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QUICK REFERENCE by mikeholy

VIEWS: 14 PAGES: 5

									                                           QUICK REFERENCE
                                             Project: Datasets
                                          Date: 25 June 2010


                                                      PRINCE2
                                         Author: David Jolliffe
                                            Owner: Mike Scott
                Client: London Safeguarding Children Board
   Doc Ref: LSCB Datasets Quick Reference 25 Jun 10.doc




360 systems limited. stanlaw abbey business centre, dover drive, ellesmere port, ch65 9bf.
               t: 0151 355 7911 f: 0151 355 7818     www.360-systems.com
                   registered in England no. 3842338 vat no. 748 3467 96
                                                     QUICK REFERENCE
                                                      Project: Datasets
                                                     Date: 25 June 2010




         Contents

         1    Introduction .......................................................................................... 3
             1.1   Live System .................................................................................... 3
         2    Data Load ............................................................................................. 3
             2.1   Load Indicator Data .......................................................................... 3
             2.2   Load Comparator Data ...................................................................... 3
         3    Baskets ................................................................................................ 3
             3.1   Baskets........................................................................................... 3
             3.2   My Baskets ...................................................................................... 3
             3.3   System Baskets ............................................................................... 3
             3.4   Auto Generated Baskets .................................................................... 4
             3.5   View Data > Export to Excel .............................................................. 4
         4    Charts .................................................................................................. 4
             4.1   Charts ............................................................................................ 4
             4.2   My Charts ....................................................................................... 4
             4.3   System Charts ................................................................................. 4
         5    Reports ................................................................................................ 4
             5.1   Reports ........................................................................................... 4
             5.2   My Reports ...................................................................................... 4
             5.3   System Reports ............................................................................... 4
         6    Admin .................................................................................................. 5
             6.1   Admin............................................................................................. 5
             6.2   Users .............................................................................................. 5
             6.3   Organisations .................................................................................. 5
             6.4   Headings/Outcomes ......................................................................... 5
             6.5   Indicator Collection Periods ............................................................... 5
             6.6   Comparators ................................................................................... 5




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                                           QUICK REFERENCE
                                            Project: Datasets
                                           Date: 25 June 2010




         1     Introduction
         1.1 Live System
         URL
         http://datasets.londonscb.gov.uk/
         User Access and Password Reset
         Email mike.scott@londoncouncils.gov.uk with Name, Organisation and Email
         Address.
         Project Issue Tracker
         http://www.360-systems.com/ > My 360 > Log in > Issue Tracker > LSCB PI
         Benchmark.
         Register Issues such as Bugs, New Requirements, Content Configuration. Include
         a description of the issue and how you arrived at it so that our development team
         can recreate the issue. A screenshot attached to the Issue is always useful.

         2     Data Load
         2.1 Load Indicator Data
         From the Load Data option there are input screens for Indicator Data organised
         by Organisation, Basket and Collection point.
         Users select the Basket of indicators and the Collection Point for those indicators
         that they wish to upload for their organisation.
         The input boxes for the selection are displayed for the user to update.

         2.2 Load Comparator Data
         Admin Users go to the Load Data option where there are input screens for
         Comparator Data organised by Basket, Comparator and Collection point.
         Admin Users select the Basket of indicators, the Comparator and the Collection
         Point for those comparators that they wish to upload to the system.
         The input boxes for the selection are displayed for the user to update.
         The data is then available for all reports to compare against.

         3     Baskets
         3.1 Baskets
         A Basket is a mechanism for grouping indicators together. Baskets are used in
         Data Load to generate the Input Screens, and to View Data which allows you to
         export your dataset to Excel.

         3.2 My Baskets
         A list of the Baskets of indicators that the user has created for their Organisation.
         These are not accessible to other Organisations.

         3.3 System Baskets
         A list of the baskets of indicators that have been set up by the Admin User. These
         are available to all users of the system.



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                                          QUICK REFERENCE
                                           Project: Datasets
                                          Date: 25 June 2010




         3.4 Auto Generated Baskets
         A list of the baskets of indicators that are created automatically by the system.
         These are available to all users of the system.

         3.5 View Data > Export to Excel
         Enables the user to download the data that has been input into the system for
         their Organisation. The selection options include Basket, Indicator, Period to
         narrow down the data that is presented for each organisation. If none of these is
         selected, all data for the organisation is made available.
         View data between, enables the user to restrict the data to between two dates.
         Display includes additional items for Grouping by Heading and Outcome and
         whether to include Actual, Target or Comparator data.
         Pressing the Export To Excel button loads the data displayed into a spreadsheet.

         4     Charts
         4.1 Charts
         Charts is a list of chart templates that can be run against datasets contained in
         the system. Each Chart is configured per indicator for the dataset from specified
         Organisations and Comparators. The Chart is then available to be run against
         these datasets for different time periods in reports.

         4.2 My Charts
         A list of the Charts that the user has created for their Organisation. These are not
         accessible to other Organisations.

         4.3 System Charts
         A list of the Charts that have been set up by the Admin User. These are available
         to all users of the system.

         5     Reports
         5.1 Reports
         A Report is a collection of charts for a specific time period. When the Report is
         run, it populates the charts with datasets defined in each chart for the time period
         specified. The report that is generated can then be exported to Word.

         5.2 My Reports
         A list of the Reports that the user has created for their Organisation. These are
         not accessible to other Organisations.

         5.3 System Reports
         A list of the Reports that have been set up by the Admin User. These are
         available to all users of the system.




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                                         QUICK REFERENCE
                                          Project: Datasets
                                         Date: 25 June 2010




         6     Admin
         6.1 Admin
         The Admin section holds the information that configures the system. Only those
         with Administration rights can access Admin.

         6.2 Users
         A list of the users of the system and when they last accessed the system. New
         Users can be added and existing users have their details updated. Information
         about the user includes eMail address, Username and Password plus whether they
         are allowed to login and to what level.
         Username should be their email address.

         6.3 Organisations
         Each Organisation that Loads Data is set up in the system with their Name, Short
         Code that appears on reports and a list of their users. You can View Data and Add
         new users from an Organisation page.

         6.4 Headings/Outcomes
         These are the groupings for Indicator Definitions. Each Heading can have a
         number of outcomes. They are used to create Auto Generated Baskets and group
         together Indicator Charts in Reports.

         6.5 Indicator Collection Periods
         Contain a Name and a series of dates that are used by an Indicator to define the
         datasets that can be loaded. Annual, Quarterly, Monthly. The collection dates
         need to be set up in advance and updated at the start of each year along side the
         indicators that are current in the system.

         6.6 Comparators
         Name and short code for published comparators that can be available for an
         indicator.
         When an Indicator is set up there is the option to add a Comparator.
         Comparator Datasets are loaded from Data Load.




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