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CAM Data Reports Training Presentation 1/30/2019
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CAM DATA REPORTS TRAININGOregon Department of Human Services
▪ Printable supplemental training materials, including a Workbook
and Job aid, are referenced throughout this session to help your
understanding of this training
• Call this number to hear audio (if you can’t hear through Skype)
1 (503) 934-1400 Conference ID: 6886684
• Please note this session is being RECORDED
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Topic 1: Reporting Concepts
Topic 2: Report TabReport FoldersPre-built Reports and Report Types
Topic 3: Run a ReportRunning a Pre-built ReportSaving the ReportExport Report DataPrint a Report
Topic 4: Create a New ReportChoosing Report TypesSaving the ReportAdding Timeframes, Filters, and FieldsChanging Report FormatsAdding Visual Charts
Training Agenda
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CAM Reports Training Materials
▪ Recorded training session (available following this session)
▪ PowerPoint (used in training session)
▪ Workbook (with demonstration and practice scenarios)
▪ Job Aid (with report types and filter syntax)
Materials Overview
Remember!! You can always reach out to [email protected]
after this training for assistance with reporting needs!
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▪ Understand the benefits of CAM reporting
▪ Describe report tools and definitions, including report formats and types
▪ Navigate the CAM reporting folder structure and search for pre-built reports
▪ View a report, understand data fields
▪ Run an existing report without changes and a report with different data field
selections
▪ Export report results and return to the CAM Report home page
▪ Modify an existing report and save as a new report
▪ Create a new report
Learning Objectives
By the end of this training, you will be able to:
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Topic 1: Reporting Concepts
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Reporting Concepts
Before……and Now
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Reporting Concepts
Benefits of CAM Reporting
▪ Every field in CAM is available for reporting
▪ Any combination of data is available for reporting
▪ Choose from different formats and can be shared with others
▪ Quickly assemble data and narrow search results to find answers to process questions
▪ Create visual charts to show different views of data and comparisons of data
▪ Quicker business decisions
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Reporting Concepts
Did You Know?
▪ You have two main options to start a report in CAM:
Open and run a pre-built report
Start from scratch using a Report Type and
then customize
▪ Modifying Report Formats
▪ Adding Visual Charts
▪ Exporting Data
▪ Building Dashboards
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Reporting Concepts
Reporting Tools & Definitions
Take a moment to review definitions in your workbook!
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Reporting Concepts
Reporting Tools – Report Formats
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Reporting Concepts
Reporting Tools – Report Formats - Tabular
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Reporting Concepts
Reporting Tools – Report Formats - Summary
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Reporting Concepts
Reporting Tools – Report Formats - Matrix
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Reporting Concepts
Reporting Tools – Report Formats - Joined
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Reporting Concepts
Reporting Tools – Report Types
To see the data you want on your report,
you need to know what Report Types
(objects) to pick. Report Objects contain the
field level data you want.
• Report Types contain Objects
• Objects contain fields
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Reporting Concepts
Name, Gender, Phone, Street,
Age, Prime
Risk
Management
Victim
Reporter
Protective
Services
Service Prov
Actions
Deviations
Finding, Abuse Type, Allegation
StatementAllegation/AP
Name, Relationship Type,
Anonymity?
Status, Type, Start Date,
Arranging Service
Status, Start/End Dates,
Outcome
Person Responsible, Service
Provider Name
Type, Reason, Approval Status,
Created date
InterviewsDate of Activity, Conducted with
Intake Number
Intake Type
Responsible County
Investigative Authority
Victim Name**
Primary Reporter**
Initial Response Due Date
Investigation Due Date
LEA Info
Incident Date
Service Provider at Time of Incident
What is the Concern You Want to Report?
Summary of Reporter’s Concern
Eligibility Information
Victim Location Information….
Reporting Tools – Report Types
Fields in CAM
Data Tables Objects
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Demonstration
Reporting Concepts
Reporting Tools – Report Types
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Reporting Concepts
Roles and Permissions
▪ Profiles – Determine what you can do in CAM,
such as view, create, edit, etc.
▪ Roles – Are assigned to determine what data you
can see or have access to in the system.
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Reporting Concepts
Can You Guess the Report Format?
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Topic 2: Report Tab
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Report Tab
Report Tab – Main View
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Report Tab
Pre-built Reports
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Report Tab
Report Types Job Aid
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Report Tab
Report Tab
Folder Review
Pre-built Reports
Report Type Folders
Demonstration
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Topic 3: Run a Pre-built Report
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Run a Pre-built Report
Demonstration #1 - Overview
Business purpose: I want to see all my open investigations.
Who can run this
report?
Screener
Investigator
Supervisor
Where do I go in
CAM?
• Go to the Reports Tab - Unfiled Public Reports folder.
• Open the APS My Open Investigations report.
• Review the show details, timeframe, filters, and data columns.
• Review the report format.
• Run report as is.
APS My Open Investigations
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Run a Pre-built Report
Demonstration #1 - Example
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Run a Pre-built Report
Report Demonstration #1APS My Open Investigations
Run a Pre-built Report
Follow along in your Workbook!
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Demonstration #2 - Overview
Business purpose: I want to see all my screener/ investigators’ open work created in the last 90 days.
Who can run this
report?
Screener
Investigator
Supervisor
Where do I go in
CAM?
• Keep previous report open
• Review the show details, timeframe, and data columns
• Change timeframe and run the report
All My Team’s Open Investigations for Previous 90 days
Run a Pre-built Report
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Demonstration #2 - Example
Run a Pre-built Report
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Report Demonstration #2All My Team’s Open Investigations for Previous 90 Days
Run a Pre-built Report
Run a Pre-built Report
Follow along in your Workbook!
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Business purpose: I want to see my team’s open intakes and investigations created in the last 365 days with screening and investigation due dates.
Who can run this
report?
Screener
Investigator
Supervisor
Where do I go in
CAM?
• Keep same report open
• Customize report options to show all investigation and timeframe
• Add filter logic
• Add and remove data columns
• Save and run the report
APS All My Team’s Open Intakes/Investigations for Last 365 Days
Run a Pre-built Report
Demonstration # 3
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Run a Pre-built Report
Demonstration #3
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Run a Pre-built Report
Run a Pre-built Report
Report Demonstration #3APS All My Team’s Open Intakes/Investigations for Last 365 Days
Follow along in your Workbook!
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Run a Pre-built Report
Report Type Job Aid: Intakes/Investigations
35Follow along in your Job Aid!
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Topic 4: Create a New Report
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Create a New Report
Create a New Report – Demonstration # 4
Business purpose: I want to bring a report to a team huddle that shows my team’s open intakes and investigations with due dates.
Who can run this report? Screener, Investigator, Supervisor
What Report Type objects
to start with?
• Intakes/Investigation
Where do I go in CAM? We will be creating a new report using a report type with one object. We will be adding filter logic and field data columns to show all open intakes/investigations for my team.
Hanna’s All Open Intakes/Investigations
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Create a New Report
Create a New Report – Demonstration # 4
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Create a New Report
Create a New Report
Report Demonstration #4All Open Intakes/Investigations
Follow along in your Workbook!
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Create a New Report
Create a New Report – Demonstration #5
Business purpose: I want to see all of my team’s investigations that have substantiated allegations because I need to send out safety letters.
We want to see data points from two objects: investigations and allegations.
Who can run this report? Screener, Investigator, Supervisor
What Report Type
objects to start with?
• Intakes/Investigation
• Allegation (whether or not it has been substantiated)
Where do I go in CAM? • Start with building a new report and selecting a report type from the Other Reports folder.
My Team’s Substantiated Facility Cases (Safety Letters)
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Create a New Report
Create a New Report – Demonstration #5
My Team’s Substantiated Facility Cases (Safety Letters)
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Create a New Report
Create a New Report
Report Demonstration #5My Team’s Substantiated Facility Cases (Safety Letters)
Follow along in your Workbook!
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Reporting Concepts
Create a New Report – Demonstration #6
Business purpose: I want to see all my team’s intakes (reports of abuse.)
I want to sort them by owner and month.
We will be modifying the 1 and will be adding/changing filter logic, data columns, and we will change the report format to a matrix format.
Who can run this report? Screener, Investigator, Supervisor
Where do I go in CAM? • Start with building a new report and selecting a report type from the Other Reports folder.
All Open Reports of Abuse by Owner/Month
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Create a New Report
Create a New Report – Demonstration #6
All Open Reports Abuse by Owner/Month
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Create a New Report
Create a New Report
Report Demonstration #6All Open Reports of Abuse by Owner/Month
Follow along in your Workbook!
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Create a New Report
Workbook Scenarios
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● Questions?
● Contact CAM Support: [email protected]
● We encourage you to use your Workbook and Job Aid to practice in CAM so
that you can create reports that meet your office needs!
The END!
Training Session Summary