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Status In progress
Created by Tara Athanasiou
Created on May 25, 2022

Reporting tool

Organisations using the Interweave Portal are requesting reports or data to show usage of the portal. They need to look at individual usage and patterns around this, like frequency and times of use, and also to see what panels and data are being used. It would be useful to have a data visualisation tool that organisations can use direct rather than relying on adhoc provision of the raw data in excel or push reports. In the early stages of roll-out, it's fairly easy to match users and services/depts within an organisation, but going forwards this will become more problematic. We could perhaps also consider adding this as a required field for new user set-up.

  • Attach files
  • Debbie Westmoreland
    Reply
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    Mar 4, 2024

    Hi Marc - this idea was logged quite some time ago and contains some useful thread discussions about whats needed so I wouldn't want to duplicate or start another one and lose this. Thanks,

  • Debbie Westmoreland
    Reply
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    Jul 18, 2023

    Hi Ian

    I received this automated response from the Aha and wondered if we could have any more details on what has been shipped? As you know we have accounts in the HNY keen to get hold of reporting capability, so we�re keen to be able to share key updates to those accounts. Any guidance materials that have been developed to support users would be great.

    Many thanks,

    Debbie Westmoreland
    HNY Shared Record Delivery Programme

    Mobile Number: 07843 098385
    Email: dwestmoreland@nhs.net

    Advanced Notice of Leave:
    31/08/23 to 15/09/23 (inc)

  • Donald Richardson
    Reply
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    Apr 26, 2023

    This would allow us to gain insight into which connections are being used and accessed with potential to improve communications strategy leading to improved utilisation. Not sure who knows about what data is accessible to aid management

  • Debbie Westmoreland
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    Apr 26, 2023

    Hi Ian - aware that this is now 'planned' but wanted to add some further details following engagement with YSFT recently. There is a keenness for organisation providing data to the YHCR/Interweave to be able to see access to their data. Comment received from Donald Richardson YSFT CCIO: Do we know who is accessing Y&STHFT records and how many times record are being accessed (by safeguarding and primary care teams for example)? It might help us decide on a comms strategy if low numbers given they now have access.

    This comment came as a result of a visual that we are developing in the HNY to show who in the region now has the capability to consume data from the YHCR through what method (portal, context launch etc), and conversely which organisations are providing what data to the Interweave now (live) and to follow (planned). The purpose of the tool is to enable users to at a glance see what might be possible using the YHCR NOW and what might be possible 'soon'...

    Data usage stats and tools will be important to supporting the strategic planning and benefits realisation for the partnership. Are you able to update where we are with this please? Also whether the reporting tools will be included as a module within general access in addition to some elements being available to admins?

  • Debbie Westmoreland
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    Nov 29, 2022

    Hi Ian - note this is set to 'future consideration' but aware from conversations we've had recently that there is some work going on to develop a plan to realise usage reports/visualization tools etc. Is this covered by another idea?

  • Admin
    Ian Clucas
    Reply
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    Sep 12, 2022

    discovery workshop arranged for 21/9/22

  • Admin
    Ian Clucas
    Reply
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    Jul 18, 2022

    with the release of sprint 35, it is now possible for us to add Departments to Tenancies, so that users can then be allocated as such, please raise a Jira ticket if you would like Depts added to a tenancy - atm this is something we will need to do for you, but we will roll out this functionality to tenant admins in the near future

    Once your Depts have been created, Tenant Admins CAN allocate them to the user accounts

  • Tara Athanasiou
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    May 31, 2022

    Hi Ian, happy to support with this. The best way to do this would probably be for you to speak directly to the end-users. I'd be happy to invite you to one of the regular project meetings with have with Hull CC, North Lincs Council and others or if you wanted to get broader feedback to share an invite for a requirements gathering session with our stakeholders in HNY. Just let me know what you'd prefer. Thanks, Tara

  • Admin
    Ian Clucas
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    May 26, 2022

    thanks Tara, the first requirement is already on the backlog so I will link to this idea. To help our thinking it would be useful to understand what a 'killer report' could look like - if you were to design it, what would it look like?

    I'll also add the following as a separate item

    • add a field to the user record, to enable organisations to categorise users based on dept/service

  • Bryan Croxford
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    May 25, 2022

    Totally agree with this, not only to see how useful the portal or parts of the portal are, it's also useful for us as an LA to see who's using the portal on a regular basis, or more to the point, who's not, so we can start to have those conversations as to why not and what we can do to make the solution better.

    Bryan

  • David Jackson
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    May 25, 2022

    I support this request. As a council it is important we have ways to monitor usage of the YHCR by our workforce. We can then link this to why the YHCR was actioned with our case management system to evidence the value to our senior management and other council's who are considering onboarding.