How to generate a report to see who has Signed Off Activities
This article outlines how to utilise the Activity report to identify which Staff Members completed the Activity Sign Off for Activities.
While it is possible to see which Staff Member has completed the Activity Sign Off within each respective Activity, this approach will enable this information to be identified across multiple Activities in one report.
Audience: Operations Management, Team Leaders
Summary
The following list summarises the content of this article. Click on the links below to take you to the relevant sections:
- Generate an Activity Report
- Download the Activity Report export
- Identify who completed the Activity Sign Off in the Activity report export
Generate an Activity Report
The name of the Staff Member that completed the Activity Sign Off is one of the many additional data fields available in the Activity report export.
To download the Activity report export, the Activity report must first be utilised to generate a list of relevant Activities as per the instructions below.
The Activity report is accessed from the Reports menu on the Dashboard.
Select 'Activity Report' from the Activity Reports section of the Reports menu.
The search criteria can be used to dial in the search results to locate the relevant Activities.
In the example below, the Activity Date fields have been used to limit the results to Activities that occurred between 01/04/2022 and 30/04/2022.
Once the appropriate search criteria has been set, click 'Generate Report'.
The search results will appear on the next screen.
The name of the Staff Member that completed the Activity Sign-Off is not displayed when viewing the Activity Report results within SupportAbility, however, it is included as an additional field in the Activity Report export as outlined in the following section of this article.
Additional information on generating an Activity Report is available in the Activity Report article.
Download the Activity Report export
Once the Activity Report has been generated, the Activity Report export can be downloaded in order to review the additional data fields relating to the Activities, including the name of the Staff Member that completed the Activity Sign Off.
To download the export, click on the Actions menu in the top right corner of the screen and select 'Download Activity Report'.
The export will be downloaded in CSV format to your computer.
Identify who completed the Activity Sign Off in the Activity report export
Once the Activity Report export has been downloaded it can be accessed from the Downloads folder.
The name of the Staff Member that completed the Activity Sign Off is included in the column with the heading 'Activity Sign Off Completed By'.
The name of the Staff Member will reflect the most recent Activity Sign Off.
N.B. In the event that the Activity Sign Off is removed by a Staff Member and then the Activity Sign Off is subsequently completed again by a different Staff Member, the export will only list the name of the Staff Member that completed the most recent Activity Sign Off.