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0301 Visit Summary Report

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					 03.01 Visit Summary Report




                                     Report Definition – 03.01 Visit Summary Report


        Customer                                      : Department of Communities and Local Government

        Project Manager                               : Nigel Williams

        Issue                                         : 1.0

        Issue date                                    : 28th September 2009

        Status                                        : For Review

        Prepared by                                   : Tony Banbury




c29f4d39-552d-49d1-936b-30a868f69c9e.doc                                                                 page 1 of 8
03.01 Visit Summary Report



Document Control

Amendment History:
 Date              Issue      Status                                Author
 28/09/09          0.1        First draft                           TB



Distribution:
 Name and role                              1.0
 Project Team                                I
 Project Manager                             R




 -                                     Not issued
 I                                     For information only – no action required
 R                                     For review – comments to be directed to the Project Manager
 S                                     For sign-off




c29f4d39-552d-49d1-936b-30a868f69c9e.doc                                                             page 2 of 8
03.01 Visit Summary Report



Report Definition
 Report Title                  Visit Summary Report
 Report Reference              03.01
 Category                      Visits
 Purpose                       To list any visits that have been carried out within a specified date range
 Ad hoc / Standard             Ad hoc
 Developed by                  Tony Banbury
 End Users                     RDA users
 Access / Distribution         Reporting tool
 Frequency of Use              Ad hoc
 Data Refresh                  Daily
 Output Media                  PDF (default), HTML
 Report Description:           Lists summary visit information by beneficiary, project and priority axis. Users are prompted for an RDA,
                               programme and optionally, a visit date range based on the actual visit date. In addition to this, the corresponding
                               irregularity reference is shown (where one exists) which contains a drill-through link that leads to the “04.02
                               Irregularity Detail Report”, showing further detailed information regarding the related irregularity.




c29f4d39-552d-49d1-936b-30a868f69c9e.doc                                                                                                 page 3 of 8
03.01 Visit Summary Report



Suggested Report Layout




                                                                            11

                                               4               8
            1                                          6
                          2                                            10                      12
                                           3       5       7       9




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03.01 Visit Summary Report



Report Items
The report layout adheres to the standard report template.

 Ref    Label                   Description                            Source – Framework ref         Format    Comments
 1      Beneficiary             Beneficiary                            Project > Organisation         Text
                                                                       Name
 2      Project ID              Project ID                             Project > Project Identifier   Text
 3      Project Status          Project Status                         Project > Current Project      Text
                                                                       Status
 4      Risk Rating             Project Risk Rating                    Project > Project Detail >     Text
                                                                       Overall Risk Rating
 5      Priority Axis           Priority Axis                          Project > Project Priority     Text
                                                                       Axis Identifier
 6      Total ERDF              Total profiled ERDF for project /      Project > Project Financials   Decimal
        Commitment              priority axis                          > By Expenditure Category      (18,6)
                                                                       Type > Commitment Grant
                                                                       Total GBP
 7      ERDF Paid to Date       Total ERDF actually paid to date, by   Project > Project Financials   Decimal
                                project / priority axis                > By Expenditure Category      (18,6)
                                                                       Type > Expenditure Grant
                                                                       Total GBP
 8      Visit Reference         Visit Reference                        Project > Other Project Data   Text      Ensure that only the latest version
                                                                       > Irregularities and Project             of the visit displayed
                                                                       Visits > Project Visits >
                                                                       Project Visit Reference
 9      Visit Type              Visit Type                             Project > Other Project Data   Text
                                                                       > Irregularities and Project
                                                                       Visits > Project Visits >
                                                                       Project Visit Type Name




c29f4d39-552d-49d1-936b-30a868f69c9e.doc                                                                                              page 5 of 8
03.01 Visit Summary Report



 Ref    Label                Description                           Source – Framework ref           Format   Comments
 10     Visit Status         Current status of the visit           Project > Other Project Data     Text
                                                                   > Irregularities and Project
                                                                   Visits > Project Visits >
                                                                   Current Project Visit Status
 11     Actual Visit Date    Actual date of the visit              Project > Other Project Data     Date
                                                                   > Irregularities and Project
                                                                   Visits > Project Visits >
                                                                   Project Visit Detail > Project
                                                                   Visit Report > Visit Report
                                                                   Actual Date
 12     Irregularity         The related irregularity reference,   Project > Other Project Data     Text     Visits do not always result in an
        Reference            where applicable                      > Irregularities and Project              irregularity, so this should be
                                                                   Visits > Irregularities >                 considered when displaying any
                                                                   Irregularity Reference                    irregularities. Also, ensure that
                                                                                                             the reference is only listed for the
                                                                                                             latest version of the irregularity.
                                                                                                             Include a drill-through to the
                                                                                                             irregularity detail - “04.02
                                                                                                             Irregularity Detail Report”




c29f4d39-552d-49d1-936b-30a868f69c9e.doc                                                                                            page 6 of 8
03.01 Visit Summary Report



Summary Data
Detail any aggregations within the report, including sub totals.

 Item                                                   Comments
 Total ERDF Commitment                                  Total by beneficiary; overall total
 ERDF Paid to Date                                      Total by beneficiary; overall total

Parameter List
Parameters available to users are to be presented via a separate “Prompt Page”.

The prompt page adheres to the standard report template.

 Sequence       Name            Report Field     Source Framework Ref                Comments        Optional   Default   Free Form     Multiple
                                                                                                                Value     Entry         Select
 1              RDA             RDA Code         Programme > Programme                               N          None      N Drop        N
                                                 Detail > RDA Code                                                        down
 2              Programme       Programme        Programme > Programme               Cascade from    N          None      N Drop        N
                                Name             Name                                RDA                                  down
                                                                                     Non-aggregate
                                                                                     programmes
                                                                                     only
 3              Project Visit   Project Visit    Project > Other Project Data >                      Y          None      N Date        Range
                Date Range      Date             Irregularities and Project Visits                                        select
                                                 > Project Visits > Project Visit
                                                 Detail > Project Visit Report >
                                                 Visit Report Actual Date




c29f4d39-552d-49d1-936b-30a868f69c9e.doc                                                                                              page 7 of 8
03.01 Visit Summary Report



Sort Order
 Report Field                 Direction    Horizontal / Vertical (applies to Crosstab reports only)
 Beneficiary                  Asc
 Project ID                   Asc
 Priority Axis                Asc




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