What's the logic behind the data in the Employee Person Served report?
All Users
Authorizations are included on the report if the authorization span occurs within the filter date range.
Career Consultant = Authorization > Assigned Staff - or - (if blank), the Assigned Staff on Person profile > Career Consultant
Case Manager = Authorization > Funding Source Contact
Begin Date = Authorization Start Date
End Date = Authorization End Date
Completed date = Auth Line
Completion Status = Auth Line
Units = Authorization units
Freq. Units = Authorization > Auth frequencies. Reported in units based off the Service/Phase Utility > Service rounding rules
Amount = Auth Line > Amount
Srv Qty = Auth Line > Type
Special Instructions/Notes = Authorization > Auth frequency > FrequencyNotes - AND - Authorizations > Comments
Completed Date = Auth Line > Completed Date
Completion Status = Auth Line > Completed Date = Complete, no completed date = Incomplete
Completed By = Auth Line > Completed by