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titleHandout

Download this handout for a summary of how to use this report.

Click here to download

The Worker Activity Report shows a summary of form and case activity by user or group. This can help you identify the following:

  • Users not using the phone
  • Amount of work done (forms submitted, cases created, case closed)
  • Follow Up Rates (what % of clients have had a visit over a time period)

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  • User Wise: The report will display a summary of work for each mobile workers
  • Group Wise: If you've organized your users into groups (Mobile User Worker Groups), then you can use summary information for each group.  For example, this is valuable if you have organized your users into teams and want to view how each team is doing.  

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Understanding the Report Columns

Form Data

This display displays form-wise information:.

  • # of Forms Submitted: This lists the number of forms submitted in the selected time period.  This is a high level overview of how much work the mobile worker has done. 
  • Avg # of Forms Submitted: This lists the number of forms sent on average over the last 3 same-sized time period.   If periods.  For example, if your date range is a one week for examplelong, this will show on average how many forms are sent in each weekhave been submitted in the 3 preceding one-week periods.  Comparing "# of Forms Submitted" and "Avg # of Forms Submitted"  can provide a sense of how a particular user or group has performed compared to their recent performance over a similar time span.
  • Last Form Submission - Date of last form submission in chosen date range.  If you are running a group-wise report, this will show the number of users in the group who have submitted a form.   This will list None if the user has not sent in a form. 

Case Data

This shows the changes to open cases.

  • # Cases Created - Number of cases created in the date range.  You may want to review any newly created beneficiaries for the mobile worker or group.
  • # Cases Closed - Number of cases closed in the date range. You may want to review why a particular beneficiary was removed.

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  • # Active Cases - Number of cases that the user edited in the time period (beneficiaries visited in time period).  This includes cases created, cases updated and cases closed.  
  • # Total Cases - Total number of cases that the user was responsible for over the date range.  This includes cases that were potentially open at the beginning of the chosen date range, but are now closed.  This helps you identify the workload for the user over the time period.  If someone has a low number of beneficiaries, this could indicate an issue.
  • % Active Cases - The percentage of total cases that user has followed up with in time period (# Active Cases / # Total Cases).  This indicates how many of their clients the mobile worker or group is visiting. 

Using the Report

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Many of the columns are actually link links that let you drill into more details about the information:

  • If you are viewing group-wise data, clicking on the group name will open the Worker Activity Report in user-wise view for that group.
  • Clicking on the form submissions will show you the actual forms submitted by the user over the time period.
  • Clicking on cases created and or cases closed will show a list of the cases created or closed, respectively, by the user in the time period.
  • Clicking on total cases will show the cases for that user over the chosen time period.

Sorting and Paging

Clicking on the column headers to will sort data by that column; clicking once will sort in ascending order, and clicking again will sort in descending order.  Use the paging controls at the bottom of screen to view additional information (if you have more than 10 mobile workers, for example). 

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