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0302 Visit Detail Report

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					 03.02 Visit Detail Report




                                      Report Definition – 03.02 Visit Detail Report


       Customer                                       : Department of Communities and Local Government

       Project Manager                                : Nigel Williams

       Issue                                          : 1.0

       Issue date                                     : 30th September 2009

       Status                                         : For Review

       Prepared by                                    : Tony Banbury




33283018-059d-4270-8f41-a656e362c7c5.doc                                                                 page 1 of 12
03.02 Visit Detail Report



Document Control

Amendment History:
 Date              Issue     Status                               Author
 30/09/09          1.0       For review                           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




33283018-059d-4270-8f41-a656e362c7c5.doc                                                           page 2 of 12
03.02 Visit Detail Report



Report Definition
 Report Title                 Visit Detail Report
 Report Reference             03.02
 Category                     Visits
 Purpose                      Displays detailed visit information
 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:          Displays detailed information by visit, including the relevant dates, actions, financials and visit history. Users are
                              prompted for an RDA, programme, project and visit reference. Only projects which have received a visit are listed in
                              the prompt page.




33283018-059d-4270-8f41-a656e362c7c5.doc                                                                                                page 3 of 12
      03.02 Visit Detail Report




     Suggested Report Layout




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18                 19                                         20

                        21                  22           23        24   25




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03.02 Visit Detail Report




        26         27           28         29   30




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 03.02 Visit Detail Report




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

 Ref    Label                   Description                   Source – Framework ref          Format   Comments
 1      Project Name            Project Name                  Project > Project Name          Text
 2      Project Reference       Project ID                    Project > Project Identifier    Text
 3      Project Status          Project Status                Project > Current Project       Text
                                                              Status
 4      Priority Axis           Priority Axis                 Project > Project Priority      Text
                                                              Axis Identifier
 5      Visit Status            Current status of the visit   Project > Other Project Data    Text
                                                              > Irregularities and Project
                                                              Visits > Project Visits >
                                                              Current Project Visit Status
 6      Visit Version           The version of the visit      Project > Other Project Data    Text     Ensure that only the latest version
                                                              > Irregularities and Project             of the visit is displayed
                                                              Visits > Project Visits >
                                                              Project Visit Version
 7      Visit Type              Visit Type                    Project > Other Project Data    Text
                                                              > Irregularities and Project
                                                              Visits > Project Visits >
                                                              Project Visit Type Name
 8      Visit Name              Visit Name                    Project > Other Project Data    Text
                                                              > Irregularities and Project
                                                              Visits > Project Visits >
                                                              Project Visit Details > Visit
                                                              Name




33283018-059d-4270-8f41-a656e362c7c5.doc                                                                                    page 6 of 12
03.02 Visit Detail Report



 Ref   Label                 Description                        Source – Framework ref           Format   Comments
 9     Purpose               Visit purpose                      Project > Other Project Data     Text
                                                                > Irregularities and Project
                                                                Visits > Project Visits >
                                                                Project Visit Detail > Visit
                                                                Purpose
 10    Scheduled Visit       Scheduled date of the visit        Project > Other Project Data     Date
                                                                > Irregularities and Project
                                                                Visits > Project Visits >
                                                                Project Visit Detail >
                                                                Scheduled Visit Date
 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    Name of Person        Visit Report Visitor               Project > Other Project Data     Text
       Making the Visit                                         > Irregularities and Project
                                                                Visits > Project Visits >
                                                                Project Visit Detail > Project
                                                                Visit Report > Visit Report
                                                                Visitor
 13    Summary               Visit Report Summary               Project > Other Project Data     Text
                                                                > Irregularities and Project
                                                                Visits > Project Visits >
                                                                Project Visit Detail > Project
                                                                Visit Report > Visit Report
                                                                Summary
 14    Pending Actions       Visit Report Outstanding Actions   Project > Other Project Data     Text
       from previous visit                                      > Irregularities and Project
                                                                Visits > Project Visits >
                                                                Project Visit Detail > Project
                                                                Visit Report > Visit Report
                                                                Outstanding Actions




33283018-059d-4270-8f41-a656e362c7c5.doc                                                                             page 7 of 12
03.02 Visit Detail Report



 Ref   Label                Description                            Source – Framework ref           Format     Comments
 15    Actions from this    Visit Report New Actions               Project > Other Project Data     Text
       Visit                                                       > Irregularities and Project
                                                                   Visits > Project Visits >
                                                                   Project Visit Detail > Project
                                                                   Visit Report > Visit Report
                                                                   New Actions
 16    Next Visit Date      Visit Report Next Planned Visit Date   Project > Other Project Data     Date
                                                                   > Irregularities and Project
                                                                   Visits > Project Visits >
                                                                   Project Visit Detail > Project
                                                                   Visit Report > Visit Report
                                                                   Next Planned Visit Date
 17    Visit Risk Rating    Visit Report Risk Rating Description   Project > Other Project Data     Text
                                                                   > Irregularities and Project
                                                                   Visits > Project Visits >
                                                                   Project Visit Detail > Project
                                                                   Visit Report > Visit Report
                                                                   Risk Rating Description
 18    Year                 Audited Expenditure Year               Project > Other Project Data     Text
                                                                   > Irregularities and Project
                                                                   Visits > Project Visits >
                                                                   Project Visit Financials >
                                                                   Project Visit Audited
                                                                   Expenditure Date Properties
                                                                   > Audited Expenditure Year
 19    Audited Eligible     Audited Eligible Amount GBP            Project > Other Project Data     Currency   Where expenditure has been
       Amount (£)                                                  > Irregularities and Project                audited – if no expenditure has
                                                                   Visits > Project Visits >                   been audited, show “No Audited
                                                                   Project Visit Financials >                  Expenditure”
                                                                   Project Visit Audited
                                                                   Expenditure > Eligible
                                                                   Expenditure Audited Amount
                                                                   GBP




33283018-059d-4270-8f41-a656e362c7c5.doc                                                                                           page 8 of 12
03.02 Visit Detail Report



 Ref   Label                Description                        Source – Framework ref         Format     Comments
 20    Irregular            Irregular Expenditure Amount GBP   Project > Other Project Data   Currency
       Expenditure Amount                                      > Irregularities and Project
       (£)                                                     Visits > Project Visits >
                                                               Project Visit Financials >
                                                               Project Visit Audited
                                                               Expenditure > Irregular
                                                               Expenditure Audited Amount
                                                               GBP
 21    Irregularity         Irregularity Reference             Project > Other Project Data   Text       Irregularity linked to the selected
                                                               > Irregularities and Project              visit reference – if no irregularities
                                                               Visits > Irregularities >                 exist, show “No Irregularities
                                                               Irregularity Reference                    Available”
                                                                                                         Ensure that only the latest version
                                                                                                         of the irregularity is displayed
 22    Type                 Irregularity Classification        Project > Other Project Data   Text
                                                               > Irregularities and Project
                                                               Visits > Irregularities >
                                                               Irregularity Classification
 23    Status               Irregularity Status                Project > Other Project Data   Text
                                                               > Irregularities and Project
                                                               Visits > Irregularities >
                                                               Current Irregularity Status
 24    Date Raised          Irregularity Date Raised           Project > Other Project Data   Date
                                                               > Irregularities and Project
                                                               Visits > Irregularities >
 25    Irregular Amount     Irregular Expenditure Total GBP    Project > Other Project Data   Currency
       (£)                                                     > Irregularities and Project
                                                               Visits > Irregularities >
                                                               Irregularity Financials >
                                                               Irregular Expenditure >
                                                               Irregular Expenditure Total
                                                               GBP




33283018-059d-4270-8f41-a656e362c7c5.doc                                                                                        page 9 of 12
03.02 Visit Detail Report



 Ref   Label                Description                  Source – Framework ref          Format   Comments
 26    Status               Visit Status                 Project > Other Project Data    Text     Visit history data – show transition
                                                         > Irregularities and Project             history for all versions of the visit
                                                         Visits > Project Visits >
                                                         Project Visit History >
                                                         Project Visit Status
 27    Date                 Visit transition date        Project > Other Project Data    Date
                                                         > Irregularities and Project
                                                         Visits > Project Visits >
                                                         Project Visit History >
                                                         Project Visit Status Start
                                                         DateTime
 28    Owner                Visit transition user        Project > Other Project Data    Text
                                                         > Irregularities and Project
                                                         Visits > Project Visits >
                                                         Project Visit History >
                                                         Project Visit Transition User
                                                         Name
 29    Role                 Visit transition user role   Project > Other Project Data    Text
                                                         > Irregularities and Project
                                                         Visits > Project Visits >
                                                         Project Visit History >
                                                         Project Visit Transition Role
                                                         Description
 30    Comment              Visit transition comment     Project > Other Project Data    Text
                                                         > Irregularities and Project
                                                         Visits > Project Visits >
                                                         Project Visit History >
                                                         Project Visit Comment




33283018-059d-4270-8f41-a656e362c7c5.doc                                                                               page 10 of 12
03.02 Visit Detail Report



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

 Item                                                   Comments
 None

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         Project          Project > Project Reference         Cascades from        N          None      N Drop       N
                                Reference –      Number + „ – „ + Project >          Programme –                               down
                                Project Name     Project Name                        only list projects
                                                                                     which have
                                                                                     received a visit
 4              Visit           Visit            Project > Other Project Data >      Cascades from        N          None      N Drop       N
                Reference       Reference        Irregularities and Project Visits   Project                                   down
                                                 > Project Visits > Project Visit
                                                 Reference




33283018-059d-4270-8f41-a656e362c7c5.doc                                                                                                page 11 of 12
03.02 Visit Detail Report



Sort Order
 Report Field                   Direction   Horizontal / Vertical (applies to Crosstab reports only)
 Date (Visit History Section)   Desc




33283018-059d-4270-8f41-a656e362c7c5.doc                                                               page 12 of 12

				
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