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NEW WAYS USER MANUAL - Information Services Division

1. Note Consumers users do not have the facility to save reports to a BOXI folder Power Users can save reports to their Board User Reports area or Favourites folder To save the results in the format of a Business Objects report choose Save as from the options under Document this will take you to another screen From here you can change the name and description of the report by typing directly into the text boxes and also choose the location you want to save the report to by clicking on the or symbols beside the folders in the list selecting the folder and clicking OK gt P fX gt J as A Q 090 Nhar Lau w NHS Welcome tunncwtu02 SCOTLAND amp ham Lj new amp RA send E My intoview Searchtitle v gt hae Table 2a Performance by HB Network TELEX Save Document E General Title Table 2a Performance by HB Network for Grampian Test data Description Keywords Refresh on open Permanent Regional Formatting E Location E C wy Folders m GE Favorites E Public Folders a scotland a Sinus L Grampian o yew Cancer Waiting Times L Snapshot Standard Reports L Standard Reports 3 Categories Figure 16 The Save Document screen 22 to my computer as Excel CSV PDF To save the results of a report to your computer in another format
2. Navigation summary Section A2 3 has covered the steps required to navigate your way around the folder structure in BOXI In doing so it was mentioned that there are three distinct areas which offer different levels of access to particular groups of users and these are summarised in the diagram below InfoView Microsoft Internet Explorer File Edit View Favorites Tools Help Q pack amp El A P Search Je Favor Address E http bovmtestO1 8080 businessobjects enterprise115 dest x Ap Se U New amp RA send My Infovies E Folders j aesaat x E amp pHome g E My Folders Ga Favorites F lnbox amp Public Folders amp Scotland g NHS ga Grampian g B Grampian New Cancer Waiting Tires User Reports g New Cancer Waiting Times Snapshot Standard Reports Standard Reports Figure 6 Navigating BOXI highlighting key areas Folders containing reports that are only accessible by the individual user Folders containing reports that are only accessible by Board users Folders containing reports that are accessible by all CWT BOXI users Board users can only see their own data ISD users can see data for all Boards These three areas all have a part to play in the following section so please ensure that you are comfortable with the differences between them before moving on to the next section 12 A2 4 More about Business Objects XI Web Intelligence BOXi
3. Table 2a Performance by HB Network from the Standard Reports folder Throughout the following sections many of the steps that we cover are common to all the Publication reports 9 0 HAGS XOS SELES X ar x Welcome tunncwtu02 GS B E O New amp LY Send E Myinfoview Searchtite gt Raa LE Folder a l m a ha E esha x E Organize X Filter All Types E Home O D Jiitle Last Run Type Owner Instances E LE My Folders O amp Figure 2 Distribution Neverrun Web Intelligence Document chrism06 0 Ga Favorites History Schedule Modify Properties F inbox si x 2 Table 2a Performance by HB Network Neverrun Web Intelligence Document chrism06 0 a E Public Folders x History Schedule Properties a Scotland a NHS C 2 Table 2b Performan e by Cancer Type Neverrun Web Intelligence Document chrism06 0 8 Grampian History Schedule Properties g E Grampian New Cancer Waitil _ 3 i EO Table 2c Trend by HB Network Neverrun Web Intelligence Document chrism06 0 p User Reports History Schedule Properties a New Cancer Waiting Times E Snapshot Standard Reports Q Table 2d Trend by tor Neverrun Web Intelligence Document chrism06 0 5 Standard Reports History Schedule Properties lan 31 day O Table 4 Distribution Neverrun Web Inteligence Document chrism06 0 m 62 day History Schedule Modif Prope
4. Table 6 Adjustments report 2 When prompted enter a Report Date of your choosing 3 Press Run Query and wait for the results Having refreshed the report with your chosen criteria you will see that the table has now been populated You can navigate through the pages of results using the arrow icons at the top middle of your screen ao La A3 2 Filtering the results In the analysis context pane for Table 2a Performance by HB Network see Figure 14 you will see a drop down list above the main results screen This is a drill filter that allow the user to drill down to more specific cohorts groups of data depending upon what options are chosen At the moment you will see that the default for the drill filter is set to Cancer Type All values Selecting Cancer type from the drill filter will update the data in the table to reflect the new criteria TIP Depending upon the resolution of your monitor you may notice that the table is too big for your screen If you have this problem you can maximise the results screen by hiding the folder list To do this click the Toggle Navigation icon Q cii which you will find near the top left of the browser window To bring the folder list back into view simply click the icon again Note that most screenshots in the remaining sections of this guide will have the folder list hidden from view 20 A3 3 Saving your results Once the report has been refresh
5. Signature Date Completed form should be returned to the Cancer Waiting Times Team ISD NHS National Services Scotland Cirrus House Glasgow Airport Business Park Paisley PA3 2SJ 69
6. Regional Cancer Network Patient Identifying Numbers Date of First Treatment Financial Date of Treatment Refusal Calendar Date of Treatment Refusal Calendar Date of Treatment Refusal Calendar Date of Treatment Refusal Calendar Date of Treatment Refusal Calendar Date of Treatment Refusal Financial Date of Treatment Refusal Financial Date of Treatment Refusal Financial Date of Treatment Refusal Financial Date of Treatment Refusal Financial Date of First Treatment Fin Quarter Name Date of Treatment Refusal Date of Treatment Refusal Cal Year Date of Treatment Refusal Cal Month Date of Treatment Refusal Cal Month Name Date of Treatment Refusal Cal Quarter Date of Treatment Refusal Cal Quarter Name Date of Treatment Refusal Fin Year Date of Treatment Refusal Fin Month Date of Treatment Refusal Fin Month Name Date of Treatment Refusal Fin Quarter Date of Treatment Refusal Fin Quarter Name Board of Receipt of Referral Code Board of Receipt of Referral Description Board of First Treatment Code Board of First Treatment Description Regional Cancer Network BRR Regional Cancer Network BFT CHI Number 56 who died refused treatment or were submitted with a date of first treatment of 09 09 0909 or 10 10 1010 The Date of First Treatment expressed as a textual description in terms of which financial quarter it falls e g Jan Mar NB this does not include patients
7. Screening GP GDP urgent referral with suspicion of cancer or Direct referral to hospital and the type of first treatment was not Refused treatment or Died or the pathway was not clinically complex Filters Filters Filters Filters Filters Filters Filters Filters Filters Filters Filters Filters Filters Filters Filters Filters Filters 62 Day Target Specific Filters 31 Day Target Specific Filters 31 Day Target Specific Filters Exclusion Filters Exclusion Filters Exclusion Filters Exclusion Filters Exclusion Filters Exclusion Filters Exclusion Filters Exclusion Filters Exclusion Filters WT Adjustment Filters WT Adjustment Filters WT Adjustment Filters WT Adjustment Filters WT Adjustment Filters Board of Receipt of Referral Only Eligible Referrals 31 Day Eligible Referrals Treated within 31 Days Exclusions 62 Day Exclusions 31 Day Clinically Complex Pathway 62day Clinically Complex Pathway 31day Patient Died Before Treatment Patient Refused All Treatment Referred by National Screening Referrals not from National Screening Cervical Patients not referred by National Screening Waiting Time Adjustment 62day Waiting Time Adjustment 31day Patient Adjustment 62day Medical Adjustment 62day Patient Adjustment 31day 65 Selects data where Board of Receipt of Referral is the same as Board of First Tr
8. Waiting Time Adjustment Reason for Delay Reason for Delay Reason for Delay Reason for Delay Measures Measures Measures Measures Measures Waiting Time Adjustment 31 Day Waiting Time Adjustment 31 Day Waiting Time Pre DDT Waiting Time Pre DDT Waiting Time Pre DDT Waiting Time Post DDT Waiting Time Post DDT Waiting Time Post DDT Reason for Delay 62 Day Reason for Delay 62 Day Reason for Delay 31 Day Reason for Delay 31 Day 62 Day Target Specific Measures 62 Day Target Specific Measures 62 Day Target Specific Measures Patient Adjustment 31 Day Medical Adjustment 31 Day Waiting times Adjustment Pre DDT Days Waiting Times Adjustment Pre DDT Code Waiting Times Adjustment Pre DDT Description Waiting Times Adjustment Post DDT Days Waiting Times Adjustment Post DDT Reason Code Waiting Times Adjustment Post DDT Reason Description Reason for Delay 62day Code Reason for Delay 62day Description Reason for Delay 31day Code Reason for Delay 31day Description Number of Patients Number of Referrals Number of Referrals Urgent with Suspicion of Cancer Number of Non urgent Referrals Number Referred by National Screening 61 A YES flag to identify records covered by the 31 day target where the reason for a waiting time adjustment was due to patient delay i e the patient did not attend cancelled or deferred an appointment or there
9. What is BOXI BOXI is an internet browser based tool which provides an interactive and flexible user interface for building and analysing reports on data which is held in the CWT database There are a number of common terms in use when talking about BOXI e Universe A universe is a semantic layer which is placed between the user and the data mart The universe maps to the data items in a data mart or database but presents the data using everyday terms Universes are made up of a series of Objects and Classes e Objects These are named components of the universe that map directly to data or derived data in the data mart Objects are used in the query to retrieve data for the report There are two main types of object and these are as follows with symbols q Dimensions Retrieve data that will provide the basis for the report Usually character type data e g hospital identifier code names dates codes etc Measures Retrieve numeric data that is the result of calculations on data held in the data base e g Days of referral to treatment Other common items that can be found in the universe alongside the various Dimension and Measure objects are 13 Y Predefined filters Created by the universe designer in order to capture the most common set of restrictions that are used when querying the data e g Eligible Referrals Treated within 62 days Such filters are made available in the universe so that the user does not
10. using Excel as an example click on Document Save to my computer as and select Excel from the list that appears options as in Figure 15 earlier A dialog box will then appear as in figure 17 below giving you the option of opening direct to Excel or saving as an Excel file to your chosen destination e g your desktop or a network drive If you have chosen the Excel option by mistake you can also select Cancel at this point F InfoView Microsoft Internet Explorer NHS Welcome tunncwtu02 SCOTLAND al fa new S EA send E My infoView Searchtitle g amp o Table 2a Performance by HB Network LOST x Document view 5 GA Find 4 Undo Redo Zoom fioo u ft p gt T Refresh Data GD 71 Y Analysis context Cancer Type All values YW 5 Table 2a Performance against the 3 PATEN treatment by NHS Board and region f 5 Do you want to open or save this file Period of treatment April June 2010 All cancer types EA Name Table Za 1 Performance by HB Network xls EH Type Microsoft Excel Worksheet 13 1 KB NHS Scotland qe From www bic scot nhs uk Area of first treatment Number of D eligible centile referrals Gren sae J Cancel fysa 5 While files from the Internet can be useful some files can potentially NHS Grampian harm your computer If
11. DES Fie Edt view Favorites Tools Help Links gt A NHS Welcome tunncwtu02 SCOTLAND S Eel El fl O ew e amp EA send F My InfoView Searchtitle g a C Folders le 62 day Sabia i GSB aG x E Organize X Fiter All Types pHome D lt Title a Last pm Type Owner Instances My Folders 2 Figure1 Distribution M verrun Web Intelligence Document Administrator 0 a Public Folders History Schedule Modify Properties B Scotland a NHS l Table 1a Performance by HBiNepwork Neverrun Web Intelligence Document Administrator 0 i History Schedule Modify Dr6perties a amp Grampian amp Grampian Ne a Table 1b Performarfee by Cancer Type Neverrun Web Intelligence Document Administrator 0 User Repo History GeheduTe yodit 1 Properties o GNew Cancer Waiti Snapshot Stari o Standard Rep v Table 1c Trend by HB Network Neverrun Web Intelligence Document Administrator 0 History Schedule Modify Properties 31 day 2 Table 1d Trend by Indicator Neverrun Web Intelligence Document Administrator 0 62 day History Schedule Modify Properties 2 Table 3 Distribution Neverrun Web Intelligence Document Administrator 0 History Schedule Modify Properties 2 Table 5 Adjustments Neverrun Web Intelligence Document Administrator 0 History Schedule Modify Properties lt gt Discussions o H Ome Inbox Micro
12. Date Decision to Treat Financial Date Decision to Treat Financial Date of Receipt of Referral Cal Year Date of Receipt of Referral Cal Month Date of Receipt of Referral Cal Month Name Date of Receipt of Referral Cal Quarter Date of Receipt of Referral Cal Quarter Name Date of Receipt of Referral Fin Year Date of Receipt of Referral Fin Month Date of Receipt of Referral Fin Month Name Date of Receipt of Referral Fin Quarter Date of Receipt of Referral Fin Quarter Name Date Decision to Treat Date Decision to Treat Cal Year Date Decision to Treat Cal Month Date Decision to Treat Cal Month Name Date Decision to Treat Cal Quarter Date Decision to Treat Cal Quarter Name Date Decision to Treat Fin Year Date Decision to Treat Fin Month Date Decision to Treat Fin Month Name Date Decision to Treat Fin Quarter 54 The year component of the Date of Receipt of Referral in the format YYYY e g 2010 The month component of the Date of Receipt of Referral in the format 1 12 e g 1 January The month component of the Date of Receipt of Referral as a full textual description e g January The Date of Receipt of Referral expressed in terms of which calendar quarter it falls Format is single value 1 4 where 1 Jan Mar The Date of Receipt of Referral expressed as a textual description in terms of which calendar quarter it falls e g Jan Mar The year component of
13. NOTE Version 1 6 is currently not supported for Internet Explorer 6 Email the Cancer Waits inbox nss isd CancerWaitsNew nhs net for the full PC specification required to run Business Objects client and web software In order for ISD to request your account to be set up ensure that your local Caldicott Guardian has approved your request for access on the Cancer Waiting Times User Request Form see Appendix B The user type will require to be specified as one of the following e Power user confidential full access gives the user the facility to create modify run and save their own reports as well as refresh reports built by others e Consumer user non confidential restricted access which will only allow the user to view and refresh reports built by others c Ensure you have your NHS National Services Scotland LDAP username and password This should be issued within 3 days of ISD receiving your request for access on the Cancer Waiting Times User Request Form A2 2 Logging in and out of BOXI Using your internet browser log into the NHS Scotland Business Intelligence portal https www bic scot nhs uk Clicking on Login will show the following screen it would be a good idea to save a link to this screen as a favourite bookmark in your browser or on your desktop if you are going to be using BOXI on a regular basis Log On to InfoView NHS Scotland is committed to maintaining confidentiality Every effort
14. ORA Inbox Microsoft fm User manual Ge ew Microso th NCWT_user_manu 12 Cs R Figure 34 The Business Objects Query Panel 1 Data contains all available dimensions measures and predefined filters prompts including CWT derived and reference data items and organised into classes in the CWT Universe See Appendix A for a full list of objects and their description in the CWT universe 2 Result Objects these are the data derived reference objects that have been chosen from the CWT universe to be part of the query behind the report 3 Query Filters Objects placed in this area will act as a restriction in the query 44 B6 2 Adding Result Objects In order to add a new object to the Result Objects for an existing query you must first locate the object in the Data section by navigating through the appropriate folders As an example for the Table 2b Performance by Cancer Type with UID you may wish to add the Urgency and Referral Source Code to the query TIP There is an alternative way to locate an object if you are not already familiar with its location in the folders within the Data section Click on any of the folder names in the Data section and then start typing the name of the object that you are looking for What you should see is a temporary search box appearing at the top of the Data section and the highlighted folder object changing based on what you are typing until it set
15. OnDemand Services BusinessObjects InfoView collects and presents business intelligence information and provides e Complete viewing and interaction for query amp analysis reporting and performance management e Integrated collaboration with threaded discussions intuitive navigation and support for 3rd party documents e Advanced scheduling and distribution capabilities making it easier to share information with others e OnDemand services that enable users to easily access a wide variety of shared information Discussions 2 Inbox Microsoft 0 7 2 Microsoft Office fm User manual By Infoview Microsof 2 Ed RIE Os E 55 9 43 Figure 3 Initial Business Objects homepage In order to log out of BOXI all you have to do is click the small padlock icon B e which you will find towards the top right of your screen Note that this icon will be found in the same corner of the screen on the majority of pages when using BOXI so you will be able to log out at any point TRY Logging in and out of BOXI 1 Log in to BOXI with the username and password that has been assigned to you remember to choose LDAP in the Authentication list before clicking Log On 2 Once logged in look for the padlock icon see above on the homepage and Click it to log out of BOXI 3 You should now be viewing the Log On screen again Your username and LDAP authentication should already be populated this ti
16. Once you have clicked on Modify and allowed the query to run you should get the following screen G0 BEE Peo SeBbes IS ms Welcome tunncwtu02 iPage M 4 1 gt H a I Table 2b Performance by Cat A I _date Table 2b Performance against the 31 day target from date decision to treat to first cancer a eo treatment by Cancer Type I _HB_FOOTER Period of treatment July September 2010 T _HB_FOOTER_SNAP NHS Scotland I hyperlink I _hyperlink_SNap J ret Cancer type Number of Number of Percentage Maximum Median wait 90th a UNIVERSE E eligible eligible that started wait Days Days 4 Percentile a eae referrals 2 referrals treatment 3 Days 5 I 31 Day Target Specific D that started within 31 I Pub Date treatment days T R3 v rea Header within 31 I R3 vCancerType Body 3 R3 vHB Header T R3 vHeader Treated Date T R3 vNetwork Header 3 Refresh vTreated Date T Report Data Date MainR 7 Report Data Date Refres I UD By Cancer Network_MERGE y Cancer Type Description y Cancer Type Description S TREAT HB Cervical screened only 31 Day Target Specific Me m All Cancer types 1 Hees AU Arranged by Alphabetic order Intro Q Table 2b 4 Last Refresh Date 30 December 2010 15 55 52 Figure 30b Report in Modify mode 38 You should notice immediate differences from the previous v
17. beginners intermediate training manual You can also start with a blank sheet and build a report from scratch by clicking on New in the navigation bar see Figure 40 choose a new web intelligence document from the drop down list and select the CWT universe O9 O0O HEADS OS abus A NHS Welcome tunncwtu02 SCOTLAND GS El fel O New amp RA send My InfoView Searchtitle gt R aa F 21 Web rtaigence Document E SA Be Hyperlink a A Home 2 Crystal Report My Folders 2 Publication Public Fold OLAP intelligence Report 2 OLAP Intelligence Connection d Go to Infoview Inbox FA Single Dashboard L Document from local computer gt D Access Information OnDemand Services Personalize InfoView now Category Folder BusinessObjects InfoView collects and presents business intelligence information and provides e Complete viewing and interaction for query amp analysis reporting and performance management e Integrated collaboration with threaded discussions intuitive navigation and support for 3rd party documents e Advanced scheduling and distribution capabilities making it easier to share information with others e OnDemand services that enable users to easily access a wide variety of shared information RA Figure 40 Opening a new Web Intelligence document 51 7 Contact details Should you wish to contact ISD for further assis
18. date prompts in other reports It is also worth noting the search box at the bottom left of the prompt screen marked by the binoculars icon You can use this search facility to type in your choice if you are faced with a long list of values When you are working with other reports you may find that the list on the left may occasionally be empty when prompted for information If you come across this then Refresh Values simply click the S icon above the left hand list and this will populate the list with the appropriate information 18 Once all the prompts have been updated the next step is to click _Run Query You will see the following window showing up a O Last refresh time 0h Om 10s Cancel Figure 13 Time bar shown when refreshing a report Note When you run a report for the first time the Last refresh time shown is rarely an accurate guide to how long it will take for results to be shown so it is best to just let the query run its course If you run the report again then the Last Refresh time will have updated and should be a more accurate guide if you choose to refresh the report for a second time When the Refresh process is complete you will be greeted with an intro page Clicking on the Table 2a tab will display the results similar to those in figure 14 A InfoView Microsoft Internet Explorer ES Fie Edit View Favorites Tools Help Links ae NHS T Welc
19. died before treatment A YES NO flag to identify records where the patient refused all treatment A Yes No flag to indicate whether the Date of Receipt of Referral was not recorded 09 09 0909 where Yes Not Recorded A Yes No flag to indicate whether the Date Decision to Treat was not recorded 09 09 0909 where Yes Not Recorded A Yes No flag to indicate whether the Date of First Treatment was not recorded 09 09 0909 where Yes Not Recorded A Yes No flag to indicate whether the Date of Receipt of Referral was inapplicable 10 10 1010 where Yes Inapplicable A YES flag to identify records included in the 62 day target where a waiting time adjustment has been recorded All patients A YES flag to identify records covered by the 62 day target where the reason for a waiting time adjustment was due to patient delay i e the patient did not attend cancelled or deferred an appointment or there was other patient induced delay A YES flag to identify records covered by the 62 day target where the reason for a waiting time adjustment was due to medical delay i e temporary co morbidity or medical suspension A YES flag to identify records included in the 31 day target where a waiting time adjustment has been recorded All patients Waiting Time Adjustment Waiting Time Adjustment Waiting Time Adjustment Waiting Time Adjustment Waiting Time Adjustment Waiting Time Adjustment Waiting Time Adjustment
20. has been made to ensure the security of information held by the organisation If you are authorised to view confidential information which is held by NHS National Services Scotland you should be aware of the relevant confidentiality requirements and adhere to these requirements Enter your user information and click Log On If you are unsure of your account information contactthe help desk 0131 275 7777 or email nss csd nhs net System NSSBOPROD User name Password Authentication loaa Figure 2 Log on screen for the Production Live version of BOXI Enter your LDAP user name and password This is case sensitive Set your Authentication to LDAP from the drop down menu Click Log On Once logged in you will see the following screen which is effectively the homepage for BOXI F nfoView Microsoft Internet Explorer ES ay File Edit View Favorites Tools Help Q ex Q x aA A JO search she Favorites A2 B eB a Fel 3 Address g https www bic scot nhs uk businessobjects enterprise 1 15 desktoplaunch Infoview mainjmain do objld 523077 v 8 Go Links 7 NHS Welcome janego03 SCOTLAND G N E gt New amp LY send M My nfoview Searchtitle gt Rag E Folders l Home OS x Gesceaaeax o iHome Personalize InfoView now E My Folders Ga Public Folders Go to InfoView Inbox Go to Performance Management SCOTLAND Access Information
21. le eel eee lake 10 Navigation SUMIMALY ccccccccceceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeess 12 A2 4 More about Business Objects XI Web Intelligence BOXi 0 0 eeeeeeeeeees 13 Wiha lS BOX a 5c2 ere dates aeteatteattzad sett nat a E E TE E E teat ee nates 13 Core functionality conocer ecu eee meee ae ets 15 A3 Working with existing reports cccccccsesssseeeeeeeeeeeeeeeseeeeeeeeeeeeeeeeeeseseeeeeeeeenees 17 A3 1 Refreshing the reports ienee teenie teenka eenia anth 17 ASZ Filtering the FESUlIS 2o c2562 cece cust teenie teenie bernie es cade dee ends d eriek 20 A3 3 Saving your results eeren 21 as a Business Objects report power users Only eeeeeeeeeeeeeeeee 22 to my computer as Excel CSV PDF ccccccccccceeeeseeeeeeeeeeeeeeeeeeees 23 AoA Printing your results 22220 aving ton fouled toned tole fouled tala fouled tole tes 24 ASS Scheduling REDOMS eccito ceed edcued seed bdcuee eed d eae eed icenic betni 24 Setting up a scheduled report adis 0sencennhasncacabsaamenseronceank ukeid seared eae eee 24 Emailing the results in Excel PDF formatt cccccccccecceeceeeeeeeeeeeeeeeeeeeeeees 29 AS 6 Deleting at instance neis ieena aee dante e tee dante cate dee eieiei 31 A3 Monthly FRG DOIS 222 ac8 tn 2 tala nis ta ni fla os food told nds fon ola eds Sahn tla ol tos 31 Section B Power users OMY wi sivccsesiceii entices ccennsseseenieensnnnenenseu
22. of the NHS Board who has responsibility for the first intended treatment The Regional Cancer Network SCAN NOSCAN WOSCAN based on the NHS Board of Receipt of Referral The Regional Cancer Network SCAN NOSCAN WOSCAN based on the NHS Board of First Treatment A unique numeric indicator allocated to each patient who registers for NHS Patient Patient Patient Patient Patient Patient Patient Patient Patient Patient Patient Patient Patient Patient Patient Patient Patient Patient Patient Patient Patient Patient Patient Patient Patient Patient Patient Patient Patient Identifying Numbers Patient Identifying Numbers Patient Postcode Ethnic Group Ethnic Group Ethnic Group Ethnic Group Ethnic Group Ethnic Group Gender Gender Age Age Date of Birth Date of Birth Date of Birth Date of Birth Date of Birth Date of Birth Date of Birth Date of Birth Date of Birth Date of Birth Date of Birth Date of Death Date of Death Date of Death Date of Death Ethnic Group Pre April 2012 Ethnic Group Pre April 2012 Ethnic Group Post April 2012 Ethnic Group Post April 2012 Ethnic Group Aggregated Post April 2012 Ethnic Group Aggregated Post April 2012 Date of Birth Calendar Date of Birth Calendar Date of Birth Calendar Date of Birth Calendar Date of Birth Calendar Date of Birth Financial Date of Birth
23. showing at the top of this pane gt Baa G E T O New e A E send E My infoview Searchtitle E Folders lt Favorites 05x EJ ecaa x E Organize X r All Types a jHome D Title a Last Run Type Owner Instances E My Folders 2 Table 1a Performance by HB Network test Neverrun Web Intelligence Document tunnewtu02 0 Ga Favorites History Schedule Modify Properties B inbox a v R3 Table 1b Performance by Cancer Type Neverrun Web Intelligence Document tunnewtu02 0 Public Folders History Schedule Modify Properties 2 Table 2a Performance by HB Network test Neverrun Web Intelligence Document tunnewtu02 0 History Schedule Modify Properties Figure 33 Marking a report for deletion TIP If you are in the Board User reports folder you may encounter an error which states that you cannot delete the report even though you are the report owner If this happens then you should look at the History for this report What you may find is that other users may have scheduled and therefore created an instance of the report You will need to ask the users to delete the record of scheduling the report before you can continue 43 B6 Editing the query behind a report Revisit your Favorites folder and click Modify under your saved version of the report Table 2b Performance by Cancer Type with UID See section B5 1 Clicking o
24. to First Treatment into the following groups 0 20 days 21 41 days 42 62 days 63 83 days 84 days or more A Yes No flag to indicate whether the patient is included in the 31 day target cohort Yes indicates where the type of first treatment was not Refused treatment or Died and the pathway was not clinically complex A YES NO flag to identify a record that was treated within 31 days A YES NO flag to identify a record that has been included in the 31 day cohort as an eligible referral that was treated within 31 days A YES NO flag to identify a record that has not been included in the 31 day cohort but was treated within 31 days i e shows patients who died before treatment refused all treatment or clinically complex The number of days from decision to treat to treatment after any adjustment has been made Number of days between the date decision to treat and death Number of days between the date decision to treat and the date the treatment was refused Waiting Time Waiting Time Waiting Time Waiting Time Waiting Time Waiting Time Waiting Time Waiting Time Waiting Time Waiting Time Waiting Time Waiting Time Adjustment Waiting Time Adjustment Waiting Time Adjustment Waiting Time Adjustment 31 Day Target Specific Exclusions Exclusions Exclusions Exclusions Exclusions Exclusions Dates not Recorded Dates not Recorded Dates not Recorded Dates Inapplic
25. who died refused treatment or were submitted with a date of first treatment of 09 09 0909 or 10 10 1010 The date the patient refuses any treatment The year component of the Date of Treatment Refusal in the format YYYY e g 2010 The month component of the Date of Treatment Refusal in the format 1 12 e g 1 January The month component of the Date of Treatment Refusal as a full textual description e g January The Date of Treatment Refusal expressed in terms of which calendar quarter it falls Format is single value 1 4 where 1 Jan Mar The Date of Treatment Refusal expressed as a textual description in terms of which calendar quarter it falls e g Jan Mar The year component of the Date of Treatment Refusal in the format YYYY e g 2010 The month component of the Date of Treatment Refusal in the format 1 12 e g 1 April The month component of the Date of Treatment Refusal as a full textual description e g April 1 The Date of Treatment Refusal expressed in terms of which financial quarter it falls Format is single value 1 4 where 1 Apr Jun The Date of Treatment Refusal expressed as a textual description in terms of which financial quarter it falls e g Jan Mar The code of the NHS Board that receives the initial referral into secondary care The name NHS Board that receives the initial referral into secondary care The code of the NHS Board who has responsibility for the first intended treatment The name
26. you do not trust the source do not open or NHS Highland save this file What s the risk NHS Orkney NHS Shetland nial NHS Tayside NHS Western Isles nial NHS Borders nial NHS Dumfries amp Galloway NHS Fife nial NHS Lothian nial NHG Burchira amp Arran nial x lt i gt B Table 2a Refresh Date 7 September 2010 11 48 29 x Figure 17 Prompt for destination when saving a report The same method also applies when saving the results as a CSV or a PDF file TRY Save the results to your desktop in Excel format 23 A3 4 Printing your results If you are planning to print out the results of a report then you will find that you are unable to do this directly from BOXI Instead you will have to save the results in either Excel or PDF format see section A3 3 and then print the results from there A3 5 Scheduling Reports Scheduling a report allows you to run a report in the background while you carry on doing other work You can even schedule reports to run outside of office hours e g evening late night early morning This is particularly useful when you have large or complex queries which may take a long time to run Setting up a scheduled report To begin setting up a report for scheduled running you need to click the Schedule link found underneath the report name on the list reports InfoView Microsoft Internet Explorer
27. 010 NB this does not include patients who died refused treatment or were submitted with a date of first treatment of 09 09 0909 or 10 10 1010 The month component of the Date of First Treatment in the format 1 12 e g 1 April NB this does not include patients who died refused treatment or were submitted with a date of first treatment of 09 09 0909 or 10 10 1010 The month component of the Date of First Treatment as a full textual description e g April 1 NB this does not include patients who died refused treatment or were submitted with a date of first treatment of 09 09 0909 or 10 10 1010 The Date of First Treatment expressed in terms of which financial quarter it falls Format is single value 1 4 where 1 Apr Jun NB this does not include patients Time Time Time Time Time Time Time Time Time Time Time Time Organisation Organisation Organisation Organisation Organisation Organisation Patient Date of First Treatment Date of Treatment Refusal Date of Treatment Refusal Date of Treatment Refusal Date of Treatment Refusal Date of Treatment Refusal Date of Treatment Refusal Date of Treatment Refusal Date of Treatment Refusal Date of Treatment Refusal Date of Treatment Refusal Date of Treatment Refusal Board of Receipt of Referral Board of Receipt of Referral Board of First Treatment Board of First Treatment Regional Cancer Network
28. 2 Days Referral to Treatment Days Receipt of Referral to Death Receipt of Referral to Treatment Refusal Weeks Wait Grouping 62 Days Target Cohort Flag 31day Total Referrals Treated Within 31 Days Eligible Referrals Treated Within 31 Days Ineligible Referrals Treated Within 31 Days DTT to Treatment Days DTT to Death DTT to Treatment Refusal 59 records where the urgency and referral source was referred from National Screening GP GDP urgent referral with suspicion of cancer or Direct referral to hospital and the type of first treatment was not Refused treatment or Died and the pathway was not clinically complex A YES NO INAPPLICABLE flag to identify a record that was treated within 62 days A YES NO flag to identify a record that has been included in the 62 day cohort as an eligible referral that was treated within 62 days and excludes patients who died before treatment refused all treatment or Clinically complex A YES NO flag to identify a record that was treated within 62 days where a patient died before treatment refused all treatment or clinically complex The number of days from referral to treatment after any adjustment has been made Number of days between the date of receipt of referral and death Number of days between the date of receipt of referral and the date the patient refused all treatment A grouping of the number of days between the Date of Receipt of Referral
29. Favourites TRY Emailing the results of a scheduled report in Excel PDF format 1 Select the Schedule link under your chosen report 2 Leave the default option for When but choose Microsoft Excel or Adobe Acrobat for Format and Email recipients for Destination 3 Fill out the details in the Email form as described above putting your own email address in the To field in order to test out the process 4 Modify the Prompts and select chosen values before clicking Apply 5 Click the Schedule button You will be taken to the History page where you will see the instance that you have created 6 Spend 5 10 minutes doing another task then return to the History page and check to see if the report has run successfully you may need to click the Refresh icon to update the Status field 7 If successful check your email inbox for the results Note that it may take a few minutes from the time the scheduled report was completed successfully to the resulting email appearing in your inbox 30 A3 6 Deleting an instance An instance of the report and the data held within it will remain available to users on the History page until it has been deleted NB this can only be done by the user who created the instance username displayed in the Run By column This is done by checking the box next to the instance on the History page until a tick appears and then clicking the Delete button at the to
30. Financial Date of Birth Financial Date of Birth Financial Date of Birth Financial Date of Death Calendar Date of Death Calendar Date of Death Calendar Unique Care Pathway Number Hospital Patient Identifier Patient Postcode Ethnic Group Code Pre April 2012 Ethnic Group Description Pre April 2012 Ethnic Group Code Post April 2012 Ethnic Group Description Post April 2012 Ethnic Group Codes Aggregated Post April 2012 Ethnic Group Description Aggregated Post April 2012 Gender Code Gender Description Age Age Band Date of Birth Date of Birth Cal Year Date of Birth Cal Month Date of Birth Cal Month Name Date of Birth Cal Quarter Date of Birth Cal Quarter Name Date of Birth Fin Year Date of Birth Fin Month Date of Birth Fin Month Name Date of Birth Fin Quarter Date of Birth Fin Quarter Name Date of Death Date of Death Cal Year Date of Death Cal Month Date of Death Cal Month Name 57 healthcare within Scotland A unique number allocated to a patients pathway A code that uniquely identifies a patient within a hospital The postcode of the patient as recorded on referral Self assigned ethnic group codes used before 1 April 2012 Self assigned ethnic group descriptions used before 1 April 2012 Self assigned ethnic group codes for patients treated on or after 1 April 2012 Self assigned ethnic group descriptions for patients treated on or after 1 Apri
31. Referral to the Date of First Treatment was over 62 days Includes records where the Date of Receipt of Referral or the Date of First Treatment was not recorded This count is not restricted to records included in the target cohort The number of records in the 62 day target cohort where the difference between the Date of Receipt of Referral and the Date of First Treatment was greater than 62 days after waiting time adjustments Records where the Date of Receipt of Referral and the Date of First Treatment were not recorded are included as breaches The number of days from referral to treatment after any adjustment has been made Number of days between the date of receipt of referral and death Number of days between the date of receipt of referral and the date treatment was refused The number of referrals included in the 31 day target cohort This includes records where the type of first treatment was not Measures Measures Measures Measures Measures Measures Measures Measures Measures Measures Measures Measures Measures 31 Day Target Specific Measures 31 Day Target Specific Measures 31 Day Target Specific Measures 31 Day Target Specific Measures 31 Day Target Specific Measures 31 Day Target Specific Measures 31 Day Target Specific Measures 31 Day Target Specific Measures Exclusion Measures Exclusion Measures Exclusion Measures Exclusion Measures Exclusi
32. WT_BOXI_User_Man e Figure 27 Selecting your health board in the monthly report Please note In addition to this you may find figures on another health boards tab these figures indicate patients which your health board have treated but have been referred by another board You can export this data to Excel as described on Figure 15 in section A3 3 35 Section B Power users only B4 Using hyperlinks within reports Some Publication reports 31 day Tables 2a 2b amp 6 and 62 day Tables1a 1b amp 5 contain hyperlinks in blue that allow a power user to drill down to more detailed information such as Hospital Patient Identifiers See Figure 28 for further analysis of Table 5 The second screenshot displays the linked drill down report where the user has chosen to analyse records excluded from target calculations by selecting Urgent Referrals amp Exclusions Yes from the drop down drill filters NOTE Hyperlinks do not work in modify mode Hyperlinks are only accessible by power users when viewing a report Table 6 Exclusions and waiting times adjustments against the 62 day target from receipt of an urgent referral with a suspicion of cancer to first cancer treatment by NHS Board Period of treatment July September 2010 All cancer types 1 NHS Scotland Total Referrals included in analysis but with w referrals adjustment WTA made 7 submitted Non urgent Referrals covered by 62 d
33. able Waiting Time Adjustment 62 Day Waiting Time Adjustment 62 Day Waiting Time Adjustment 62 Day Waiting Time Adjustment 31 Day Weeks Wait Grouping 31 Days Exclusions 62day Clinical Complex Pathway 62 Day Exclusions 31day Clinical Complex Pathway 31 Day Patient Died before Treatment Patient Refused all Treatment Receipt of Referral Not Recorded Date Decision to Treat Not Recorded Date of First Treatment Not Recorded Receipt of Referral Inapplicable Waiting Times Adjustment 62 Day Patient Adjustment 62 Day Medical Adjustment 62 Day Waiting Times Adjustment 31 Day 60 A grouping of the number of days between the Date Decision to Treat to First Treatment into the following groups 0 15 days 16 31 days 32 47 days 48 days or more A YES flag to identify records that have been excluded from the 62 day target because the patient died before treatment refused all treatment or the clinical complexity of their pathway caused a delay A YES NO flag to identify records where the reason for a 62 day target delay is Clinically Complex A YES flag to identify records that have been excluded from the 31 day target because the patient died before treatment refused all treatment or the clinical complexity of their pathway caused a delay A YES NO flag to identify records where the reason for a 31 day target delay is Clinically Complex A YES NO flag to identify records where the patient
34. al Source Code ay Drill pane E y Table 2b Performance by Cancer Ty 4 Cancer type Number of Urgency Number of Percentage Maximum Me I 31 Day Target Specific DTT to Tr eligible and Referral eligible that started wait Days D T R3 v rea Header referrals 2 Source referrals treatment 3 T R3 vCancerType Body Code that started within 31 T R3 vHB Header irae T R3 vHeader Treated Date d T R3 vNetwork Header 9 Refresh vTreated Date TI Report Treatment Date MainR3 _ All Cancer types 1 64 m m Breast 12 gency and Referral Source Co Fy Cancer Network MERGE ea 10 F Cancer Type Description 1 Breast 32 TREAT HB Breast 30 31 Day Target Specific Measures Colorectal 40 No Eligible Referrals 3iday No Eligible Refs TW 31 Days comera 38 R3 vMaxWait Colorectal 44 R3vMedian a colorectal cH D Dahan dinn ol s gt lt a J Arranged by Alphabetic order Intro Q Table 2b qd px Combines the urgency and source of the initial referral to secondary care Last Refresh Date 6 September 2010 14 41 54 B inbox Microsoft Out fae User manual Figure 36 Location of the Drill pane As when positioning an object in a table there will be an icon to help you position the new filter though this time a cursor is used rather than a blue bar TIP You may find that you are not able to add filters to your report as the Drill pane may not be ac
35. al to Treatment Refusal Number of Eligible Referrals 31day 62 The number of referrals included in the 62 day target cohort which includes records where the urgency and referral source was referred from National Screening GP GDP urgent referral with suspicion of cancer A amp E or Direct referral to hospital and the type of first treatment was not Refused treatment or Died or the pathway was clinically complex The number of referrals not included in the 62 day target cohort Where a patient died refused treatment or clinically complex The number of records where the difference between the Date of Receipt of Referral and the Date of First Treatment is less than 63 days This count is not restricted to records included in the 62 day target cohort The number of referrals included in the 62 day target cohort that were treated with 62 days This includes records where the urgency and referral source was referred from National Screening GP GDP urgent referral with suspicion of cancer or Direct referral to hospital and the type of first treatment was not Refused treatment or Died or the pathway was not clinically complex The number of referrals excluded in the 62 day target cohort that were treated with 62 days This includes records where the type of first treatment was Refused treatment or Died or the pathway was not clinically complex The number of records where the Date of Receipt of
36. als for the 31 day target with waiting times adjustments Selects records for eligible referrals for the 62 day target with waiting times adjustments applied for patient delays i e the patient did not attend cancelled or deferred an appointment or an other patient induced suspension was recorded Selects records for eligible referrals for the 62 day target with waiting times adjustments applied for medical delays i e temporary co morbidity or medical suspension Selects records for eligible referrals for the 31 day target with waiting times adjustments applied for patient delays i e the patient did not attend cancelled or deferred an appointment or an other patient induced suspension was recorded Filters WT Adjustment Medical Adjustment Selects records for eligible referrals for the Filters 31day 31 day target with waiting times adjustments applied for medical delays i e temporary co morbidity or medical suspension 66 NHS Appendix B CWT User Request Form barad National Services Scotland Cancer Waiting Times Cancer Waiting Times CWT is part of the Information Services Division ISD Waiting Times Programme which works in partnership with the Scottish Government Cancer Performance Support Team SGCPST and NHS Boards to develop methods to measure NHS performance against Cancer Waiting Times by facilitating the collection submission and reporting of the CWT standards BOXI Reporting Universe The BOXI re
37. anetanenemennsewanenneds 36 B4 Using hyperlinks Within reports ccccceeeeeeeseeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeneeeeeenees 36 B5 Modifying Reports aniren eneee cei scavasavelabeceteuctnsaveratanchelevenevsiavnedeletuae 37 B5 1 Adding objects to existing reports ssossseeseseseeeeeeeeeeeeeeeeeeeeerererrrrerererreene 39 B5 2 Removing objects from existing reports cece ee eeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeee 41 B5 3 Saving your modified reports ANd PUIGING cece eeeeeeeeeeeeeeeeteeeeeeeeeeeeeee 41 B5 4 Deleting reports sce c cece cis cous cole es san cs sy i a es ee ees ee ea ae 43 B6 Editing the query behind a report ccccccsssseeseeeeeeeeeeeeeeeeeeeeeeeeeeeeeeseeeeeeeeeees 44 Bort ie Query paneles sdesde sleet lead let Aled led lest lett Aleit 44 B6 2 Adding Result Objects 2 nencnennguasenenenenenenenenenenenanes 45 B6 3 Adding objects as drill TIN rS ces ccsc esee cece ederenceedercncrederencredercncrederencrederencrescees 47 B6 4 Adding objects as prompts in the query ceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeaes 48 B6 5 Building a New web intelligence document eee eeeeeeeeeeeeeeeeeeeeeeeeeeeeee 51 Te Contact Cet ai S sivivvesinscisecenecicisinsnnnnsseinssinevinsnntenwdciedsinennusbnianiniennenwndbunseawieuwennn 52 Bi e a E E scans snevsaansneudeausdavindusuuuladuenerialysmanduteensuleds 53 Appendix A CWT BOXI universe structure and definitions ccc seeeeeeceeeee
38. ar quarter it falls e g Jan Mar Reference Date Reference Date The year component of the Reference Time Reference Date Financial Financial Year Date in the format YYYY e g 2010 Reference Date Reference Date The month component of the Reference Time Reference Date Financial Financial Month Date in the format 1 12 e g 1 January Reference Date The month component of the Reference Reference Date Financial Month Date as a full textual description e g Time Reference Date Financial Name January The Reference Date expressed in terms Reference Date Reference Date of which financial quarter it falls Format is Time Reference Date Financial Financial Quarter single value 1 4 where 1 Jan Mar Reference Date The Reference Data expressed as a Reference Date Financial Quarter textual description in terms of which Time Reference Date Financial Name financial quarter it falls e g Jan Mar Time Date of Receipt of Date of Receipt of The date of receipt of referral is Referral Referral 53 the date of receipt of the initial referral into secondary care the date a request for a further diagnostic intervention is sent via SCI Gateway after a positive screening test is reported is reported on Bowel Screening System the date that the letter from the breast screening assessment centre is generated to request recall for further diagnostic tests the date where the results of a smear test are reported on the Scottish Cervical Call Recal
39. as a full textual description e g April 1 The Date Decision to Treat expressed in terms of which financial quarter it falls Time Time Time Time Time Time Time Time Time Time Time Date Decision to Treat Date of First Treatment Date of First Treatment Date of First Treatment Date of First Treatment Date of First Treatment Date of First Treatment Date of First Treatment Date of First Treatment Date of First Treatment Date of First Treatment Date Decision to Treat Financial Date of First Treatment Calendar Date of First Treatment Calendar Date of First Treatment Calendar Date of First Treatment Calendar Date of First Treatment Calendar Date of First Treatment Financial Date of First Treatment Financial Date of First Treatment Financial Date of First Treatment Financial Date Decision to Treat Fin Quarter Name Date of First Treatment Date of First Treatment Cal Year Date of First Treatment Cal Month Date of First Treatment Cal Month Name Date of First Treatment Cal Quarter Date of First Treatment Cal Quarter Name Date of First Treatment Fin Year Date of First Treatment Fin Month Date of First Treatment Fin Month Name Date of First Treatment Fin Quarter 55 Format is single value 1 4 where 1 Apr Jun The Date Decision to Treat expressed as a textual description in terms of which financial
40. ay target Area of receipt of referral Urgent amp referrals 3 Non urgent Patient delay Medicz referrals 2 Excluded Number Urgent from target Percentage aad ot j Referrals 4 titan exclusions referrals 6 amp A B N am a gt ix 2 P 0 2 m lad A 2D w 2 Document View 43 FA Find 4 Undo Redo Zoom 100 1 p F Refresh Data G amp D E 9 Analysis context Urgent referrals w Target Cohort al values AE waiting Times Adjustment Flag All values Y ra Adjustments Drill Down report 62 day NHS Grampian Referrals Submitted Period of treatment July September 2010 Total Referrals Urgent referrals Exclusions No Records 2 r Urgency Hospital CHI Patient Receipt of Cancer Number Identifier e e Type 7 Colorectal Upper Gl Figure 28 Drilling down for more detailed information 36 B5 Modifying Reports NOTE As a Health Board power user you are unable to modify reports in the Standard reports folder or the Snapshot Standard reports folder You can only modify a report in your Board User Reports folder or Favorites The centrally designed reports in Standard reports are created to be of use to the Boards but it is possible that they do not cover everything that you as a user would like them to do BOXI offers the opportunity for users to take an exist
41. cludec nia na na na Se Colorectal screened only nia nia nia nia Date Decision to Treat to Tre y Number of Eligible Referrals i Number of Eligible Referrals T Head amp Neck nia nia nia nia R3 vMaxWait R3 vMedian 2 R3 vMedian_all Lung nia nia nia nia R3 vMedian_all_combined R3 vPercentage Lymphoma nia nia nia nia R3 vPercentile Or Raper anie al Melanoma nia nia nia nia R3 vPercentile_all_combined lt zs Arranged by Alphabetic order intro Q Table 2b Figure 32 Options available when removing an object from the report Alternatively simply click on the column heading then drag and drop the object back into the list of objects in the left hand pane B5 3 Saving your modified reports and purging The process for saving a report in Modify mode is very similar to that outlined earlier in section A3 3 the only difference being the icon that you have to click on to save a report or the results of running a report Whereas before you first had to click the 41 Document icon in order to save the report in Modify mode you click the disk icon al to save over or from the drop down list select Save as or Save to my computer as NOTE Saving your modified report with populated tables to your own Favorites folder means that only you can view the data figures the next time you open the report However saving a report to your Board User Reports fol
42. d introduction of cohorts See the publication reports available on the CWT webpage for more detail around the phased introduction of cohorts 10 TRY Check out the Standard reports Expand the Public Folders and click on the 31 day and 62 day sub folders within Standard Reports to view the Publication reports held there Read the names and familiarise yourself with the suite of Publication reports TIP You can personalise your BOXI homepage in a number of ways One way is to set preferences so that you do not have to navigate the folder tree every time you log on but instead be directed straight to the reports that you will use the most often whether that be in Standard Reports or your Board User Reports folder To do this click on the preferences co Ea 3 which you can find near the top right of the browser window and select Yes if you are prompted for a response On the following screen you will see a list of options under the heading My initial view is Choose the folder and then click the Browse button Select the folder from the list which contains the reports that you wish to see first when you log in to BOXI and then click OK This will take you back to the main preferences screen Scroll down to the bottom of the preferences page and click OK This will set your preferences so that in future you will be directed to your chosen folder when you next log on to BOXI 11
43. der makes it available for all other users in your Board to see It is essential that you purge a newly built report before saving to a communal folder as this will prevent other users viewing out of date or confidential data When in modify mode click the icon to the right of the RefreshData button and answer Yes when prompted by a pop up window This will clear the data from your report and saving the report at this stage will ensure that your report will always be blank when it is opened TRY Purging the data and saving a modified report 1 Run a report in modify mode to ensure that the table is populated 2 Click the Purge Data icon to clear the contents of the table 3 Save the report to your chosen location 42 B5 4 Deleting reports Having modified a report or saved a copy of a report in your Favorites folder you may decide that you do not wish to keep it and would therefore like to delete the report Note that you can only delete a report if you are marked as the owner so you will not be able to delete original versions of the Standard Snapshot folders To delete a report click on the name of the folder containing the report that you wish to delete click the Toggle navigation button amp aE screen to bring up the folder navigation list if it is not already showing Tick the towards the top left of your checkbox to the left of the report title and then click the delete icon x
44. do Zoom 1 uh frn F Refresh Data Q B amp Home My Folders E Public Folders B amp Scotland a nNHsS B amp Grampian E Grampian New Cancer Waiting Tim User Reports m New Cancer Waiting Times a a Table 1 Performance against the 62 day target from receipt of an urgent referral with a sudgicion of cancer to first cancer treatment by C Cancer Type Reply to prompts before running the query Enter value s for Date of Data Cal Month Name March Erter value s for Date of Data Cal Year 2011 All Cancer types 1 Cancel Source ISD Cancer Weiting Ti Refresh Values F3 Enter value s for Date of Data Cal Year 1 All cancer types for which 2010 kaj pon 2 Urgent referrals submitted v a National Cancer Programme 3 Those patients who had a 4 Urgent referrals submitted Programme excluding patient a National Cancer No referrals submitted and nia Not applicable due to sme f NB Some of these data have had another condition requirir gt hore Information some patients it will not be cli time must be met for 95 of medical suspension ital operational circu new targets i e the 2011 z s OC 5 Ayrshire amp Arran EBorders 5 Dumfries amp Galloway Fife Forth Valley Ebon LJ JAE E j start O inbox Microsoft Outlook E infoview mic
45. eath in the format 1 12 e g 1 January The month component of the Date of Death as a full textual description e g Patient Patient Patient Patient Patient Patient Patient Record Details Record Details Record Details Record Details Record Details Record Details Record Details Record Details Record Details Record Details Record Details Waiting Time Date of Death Date of Death Date of Death Date of Death Date of Death Date of Death Date of Death Referred by National Screening Referred by National Screening Urgent with Suspicion of Cancer Cancer Type Cancer Type Cancer Type Cancer Type Type of First Treatment Type of First Treatment 62 Day Target Specific Date of Death Calendar Date of Death Calendar Date of Death Financial Date of Death Financial Date of Death Financial Date of Death Financial Date of Death Financial Date of Death Cal Quarter Date of Death Cal Quarter Name Date of Death Fin Year Date of Death Fin Month Date of Death Fin Month Name Date of Death Fin Quarter Date of Death Fin Quarter Name Urgency and Referral Source Code Urgency and Referral Source Description Referred by National Screening Screened excluded Screened only Urgent with Suspicion of Cancer Cancer Type Code Cancer Type Description Cancer Type Description Public Cancer Type Description Screened Type of First Treatme
46. eatment Selects referrals included in the 31 day target cohort Includes records where the type of first treatment was not Refused treatment or Died and the pathway was not clinically complex Selects referrals included in the 31 day target cohort that were treated within 31 days after waiting times adjustments This excludes records where the type of first treatment was Refused treatment or Died and the pathway was clinically complex Selects records excluded from the 62 target because the patient died before treatment refused all treatment or the clinical complexity of their pathway caused a delay Selects records excluded from the 31 day target because the patient died before treatment refused all treatment or the clinical complexity of their pathway caused a delay Selects records where the reason for a 62 day target delay is Clinically Complex Selects records where the reason for a 31 day target delay is Clinically Complex Selects records where the patient died before treatment Selects records where the patient refused all treatment Selects records that have been referred by National Screening Selects records where the source of referral is not National Screening Selects records where cancer type is Cervical and the source of referral is not National Screening Selects records for eligible referrals for the 62 day target with waiting times adjustments Selects records for eligible referr
47. ed in this manual Public Folders Public folders contain areas that are common to a particular Board and also areas which are common to all BOXI users Clicking on the symbol beside Public Folders and then continuing to navigate through the folder tree by clicking the symbol beside Scotland and then NHS will reveal two sub folders one with the name of your Board and the other called New Cancer Waiting Times Board User Reports folder Clicking the symbol beside your Board folder and opening out the sub folders should leave you with a view that looks similar to the following using Grampian as an example F InfoView Microsoft Internet Explorer File Edit View Favorites Tools Help Q pax Q x a A p Search p Favor Address http bovmtest01 8080 businessobjects enterprise1 15 dest GH El L New FA Send My Infoview E Folders l i i Becan x E p Home C My Folders amp Public Folders o Scotland a NHS a E Grampian a Grampian New Cancer Waiting Times B User Reports E New Cancer Waiting Times Figure 5 Navigating Public Folders The important folder for the purposes of this manual is the User Reports within your Board folder as this provides an area where you can save reports that can only be accessed by other BOXI users in your Board Cancer Waiting Times folder The Cancer Waiting Times folder is wh
48. ed or amended e g by using the available filters the results can now be saved either within Business Objects power users only or perhaps more commonly saved to your PC as an Excel workbook a CSV file or as a PDF file Click the Document icon will reveal the list of saving options available to you EEX Links ae Welcome tunncwtu02 A InfoView Microsoft Internet Explorer File Edit view Favorfes Tools Help O new EA send M My intoView Searchtitle 3 R agg B Ne 70x F Retresh Data amp D Find 4 Undo amp Redo Zoom ese Type All values x z Save as P Saveto my computer as gt Excel sz k e part from date decision to treat to first cancer treatment by NHS er Network csv Period of treatmen All cancer types NHS Scotland Area of first treatment Number of Number of Percentage Median wait 90th eligible eligible that started Days 3 Percentile referrals 1 eferrals that treatment Days 4 started ithi hin 31 treatment witl within 31 days CSY with options NHS Grampian NHS Highland NHS Orkney NHS Shetland NHS Borders NHS Dumfries amp Galloway gt Refresh Date 7 September 2010 11 48 29 x Figure 15 Options for saving results 21 aS a Business Objects report power users only
49. ed report will continue to run in the background and the results will be stored until you go back to view the History page You can check if a report has run successfully by looking at the Status column beside the instance on the History page it should be set to Success Note that the Instance time will have been updated with the time that the report was successfully completed and that it will also have been converted from a text field to a link Clicking on this link will bring up the results of your report at the time that it was run New F DA send F My infoView Searchtitle J B aa smm History com Table 1d Trend by Indjcator Show only instances owned by me Filter Instances By fime how all instances ae D Instance Tim 07 09 2010 13 34 Table 1d Trend by Indicator tunnewtu02 April June 201 0 AprilJune 2010 Web Intelligence Success Reschedule Title Run By Parameters Format Status ReschedlRefres Figure 21 A successful scheduled run TRY Setting up a scheduled report in BOXI Select the Schedule link under a report of your choice Leave the default options for When Destination and Format Modify the Prompts and select chosen values before clicking Apply ee iS Click the Schedule button You will be taken to the History page where you will see the instance that you have created 5 Spend 5 minutes doing anot
50. ees 53 Appendix B CWT User Request Form ccccccccccceeeeeeeeeeeeeeeeeeeeseeeeeeeeeeeseees 67 1 Introducing the Cancer Waiting Times data base The Cancer waiting Times CWT data base contains information on cancer patients diagnosed from January 2010 to present day based on monthly submissions received from NHS Boards tracking systems This data base is accessed through Business objects which is an integrated query reporting and analysis tool that allows users to directly access data in corporate databases then present and analyse the information This version of the manual is based on the Web Intelligence of Business Objects version Xi BOXI 1 1 Process for loading files to the data base and viewing the results Before we begin to look at BOXI in more detail it may be helpful to learn about the process of how the CWT data extract submitted from your NHS Board s tracking system via SWIFT DVL reaches the database and where BOXI fits in to the process The validation load process is summarised in the diagram below Scottish Cancer Waiting Times System SCWaTS NHS Boards Reporting Load report BEA SEON a Load a i report x s F 2 4 Level Validation 1 Level Validations Figure 1 Summary of the validation and load process for Cancer Waiting Times ervi Once a file has passed validation an automated e mail is sent to the file sender to con
51. ere the centrally designed reports that are common to all users of the CWT BOXI Universe are to be found Note that Board users will only be able to see the data from their own Board of Treatment when running these reports Clicking the symbol beside Cancer Waiting Times folder reveals two sub folders Snapshot Reports and Standard Reports e Snapshot Reports The reports in this folder will return figures that are based on the most recent snapshot of data for Publication and will not take into account any submissions made after the snapshot has been taken If a user wanted to see what effect the new submission had on their Board s figures they would have to run the equivalent reports in the Standard Reports folder e Standard Reports The reports in this folder will return figures that are based on the most recently loaded files to the CWT database so will change depending upon the frequency of submissions NOTE There is an important difference between the reports in the two folders and users should be aware that although reports in both folders have names in common the data that they run from is either fixed at the last snapshot or live In addition Publication reports in Standard Reports include all screened patients cervical patients and additional cancer types whereas Publication reports in Snapshot Reports will exclude these cases dependant on reporting dates due to the phase
52. ers Type of cancer A publication level break down of cancer sites Breast Cervical Colorectal Endometrial Head and Neck Lung Lymphoma Melanoma Ovarian Upper Gl Urology excluding screening cancers Type of cancer publication level including screening cancers e g Breast screened etc The treatment or drug that genuinely attempts to begin the patient s first treatment This can include palliative or supportive care The treatment or drug that genuinely attempts to begin the patient s first treatment This can include palliative or supportive care A Yes No flag to indicate whether the patient is included in the 62 day target cohort Yes indicates where the patient is included in the cohort and includes Waiting Time Waiting Time Waiting Time Waiting Time Waiting Time Waiting Time Waiting Time Waiting Time Waiting Time Waiting Time Waiting Time Waiting Time Waiting Time Waiting Time 62 Day Target Specific 62 Day Target Specific 62 Day Target Specific 62 Day Target Specific 62 Day Target Specific 62 Day Target Specific 62 Day Target Specific 31 Day Target Specific 31 Day Target Specific 31 Day Target Specific 31 Day Target Specific 31 Day Target Specific 31 Day Target Specific 31 Day Target Specific Total Referrals Treated Within 62 Days Eligible Referrals Treated Within 62 Days Ineligible Referrals Treated Within 6
53. es WT Adjustment Measures WT Adjustment Measures WT Adjustment Measures WT Adjustment Measures WT Adjustment Pre DDT Days WT Adjustment Post DDT Days 62 Day Target Specific Filters 62 Day Target Specific Filters 62 Day Target Specific Filters Number of Patients who Died before Treatment Number of Patients with WT Adjustment 62day Number of Patients with WT Adjustment 31day Number of Patients with Patient Adjustment 62day Number of Patients with Medical Adjustment 62day Number of Patients with Patient Adjustment 31 day Number of Patients with Medical Adjustment 31day WT Adjustment Pre Date Decision to Treat Days WT Adjustment Post Date Decision to Treat Days Urgent with Suspicion of Cancer Eligible Referrals 62 Day Eligible Referrals Treated within 62 Day 64 The number of patients who died before treatment The number of eligible referrals for the 62 day target with a waiting times adjustment The number of eligible referrals for the 31 day target with waiting times adjustment The number of eligible referrals for the 62 day target with waiting times adjustments applied for patient delays i e the patient did not attend cancelled deferred appointment or an other patient induced delay was recorded The number of eligible referrals for the 62 day target with waiting times adjustments applied for medical delays i e temporary co morbidity or medical suspen
54. firm receipt of the file and following this an automated successful load notification file load failure Once the successful load e mail has been received users can run reports in BOXI to check the effects of their update file in the CWT data base 1 2 Snapshot Publication Cancer Waiting Times figures for NHS Boards in Scotland are published nationally every quarter and the figures are based on a snapshot of the Cancer Waiting Times data which is taken from the national Cancer Waiting Times data base around one month prior to the publication The snapshot provides a fixed position on which the figures can be analysed by ISD checked by Boards and then published The snapshot data is held in a separate area from the current data meaning that the Boards can continue to submit updates to the CWT data base without affecting the figures that are to be published 1 3 CWT Publication reports and security Publication reports in BOXI are split into 62 day and 31 day targets It is important to note that performance against these targets was achieved by December 2011 the timescale agreed by the Scottish Government These targets are considered as National Standards from 1st April 2012 Each suite of reports shows performance against national standards formerly targets distribution trends and adjustments Along with viewing data you have submitted based on Board of receipt of referral you will also be able to view records of
55. gence i e keeping the results in the same format as the report e Microsoft Excel e Adobe Acrobat i e PDF However as highlighted earlier the drill filter functionality will not be carried over if you choose to save the results in either Excel or PDF format Finally the user has to set the Prompts for the report Clicking the Modify values button will reveal the prompt screen Once the required details have been entered the user must click the Apply button to return to the Schedule screen 26 For the purposes of demonstrating the Schedule facility in the following pages we will retain the default options for When Now Destination Default Enterprise location and Format Web Intelligence Once happy with the Prompt options that have been chosen clicking the Schedule button will create an instance of the query and display the details on the History page G ae O new amp LY send E myintoview Searchtitle v gt a 3 History OFX Table 1d Trend by Indicator C Show only instances owned by me C Filter Instances By Time Pause Resume Delete Show allinstances F O D linstance Time v Title Run By Parameters Format Status Reschedule o P 07 09 2010 13 34 Table 1d Trend by Indicator tunnewtu02 April June 201 0 April June 2010 Web Intelligence Pending Reschedule Figure 20 History page showing scheduled report s An instance is a version of the report contain
56. have multiple referrals Number of Referrals Urgent with Suspicion of Cancer The number of records where the urgency and referral source was referred from National Screening GP GDP urgent referral with suspicion of cancer A amp E or Direct referral to hospital The number of records where the urgency and referral source was not referred from National Screening GP GDP urgent referral with suspicion of cancer A amp E Direct referral to hospital The number of records that have been referred by National Screening Measures Measures Measures Measures Measures Measures Measures Measures Measures Measures Measures 62 Day Target Specific Measures 62 Day Target Specific Measures 62 Day Target Specific Measures 62 Day Target Specific Measures 62 Day Target Specific Measures 62 Day Target Specific Measures 62 Day Target Specific Measures 62 Day Target Specific Measures 62 Day Target Specific Measures 62 Day Target Specific Measures 31 Day Target Specific Measures Number of Eligible Referrals 62day Number of Ineligible Referrals 62day Total Number of Patients Treated within 62 Days Number of Eligible Referrals Treated Within 62 Days Number of Ineligible Referrals Treated Within 62 Days Total Number of Breaches 62day Number of Target Breaches 62day Referral to Treatment Days Receipt of Referral to Death Receipt of Referr
57. have to recreate the filters in every report These have been split into categories of 62 day 31 day target specific exclusions and waiting times adjustments e Classes These are a logical grouping of related objects measures filters Each class can also contain one or more sub classes The screenshot below shows some of the Classes with sub classes and Objects currently in use within the CWT universe Please see the Appendix A for a full list of objects in the CWT universe Data Properties 5 m E File Time Organisation Patient Record Details sub classes Waiting Time Waiting Time Adjustment J Reason for Delay iJ Reason for Delay 62day A Classes and Oo amp amp amp amp amp Reason for Delay 62day Code Dimensions Reason for Delay 62day Description Reason for Delay 3iday Measures Number of Patients b Measures Number of Referrals 62 Day Target Specific Measures 31 Day Target Specific Measures Exclusion Measures WT Adjustment Measures Filters 62 Day Target Specific Filters S 31 Day Target Specific Filters Predefined Y Eligible Referrals S1day b regeng lt T E filter All Objects Hierarchies i E a E E amp Figure 7 Classes and Objects in the NCWT universe 14 Core functionality There are four key functional elements to BOXI and they are as follows a Querying The first stage in gathering data for the report is to
58. her task then return to the History page and check to see if the report has run successfully you may need to click the Refresh icon to update the Status field 6 If successful click the Instance time to open up the results 28 Emailing the results in Excel PDF format The scheduling functionality can be extended so that it emails the results in Excel or PDF format to selected recipients once the run has been completed This can be achieved by following the steps below see Figure 22 From the Destination menu select e mail recipients Uncheck the box next to the statement Use the Job Server s defaults and enter details of recipients with subject message etc Be sure to click the checkbox beside Add attachment so that a tick appears Select Specific name from the Attachment options as this gives the user control over the name of the results file that will be sent out choosing Automatically generated leads to a filename like c O0a45jkgu57 s2 xls when the results are sent out Finally please ensure that you click the checkbox beside Add file extension so that a tick appears otherwise the file that is emailed will be meaningless From the Format menu select Microsoft Excel or Adobe Acrobat InfoView Microsoft Internet Explorer fe feli
59. iew of the report There are a number of new icons that allow you to edit the query behind the report Edit Query and format a table selected in the report Properties tab You can also now see the list of Objects on the left hand side of the screen within the Data tab that are part of the query for the report You may notice that there are objects and measures which have been specifically built for this report e g R3 vCancerTypeBody which is an object unique to this Publication report 3 which shows the cancer types for Publication B5 1 Adding objects to existing reports To add an object to the report choose one from the objects list in this example we will use UID and click and hold down the left mouse button to select it Drag the chosen object to the position on the table where you want it to go you will notice a blue bar appearing at various positions within cells as you drag the object across the existing report This is important as it will help to guide you to the position where you want to insert the object as in the illustration below ancer type Number of Number of Pe eligible eligible th referrals 2 referrals t a UID that started 1 treatment within 31 days will insert a column to the left and place object ancer type Number of Pe eligible th referrals ti that started 1 P ka will replace Number of eligible referrals in the table ancer type Number of Number of Pe eligible el
60. igible th referrals 2 7 referrals t i within 31 days will insert a column to the right and place object Figure 31 Positioning guide for adding an object to the results table Once you have chosen the position for the object then release the mouse button and it will appear in the report Repeat this process to add other objects if you wish 39 TRY Adding an object to a report 1 Open the 31 day report Table 2b Performance by Cancer Type report in Modify mode 2 Find UID in the list of objects in the left hand pane 3 Click and hold the left mouse button to select the object and drag it over to the existing table 4 Place the new object after Number of eligible referrals 5 From the drop down list next to the disk icon d select Save as Give your report the title of Table 2b Performance by Cancer Type with UID and save in the location of Favorites We will revisit this report in section B6 You should now have a modified report which shows you the UID for each eligible referral 40 B5 2 Removing objects from existing reports Having added objects to the report and viewed the results of your modifications you may decide to remove the objects that you have just added or any other columns that you do not wish to see in your version of the report In order to do this right click on the title of the object in the table and select Remove Column from the list that pops u
61. ing report and modify it for their own needs e g add remove columns prompt for other information when refreshing etc Please follow the instructions below to save a copy of the 31 day report Table 2b Performance by Cancer Type into your Favorites You will require a copy of this report for the remainder of the section Click on the 31 day reports folder within Standard reports Check the box next to the report Table 2b Performance by Cancer Type From the organize drop down menu select copy to new folder see Figure 29 Click on the to expand My folders Click on Favorites and select OK Z nfoView Microsoft Internet Explorer E p H Fie Edit view Favorites Tools Help Links gt AF NHS Welcome tunnewtu02 SCOTLAND G jA m DO new amp RA send E My intoview Searchtitle gt R aa E Folders ie 34 day gt OF x Ge ecrtaiaGex E Organize X Fiter AllTypes a G Home Move to New Folder Last Run Type Owner Instances ai My Folders Copy to New Folder Never run Web Intelligence Document Administrator 0 E aa Public Folders Add Shortcuts to New Folder Properties amp Scotland G NHs gece toumy hevortes HB Network Never run Web Intelligence Document Administrator 0 History Schedule Modify Properties a Grampian a Grampian Ne vV 2 Table 2b Performance by Cancer Type 31 08 2010 18 19 Web Inte
62. ing the data that was available at the time the report was run As you will see from the History page the details that are presented for each instance are e Instance time when the instance was created e Title the name of the report which has been scheduled e Run By the username of the person who created the instance e Parameters contains the details entered by the user when setting the Prompts e Format the chosen format for the results Web Intelligence Excel Adobe e Status see below e Reschedule allows the user to create another instance of the report without re entering much of the detail The Status field can contain a number of options depending upon the stage of running the report e Pending i e waiting to run e Running currently running e Success report has run successfully e Failed report has not run successfully 27 When you first view the instance on the History page the Status is likely to be set at Pending as in Figure 20 However if you have chosen to schedule the report to run now clicking the Refresh icon at the top right of the table should change the Status to Running Depending upon the size of the report you are running it could take anywhere from a few seconds to half hour for the results to be returned At this stage you can go off and do a number of things e g schedule another report run a report manually or even log out for the day The schedul
63. ipt of an urgent referral with a suspicion of cancer to first cancer treatment by C Total number Exclusions 3 Number of of urgent aa Tehised Number of eligible referrals Cancer Type referrals with a inie jed Iser eligible that started suspicion of itin before all en Rorcemnae referrals 4 treatment within cancer 2 treatment treatment 62 days All Cancer types 1 E i Source ISD Cancer Waiting Times as at 25 November 2010 may be subject to change in future reporting 1 All cancer types for which deta are recorded breast cervical colorectal head and neck lung lymphoma melanoma ovarian upper Gl and urological 2 Urgent referrals submitted with a suspicion of cancer by a GP or GDP or direct referral to hospital self GP or NHS24 referral to A amp E or other or referral from a National Cancer Programme 3 Those patients who had a clinically complex pathway died before treatment or who refused treatment 4 Urgent referrals submitted with a suspicion of cancer by a GP or GDP or direct referral to hospital self GP or NHS24 referral to A amp E or other or referral from a National Cancer Programme excluding patients who had a clinically complex pathway died before treatment or who refused treatment No referrals submitted and or monitored during this period of treatment n a Not applicable due to small numbers NB Some of these data have been adjusted to take int
64. l 2012 Aggregated self assigned ethnic group codes for patients treated on or after 1 April 2012 Aggregated self assigned ethnic group descriptions for patients treated on or after 1 April 2012 Patient s gender Patient s gender Patient s age at the date of first treatment Five year age band 16 20 21 25 26 30 sae 86 90 91 Patients Date of Birth The year component of the Date of Birth in the format YYYY e g 2010 The month component of the Date of Birth in the format 1 12 e g 1 January The month component of the Date of Birth as a full textual description e g January The Date of Birth expressed in terms of which calendar quarter it falls Format is single value 1 4 where 1 Jan Mar The Date of Birth expressed as a textual description in terms of which calendar quarter it falls e g Jan Mar The year component of the Date of Birth in the format YYYY e g 2010 The month component of the Date of Birth in the format 1 12 e g 1 April The month component of the Date of Birth as a full textual description e g April 1 The Date of Birth expressed in terms of which financial quarter it falls Format is single value 1 4 where 1 Apr Jun The Date of Birth expressed as a textual description in terms of which financial quarter it falls e g Jan Mar Patient s date of death as on death certificate The year component of the Date of Death in the format YYYY e g 2010 The month component of the Date of D
65. l System SCCRS date patient presents at A amp E or for other direct referral Time Time Time Time Time Time Time Time Time Time Time Time Time Time Time Time Time Time Time Time Date of Receipt of Referral Date of Receipt of Referral Date of Receipt of Referral Date of Receipt of Referral Date of Receipt of Referral Date of Receipt of Referral Date of Receipt of Referral Date of Receipt of Referral Date of Receipt of Referral Date of Receipt of Referral Date Decision to Treat Date Decision to Treat Date Decision to Treat Date Decision to Treat Date Decision to Treat Date Decision to Treat Date Decision to Treat Date Decision to Treat Date Decision to Treat Date Decision to Treat Date of Receipt of Referral Calendar Date of Receipt of Referral Calendar Date of Receipt of Referral Calendar Date of Receipt of Referral Calendar Date of Receipt of Referral Calendar Date of Receipt of Referral Financial Date of Receipt of Referral Financial Date of Receipt of Referral Financial Date of Receipt of Referral Financial Date of Receipt of Referral Financial Date Decision to Treat Calendar Date Decision to Treat Calendar Date Decision to Treat Calendar Date Decision to Treat Calendar Date Decision to Treat Calendar Date Decision to Treat Financial Date Decision to Treat Financial
66. lligence Document Administrator 1 E User Repol View Latest Instance History Schedule Modify Properties New Cancer Waiti 5 l Table 2c Trend by HB Network Never run Web Intelligence Document Administrator 0 Gai Snapshot Sta History Schedule Modify Properties o Standard Rep 31 day 2 Table 2d Trend by Indicator Never run Web Intelligence Document Administrator 0 G 62 day History Schedule Modify Properties 2 Table 4 Distribution Never run Web Intelligence Document Administrator 0 History Schedule Modify Properties Figure 29 Options available when saving a copy of a Standard report Access your Favorites folder by clicking on Favorites in the folder navigation pane You will notice that Table 2b Performance by Cancer Type is now saved in your 37 Favorites Click on the Modify option underneath the title of the report as demonstrated in the figure below O HAO SKkO aS DE Ae NHS Welcome tubncwtu02 SCOTLAND S gam Di new amp EF send v E my intoview search ite js i aaa i ScAaEaGx organize X Filter All Types E p Home O D Title Last Run Type Owner Instances E Gay Folders O 2 Table 2b Performangeby Cancer Type Neverrun Web Intelligence Document tubnewtu02 O Avorites History Schedul yodin roperties Inbox Public Folders Figure 30a Location of the Modify option on a report
67. lts Objects pane position in the pane is not important 4 Click Edit Report Web Intelligence may prompt you to purge data select yes as this is standard practice when a query has been modified You should now see Urgency and Referral Source Code in the list of objects on the left hand side 5 Add Urgency and Referral Source Code to the main body of the report 46 B6 3 Adding objects as drill filters Another option that is open to you is to add a data item as a drill filter Continuing with the example above it may be that you wish to view the UIDs by referral source code To do this click and hold the left mouse button and drag the object from the list to the Drill pane above the main window as illustrated in Figure 36 A InfoView Microsoft Internet Explorer File Edit View Favorites Tools Help aw n Q x amp x 2 EA Pp Search T Favorites amp amp oa m Fol 33 Links NHS Welcome tubnewtu02 SCOTLAND G S amp S HH DO new amp RA send M my intoview Searchtitle 5 B aa Table 2b Performance by Cancer Type with UID FOF x D BG S B Bedi query 5 GRefresh all X O Br rav ala iB W ipae na 1 jni B 7 Uj JA TEEN ee eres T 5 Data Templates Map Properties 7 all Cancer Netw Y ple T All Health Board v hi T Urgency and Referr
68. mann NHS m a l S D is National Services SC TLAND Scotland Cancer Waiting Times Business Objects XI BOXI User Training Manual Beginner Intermediate Cancer Waiting Times Information Services Division Cirrus House Marchburn Drive Glasgow Airport Business Park Paisley PA3 2SJ E mail nss isdCancerWaitsNew nhs net Version 1 4 April 2012 Prepared by Jane Goodall Scott McGillivray amp Martin O Neill ISD Waiting Times Programme Distributed Version 1 4 in April 2012 Review Date March 2013 Version Control Version Date Change Author 0 1 12 08 10 Initial full draft JG 0 2 09 09 10 Incorporating feedback from NCWT team JG 1 0 10 09 10 First version released JG 1 1 16 09 10 Purging documents highlighted p 37 JG Consumer users and Favourites p 22 1 2 21 09 10 Consumer users cannot save to any folder p 22 JG Extra dot removed from e mail address front page 1 3 11 11 10 amp Screenshots of Tables 1a b amp 2a b updated for JG SM 30 12 10 screened Figures 26b Snapshot Standard reports re named Snapshot reports p 10 Note added re Snapshot reports exclude screened patients for early quarters of 2010 p 10 Add section B4 using hyperlinks within reports p 32 Screenshot 35 replaced with correct object p 46 1 4 01 04 12 Updated Object Descriptions and names in Appendix MON A Changed New Cancer Waiting Times NCWT to Cancer Waiting Times CWT th
69. me A2 3 Navigation in BOXI Having logged in to BOXI you will notice that the homepage is split into two parts On the left hand side is a list of folders and on the right hand side is the welcome screen First time users should see an identical screen to that shown in Figure 3 though other users may have a slightly different view if you have previously used BOXI for working on other applications e g A amp E data Waiting Times System Watch etc However for the majority of users the initial folder list on the left should be the same giving you a choice of two folders My Folders and Public Folders This folder list is the main method of navigation in BOXI and this section will provide a brief summary on how you can find your way around by using this list My Folders As you might expect from the name My Folders is a personal area that can only be accessed by the user Clicking on the symbol beside will reveal two sub folders Favorites and Inbox as in the diagram below C Folders It EescwKBkaBex o Home g La My Folders a Favorites inbox Figure 4 Navigating My Folders The Favorites folder is where a user can save copies or results of reports that they may be working on running and saving reports will be covered in section A3 The Inbox folder also has a use BOXI effectively has an internal email system between users but this will not be cover
70. n the Edit Query button leads to the Business Objects query panel B6 1 The Query panel The query panel is split into three sections as illustrated below InfoView Microsoft Internet Explorer fC ex File Edit View Favorites Tools Help ay Q sxx amp x a A P Search JE Favorites H A7 Se rel 3 Links NHS Welcome tubncwtu02 SCOTLAND GS S amp B Lj New A RA send F My infoview Searchtitle gt a 9 Table 2b Performance by Cancer Type with UID La Ox QD 5 E Edit Report F Run Queries X ra MEA hac query T FP ck Data Properties Si Result Objects 5 incwt e z 7 7m a File lt Cancer Type Description Public J UID T Report Treatment Date 2 No Eligible Referrals 31day No Eligible Refs TW 31 Days Time 9 DTT to Treatment D TI DTT to Treatment D ac Network J Health Board a Organisation 0 Treatment Days o Treatment Days ancer Networl lealth Boar E Patient E Record Details a Waiting Time E Waiting Time Adjustment a Reason for Delay E Measures E Filters Report Objects Y Query Filters lt Report Treatment Date Equalto Enter Report Treatment Date i And Y Screening Exclusions 1 F Eligible Referrals 31day All Objects O Hierarchies E mains cancerTypeR 3 Refresh srear3 1 gt x Last Refresh Date 6 September 2010 13 25 51 Discussions F 3 start
71. nd drop Board of Receipt of Referral description into the Results Object pane Run Query and add Board of Receipt of Referral description to the report table At this point you will know if you have any records originating from another Health Board see figure 38 OD SiE BF ave Edt query E arial F Refresh All F Data Templates Ei o Table 1b Performance by Cancer Type CancerTypeR3 NCWT Snapshot Arranged by Query T Cancerscreen T Cancer Type Description Public MainR3 NCWT Snapshot a tw Cancer Type Description Public I Cancer Type Description Screened 9 Number of Eligible Referrals 62day 9 Number of Eligible Referrals Treated With 9 Receipt of Referral to Treatment Refusal B Refresh NCWT Snapshot ij Area R3 NCWT Snapshot E HBCount NCWT Snapshot iJ PubDate NCWT Snapshot S Merged Dimensions By Ca tw H Cancerscreen S A Cancer Type Description 1 Ciz m Variables m gt TI AI Cancer Network v ble All Health Board vbr Cancer Type Number of Board of Number of Percentage Maximum Median wait 90th eligible Receipt of eligible that started wait Days Days 4 Percentile referrals 2 Referral referrals treatment 8 Days 5 Description that sta
72. nt Code Type of First Treatment Description Target Cohort Flag 62day 58 January The Date of Death expressed in terms of which calendar quarter it falls Format is single value 1 4 where 1 Jan Mar The Date of Death expressed as a textual description in terms of which calendar quarter it falls e g Jan Mar The year component of the Date of Death in the format YYYY e g 2010 The month component of the Date of Death in the format 1 12 e g 1 April The month component of the Date of Death as a full textual description e g April 1 The Date of Death expressed in terms of which financial quarter it falls Format is single value 1 4 where 1 Apr Jun The Date of Death expressed as a textual description in terms of which financial quarter it falls e g Jan Mar Combines the urgency and source of the initial referral to secondary care Combines the urgency and source of the initial referral to secondary care A YES NO flag to identify records that have been referred by National Screening Used to identify which records that have been referred by the National Screening Programme Patients who were referred urgently with a suspicion of cancer Includes patients who referred from National Screening GP GDP urgent referrals with a suspicion of cancer or direct referrals to hospital All 62 day patients including patients with exclusions Type of cancer Type of cancer includes breakdown of Urological and Upper GI canc
73. o account periods of patient unavailability e g because the patient did not attendan appointment and or medical suspension had another condition requiring treatment before cancer treatment could be started Waiting times adjustments are not made when delays are caused by hospital operational circu some patients it will not be clinically appropriate for treatment to begin within 31 days of date decision to treat therefore a tolerance level of 5 is applied to the new targets i e the time must be met for 95 of all patients covered by the target Ayrshire amp Arran Borders B Dumfries amp Galloway EG r start fal Inbox Microsoft Outlook Infoview Microsoft I C 1NCWT_BOXI_Training_ w NCWT_BOXI_User_Man Figure 25 Refreshing a purged report 33 After refreshing your report you will be prompted to select a year and month of first treatment Once you have selected the appropriate period of treatment you can now run the query File Edit View Favorites Tools Help a Qs O h 2 sm rms A M A Address https www bic scot nhs uk businessobjects enterprise1 15 desktoplaunch InfoView main main do objld 0 X Go NHS Welcome tunncwtu02 SCOTLAND S hEm O nwe amp EA send E My ntoview Searchtitle 5 Raa E Eolgers ie Gesagsax Document view H Save 5 GA Find 4 Undo amp Re
74. of Receipt of Referral ff Query Filters 7 Board of Receipt of Referral Code fe Board of Receipt of Referral Description J Report Data Date Equal to Enter Report Treatment Date EA J Board of First Treatment 4 Regional Cancer Network Sf Eligible Referrals 62da F Patient a Record Details T Board of Receipt of Referral Description In list Tyee nstant i 2 Waiting Time a Waiting Time Adjustment E Copgtant 3 Reason for Delay value s from list F Measures a Filters Prompt F Report Objects Figure 39 Format of a Query filter The argument will be defaulted to In list s Click the icon to the right of the value box to bring up a list of options Here you can choose to enter a Constant i e a hard coded value Prompt or another Object In this example we would like for the query to ask for the Board of Receipt of Referral i e Prompt Select Prompt from the drop down list Refresh the report by clicking the Run Query button You should see that you are now prompted for two items of information Report Treatment Date and Board of receipt of Referral description Select the appropriate choice from the list of values in the prompts screen and click on Run Query to view the results 50 B6 5 Building a New web intelligence document There are many other aspects to editing the queries behind reports which are beyond the scope of this
75. ome tunncwtu02 SCOTLAND Ss B n R New Ra Send My InfoView Search title gt E E C Folders l Table 2a Performance by HB Network FO x Gesasa amp x 2 Document View 65 FA Find 4 Undo amp Redo Zoom 100 lt 1 jt gt T Retresh Data td H GHome ins Analysis context Cancer Type All values v A E My Folders SS a Public Folders 2 a Scotland Table 2a Performance against the 31 day target from date decision to treat to first cancer o G NHs treatment by NHS Board and regional Cancer Network R eramplan f Period of treatment April June 2010 a Grampian New All cancer types E User Repo o New Cancer Waiti NHS Scotland Snapshot Stari Area of first treatment Number of Number of Percentage Maximum Median wait 90th ae eligible eligible that started Days 3 Percentile a Standard Repg referrals 1 roterte fhet treatment 2 Days 4 31 day Cennen 62 day within 31 days NHS Grampian Ve 4 nial NHS Highland nia nial NHS Orkney nia nial NHS Shetland nia nia NHS Tayside nial nia NHS Western Isles nia nia NHS Borders nia nia NHS Dumfries amp Galloway nia nia NHS Fife nia nia NHS Lothian nia nia nial nial T zi T a NHG Awrchira 2 Arran a N nial nia nia nial i Figure 14 Results displayed Analysis context pane TRY Refreshing a report 1 Open the 31 day
76. on Measures Total Number Treated within 31 Days Number of Eligible Referrals Treated Within 31 Days Number of Ineligible Referrals Treated Within 31 Days Total Number of Breaches 31day Number of Target Breaches 31day Date Decision to Treat to Treatment Days Date Decision to Treat to Death Days Date Decision to Treat to Treatment Refusal Number of Exclusions 62day Number of Exclusions 31day Number of Clinical Complex Pathways 62day Number of Clinical Complex Pathways 31day Number of Patients who Refused All Treatment 63 Refused treatment or Died and the pathway was not clinically complex Exclusions are included The number of records where the difference between the Date Decision to Treat and the Date of First Treatment is less than 32 days This count is not restricted to records included in the target cohort The number of referrals included in the 31 day target cohort that were treated within 31 days This excludes records where the type of first treatment was Refused treatment or Died or the pathway was Clinically complex The number of referrals not included in the 31 day target cohort that were treated within 31 days This includes records where the type of first treatment was Refused treatment or Died or the pathway was clinically complex The number of eligible records where the Date Decision to Treat to the Date of First Trea
77. p as shown in Figure 32 Table 2h Performance by Cancer Type D g 3 B Edt Query BL BF Ovo ATE ea A Dril eo Arial e QE z U E p a A Data Templates Map Properties J All Cancer Network hje lt All Health Board v blo Data 4 1 Table 2b Performance by Cancer Cancer type Number of Numberof Percentage Maximum Median wait 90th I _FOOTER_SNAP eligible eligible that started wait Days Days 4 Percentile I _HB_FOOTER referrals 2 referrals treatment 3 Days 5 J _HB_FOOTER_SNAP that started within 31 _UNIVERSE treatment days I DTT to Treatment Days vay 31 I Pub Date ys Insert I R3 vArea Header Copy as text I R3 vCancerType Body All Cancer types 1 b wa nia nia 3 R3 vHB Header Clear Cell Contents I R3 vHeader Treated Date X Remove 3 R3 vNetwork Header Breast na nia I Refresh vTreated Date Breast screened excluded Remove Row a nia nia I Report Data Date MainR3 Breast screened only Remove Column pa nia nia Report Data Date Refresh Cervical mE 3 Wa nia nia PD Cervical screened excluded glen saga ja nia nia S Cancer Network_MERGE EE a Jx Formula Toolbar F Cancer Type Description Scre Cervical screened only AA i a nia nla Fy Cancer Type Description 1 Colorectal M4 Edit Format fa nia nia S TREAT HB Colorectal screened ex
78. p of the table see figure 23 G oE nwe amp LY send E My intoview Searchtitle gt RA aaa History zL Table 1d Trend by Indicator C Show only instances owned by me O Filter Instances By Time Pause Resume Delete gt Show all instances F D Instance Time v Title Run By Parameters Format Status Reschedule 07 09 2010 13 34 Table 1d Trend by Indicator tunncwtu02 April June 2010 April June 2010 Web Intelligence Success Reschedule Figure 23 Deleting an instance of a report 31 A3 7 Monthly Reports Business Objects allows all users to view their monthly reporting in their User reports folder To do this simply log onto Business Objects and select your Health Boards User reports folder Here you will find two monthly reports one for the 62 day cohort and one for the 31 day cohort Z InfoYiew Microsoft Internet Explorer File Edit View Favorites Tools Help Qs x 2 E A eh PY Favorites O S Address https www bic scot nhs uk businessobjects enterprise1 15 desktoplaunch InfoView main main do objId 0 ans Welcome tunncwtu02 G mm O New amp amp CA send F My infoview Searchtitle Raa F Reports OF x Gesagsax organize X Fiter Al Types E GHome Fi Ductal Title LayAun Type Owner Instances G My Folders D e NOT mg fever run Web Intelligence Document Administra
79. patients which you have treated but have been referred from another Board The 62 day report will show which Boards the eligible 62 day referrals have originated from for the patients you have treated in that quarter The 31 day report shows the number of eligible 31 day referrals that you have treated and will also include referrals out with your Board for patients you have treated 1 4 CWT Resources A number of other resources are available to assist you when working with CWT data and can be accessed on the guidance page of the CWT website http www isdscotland org Health Topics Waiting Times Cancer Guidance For example e Cancer Waiting Times Standards Data amp Definitions Manual This manual provides guidance on recording CWT data e SCWarTS Validation Manual This manual gives details on how to make a submission to ISD and provides information on how records are validated Section A Consumer Users and Power Users A2 Cancer Waits on BOXI BOXI can be accessed by ISD and NHS Board users for viewing and refreshing reports Power users have the additional privileges to create modify and save reports The web address for access is as follows https www bic scot nhs uk A2 1 Getting started Before you begin you must a Ensure that your PC meets the necessary specifications and has the correct version of JAVA installed Java Runtime Environment JRE Version 1 4 2 08 to 1 5 0_xx 1 6 0_02 and above
80. porting universe will allow NHS Boards to access the CWT database in order to view and run monthly and quarterly cancer waiting times reports via a secure URL link Boards will also be able to view reports on patients they have treated but the data has been submitted by another Board Training NHS Boards were invited to an information day in November 2010 to introduce the BOXI reporting universe The BOXI User Training Manual is available on the Guidance section of our website http www isdscotland org Health Topics Waiting Times Cancer Guidance Specific training will be available for Boards Networks if requested Authorising Access Access to the universe can only be authorised by a Caldicott Guardian There are two levels of access see table 1 confidential power user and non confidential consumer user The level of access granted should be determined by the Caldicott Guardian in association with the staff member s involved Only staff members who have a genuine requirement for access to patient identifiable data should be authorised to have access to confidential data Table 1 Power user Gives the user the facility to create and run their own reports as confidential well as refresh reports built by others Consumer user Users will only be able to view and refresh reports They will not non confidential be able to create reports Following receipt of Caldicott Guardian authorisation ISD will provide
81. quarter it falls e g Jan Mar The date of first cancer treatment NB this does not include patients submitted with a date of first treatment of 09 09 0909 or 10 10 1010 The year component of the Date of First Treatment in the format YYYY e g 2010 NB this does not include patients who died refused treatment or were submitted with a date of first treatment of 09 09 0909 or 10 10 1010 The month component of the Date of First Treatment in the format 1 12 e g 1 January NB this does not include patients who died refused treatment or were submitted with a date of first treatment of 09 09 0909 or 10 10 1010 The month component of the Date of First Treatment as a full textual description e g January NB this does not include patients who died refused treatment or were submitted with a date of first treatment of 09 09 0909 or 10 10 1010 The Date of First Treatment expressed in terms of which calendar quarter it falls Format is single value 1 4 where 1 Jan Mar NB this does not include patients who died refused treatment or were submitted with a date of first treatment of 09 09 0909 or 10 10 1010 The Date of First Treatment expressed as a textual description in terms of which calendar quarter it falls e g Jan Mar NB this does not include patients who died refused treatment or were submitted with a date of first treatment of 09 09 0909 or 10 10 1010 The year component of the Date of First Treatment in the format YYYY e g 2
82. query the source data which you do by Refreshing the data in the Business Objects report s This process is summarised in the following diagram Workstation Web Intelligence Database Server EA Ld Refresh Data to Query converted to run the query SQL SQL is executed to extract the data Report is Report is generated displayed Figure 8 Summary of the data query process using BOXI b Reporting Once you have retrieved the data it can be presented in a number of ways e g tables crosstab charts bar line pie etc Weeks Waiting Patient Type 5 000 Qi 2002 991 olai ramoved Noremovad aa fir m 4 000 jangar raquir E maes Hit 2 fa 3 000 A FRR NOSF THROAT FNT 8 2000 ISAS HOFNIFRUL OGY E E Z 1 000 681 15 3 6 266 0 aa 0 3 Weeks 7 9 Weeks 13 15 Weeks 4 6 Weeks 10 12 Weeks Over 18 Weeks Patient Type Description Weeks Waiting Grouping Day E inp New Figure 9 Examples of data presentation using Business Objects 15 c Analysing Data can be analysed at different levels e g aggregated figures lists individual records etc depending upon the needs of the user It is also possible to link reports so that you can drill down to more detailed information e g from an aggregated number to individual cases etc ONGOING WAITS FOR PATIENTS ON WAITING LIST Report Date 3009 2009 31 08 2009 31 07 2009 Number on list 78 54 67 Of
83. reatment 62 New Cancer Waiting Times All Cancer types 1 F J i 7 2 A Breast screened excluded J l v 1 J E Breast screened only Ld l i 3 SA Cervical screened excluded N 4 Cervical screened only 4 4 4 ag 1 Colorectal screened excluded 3 v J i A Pes Colorectal screened only 3 j J J J ve 2 Head amp Neck a Lung v Y 7 seat J Lymphoma A u J i J PRONT h Melanoma z 5 z vo Ovarian J v a u v A Upper GI 5 J 1 J aay Urological 3 3 y P i AA S Source ISD Cancer Waiting Times asat 13 July 2011 may be subject to change in future reporting 1 All cancer types for which data are recorded breast cervical colorectal head and neck lung lymphoma melanoma ovaian upper Gl and urological 2 Urgent referrals submitted with a suspicion of cancer by a GP or GDP or direct referral to hospital self GP or NHS24 referri to A amp E or other or referral from a N Programme 3 Those patients who had a clinically complex pathway died before treatment or who refused treatment 4 Urgent referrals submitted with a suspicion of cancer by a GP or GDP or direct referral to hospital self GP or NHS24 referral to A amp E or other or referral from ah Programme excluding patients who had a clinically complex pathway died before treatment or who refused treatment start 5 Inbox Microsoft Outlook a InfoView Microsoft I C 1NCWT_BOXI_Training_ NC
84. rosoft I INCWT_BOXI_Training_ wal NCWT_BOXI_User_Man Figure 26 Running your monthly query 34 Once the query is complete you will presented with a report with all the Health Boards in Scotland along the tabs Simply select your health board to view your figures for that reporting period A Into iew Microsoft Internet Explorer File Edit View Favorites Tools Help Om O A Gl Dawn ro O C Ss Ma AS Address E https www bic scot nhs uk businessobjects enterprise1 15 desktoplaunch InfoVview main main do objId y NH sS Welcc SCOTLAND S oo O new amp EA send E myintoview Searchtitle gt Folders te CWT Monthly Report 62 D E S SsS amp egax 2 Document View H Save 5S GA Find Undo Redo Zoom 100 4 4i j gt D Re E Home z gt 7 El Table 1 Performance against the 62 day targ amp from receipt of an urgent referral with a suspicion of cancer to first cancer trea amy Folders Gm Public Folders Period of treatment March 2011 o Scotland NHS Grampian nNHS z a f A Total number Exclusions 3 Num a Grampian of urgent q i Number of eligible o Grampian New Cancer Waiting Tim Cancer Type referrals witha Cjinical Died Refused Total Percentage eligible that suspicionof reasons before all Exclusions Exclusions eferrals 4 treatme user Reports cancer 2 tXatment t
85. roughout the whole document excluding screenshots Targets now known as National Standards p 3 change not reflected in screenshots or Appendix A Updated the note p 10 to included additional cancer types New Monthly Reports section A3 7 added p 32 New Ethnic Coding Variable Name Descriptions in Appendix A Contents 1 Introducing the Cancer Waiting Times data base cccssssseeeeeeeeeteeeeeeeeees 2 1 1 Process for loading files to the data base and viewing the results 2 T2 Snapshot PublicatioM eeen e e ee reeet 3 1 3 CWT Publication reports and security eeeseeeeererrerrrrrrrrrrrrrrrrrrrrrrrrrrnne 3 14 CWT RESOUS i cseceseconccoseccdecestcenecestcentcesecentcesecesenesecenecesecesenesecenecestceuccest 4 Section A Consumer Users and Power Users scessseeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 5 A2 Cancer Waits on BOX vicisciciccincsnsesieaceecsseverananesecueseadeuensaaseneesnevesecsievernsanedeceusens 5 A2 1 Getting started irnir cerida iren sci sstusddstu sed sctussddstescdstesdiedue 5 A2 2 Logging in and out of BOXI eneee 6 A2 3 Navigation MBOX Mas scceaccesetenccesecestpesecestcesecentpesecentcesecentresecentceserestneseceneceste 8 My Ro e IEEE ee eee ee E 8 PUBIC POIGIS eninin a et cee eee ae 9 Board User Reports TOldSl sccoiccanes pst reieiascoaesanenaeadsesoeeaeee rele meee 9 Cancer Waiting Times folder s 2 2 c2 2 2020 etc eet ete eel cca
86. rted within 62 treatment days within 62 days All Cancer types 1 nia nia nia nia Boardof Receipt of Referral Breast Description Breast screened excluded NHS Ayrshire amp na na nia na Breast screened excluded NHS Borders nia nia na na Breast screened excluded NHS Forth Valle na nia nia na Breast screened excluded NHS Grampian nia nia na na Breast screened excluded NHS Greater G na na nia nla Breast screened excluded NHS Highland na nia nia na Breast screened excluded NHS Lanarkshil na nia nia nla Breast screened excluded NHS Lothian na nia nia nia Breast screened excluded NHS Orkney na na nia nla Breast screened excluded NHS Shetland nia nia na na Breast screened only NHS Ayrshire amp na nia nia nia Breast screened only NHS Borders nia na na na Breast screened only NHS Forth Valle na na na nia Breast screened only NHS Grampian nia nia nia na Prosct ferraanad anki INHG Greater A nia nta nta nia lt i E intro Q Table 1b Figure 38 Table 1b displaying results for Fife and Grampian 49 Return to the main query Drag and drop Board of Receipt of Referral description into the Query filter pane Note once you see a thin black line release the mouse button and this will add the object as a Query Filter The Query Filter is split into three sections name of the object argument and value 2 Organisation 3 Board
87. rties E 2 Table 6 Adjustments Neverrun Web Intelligence Document chrism06 0 History Schedule Modify Properties Figure 11 Contents of the 31 day Standard Reports folder A3 1 Refreshing the reports To open the 31 day Table 2a Performance by HB Network report you need to click on the report name in the list of Standard Reports Once open you will see the following screen 17 ascument View 3 GA Find Undo Redo Zoom 100 F Refresh Data Prompts xl Reply to prompts before running the query Enter Report Treatment Date April June 2010 Run Query Cancel Refresh Values f Enter Report Treatment Date April June 2010 gt April June 2010 c More Information Figure 12 Prompt screen Note that all central reports are generally set up to prompt for information e g report dates etc prior to running the query For some of the reports you will notice that the prompt fields are already populated this will be the last set of criteria used by the report designer prior to its release as a Standard Report The list on the left shows the options available to you and the cell on the right shows the option that has been chosen to be part of the query TIP Note that the above set up available options on the left chosen options on the right will also be the case for most non
88. screenshots Gy NCWT_user_manu Infoview Microso a RED S OSH 12 28 Figure 19 Options for scheduling a report 25 The first setting is for the user to specify When to run the report The default value is Now but clicking the arrow icon will display a list of all available options e g Daily Weekly N day of the Month etc This gives the user a great deal of flexibility when setting up a scheduled report and the chosen option will depend on the type of report and how often the data is updated The next setting is Destination i e where does the user want to send the results The options available here are Default Enterprise location this is effectively where the report sits at the moment Standard Reports in the case of the Table 1d Trend by Indicator report Inbox located in My Folders will send a copy of the results to the BOXI Inbox of your chosen recipients you would need to know their username to be able to do this Email recipients will deliver the results externally to email addresses which are set by the user Note that if the user wants to maintain the BOXI functionality e g prompts drill filters etc then you must keep the default option If the user prefers working with fixed data or simply viewing tables charts in another format then you can choose to email the results The next setting is Format The options available here are e Web Intelli
89. se receipt of referral originates in your own Health Board To do this follow the steps below From Standard reports take a copy of the 62 day report Table 1b Performance by Cancer Type and place in your Favorites Go to your Favorites and open the report by clicking on the title and selecting Run query Once the table is populated with data select Edit from the Document drop down list see figure 37 48 we x eee Close E Save Save as Save to my computer as gt 2 Document view E Save lt 5 GA Find 3 Undo Redo Zoom 100 a 411 b X g Analysis context Cancer Network All values Health Board All values All Cancer types 1 Cancer type Number of eligible referrals 2 Number of eligible referrals that started treatment within 31 Percentage that started treatment within 31 Maximum wait Days Median wait Days 4 Table 2b Performance against the 31 day target from date decision to treat to first cancer treatment by Cancer Type 90th Percentile Days 5 Breast screened excluded Breast screened only Figure 37 Opening a report in Edit mode Please note that this is not real data Click on Edit Query and make sure that you are in the Main R3 query From the organisation class drag a
90. sion The number of eligible referrals for the 31 day target with waiting times adjustments following the decision to treat applied for patient delays i e the patient did not attend cancelled deferred an appointment or other patient induced suspension was recorded The number of eligible referrals for the 31 day target with waiting times adjustments following the decision to treat applied for medical delays i e temporary co morbidity or medical suspension The cumulative number of days by which the waiting times pathway was adjusted before the decision to treat The cumulative number of days by which the waiting times pathway was adjusted after the decision to treat Selects patients who were referred urgently with a suspicion of cancer Includes patients who were referred from National Screening GP GDP urgent referrals with a suspicion of cancer or direct referrals to hospital Selects referrals included in the 62 day target cohort Includes records where the urgency and referral source was referred from National Screening GP GDP urgent referral with suspicion of cancer or Direct referral to hospital and the type of first treatment was not Refused treatment or Died or the pathway was not clinically complex Selects referrals included in the 62 day target cohort that were treated within 62 days after waiting time adjustments This includes records where the urgency and referral source was referred from National
91. soft m screenshots wi NCWT_user_manu E Info SO Figure 18 Schedule report link 24 The Schedule link is found alongside three other links under the report name We will take a closer look at History later as it also has a part to play when scheduling reports Modify and Properties will be covered in the next section Clicking the Schedule link for the 62 day Table 1d Trend by Indicator report will reveal the Schedule screen with the following options When Destination Format Caching Options Server Group Events Prompts Caching Options Server Group and Events will not be used but clicking the symbol beside the other four options should result in the following screen F InfoView Microsoft Internet Explorer File Edit View Favorites Tools Help Links gt ay NHS Welcome tunncwtu02 SCOTLAND G amp S O New amp ER send F my intoview Searchtitie g ER Schedule m ZO x Table 1d Trend by Indicator amp Instance title Table 1d Trend by Indicat E When Run object Now v Object will run now E Destination Destination Default Enterprise location v Format Format Web Intelligence v Caching Options Server Group Events E Prompts Enter value s for Report Treatment Date April June 2010 v Schedule Discussions z E Inbox Microsoft fm
92. tance in relation to using BOXI for running CWT reports then please feel free to contact us General Business Objects Queries Cancer Waiting Times Team NSS ISDCancerWaitsNew nhs net Technical problems Application errors Customer Support Desk nss csd nhs net 0131 275 7777 52 8 Appendices Appendix A CWT BOXI universe structure and definitions Subclass Level Subclass Level Class 1 2 Object Name Object Description An identifying number that it is allocated to File File ID a file when it is processed A number used to identify the row that a File Line No data error occurs on File UID Unique record identifier File ID Line No Reference Date Reference Date Cal The year component of the Reference Time Reference Date Calendar Year Date in the format YYYY e g 2010 Reference Date Reference Date Cal The month component of the Reference Time Reference Date Calendar Month Date in the format 1 12 e g 1 January The month component of the Reference Reference Date Reference Date Cal Date as a full textual description e g Time Reference Date Calendar Month Name January The Reference Date expressed in terms Reference Date Reference Date Cal of which calendar quarter it falls Format is Time Reference Date Calendar Quarter single value 1 4 where 1 Jan Mar The Reference Data expressed as a Reference Date Reference Date Cal textual description in terms of which Time Reference Date Calendar Quarter Name calend
93. the Date of Receipt of Referral in the format YYYY e g 2010 The month component of the Date of Receipt of Referral in the format 1 12 e g 1 April The month component of the Date of Receipt of Referral as a full textual description e g April 1 The Date of Receipt of Referral expressed in terms of which financial quarter it falls Format is single value 1 4 where 1 Apr Jun The Date of Receipt of Referral expressed as a textual description in terms of which financial quarter it falls e g Jan Mar Following MDT discussion the date on which the treatment plan was agreed between the patient and the clinician or delegate responsible for first treatment Where there are two possible dates the earliest date applies The year component of the Date Decision to Treat in the format YYYY e g 2010 The month component of the Date Decision to Treat in the format 1 12 e g 1 January The month component of the Date Decision to Treat as a full textual description e g January The Date Decision to Treat expressed in terms of which calendar quarter it falls Format is single value 1 4 where 1 Jan Mar The Date Decision to Treat expressed as a textual description in terms of which calendar quarter it falls e g Jan Mar The year component of the Date Decision to Treat in the format YYYY e g 2010 The month component of the Date Decision to Treat in the format 1 12 e g 1 April The month component of the Date Decision to Treat
94. the nominated users with an individual user name and password to allow them to securely access the BOXI Universe 67 NHS we ow National Services Scotland Key points to note Access to the BOXI Universe can only be authorised by the NHS Board Caldicott Guardian using the attached authorisation form Details should be completed for each individual that requires access max 5 users per Board It is essential that the details supplied on the form are accurate Incorrect information may lead to inappropriate access or delays in setting up user accounts Please indicate the access permissions to be granted for each individual power or consumer access Only those individuals who have a genuine requirement for access to patient identifiable data should be authorised to be a power user For the majority of users consumer access will likely be sufficient If you have any queries regarding the levels of access please contact Cancer Waiting Times Team ISD Scotland Cirrus House Marchburn Drive Glasgow Airport Business Park Paisley PA3 2SJ Email nss isdcancerwaitsnew nhs net 68 Authority to access the CWT BOXI Reporting Universe held by ISD Scotland Please read the guidance notes in detail prior to completing this form NHS Board Type of access Job Title E mail address Consumer Power user user Access can only be authorised by the NHS Board s Caldicott Guardian Name Job Title Organisation
95. tive depending on the report that you are trying to modify A quick check that you can do is to look for the Drill button which you will find near the top middle of the report If the Drill pane is active then this button will have an orange 47 background Pil if it is not active then the button will have a grey background P If the Drill pane is inactive then simply click the Drill button and you can then add filters to your copy of the report as described above TRY Adding a drill filter to a report 1 Open the Table 2b Performance by Cancer Type with UID in Modify mode 2 Find Urgency and Referral Source Code in the list of objects on the left hand side 3 Click and hold the left mouse button to select the object and drag it over to the Drill pane 4 Use the drop down selection to filter the report and view the records for each referral source B6 4 Adding objects as prompts in the query The 62 day standard is a treatment waiting time for all patients referred urgently with a suspicion of cancer and for screened positive patients The 62 day Publication reports in Business Objects are built to display records treated within your Health Board irrespective of the originating Board of receipt of referral Therefore where relevant you will be able to see other Health Boards referring data where you are the Board of Treatment For example it may be that you wish this report to only return records who
96. tles on the object that you were looking for Note that if you type the wrong name then the colour of the text in the temporary search box will turn red Backspace and try again Once you have found the chosen object it can be dragged and dropped or double clicked into the Result Objects pane as in the following screenshot ay File Edit View Favorites Tools Help Q x A CD Osh gfe ravortes O R we 2 Links NHS Welcome tubncwtu02 SCOTLAND G Smam CO new S RA send E my intoview Searchtitle gt a Table 2b Performance by Cancer Type with UID For x DB su Eat Query E Edt Report F Run Queries X EER Badd query P Data Properties 1 Result Objects iS Sancwr s z m a File Cancer Type Description Public J UID I Report Treatment Date No Eligible Referrals 31day No Eligible Refs TW 31 Days E Tine 2 DTT to Treatment D DTT to Treatment D Cancer Network TI Health Board a Organisation 0 Treatment Days J 0 Treatment Days TI Cancer Network 7 Heal oar E Patient B Record Details Urgency and Referral Source Code I Urgency and Referral Source Descriptic Referred by National Screening T Urgency and Referral Source Code Type of First Treatment Waiting Time E Waiting Time Adjustment lt Report Treatment Date Equal to Enter Report Treatment Date E iF E Reason for Delay E Measures a Filters Report Objec
97. tment was over 31 days Includes records where the Date Decision to Treat or the Date of First Treatment was not recorded The number of records included in the 31 day target cohort where the difference between the Date Decision to Treat and the Date of First Treatment was greater than 31 days after waiting time adjustments Records where the Date Decision to Treat and the Date of First Treatment were not recorded are included as breaches The number of days from decision to treat to treatment after any adjustment has been made Number of days between the date decision to treat and death Number of days between the date decision to treat and the date the treatment was refused The number of records excluded from the target because the patient died before treatment refused all treatment or recorded as clinical complex The number of records excluded from the 31 day cohort because the patient died before treatment refused all treatment or the clinical complexity of their pathway caused a delay Number of records where the reason for a 62 day target delay is Clinically Complex Number of records where the reason for a 31 day target delay is Clinically Complex The number of records where the patient refused all treatment Measures Measures Measures Measures Measures Measures Measures Measures Measures Filters Filters Filters Exclusion Measures WT Adjustment Measures WT Adjustment Measur
98. tor 0 B Public Folders History SChedule Modify Properties B amp Scotland a nks m QJ NCWT Monthly Report 62 Day Never run Web Intelligence Document Administrator 0 History Schedule Modify Properffes E amp Grampian a Grampian New Cancer Waiting Tim User Reports E New Cancer Waiting Times 4 CC a javascript selectNode FolderTreeCtrl Folder TreeCtrl _jd0 1716651 displayFolderContents 1716651 CE By internet A start 5 Inbox Microsoft Outlook Infoview Microsoft 1 OD 13 41 Figure 24 Opening CWT Monthly reports 32 Upon opening these reports you will see a table with purged data To view your monthly figures you need to refresh your report F InfoView Microsoft Internet Explorer File Edit View Favorites Tools Help Q O h 12 D Psewh Perens 2 5 mJ a Address https www bic scot nhs uk businessobjects enterprise1 15 desktoplaunch InfoView main main do objld 0 z dS NHS Welcome tunncwtu02 SCOTLAND hEm O new amp EA send E myintoview Searchiile 3 Rae G esaasaex Document view H Save 5 GA Find 4 Undo amp Redo Zoom 100 4 4A J gt F Refresh Data Q 5 Home g E My Folders E Public Folders B Scotland a nNHsS a Grampian a Grampian New Cancer Waiting Tim User Reports E New Cancer Waiting Times Table 1 Performance against the 62 day target from rece
99. ts Y Query Filters Y Screening Exclusions Y Eligible Referrals 31day i All Objects O Hierarchies QB MainR3 CancerTypeR3 B Refresh Ei AreaR3 1 bx Combines the urgency and source of the initial referral to secondary care Last Refresh Date 6 September 2010 13 25 51 Discussions rs OM inbox micr User manual Binfoview m Gy ncwT_user C Document2 Figure 35 Adding an object to the Result Objects section 45 Note There are multiple queries for this Publication report as follows Main R3 The main query of the report Cancer Type RB This extra query forces all Cancer types to display whether the row is populated with data or not Refresh This query forces the report to prompt for a treatment date on opening refreshing Area R3 This extra query forces the report to display a complete list of Health Boards for ISD use Adding the object Urgency and Referral Source Code to the Main R3 query is sufficient Clicking on the Edit Report button will take you back to the original Modify screen The new object will be included in the list on the left hand side and it can now be added to the body of the report TRY Adding Result Objects 1 In modify mode for Table 2b Performance by Cancer Type with UID Click Edit Query to view the Query Panel 2 Click Edit Query to view the Query Panel 3 Drag Urgency and Referral Source Code into the Resu
100. was other patient induced delay A YES flag to identify records covered by the 31 day target where the reason for a waiting time adjustment was due to medical delay i e temporary co morbidity or medical suspension The cumulative number of days by which the waiting times pathway was adjusted before the decision to treat The main reason for the adjustment to the waiting time pathway before the decision to treat has been made The main reason for the adjustment to the waiting time pathway before the decision to treat has been made The cumulative number of days by which the waiting times pathway can be adjusted after the decision to treat The main reason for the adjustment to the waiting time pathway after the decision to treat has been made The main reason for the adjustment to the waiting time pathway after the decision to treat has been made The main reason for a breach of the 62 day receipt of referral to treatment target The main reason for a breach of the 62 day receipt of referral to treatment target The main reason for a breach of the 31 day target from date decision to treat to treatment target The main reason for a breach of the 31 day target from date decision to treat to treatment target The number of patients referred for treatment Note that the Scotland total may be less than the total for each cancer type because one patient may have multiple types of cancer The number of referrals A patient can
101. which Number waiting over local target 6 6 g Init Start f Etfective Date ES 22042007 2604 2007 523 75 Ow New outpatient ACCIDENT amp BYERGENCY 01407 2007 8107 2007 448 64 Ow 06 07 2007 09 07 2007 449 65 Ow 06 07 2007 1207 2007 446 64 Ow 3009 2008 30 09 2008 D 0 Daycase ALLERGY fea aes 1802 2008 18 02 2008 1 1 Tais r2por d salays all toe Ictest details for tha ce ested MJI RECORD NFTAII S UNAVAII ARM ITY Cur fidential N A v APPONTMENTS OFFERS Al dsa passed business vsidation lanctiasine ats H Fa nalz Saagory Varonpt on 01072000 Ket Known AAI ANA FHS hot sam Dezori tion ar anmann Figure 10 Drilling down for more detailed information please be aware that data in this figure is not CWT data d Sharing BOXI gives the user the ability to share reports with other users in their Board and also other Board ISD users Sharing reports can be done within BOXI itself by sending to a Business Objects inbox or alternatively the output of the reports can be saved as Excel or PDF documents so that the results can be shared with non BOXI users It is even possible for BOXI to be set to run reports automatically and for the results to be sent out to users by email 16 A3 Working with existing reports This section will demonstrate how to refresh the existing central reports and refine the results using the drill filters that are provided We will use the example of the 31 day report
102. x File Edit View Favorites Tools Help Links ay NHS Welcome tunncwtu02 SCOTLAND G amp BO CL new amp RA send A myintoview Searchtitle 5 o Schedule FOr x earranan A Destination Destination Email recipients Use the Job Server s defaults From jane goodall nhs net To nss isd CancerWaitsNew nhs net Ce Subject NCWT Adjustments report Add placeholder Message P lease find attached the latest run of the 62 day Adjustments report Add placeholder Add attachment Attachment Automatically generated Specific name Table5_Adjustments EXT Add placeholder v Add file extension Cleanup instance after scheduling Format Format Microsoft Excel v Schedule Discussions z Ome Inbox Microsoft fm screenshots Gh NCWT_user_manu 2 Internet Explorer A gt QES s 0 5h 14 05 Figure 22 Completed email section in scheduling screen 29 After selecting the appropriate options for When and Prompts clicking the Schedule button will create an instance of the report as before Once the scheduled run is complete the results will be emailed out to your chosen recipients This facility is a powerful feature of BOXI and means that you can automatically run reports and send out the results to specific users even those who do not have access to BOXI themselves Note Emailing report results in Excel PDF can only be carried out from your Board User Reports folder or

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