Workload Management: Weekly Reporting Screen

NOTE: Weekly Reporting is currently hidden in Production as functionality is being redesigned

This process encompasses the navigation and management of the Weekly Reporting screen.

Note that while data sets can be added or removed for Weekly Reporting manually, ALL data is automatically cleared on a bi-weekly basis.

1. To access the Weekly Reporting screen, select the Weekly Reporting option from the Workload Management menu on the left.

2. Weekly Reporting can now be viewed and managed either by Component or Organization.

• When the Weekly Reporting screen opens - select either the Component or Organization option.

• On the next screen, select the desired organization or component (depending on which view was selected on the prior screen) from the drop-down provided, then select the 'Load' button.

• The selected organization or component with 'Current' date data will display in Weekly Reporting section.

• NEW: Because there are now two different views for Weekly Reporting (at the Org level and Component level) - the system does not automatically pull the latest and greatest data sets for Weekly Reporting, so as not to accidentally overwrite a report that a user may be working on, to ensure that the latest and data is rolling up from Projects/Activities under the selected Organization or Component, select the 'Refresh Project/Activity Data' option from the Actions drop-down

• To view data from previous publication dates, select from the drop-down list provided. 

2. To edit unpublished current data, select the 'Edit' option from the Actions drop-down on the top right of the screen.

• Add/Modify information as needed and select 'Save' button on the top of screen when done.

3. To publish the current screen, select the 'Publish' option from the Actions drop-down on the top right of the screen.

• Note that the 'Publish' option will ONLY be available for 'Current' date entry.

• Confirm publication by selecting 'Yes' in the pop-up confirmation modal.

• The date indicates when the entry is published.

• If there are multiple published entries are made within the same day, a numeric number will be added next to published date.

4. To delete any existing publication entries, select the date entry from drop down list then select 'Delete' option from the Actions drop-down on the top right of the screen.

• Confirm that the Weekly Report should be deleted by selecting 'Yes' in the pop-up confirmation modal.

5. To export any existing publication entries, select the published date entry from drop down list then select 'Download' option from the Actions drop-down on the top right of the screen.

• Weekly Report is created in MS Word document.