Reporting on Timelines

Intended for:

CSS and SEN users who use timelines

Session length: 2 – 3 hours

Outline:

Timelines are very useful for completing involvement forms and sticking to time limits set by the timeline, the course will show how you can report on the timeline events to provide management reports or personal monitoring reports on the progress of all active timelines.

What will be included:

  • A refresher on timelines and the use of time limits.
  • How communication log entries look when generated from a timeline
  • Running the Scheduled task to populate the timeline reporting table
  • Types of Crystal reports that can be created from the timeline such as:
    • Personal events due to expire
    • Timeline Events exceeding limits
    • Timeline events where a response has not been received to a letter or email
  • Q&A/Workshop – Time to ask the consultant queries specific to your Local Authority