User Activity v2
Executive Summary
User Activity v2 is an administrative reporting screen that extracts the usage log of the application into an Excel file. Administrators choose a branch and date range, optionally narrow the log by user, employee, client, visit and application pages, and the system builds a spreadsheet. Each extract is kept as a job on this screen so that the file can be downloaded again and the criteria that produced it can be reviewed. The employee and client searches use AlayaCare.
Key Features
- Start a new user-activity extract for a branch and date range
- Narrow the log by user, employee, client, visit ID and application pages
- Pick pages by menu group, with Select All In Group and Deselect All In Group
- Review past extract jobs, with start and end times and duration
- Download the Excel file of a completed job again at any time
- Open a job to see the criteria used
Typical Workflow
- Select a branch at the top of the page (when more than one is available) to see its jobs.
- Click Start A New Report.
- Set the Date Range and any of the optional filters, and tick the pages to include.
- Click Ok and wait for processing. The Excel file downloads when it finishes.
- Later, use the Download XLS icon on a row to download it again, or Edit to see which filters were used.
Available Permissions
The following permissions are available to be assigned to AlayaCare Roles:
| Attribute | What It Controls |
|---|---|
| View | Open the page, start extracts, download files and view job details |
| All Branches | Choose All Branches in the branch selectors |
Main Grid
The grid lists the extract jobs for the selected branch, newest first (14 rows per page). The first four columns stay in view when scrolling sideways.
| Column | Description |
|---|---|
| ID | Job number. |
| Branch | Branch of the extract. |
| Added | When the job was started, in your time zone. |
| Added By | User who started the job. |
| Employee | Employee filter used on the job, when set. |
| Client | Client filter used on the job, when set. |
| Visit ID | Visit filter used on the job, when set. |
| From | Start of the date range. |
| To | End of the date range. |
| Processing Start | When processing began, in your time zone. |
| Processing End | When processing finished, in your time zone. |
| Duration | Time taken to process the job. |
| Cancelled | When the job was cancelled, if it was. |
| Manage Records | Contains the Edit and Download XLS buttons. |
Main Grid Filters
| Filter | Purpose |
|---|---|
| Branch (top right) | Limits the list of jobs to the selected branch. Changing it reloads the list. |
Actions
| Button | Description |
|---|---|
| Start A New Report | Opens the Start A New Report dialog. |
| Edit (row button) | Opens the Details dialog for the job. Works only for jobs that have a file. |
| Download XLS (row button) | Downloads the job's Excel file. Does nothing when the job has no file. |
| Edit (right-click a row) | Opens the Details dialog for the job. |
| Download (right-click a row) | Downloads the job's Excel file. |
Dialog Components
Start A New Report
Opens from Start A New Report. Ok starts the extract; use the close icon to leave without starting it.
| Field | Purpose |
|---|---|
| Branch | Branch of the extract. Defaults to the branch selected on the page. |
| Date Range | Period of the log to extract. Required unless a Filter Visit AC ID is entered. |
| Filter User | Optional multi-select of users. Only their entries are included. |
| Filter Employee | Optional search for one employee (searches AlayaCare within the branch). |
| Filter Client | Optional search for one client (searches AlayaCare within the branch). |
| Filter Visit AC ID | Optional AlayaCare visit ID. When entered, the log for that visit is used, limited to the date range if one is set. |
| Select All In Group / Deselect All In Group | Ticks or clears every page in the menu group currently shown. |
| Menu group list | List of menu groups. Select one to show its pages. |
| Menu Title grid | Pages of the selected menu group. Tick the pages to include; the ticks are kept as you move between groups. When no page is ticked, all pages are included. |
Details
Opens from Edit on a job. Shows a read-only summary of the criteria used. Close closes it.
| Field | Purpose |
|---|---|
| Filter Branch | Branch of the job. |
| Filter Employee | Employee filter used, when set. |
| Filter Client | Client filter used, when set. |
| Filter Visit ID | Visit filter used, when set. |
| Filter Pages | Pages included. |
Dependencies
The following tables must be configured for lookups on this view to work:
| Table | Description |
|---|---|
| Branches | Branches offered in the branch selectors. |
| Roles and permissions menu list (menu groups and view names) | Menu groups and pages offered for selection when starting a report. |
Processing Overviews
This section describes what happens after you confirm a processing action.
Start A New Report
- Requires a branch, and a date range unless a visit ID is entered ("Please select a valid branch" or "Please select a valid date range" is shown otherwise). Signs in to AlayaCare first; if sign-in fails, nothing is started.
- Closes the dialog and shows a progress panel. The panel has a cancel option.
- Loads the log entries: the entries for the visit ID (limited to the date range when set) or, without a visit ID, all entries in the date range.
- Applies the filters you chose: users, pages, client and employee.
- Creates the job, recording the branch, date range, who started it and the criteria used.
- Builds an Excel workbook with a General sheet listing the criteria (date range, branch, client, employee, pages, actions, types, users and visit ID) and a Data sheet with one row per entry, newest first: ID, Action Dt, User, Type, Action, View, Client UID, Employee UID, Visit ID, Facility ID, IP Address and Details.
- Stores the file on the job, downloads it as UserActivity_{date and time}.xlsx and shows "Exported Successfully". If building the file fails, a warning "Error exporting" with the reason is shown.
- Records the processing end time and duration, marks the job Completed (or Cancelled if you cancelled), and reloads the grid.