CAM DATA REPORTS TRAINING Oregon Department of Human Services - - PowerPoint PPT Presentation

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CAM DATA REPORTS TRAINING Oregon Department of Human Services - - PowerPoint PPT Presentation

Apr 24, 2023 165 likes •642 views

CAM Data Reports Training Presentation 1/30/2019 CAM DATA REPORTS TRAINING Oregon Department of Human Services Printable supplemental training materials, including a Workbook and Job aid, are referenced throughout this session to help your

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CAM DATA REPORTS TRAINING

Oregon Department of Human Services

▪ Printable supplemental training materials, including a Workbook and Job aid, are referenced throughout this session to help your understanding of this training

  • Call this number to hear audio (if you can’t hear through Skype)

1 (503) 934-1400 Conference ID: 6886684

  • Please note this session is being RECORDED
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Topic 1: Reporting Concepts Topic 2: Report Tab

Report Folders Pre-built Reports and Report Types

Topic 3: Run a Report

Running a Pre-built Report Saving the Report Export Report Data Print a Report

Topic 4: Create a New Report

Choosing Report Types Saving the Report Adding Timeframes, Filters, and Fields Changing Report Formats Adding Visual Charts

Training Agenda

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CAM Reports Training Materials

▪ Recorded training session (available following this session) ▪ PowerPoint (used in training session) ▪ Workbook (with demonstration and practice scenarios) ▪ Job Aid (with report types and filter syntax)

Materials Overview

Remember!! You can always reach out to cam.support@state.or.us after this training for assistance with reporting needs!

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▪ Understand the benefits of CAM reporting ▪ Describe report tools and definitions, including report formats and types ▪ Navigate the CAM reporting folder structure and search for pre-built reports ▪ View a report, understand data fields ▪ Run an existing report without changes and a report with different data field

selections

▪ Export report results and return to the CAM Report home page ▪ Modify an existing report and save as a new report ▪ Create a new report

Learning Objectives

By the end of this training, you will be able to:

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Topic 1: Reporting Concepts

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Reporting Concepts

Before……and Now

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Reporting Concepts

Benefits of CAM Reporting

▪ Every field in CAM is available for reporting ▪ Any combination of data is available for reporting ▪ Choose from different formats and can be shared with others ▪ Quickly assemble data and narrow search results to find answers to process questions ▪ Create visual charts to show different views of data and comparisons of data ▪ Quicker business decisions

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Reporting Concepts

Did You Know?

▪ You have two main options to start a report in CAM:

Open and run a pre-built report Start from scratch using a Report Type and then customize

▪ Modifying Report Formats ▪ Adding Visual Charts ▪ Exporting Data ▪ Building Dashboards

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Reporting Concepts

Reporting Tools & Definitions

Take a moment to review definitions in your workbook!

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Reporting Concepts

Reporting Tools – Report Formats

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Reporting Concepts

Reporting Tools – Report Formats - Tabular

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Reporting Concepts

Reporting Tools – Report Formats - Summary

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Reporting Concepts

Reporting Tools – Report Formats - Matrix

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Reporting Concepts

Reporting Tools – Report Formats - Joined

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Reporting Concepts

Reporting Tools – Report Types

To see the data you want on your report, you need to know what Report Types (objects) to pick. Report Objects contain the field level data you want.

  • Report Types contain Objects
  • Objects contain fields
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Reporting Concepts

Name, Gender, Phone, Street, Age, Prime Risk Management Victim Reporter Protective Services Service Prov Actions Deviations Finding, Abuse Type, Allegation Statement Allegation/AP Name, Relationship Type, Anonymity? Status, Type, Start Date, Arranging Service Status, Start/End Dates, Outcome Person Responsible, Service Provider Name Type, Reason, Approval Status, Created date Interviews Date of Activity, Conducted with Intake Number Intake Type Responsible County Investigative Authority Victim Name** Primary Reporter** Initial Response Due Date Investigation Due Date LEA Info Incident Date Service Provider at Time of Incident What is the Concern You Want to Report? Summary of Reporter’s Concern Eligibility Information Victim Location Information….

Reporting Tools – Report Types

Fields in CAM Data Tables Objects

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Demonstration

Reporting Concepts

Reporting Tools – Report Types

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Reporting Concepts

Roles and Permissions

▪ Profiles – Determine what you can do in CAM,

such as view, create, edit, etc.

▪ Roles – Are assigned to determine what data you

can see or have access to in the system.

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Reporting Concepts

Can You Guess the Report Format?

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Topic 2: Report Tab

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Report Tab

Report Tab – Main View

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Report Tab

Pre-built Reports

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Report Tab

Report Types Job Aid

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Report Tab

Report Tab

Folder Review Pre-built Reports Report Type Folders

Demonstration

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Topic 3: Run a Pre-built Report

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Run a Pre-built Report

Demonstration #1 - Overview

Business purpose: I want to see all my open investigations. Who can run this report? Screener Investigator Supervisor Where do I go in CAM?

  • Go to the Reports Tab - Unfiled Public Reports folder.
  • Open the APS My Open Investigations report.
  • Review the show details, timeframe, filters, and data columns.
  • Review the report format.
  • Run report as is.

APS My Open Investigations

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Run a Pre-built Report

Demonstration #1 - Example

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Run a Pre-built Report

Report Demonstration #1

APS My Open Investigations Run a Pre-built Report

Follow along in your Workbook!

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Demonstration #2 - Overview

Business purpose: I want to see all my screener/ investigators’ open work created in the last 90 days. Who can run this report? Screener Investigator Supervisor Where do I go in CAM?

  • Keep previous report open
  • Review the show details, timeframe, and data columns
  • Change timeframe and run the report

All My Team’s Open Investigations for Previous 90 days

Run a Pre-built Report

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Demonstration #2 - Example

Run a Pre-built Report

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Report Demonstration #2

All My Team’s Open Investigations for Previous 90 Days

Run a Pre-built Report

Run a Pre-built Report

Follow along in your Workbook!

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Business purpose: I want to see my team’s open intakes and investigations created in the last 365 days with screening and investigation due dates. Who can run this report? Screener Investigator Supervisor Where do I go in CAM?

  • Keep same report open
  • Customize report options to show all investigation and timeframe
  • Add filter logic
  • Add and remove data columns
  • Save and run the report

APS All My Team’s Open Intakes/Investigations for Last 365 Days

Run a Pre-built Report

Demonstration # 3

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Run a Pre-built Report

Demonstration #3

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Run a Pre-built Report

Run a Pre-built Report

Report Demonstration #3

APS All My Team’s Open Intakes/Investigations for Last 365 Days

Follow along in your Workbook!

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Run a Pre-built Report

Report Type Job Aid: Intakes/Investigations

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Follow along in your Job Aid!

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Topic 4: Create a New Report

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Create a New Report

Create a New Report – Demonstration # 4

Business purpose: I want to bring a report to a team huddle that shows my team’s open intakes and investigations with due dates. Who can run this report? Screener, Investigator, Supervisor What Report Type objects to start with?

  • Intakes/Investigation

Where do I go in CAM? We will be creating a new report using a report type with one object. We will be adding filter logic and field data columns to show all open intakes/investigations for my team.

Hanna’s All Open Intakes/Investigations

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Create a New Report

Create a New Report – Demonstration # 4

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Create a New Report

Create a New Report

Report Demonstration #4

All Open Intakes/Investigations

Follow along in your Workbook!

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Create a New Report

Create a New Report – Demonstration #5

Business purpose: I want to see all of my team’s investigations that have substantiated allegations because I need to send out safety letters. We want to see data points from two objects: investigations and allegations. Who can run this report? Screener, Investigator, Supervisor What Report Type

  • bjects to start with?
  • Intakes/Investigation
  • Allegation (whether or not it has been substantiated)

Where do I go in CAM?

  • Start with building a new report and selecting a report type from the Other

Reports folder.

My Team’s Substantiated Facility Cases (Safety Letters)

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Create a New Report

Create a New Report – Demonstration #5 My Team’s Substantiated Facility Cases (Safety Letters)

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Create a New Report

Create a New Report

Report Demonstration #5

My Team’s Substantiated Facility Cases (Safety Letters)

Follow along in your Workbook!

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Reporting Concepts

Create a New Report – Demonstration #6

Business purpose: I want to see all my team’s intakes (reports of abuse.) I want to sort them by owner and month. We will be modifying the 1 and will be adding/changing filter logic, data columns, and we will change the report format to a matrix format. Who can run this report? Screener, Investigator, Supervisor Where do I go in CAM?

  • Start with building a new report and selecting a report type from the

Other Reports folder.

All Open Reports of Abuse by Owner/Month

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Create a New Report

Create a New Report – Demonstration #6 All Open Reports Abuse by Owner/Month

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Create a New Report

Create a New Report

Report Demonstration #6

All Open Reports of Abuse by Owner/Month

Follow along in your Workbook!

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Create a New Report

Workbook Scenarios

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  • Questions?
  • Contact CAM Support: cam.support@state.or.us
  • We encourage you to use your Workbook and Job Aid to practice in CAM so

that you can create reports that meet your office needs!

The END!

Training Session Summary