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