This section identifies the process for generating and accessing reports. Due to the complex nature of ORS reports, they are generated offline and are processed via a request queuing system.
To generate ORS reports, complete the following steps:
- Select ‘Generate reports’
- Select the survey type from the drop-down menu
- Select client/s from the drop-down menu
NB: If required, the survey report search can be refined by selecting survey name, date or status from the drop-down menu.
- Completed surveys are identified in the column labelled ‘Status’ + listed as ‘Completed’. The button at the right will be displayed as ‘Reports’.
- To generate a report for a completed survey, click ‘Reports’.
- Select relevant report on ‘Access reports’ page + click ‘Generate’.
- The requested report will be placed in a request generation queue + you can continue working on other projects
- An automated email will advise when the report is available to download in PDF + will contain a link back to the ‘Access reports’ page
- Alternatively, progress can be monitored on the ‘Access reports’ page by viewing the ‘Status’ column. All generated reports are identified as ‘Available’
- Click ‘Download’ + save the report where required
NB: To protect the anonymity of staff, the TRS Comprehensive Reports can only be generated using the ‘All staff’ demographic selection option for organisations with <10 staff.
View sample reports
To view sample reports and ascertain which format will be appropriate for a particular client, complete the following steps:
- Select ‘View sample reports’
- Select the required sample reports to view
Develop action plan
On completion of the survey, it is important to establish a time to meet with your client to review the reports and develop an appropriate action plan.