FEMIS manual
Contents
1. Done Internet R100 2 Start Ecua Inbox Microsoft Out First visit we want this to record our first contact with the client This is read only on the summary screen We want this to show the date we first made contact with the client so we must enter a first visit on the visit page to reflect this The visits tab should be used to record the first contact with the client This information is then analysed in the quarterly reports it is important that we collect this information here otherwise the first contact date will be recorded as either the Case worker or Technical Officer first visit date The letter T upper or lower case in this field will input today s date The date and note along with the user s name will appear in the first visit box Status Choose from Benefits advice Enquiry Handyperson Home Safety Assessment Major adaptations Minor adaptations non structural Should be completed for MID DEVON ONLY Minor adaptations structural Repairs Region Page 9 P StratCor Devon Supporting People Team Devon Care and Repair HIA 2009 07 09 09 FEMIS manual doc Must be selected as soon as the case is opened Case Outcome On Closure This field must be filled in for all closed cases Choose from Client referred on The client has had no direct support from the HIA Referred on to another agency Client has not received a home visit first visi2. Page 13 P StratCor Devon Supporting People Team Devon Care and Repair HIA 2009 07 09 09 FEMIS manual doc 6 Work Work er Management Information System ZZZ f foundations Mrs Mandy Lifeboat Flat 3B CA28 9ER Cid 1345 LocalRef Client Case Add New Job Property Ss D Cost Com Contractor a a 3 Comment regarding work identified Contractors from old system 14 08 2008 11 56 51 14 08 2008 11 56 51 2 start ELeCgtgs amp amp Inbox Microsoft Ow This screen allows work of all types to be recorded including both Core jobs and all types of additional services It also allows a record to be kept of whether the work was Requested by the client R Identified as being needed by the TO I or Completed D It also allows each job to be broken down into its elements At each stage of that job identify the cost when it was completed and who the contractor was Page 14 P StratCor Devon Supporting People Team Devon Care and Repair HIA 2009 07 09 09 FEMIS manual doc Add New Job Example The client has been given a DFG for a number of adaptations to their home It includes an extension with a walk in shower In addition the house requires rewiring This rewiring work is being paid for through equity release Example Recording a case select Core Adaptation from the upper menu and Redesign relocate bathroom f
3. details Date ofenquiry CaseRef Method of enquiry To nt WwW Enter case details The screen shown is the Client Personal screen Clients name address and case number are shown at the top of the screen If you now want to input client data remain on this screen and navigate through the Client screens using the link buttons Step 3 Existing Client Date of Enquiry This is a mandatory field Enter T and this will input today s date Case Ref This is a free text field source of Enquiry Method of Enquiry Nature of Enquiry Press NEXT The case has now been created in the database Management Information System ane Other people in House fA gditional gt gt Ancillary gt gt _ Case gt gt N lf a Client already exists type their name or part name into the NAME box and press SEARCH Management Information System M am a Enter partial name and or address details and click Search If the client exists click the to the left of the required client otherwise click new Search New Cancel All clients meeting that name criteria will appear as shown Where a large number of clients meet the search criteria these will be shown over several screens Each screen can be accessed by clicking on the numbers shown on the turquoise bar underneath
4. the Cancel button Select the desired client by ETSN oA Page 5 Sec 1 5 5 At 20 3cm Ln 32 Col1 REC ITRK EXT love i Astart ie wy Gjinbox BA Query o E Microsoft fi query ins KARE Quer E frmwizo introduc SARE OP NB The notation to the right of each client indicates the number of cases associated with the client which are open and the number of cases that are closed E g 4 1 means 4 cases open and 1 closed To select an existing case click the on It s left g on the to the left of the client s name i ase otherwise click new New Cancel Saas Wy start ELLER Gw TO Inbox Microsoft Out Page 6 P StratCor Devon Supporting People Team Devon Care and Repair HIA 2009 07 09 09 FEMIS manual doc Step 4 New case To create a new case for the client click NEW You will be asked whether you want to use the address currently associated with that client To use the address click ACCEPT To create a new address click NEW Add Initial Enquiry Details as explained above amp frmInherit_C Microsoft Internet Explorer N File Edit View Favorites Tools Help Ea le Back gt G A GP seach Favorites Meda 4 B Sp ST S Address http 192 168 1 203 0bjryx55vzai4s45iFjo1 g3d newforms Frminherit aspx client y amp property y L Y7 X 2 S
5. Devon Care amp Repair Home Improvement Agency FEMIS User Manual First copy 18 May 2009 Amendments 27 May 2009 Page 10 11 12 Page 1 P StratCor Devon Supporting People Team Devon Care and Repair HIA 2009 07 09 09 FEMIS manual doc Why do we need a new FEMIS Manual The aim of this manual is to ensure that we collect all the data that we require for reporting to Our providers on our activity It will also ensure that we collect sufficient data for more localised reports to be provided to each office Over the past months have been visiting the 8 Care and Repair offices to observe general admin practices What hope that this manual will enable us to do is to establish best practice across each of the 8 offices Hopefully you ll recognize some ideas as your own Contents 1 Introduction to the System 2 The Menu Screen 3 Adding a New Case 4 Client Details 5 Case Details 6 Work 7 Closing a Case 8 Error reports Important Information should you have any queries regarding FEMIS data input or wish to add delete users please email sarah hadley dcha co uk If you have problems connecting to FEMIS then please email alana edwards dcha co uk based in the Barnstaple office Alana will then contact the relevant person at IS or Foundations To request new contractors to be added to update contact details or to scan across copies of insurance documents email DO NOT POST devonca
6. e forum provides the user with an ideal facility to discuss MIS related issues with other users and Foundations MIS support team Contractor This screen allows the creation and management of a contractor database For Devon Care and Repair this is managed at the Manaton office in Exeter You can use the list to find Contractors but any amendments to Contractors details must be sent to the Central Contractors team Caseworker This screen allows the creation and management of a Caseworker and Technical Officer Database A new feature of this screen is the facility to designate the person entered on the screen as a caseworker a technical officer or someone who fulfils both roles Utilities This screen gives access to a number of tools that can be used to tailor FEMIS to the requirements of the user organisation Should you wish to change your password add a new user or have any other queries regarding your access to FEMIS then please contact Sarah Hadley sarah hadley dcha co uk Report There are a number of Monitoring Reports that can be accessed directly from this screen including error reports Page 4 P StratCor Devon Supporting People Team Devon Care and Repair HIA 2009 07 09 09 FEMIS manual doc 3 Adding a New Case The Wizard can be used to input new case details for existing or new clients File lf the client is new to the HIA Press NEW es If you know that the client exists or you are unsure you can search for tha
7. earch web gt mail my Yahoo RY Personals Music uM Finance M sonin Be Management Information System in f foundations d You are creating a new case for client Last Names 2 Title First Names Mr lracey Smith Residing at this property 5 o Little Bargate close gt Crinkly Bottom 2 CBS BUR F Because the client is already known Because the property is already a you can inherit the following known you can inherit the following V General case details M Property physical details F V Clients personal details M Property occupier details 2 Clients additional details Property other details my V Clients finance details x Tick the information you would like to inherit and click next 6 6 t 22 2cm Ln 29 Col 1 REG ITAK JEXT Jove Z start a a g jinbox mic SA Query on teal fae Microsoft Eu query instr MARE Query Ba Introducto MARE ODPM frminheri oi amp 13 14 The system allows you to update client and property information for each new case without losing historical information saved on old cases Whenever a new case has been created using an existing client and property a screen giving the option of changing details of that client and property is displayed The default option is to accept all current client and property information all boxes ticked To update informa
8. ect field on the Progress Screen and visa versa The letter T upper or lower case in this field will input today s date Final Inspections Record on the progress screen Complete practical completion date but keep case open until final inspection carried out Date Case Closed This must be recorded for all completed cases This date determines the reporting quarter in which the case is entered into the Supporting People Workbook The letter T upper or lower case in this field will input today s date Supporting People Outcomes These are read only on this screen and must be entered on the SP Outcome Screen Page 10 P StratCor Devon Supporting People Team Devon Care and Repair HIA 2009 07 09 09 FEMIS manual doc Dates Client first contacted first visit date in FEMIS enter via visit tab Caseworker first visit date Technical officer first visit date Date of practical completion NOT HP Only all work completed or part work completed Core Date case closed Extra info Vulnerability and Cautionary Alerts VA and CA There are also 2 variables called VA and CA at the bottom of the Client Personal screen These are designed so that everyone who views the case for this client can identify whether they have vulnerability issues such as being deaf or a cautionary alert may say that you should not visit alone As there is no way FEMIS can highlight these dangers when you open the case it
9. een provides a cost summary of all jobs completed during the case The field at the top of the screen is read only and shows the total of all the costs allocated to jobs on the Work screen Building work costs exc VAT At the bottom of the screen read only fields the total of all the entries on the funding screen is shown in the Funding field the total of costs including VAT and Fees is shown in the Costs field and the Funding Costs field shows the difference between the two BOTH FUNDING AND COSTS MUST BE FILLED IN OR INFORMATION MAY NOT BE COLLATED FOR REPORTING Page 15 P StratCor Devon Supporting People Team Devon Care and Repair HIA 2009 07 09 09 FEMIS manual doc 7 Closing a Case These fields should be completed before entering a completion date on ANY CASE Under development Practical Completion Date O plc ols c s iu o I Address first line min SP Outcome As appropriate T N Oxo DP a Eo Q OS N o Ow Cost of Building Works Ex Vat f f Ke 2 m EDSA ANE ce ane Nel To ensure that all necessary data can be collected have added some pages to FEMIS in the Case Ancillary page These pages highlight all the data that is expected to be collected for the different types of cases enquiries HP jobs Major adaptations etc and shows you where data is missing You then have the option of adding the data in here apart from
10. ha co uk Page 3 P StratCor Devon Supporting People Team Devon Care and Repair HIA 2009 07 09 09 FEMIS manual doc 2 The Menu Screen The Home Page provides an easy to use menu that takes you to the following features on the Users 9 126 2 Suppliers 29 52 Database Name Our combined database for the 8 local offices of Devon Care and Repair is coded as ddd Commercial Services is L d q q BjO EN Onet E taos esi EJren F menua EHen FEMS men Pysen merus Eris manwa O55 Wizard The wizard supplies a quick and simple method of creating new cases for new and existing clients and properties Client To find a client s record input a name or part name in the search facility This will list all the cases associated with that client It is a feature of this system that a client s details can be updated on new cases client is older health has deteriorated etc whilst retaining the original details on earlier cases that have been completed for that client In order to meet the new requirement to use the Supporting People Work Book FEMIS places the client at the centre of the data recording process Case The Case section records all the services that have been provided for a client and indicates the outcomes for that client Forum This provides the link to the on line user forum The Forum is divided into several category areas General Suggestions Problems and What s New Th
11. heltered housing nD the outcome for the client Case Please complete one of these boxes only If substantial advice was given but no a iv work carried out what was the outcome j for the client If the client remained in their own home Lai TTT v were they How many people other than the named Property client were helped by the work done Work Custom Comment Done Internet A100 v This screen has been specifically designed to populate the Outcomes Section of the SP Workbook and must be filled in for all completed cases If all work was completed what was the outcome for the client Complete if Case Outcome is that the client has received a handyperson service has had part work completed or has had all work completed If the client has received no support from the HIA then leave blank If substantial advice was given but no work carried out what was the outcome for the client Complete this only if the Case Outcome is that the client has received substantial advice If the client has received no support from the HIA then leave blank If the client remained in their own home were they Fill this in only if either of the boxes above indicates that the client has remained in their own home or has died How many people other than the named client were helped by the work done lf there are people apart from the client who will benefit from the work that has been done you can add the number here
12. icrosoft Internet Explorer E J ioj xj F File Edit View Favorites Tools Help Ea E lt Back gt gt A Qsearch Favorites meda lt 4 G Address http 192 168 1 203 cvqgbz55ssklhoy4nrhz1355 newforms FrmiW wiclient_newprop aspx i Y g I Search web B gt mai lt my Yahoo RY Personals 2 Music g Finance M sion in A Bifoundations Management Information System You are creating a new case for client gt Is itanew Title First Names Last Names a client Mr George Washington You are creating a new property a Enter the basic details below and click Next Enter client Address s details s gt Isitanew A property Enter client ii details Next 9 Cancel a Internet in Care and Repair 1 44 AE Ln Cal REG LTRK JEXT JOVR 4 Astart lames linbox microsoft Outlook fii Introduction doc Micros 2 frmwiz3_newproperty i amp 09 58 Add Initial Enquiry Details ET nWiz1111_nC_nP_Case Microsoft Internet Explor 10 x n File Edit View akes Tools Help E E Back gt gt G A Al search Favorites fMedia 3 soa Lt Address http 1192 168 1 203 xvqgbesSssklho nica nrhz Ia wor em mWiz_newelient_newprop_c x o in gt Isitanew client vY E Enter client details Is it a new property v Enter the basic case details below and click Next Enter property
13. is recommended that you include CA or VA after the clients surname for example Smith VA The DCR manual has further information regarding this Where client heard about DCR There is now a drop down box to report where clients have heard about DCR There is a text box if you are required to specify further details Queries regarding dates Closing cases Final inspections must be carried out before the case is closed The practical completion date should reflect the date when the Contractor leaves the property This is the information that will be picked up in analysis of the DFG timeline Until the case is closed it will not be included in analysis Delays regarding grants This information is already collected We will record the date when the grant was submitted in the actual column and the date when approved in the actual column New fields on the Progress screen Client delay to record delays due to the client for example delaying work due to ill health OT delay eg waiting for OT Grants to approve drawings before they go to tender and Planning delay where you can record delays due to building regulations and planning delays For all 3 of these variables record the date when the delay began in the planned column and the date when the work started again in the actual column eg for planning building regulations delays fill in planned date when planning building regulations are submitted fill i
14. n actual date when approved Please ask if you are unsure what dates to enter Preliminary enquiries Feasibility stud Close case after your visit rather than leaving open Report as substantial advice Progress Screen Page 11 P StratCor Devon Supporting People Team Devon Care and Repair HIA 2009 07 09 09 FEMIS manual doc Summary Visits Progress SP Outcomes Motes Ancillary Property Work Custom Sponsored by Page 12 Caseworker 1st visit Tech Officer 1st visit Tender Issued Tender Received Grant App Submitted Grant App Approved Work Started Final Inspection Handyperson First Visit Client delay P to A Planning delay P to A OT delay P to A Home Safety Assessment Warmfront Referral Questionnaire Sent Invoice sent P paid A Practical Completion lt lt Visits Planned _ Eas Case Closed Actual Outcomes gt P StratCor Devon Supporting People Team Devon Care and Repair HIA 2009 07 09 09 FEMIS manual doc SP Outcomes frmCaseCompletion Windows Internet Explorer KE _ O v https 192 168 1 206 mcnewh3swijicnc45zzsvwo55 caseforms frmcasecompletion aspx Nie alee 5 Pad la P a We abe frmCaseCompletion fey N Sh v Page F Tools Eifoundations Management Information System ZZZ Mr FREDDY JACKSON 24 Huntlea Avenue sk6 4aa Cid 797 LocalRef Client If all work was completed what was Moved to s
15. quiry 14 04 2009 ddd 27 04 2009 116658 add 18 04 2009 116478 HPIPR Ms G ader FrstVistDate Is before date of enquiry 15 04 2009 ada 23 04 2009 116299 HP PR Ms R lowe Practical Completion is before First Vist 20 04 2009 ada 23 04 2009 116299 HP PR Ms R lowe CoseDate 1s Before the first visit date 20 04 2009 ddd 157042009116294 CR ddd 15 04 2009 116294 CR ddd 27 04 2009 116155 AC ddd 09 dd o ddd o ddd dd o dd O oo eny Fret Visit Dae Is before date of enquiry 12702 2009 19703 2009 115094 _Cr DFG Mr Edward Shopland Close Date Ts before the first visit date 05 02 2000 Mr Mr Mrs 31 03 2009 115640 HP PR Mrs Rose _ First Visit Date Is before date of enquiry 27 02 2009 22 04 2009 115548 MA Mrs MA Mrs Mrs Mr Mr Mrs Mrs Mrs Mrs Mrs Mr Mi This will highlight cases where the enquiry date is before the close date for example and should be corrected Page 19 P StratCor Devon Supporting People Team Devon Care and Repair HIA 2009 07 09 09 FEMIS manual doc
16. re amp repaircentralcontractors dcha co uk Page 2 P StratCor Devon Supporting People Team Devon Care and Repair HIA 2009 07 09 09 FEMIS manual doc 1 Introduction to the System What is FEMIS FEMIS is the Foundations Electronic Management Information System that replaces the original Foundations MIS that has been in existence since June 2000 It has been created to meet the current and future information and monitoring needs of the Home Improvement Agency sector In particular FEMIS can populate the Supporting People Work Book that we use as part of our quarterly reports FEMIS is held centrally on a website which the user logs into rather than being installed on each individual user s computer What can FEMIS do for me At Devon Care amp Repair we use FEMIS to record all our activity All data input in the system can then be analysed to produce reports for Supporting People or for our internal reporting What kind of reports will I be able to produce Reporting via FEMIS is simple and comprehensive There are a series of pre designed reports eg commonly used management reports There is also the opportunity to add different reports onto FEMIS in the User Defined Reports section These can be set up to answer any query you may have For example you can pull together lists of open cases or provide totals for work done in the last quarter If you would like to create your own please contact me for advice sarah hadley dc
17. rom the lower menu Select the contractors name then click SAVE Management Information System ZZZ f foundations Mrs Mandy Lifeboat Flat 3B CA28 9ER Cid 1345 LocalRef Client Case core Adaption R I D Cost Comp Contractor Property L Redesign relocate bathroom O 7050 00 14 06 2009 Az Tec Design Edit Work L Brickwork and roof a 4500 00 23 05 2009 Edit nis L Wiring and plumbing oO 1200 00 30 05 2009 L Plaster and tile c 350 00 07 06 2009 Edit Del Add New Job ESS v D Cost Com Contractor oO e e Comment regarding work identified 15 08 2008 10 29 57 15 08 2008 10 29 47 Contractors from old system save You may want to breakdown this job further To do this press JOB BREAKDOWN Here we have added three elements to the job with a cost breakdown and completion date for each Note FEMIS doesn t sum the costs or work out the latest completion date Funding Located on the Work dropdown menu The funding screen is divided into sections reflecting the main sources of funding for HIA type work NB FEMIS will add up all the individual funds and give you a nice red total at the bottom but is far too shy to do this whilst you watch so you need to go out of this screen and then go back in again The specifics of this page will be covered in your induction at your local office Costs Located on the Work dropdown menu The cost scr
18. t from the HIA Client has been given substantial advice Client will have received a visit from the HIA or visited the office No work has been carried out on the property This may be because there was no requirement for the work to be done or that the client has chosen for the work not to be done for any reason Independent living has been supported as a result of the advice given by the HIA Client has received a handyperson service Handyperson in this instance is any type of non core work that is carried out by the HIA E g Falls prevention Hospital release HP first visit date does not pull through into the First visit date box It must be entered on the progress screen If a Home Safety Assessment is carried out this must be entered on the progress screen otherwise it will not be counted in the reports It can be recorded as a job type on the works page Client has had part work all work completed Part work and all work completed will be treated as the same outcome for SP purposes Includes all building work undertaken for the client Must only be chosen if the client has entered into some form of contract with the contractor Practical Completion Date This date is to be used only for cases where the outcome is Part Work or Work completed and defines the date that the work has been completed on the property A date input in this field will automatically appear in the corr
19. t client using name part name or the clients a address and press SEARCH At Stem Ln G ade Sec 1 4j4 ol 1 IREG TRK JEXT lOve A J Porat 2 A Be sc B sav Ble san Br ar f San ar an Bd BBO uo Step 2 New Client To enter details of a new client start by entering Title First IShwnv4jiv newForms frmwWiz_newclient as Name and Last Name Last name is a mandatory field i a I ee eo ffoundations then click on NEXT Is ita new Enter the basic details below and click Next client Vv Title First Names Last Names zl Enter client E SSS Cancel details Add the clients address and click on gt fee ee a ack O A Search jFavorites iMedia E4 G gt g Note if the client lives in a property Sf common iankgsmendinfemaion Site already on the system e g the new cl gt You are creating a new case for client Mr George Washington client is a partner of an existing client Enter partial address details and click Search then search for that address PED eee property Cancel nternet Pace 4 Sec 1 414 BE Tn Cal REC NRK EXT OVR A Astart A Cy S Whinb Acu avid Ane Sanh Sare Sate Erh Eit Een sare Erm E GA 16 NIN 8 frmWiz3_newproperty M
20. tc Date of Home Safety Assessment if given Page 8 P StratCor Devon Supporting People Team Devon Care and Repair HIA 2009 07 09 09 FEMIS manual doc 5 Case Details This section is not intended as a field by field guide to filling in case data Each screen associated with case data will be displayed and those fields with specific characteristics or relevance to the Supporting People workbook will be explained Summary Tae Management Information System ZZZ i foundations a d z pees Your Case Ref Client M FREDDY JACKSON Tel 01234630882 Case Property 24 Huntlea Avenue Crinkly Bottom Postcode sk6 42a aumimdry Date of enquiry Source of enquiry Self Other household member v DOB 0270271922 ai 12 07 2004 Nature of enquiry Piae building work Progress Date of first visit O SP Outcomes 08705 2008 Method of enquiry age Client Deceased Z Print Notes Ancillary Status Risk Priority Assessment lt HandyPerson Property Caseworker Technical Officer OT Region Case outcome on closure If case incomplete reason f rae aaa Agency referred to type Name of Agency referred to r Date Case Closed p Practical Completion Comment SP Outcome Work Complete Moved to sheltered housing SP Outcome Substantial Advice Entered long stay hospital or hospice Client remained in own home Discharged from hospital Other people helped by the work 99 z
21. tes Tools Help cy ae fp Bl mp Page Gi Tools Select local region on the left then pym case status and close date on quarter On the right select 2008 9 Heiss a and q at the bottom then closed i and your local office at the top Criteria Ensure that Report type says Audit Repert tyee Gi Report name Report name says Error check Date selector DEE Ed Yearselecor ESOS P 6 R i I Criteria ress U n re po r oaa Bai Reso Exit ctea Criteria refresh Run Report ownloadg Dian keport and regionname DFG Ezeter and closedate is not null and closedatequarter 2008 09 q4 i IL p E iment Rio 7 frmReportSel F Documents M 13 32 Done start 2 E O Inbox Micros 9 Hi New FEMIS local office co m new FEMIS ma The report often takes a few minutes to run but you should get something like this Page 18 P StratCor Devon Supporting People Team Devon Care and Repair HIA 2009 07 09 09 FEMIS manual doc AuditErrorsReport O Joo S olo eCHA comBineDs J oOo To O o o a E CS E E CC a oa cae S S S sysiD datechanged Case ID Reference Title Firstname Lastname Fiia Description Close Date ddd 27042009116658 HP Miss K Weeks CoseDaie 1s before date of enquiry 14 04 2009 dda 27 04 2009 116658 HP Miss K Weeks Practical Completion 1s before date of en
22. the grey boxes which you will need to go back to the main pages to input This will ensure that cases can be closed with all data complete Page 16 P StratCor Devon Supporting People Team Devon Care and Repair HIA 2009 07 09 09 FEMIS manual doc All work except HP Case Ancillary Data checks Summary UEILL NAME per WAIHI mL S Wists Date of Eirth ong 970 Progress Date of enquiry SP Outcomes Date of first contact 21704 2004 Motes Caseworker first visit date a1na2004 Ancillary Technical officer first visit date 26 05 2004 Property Date work started prago pa Date of practical completion pame20n4 Custom Date case closed 29 09 20 ase status Case outcome Tenure eee Date of HSA Sponsored by Region Total on costs screen Total on funding screen Total fees Where client heard about us HP work Case Ancillary HP screen Date of Birth Visits Progress Date of enquiry SP Outcomes Date of first contact Notes First HP visit Ancillary Date case closed Property Case status Work Case outcome Custom Tenure Ethnicity Date of HSA Region Total from costs screen Total from funding screen 1075 00 Sponsored by How chent heard about us Page 17 P StratCor Devon Supporting People Team Devon Care and Repair HIA 2009 07 09 09 FEMIS manual doc 8 Error Reports in FEMIS Error check in FEMIS will advise you when you have put dates in for cases that don t work for e
23. tion on any of the screens remove the tick from the appropriate boxes I would advise that General case details should not be carried across untick the box as this will take across the work that was completed on the previous case Page 7 P StratCor Devon Supporting People Team Devon Care and Repair HIA 2009 07 09 09 FEMIS manual doc 4 Client Details The table below shows what information is required for each type of case Ethnicity Health and disabilities As appropriate Practical Completion Date a V QE or SE In Sees Cost of Building Works Ex Vat SP Outcome As appropriate Case Outcome Client referred on no support given Client has received substantial advice vA Client has received handyperson service Client has had part work all work done v v ss ISIS Eri ie lt lt x Date of birth RERNA as I ree For non HP cases we need to collect Client s name Address Date of enquiry Date of birth FEMIS then calculates their age guess 1 Jan someyear if won t tell you Ethnicity Health Assumes healthy if nothing completed Only tick one Disability Check Box Tenure First contact date Case worker and technical officer first visit dates Cost of work done SP outcome Practical completion date Closed date To provide meaningful reports we need to also collect Region Case status Case outcome client referred on all work completed e
24. xample you ve put in an enquiry date in March 2010 but a completion date of April 2009 Its not the most wonderful of things that you could ask FEMIS to do as it doesn t look at all dates like technical officer visit dates etc but will look at the important ones that are used for the SP workbook You will need to run one report for cases that are open at the moment and another for cases that have been closed in the last quarter closed this financial year Open cases Select local region on the left a oe wr ee ae ie then case status On the right 7 een E select open at the bottom then f omen He Total 37462 DEG Exeter 191 Opn s0 your local office at the top Ensure that Report type says Audit Report name says Error check Press Run report Report type aut a M Criteria Eee Exi a Criteri fresh Run R t t rt Dowload Blank Resort Upload xi ear Criteria refres un Repo and regionname DFG Exeter and closedate is null rf ff internet Rio 7 f 2i Start j 6E 2 a Inbox Micros C H New FEMIS m local office co w new FEMIS ma Section 4 die frmReportSel m Document6 M 13 26 Cases closed this quarter 2 frmReportSelect Windows Internet Explorer ae https mist femis co uk ckvxjf2pzzbeacSS3hevgu45 reporting frmreportselect aspx File Edit View Favori
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