must have an initial SSOM assessment and a final SSOM assessment by the specified provider and their final assessment must be within the specified date range of the report AUDIENCE The report is intended for use by Case Managers and Program Managers FREQUENCY Report should be run as needed or as proscribed planned PURPOSE This is a dual purpose report It is useful to both case managers for tracking the achievements of their individual clients and also to program managers for monitoring the impact of their program in terms of client gains in self sufficiency INSTRUCTIONS Instruction on how to retrieve copy run and read this report is outlined below Requests for additional information concerning the report function design should be directed to Bowman Systems staff via email ART _Re
4. Food and Nutrition Child Care Children s Education Adult Education 0 0 Health Care Coverage 100 0 E inital Score E Final Score Life Skills 50 0 Family Relations Mobility 100 0 Community Involvement 100 0 Assessment Score 1 5 Parenting Skills Legal 5 5 0 0 Mental Health Substance Abuse Safety Average 2 A x Matrix Domain Bowman Systems Page 1 of 2 v09 10 05 SSOM Client Achievment Report Printed 10 6 09 Tab A Individual Client Scores 12 30 57 PM Diagram 2 Tab A Client Achievement Diagram 2 This report tab produces a separate page for each client for whom both an initial and a final SSOM assessment have been recorded The report pages print in the order of client number and each page includes the client number client name and program name along Bowman Systems Page 3 of 7 ART Gallery Report 405 SSOM Client Achievement Report v11 04 13 with a table and a bar graph that compare the client s initial and final rating This comparison also includes the client s average rating over all domains where both scores have been recorded Self Sufficiency Outcomes Matrix Client Achievement Program Averages Program Averages 2 1 Shelter Housing 25 1 5 25 1 5 1 Employment 1 25 1 5 Income 1 Food and Nutrition 1 Child Care Children s Education Adult Education Health Care Coverage Life Skills Family Relations Mobility Community Involvement Parenting Skills
5. OM Client Achievement Report v11 04 13 Self Sufficiency Outcomes Matrix Client Achievement Additional Information User Prompt Field Value s Selected Enter End Date PLUS ONE DAY ivauos Enter Start Date 1100 Select Matrix Record Provider 1 Old Towne Shelter 1431 TEE EE Era 1 Old Towne Sheiter 1431 1 2009 Bowman Systems L L C Al Right Reserved ServicePoint and the ServicePoint logo are trademarks of Bowman Systems L L C All other brand or product names are trademarks or registered tademarss of the respective nolders Bowman Systems 333 Texas Street 300 Shreveport LA 71101 Toll Free 888 560 3831 Direct 318 213 6780 Fax 316 213 3784 EmakART_Reports GowmanSystems com htlp www bowmansysiems com Diagram 4 Tab C Additional Information Diagram 4 This tab is the standard appendix that is included in all ART Gallery reports and is provided as a reference to the user running the report This Tab lists the parameters specified in the user prompts as well as the total count of the clients included in the report TECHNICAL NOTES As stated above only clients who have both an initial and a final set of answers are included in the domain s average gain loss score and only domains that have both an initial and a final value are included in the program s overall average gain loss score In Tabs A and B the values in the Change column are calculated by subtracting the Initi
6. al score from the Final score The column represents the percentage of change between the initial and final assessment scores and is calculated by dividing the change amount by the initial score It should be noted that the numbers produced by this report are not necessarily meaningful in and of themselves since there may be a great number of uncontrolled variables that impact the program s outcomes In assessing a program s effectiveness acceptable research methods must be used before conclusions can be drawn The function of this report is simply a tool for collecting averaging and reporting the assessment values which the program has recorded Bowman Systems Page 5 of 7 405 SSOM Client Achievement Report ART Gallery Report v11 04 13 REPORT MODIFICATION Users with ad hoc ART licenses may wish to modify customize this report to better suit their needs and purposes When modifying an ART Gallery report such as this one the user will need to make a copy of the original report into a different folder This copy can be created either by using the save as feature or by clicking on the organize icon in folder view NOTE The original un modified version of this report is a template and is retained in ART Gallery Templates folder structure These template folders are read only and any reports must be copied to a location in the user s site Favorites or Public Folders then mapped to the site s data
7. eport ART Gallery Report v11 04 13 3 Enter End Date PLUS 1 Day The user should enter or select from the calendar the day following the last date for the desired reporting period Example If the desired reporting period is for the month of March the end date should be April 1 How to read This report contains three report Tabs Each Tab is a separate sub report containing three sections e Report Header The header contains the title of the report When running the report in modify view the report header is only visible in print page layout mode e Report Footer The report footer contains the title of the report the name of the sub report the page number the version number and the date time the report was run printed Like the header the footer is only visible in print mode when the report is run in modify view e Report Body The Report Body is the main section of the report located between the header and the footer where the reports data is displayed in a variety of different chart and graph formats The data contained in each of the Tabs in this report is displayed and described below Self Sufficiency Outcomes Matrix Client Achievement Initial Assessment Compared to Final Assessment Client 311667 Hfuef Thomas E Provider Xlh Medamyklx Hsja wt Emwije Hdovwyb 6968 Initial Assessment Date 1 26 09 Final Assessment Date 6 22 09 Shelter Housing Client Gains Losses in Self Sufficiency Employment Income
8. next to each field to indicate that a selection has been made The User should then single click the Run Query button to generate the report RS o a Reply to prompts before running the query Select Matrix Record Provider 1 Care House 7095 Enter Start Date Enter End Date PLUS ONE DAY Cancel Refresh Values hae Select Matrix Record Provider 1 Care House 7095 i 1 Care House 7095 1 EFC Ash Street Safe Haven 3663 1 EFC HH DIGS 7452 1 FCA Bass Street Program 7008 1 Old Towne Shelter 1431 1 OTS Emergency Shelter 6134 1 The Greater Green Bay Social Services Proc 1 Tower Men s Shelter 6938 AAD Ujrvawh Oyffpo 7420 Adc Sasnomvuy Txde hw Vxdhyxt Wigweqx Jf aa 2 More Information 1 Care House 7095 Diagram 1 The three user prompts contained in this report are 1 Select Matrix Record Provider Click the refresh list icon and wait for the left window to refresh Now select a single provider program to include by highlighting it in the left window and moving it into the right window using the right selection arrow 2 Enter Start Date The user should enter or select from the calendar the first day of the date range for the desired reporting period To be included in the report the clients final SSOM assessments must fall within the specified date range Bowman Systems Page 2 of 7 405 SSOM Client Achievement R
9. ports BowmanSystems com LE Folders How to retrieve and copy Detailed step by step instructions Gesctaax n Ei Home concerning how to retrieve save a copy and map this ART Report to Bee T your site can be found in the Bowman Systems Published Documents ea folder under ART Documentations in your Public Folders Business Objects Published Documents Bowman Systems Page 1 of 7 405 SSOM Client Achievement Report ART Gallery Report v11 04 13 How to install The original version of the report is a template and must be copied from the ART Gallery Templates folder into another folder on your site and mapped to your data before it can be used Detailed instructions for installing report templates are provided in the Bowman Documentation folder on your ART site A mapping guide for your reference is included at the end of this document Before running the report Prior to running the report the User must determine the provider to be included in the report and a date range on which to base the results The report includes two date prompts and takes into account the SSOM exit records that occurred during the date range and the initial matrix created for each exit matrix record found How to run Upon opening the report the User will be prompted see Diagram 1 to specify parameters which control the data returned by the report Once the User has provided these parameters by responding to the user prompts a green check mark will appear
10. ults Object Sub Query Matrix Record Type Location Matrix Records Type System Field Use Results Object Sub Query Filter X2 Matrix Record Provider Location Matrix Records Type System Field Use Results Object Sub Query Filter X2 Matrix Record Date Location Matrix Records Type System Field Use Results Object Sub Query Filter Matrix Record Group Id Location Matrix Records Type System Field Use Results Object Bowman Systems ART Gallery Report Page 7 of 7 405 SSOM Client Achievement Report v11 04 13
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