1. report summary

1. Report Summary

Report Name CSDNEW/CSDNEW Reports/CSD - Officer Production Stats

Report ID 1116

Functional Group Consumer Services Division

2. Purpose The purpose of this report is to track case statistics by officer and by month. This report uses the same methodology that is used in the division and bureau production reports. The stats by officer are all calculated via a database view, this view uses all the tables needed to gather all statistics while using a report param table to determine the user inputs when running the report. So the report itself is quite simple, a simple query of the view along with totals calculated at the bottom of the page for an officer. The report can be run for one or more months which the user selects at runtime. The report can be run for one officer or for all officers within a bureau. When “all officers” are selected, each officer will appear on one page with every row consisting of a month’s worth of stats up to the number of months selected. Report name: csdofcr1 Per Elena Barnum’s email on 2/9/2017: There is no need to use pay-period for the monthly case stats report. It should run based on a calendar month and not a pay-period. Note that this report has an error needing to be fixed per Lucy’s email on 10/21/2016: (Bert just reviewed: doesn’t appear to be an error.. 13 is the correct value in the example below) …the 20 Go live reports are OK as is, with the exception of the logic on one of the fields (Violations) in the officer production report (1st image). It appears when the production report for the officer is run (same at the Bureau or Division Level), it’s counting the number of lines as opposed to adding the actual violation total. For example, in the month of January 2016, Coleen issued 14 violations on 9 cases but only 13 showed up because for case 7031732 (second image below), she cited the company for violating the same statute twice. It appears the report is counting the lines vs. the data from the “viol totl” field.

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3. Report Elements

Report Element Name Report Element Description

Month User Parameter

Officer User Parameter

Cases Carried Over PMO Number

Cases Opened Number

Cases Re-Opened Number

Cases Closed Number

Case Carryover NextMo Number

Cases Closed 02 Sts Number

Justified Number

Violations Number

Cases with Violations Number

Recovery Amount Dollar Amount

Cases 01 to 60 Days Number



Cases Over 120 Days Number

Sph Count Number

Sph 14w (provider) Number

Sph 39 (IMR) Number

Cases with Recent Activities Number

Cases >90 Days of no Activity Number


4. Tables/Stored Procedures/Views

5. Prompts, Conditions, Grouping, Sorting

Prompt Prompt Name Default Value Mandatory(Y/N)

Bureau CCB Y

Beg Date (mm/yyyy) 09/2016

Y

End Date (mm/yyyy) 09/2016 Y

Officer Eid All Users Y

Conditions

Grouping

Sorting

6. Calculations The table below identifies calculations/formulas used for a report element.

ID Report Element Calculation

ID Table/SP/View Name Description

CAS.REPT_PARAMS

CAS. TMP_OFCR_MATCH

CAS.OFCRSUM_V

- CAS.CAS_CASES

- CAS.CAS_ACTIVITIES

- CAS_SPECIAL_HANDLING

- CAS.TMP_OFCR_MATCH

IDB.PERSONNEL

IDB.USERS


7. Distribution

Individuals, roles or units

Accessible to individuals who can access CSD Reports.

Distribution Format This is an on-demand report that is accessible via PDF.

8. Frequency This report will be generated on demand.


9. SCREENSHOTS

csdofcr1.rdf


10. SQL FIELDS REFERENCED

Schema

Table Name Column Name CRM

Entity/Table

CRM Column Description

CAS CAS_CASES BUREAU_CODE incident CSD_BUREAU CAS CAS_CASES CLOSE_DATE incident CSD_CLOSEDATE CAS CAS_CASES OFCR_EID incident ownerid CAS REPT_PARAMS BEG_DATE

CRM does not have a "rept_params" related table.

CAS REPT_PARAMS BUREAU

CAS REPT_PARAMS OFCR

CAS REPT_PARAMS REP_NAME

CAS TMP_OFCR_MATCH FULLNAME systemuser fullname CAS TMP_OFCR_MATCH OFCR_EID systemuser cpl_eid CAS TMP_OFCR_MATCH OFFICE_CODE systemuser businessunitid Lookup CAS TMP_OFCR_MATCH USERNAME systemuser domainname IDB PERSONNEL EID systemuser cpl_eid

IDB PERSONNEL RELEASE_DATE

systemuser modifiedon, isdisabled

In CRM, we change the status of the user record to disabled when the user is released, so use modifiedon field for RELESE_DATE and also isdisabled field value should be Disabled.

IDB PERSONNEL SUPERVISOR_EID systemuser cpl_supeid IDB USERS EID systemuser fullname IDB USERS EW_AREA_CODE systemuser businessunitid IDB USERS USERNAME systemuser fullname

Schema View Name Column Name CRM

Entity/Table CRM

Column Description / Comments

CAS REPOFCRUM_V CA_LST_MO

CRM does not have a "rept_params" related table. This view is mostly based on that rept_params table. Therefore, we are not able to map these fields. PAY_PERIOD is no longer needed as the report will be run by calendar month now instead.

CAS REPOFCRUM_V CARRYNEXT

CAS REPOFCRUM_V CLOSED

CAS REPOFCRUM_V CLOSED02

CAS REPOFCRUM_V JUSTIFIED

CAS REPOFCRUM_V LESS31

CAS REPOFCRUM_V MONTHX

CAS REPOFCRUM_V OFCR

CAS REPOFCRUM_V OPEN

CAS REPOFCRUM_V OVER30



CAS REPOFCRUM_V PAY_PERIOD

CAS REPOFCRUM_V RECENT_ACT_CT

CAS REPOFCRUM_V RECOV_AMT

CAS REPOFCRUM_V REOPEN

CAS REPOFCRUM_V SPH_14W

CAS REPOFCRUM_V SPH_39


CAS REPOFCRUM_V SPH_CT

CAS REPOFCRUM_V VIOCASES

CAS REPOFCRUM_V VIOLATIONS

11. SQL FROM XML

Criteria / SQL

SELECT EW_AREA_CODE FROM IDB.USERS WHERE USERNAME = USER AND EW_AREA_CODE IN ('CSB','RUS','CCB','HCB') UNION SELECT 'CSB' FROM IDB.USERS WHERE USERNAME LIKE USER AND EW_AREA_CODE IN ('ITS','CSD') UNION SELECT 'HCB' FROM IDB.USERS WHERE USERNAME LIKE USER AND EW_AREA_CODE IN ('ITS','CSD') UNION SELECT 'RUS' FROM IDB.USERS WHERE USERNAME LIKE USER AND EW_AREA_CODE IN ('ITS','CSD') UNION SELECT 'CCB' FROM IDB.USERS WHERE USERNAME LIKE USER AND EW_AREA_CODE IN ('ITS','CSD')

SELECT NULL,' ALL USERS' FROM DUAL UNION SELECT U.EID, USERNAME FROM IDB.USERS U, IDB.PERSONNEL P WHERE EW_AREA_CODE IN ('CSB','CCB','RUS','HCB') AND U.EID = P.EID AND NVL(P.RELEASE_DATE,SYSDATE) > SYSDATE -520 ORDER BY 2

SELECT ofcr_eid, fullname, u.username supervisor FROM cas.tmp_ofcr_match tom, idb.personnel p, cas.rept_params rp, idb.users u WHERE tom.office_code = rp.bureau AND tom.ofcr_eid = nvl(rp.ofcr,tom.ofcr_eid) AND p.eid = tom.ofcr_eid AND u.eid = p.supervisor_eid AND rep_name like 'ofcr_summary' AND nvl(p.release_date,sysdate+60) > rp.beg_date-60 AND exists (SELECT distinct ofcr_eid FROM cas.cas_cases WHERE ofcr_eid = tom.ofcr_eid AND nvl(close_date,sysdate) > rp.beg_date AND bureau_code = RP.BUREAU) ORDER BY tom.username

SELECT monthx,pay_period,a.ofcr, a.ca_lst_mo, a.open, a.reopen,a.closed, a.closed02, a.justified, a.violations, a.viocases, a.carrynext, a.recov_amt, a.less31, a.over30, a.over60, a.over90, a.sph_ct, a.sph_14w, a.sph_39, a.recent_act_ct,a.carrynext-a.recent_act_ct no_recent_act FROM cas.repofcrum_v a ORDER BY pay_period


DEFINITION FOR VIEW [CAS].[ REPOFCRUM_V] CREATE OR REPLACE FORCE VIEW CAS.REPOFCRUM_V

(

USERNAME,

OFCR,

PAY_PERIOD,

MONTHX,

CA_LST_MO,

OPEN,

REOPEN,

CLOSED,

CLOSED02,

JUSTIFIED,

VIOLATIONS,

VIOCASES,

CARRYNEXT,

RECOV_AMT,

LESS31,

OVER30,

OVER60,

OVER90,

SPH_CT,

SPH_14W,

SPH_39,

RECENT_ACT_CT

)

AS

(SELECT a.username,

ofcr_eid ofcr,

pp.pay_period,

INITCAP (

RTRIM (TO_CHAR (TO_DATE (pp.pay_period, 'rrrrmm'), 'month'))

|| '-'

|| TO_CHAR (TO_DATE (pp.pay_period, 'rrrrmm'), 'yy'))

monthx,

(SELECT COUNT (ofcr_eid) CA_LST_MO

FROM cas.cas_cases C

WHERE NVL (close_date, SYSDATE) >=

TO_DATE (pay_period, 'rrrrmm')

AND (TO_DATE (pay_period, 'rrrrmm') - open_date) >= 1

AND bureau_code = rp.bureau

AND c.OFCR_EID = a.ofcr_eid)

CA_LST_MO,

(SELECT COUNT (ofcr_eid)

FROM cas.cas_cases x

WHERE open_date >= TO_DATE (pay_period, 'rrrrmm')

AND open_date <= LAST_DAY (TO_DATE (pay_period, 'rrrrmm'))


AND x.ofcr_eid = a.ofcr_eid)

open,


FROM cas.cas_activities x, cas.cas_cases c

WHERE activity_date >= TO_DATE (pay_period, 'rrrrmm')

AND activity_date <=

LAST_DAY (TO_DATE (pay_period, 'rrrrmm'))

AND x.bureau_code = rp.bureau

AND c.ofcr_eid = a.ofcr_eid

AND activity_code = '09'


AND c.rid = x.rid

AND c.bureau_code = x.bureau_code)

reopen,


FROM CAS.cas_cases y

WHERE close_date >= TO_DATE (pay_period, 'rrrrmm')

AND close_date <=


AND BUREAU_CODE = rp.bureau

AND y.ofcr_eid = a.ofcr_eid)

closed,


FROM CAS.cas_cases y


AND close_date <=


AND BUREAU_CODE = rp.bureau

AND STATUS_CODE = '02'


closed02,


FROM CAS.cas_cases y, CAS.CAS_SUBJ_RELATION CSR


AND close_date <=


AND CSR.RID = Y.RID

AND CULPABLE = '01'

AND y.BUREAU_CODE = rp.bureau

AND y.bureau_code = csr.bureau_code


justified,

(SELECT SUM (NVL (CV.vio_tot, 1))

FROM CAS.cas_cases y, CAS.CAS_violation CV


AND close_date <=


AND CV.RID = Y.RID



violations,

(SELECT COUNT (DISTINCT y.rid)

FROM CAS.cas_cases y, CAS.CAS_violation CV


AND close_date <=


AND CV.RID = Y.RID



viocases,


FROM cas.cas_cases z

WHERE NVL (close_date, SYSDATE) >


AND (LAST_DAY (TO_DATE (pay_period, 'rrrrmm')) - open_date) >=

0


AND z.ofcr_eid = a.ofcr_eid)

carrynext,

(SELECT SUM (u.recovery_amt)

FROM CAS.cas_cases u


WHERE CLOSE_DATE BETWEEN TO_DATE (pay_period, 'rrrrmm')

AND LAST_DAY (

TO_DATE (pay_period, 'rrrrmm'))


AND u.ofcr_eid = a.ofcr_eid)

recov_amt,

(SELECT COUNT (*)

FROM cas.cas_cases cc



AND (LAST_DAY (TO_DATE (pay_period, 'rrrrmm')) - open_date)

BETWEEN 0

AND 60


AND CC.ofcr_eid = a.ofcr_eid)

LESS31,

(SELECT COUNT (*)





BETWEEN 61

AND 90



over30,

(SELECT COUNT (*)





BETWEEN 91

AND 120



over60,

(SELECT COUNT (*)




AND (LAST_DAY (TO_DATE (pay_period, 'rrrrmm')) - open_date) >

120



over90,

(SELECT COUNT (*)

FROM cas.cas_cases c, cas.cas_special_handling h

WHERE c.rid = h.rid


AND c.open_date BETWEEN TO_DATE (pay_period, 'rrrrmm')

AND LAST_DAY (

TO_DATE (pay_period, 'rrrrmm')))

sph_ct,

(SELECT COUNT (*)


WHERE c.rid = h.rid



AND sh_code = '14W'


AND LAST_DAY (


sph_14W,

(SELECT COUNT (DISTINCT c.rid)


WHERE c.rid = h.rid


AND sh_code LIKE '39%'


AND LAST_DAY (


sph_39,

(SELECT COUNT (DISTINCT z.rid)

FROM cas.cas_cases z, cas.cas_activities ca



AND (LAST_DAY (TO_DATE (pay_period, 'rrrrmm')) - open_date) >=

0

AND ca.rid = z.rid

AND ca.activity_date > TO_DATE (pay_period, 'rrrrmm') - 60

AND ca.activity_date <

ADD_MONTHS (TO_DATE (pay_period, 'rrrrmm'), 1)

AND z.bureau_code = rp.bureau

AND z.ofcr_eid = a.ofcr_eid)

recent_act_ct

FROM cas.tmp_ofcr_match a,

idb.personnel b,

CAS.REPT_PARAMS rp,

timek.tk_pay_period pp,

idb.personnel pe,

idb.users uu

WHERE office_code = rp.bureau

AND POSITION_CODE IN ('S', 'O')

AND a.ofcr_eid = b.eid

AND rp.rep_name = 'ofcr_summary'

AND NVL (a.inactive_date, SYSDATE + 90) >= rp.beg_date

AND (a.ofcr_eid = rp.ofcr OR rp.ofcr IS NULL)

AND uu.username = USER

AND uu.eid = pe.eid

AND ( ( ( pe.position_num LIKE '%8560%'

OR uu.username = 'CLEMSONR')

AND b.supervisor_eid = pe.eid)

OR (pe.position_num NOT LIKE '%8560%' AND 1 = 1))

AND pp.pay_period BETWEEN TO_CHAR (rp.beg_date, 'rrrrmm')

AND TO_CHAR (rp.end_date, 'rrrrmm'));


1. report summary

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