Copyright 2011

Copyright 2011

OCR v3.0 FeaturesFall 2011

Copyright 2011

Under the HoodOur customers now store over 6 million records in our database. In order to maintain data integrity, we are updating our servers and backup processes this summer as part of the 3.0 upgrade.

In addition, we are upgrading to the latest version of Microsoft Reporting Services, which allows both our team and yours to create more dynamic and useful reports.

This is our first significant upgrade to OnCorps Reports since 2009, and will provide for faster data downloads, and reduce the occasional user session errors experienced during busy reporting periods.

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- Add Beale Codes to Service Site Record- Upgrade export software (MSRS) to allow for filtering- Upgrade onscreen dashboard and visualization tools- Upgrade servers for faster downloading- Upgrade Great Stories, Performance Measures & Volunteer Mobilization Reports- Add audit logs for program progress and financial reports- Upgrade timesheet filtering and search tools- Upgrade approval features for timesheets- Add several VISTA progress reports and timesheets- Add Program Staff timesheets- Add 10% Admin Rule added to PER/Budget Forms- Add Member enrollment status and hours report- Add Approve timesheets via member roster- Upgrade Headers on columns to allow “sort” on data set- Performance Measures copy over year-to-year automatically- Add ability for Staff and PDs to create simple surveys

New Features and Reports

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3.0 Feature Overview

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New Timesheet Filters/Search

Simplified, more granular filtering, all

user levels from Staff through

Supervisors

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New Timesheet Filters/Search

Easy to see late or missing timesheets

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Enhanced Great Stories Reports

Attach files, including images or documents…

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Activity Log & Audit Report

Admin/Staff/PD User Levels

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Review Performance Measure Reports

Admin/Staff User Level

Easier to sort onscreen

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National Performance

Measure Reports National PM Progress Reports allow Staff/Admin users to compare progress across all programs that are using the same Performance Measure- for an “apples to apples” comparison of progress

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New! Compiled Program Progress

ReportCombine current modular reports into one multi-part report that Program Directors can file semi-annually, monthly, or quarterly. Sections include:

--Great Stories---Program Progress in CNCS Initiative Areas----Successes and Challenges-----Demographics ------Member Enrollment Report-------Volunteer Mobilization Reports--------Civic Engagement Reports----------Capacity Building Reports

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Add Program TYPES to Reports

Add the following program “types” to Program Record, so staff can filter expense reports or other reports by:

•Competitive•Formula•EAP•Fixed Amount Grants•VGF•VISTA•Learn and Serve•HHF

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“Extension Approved” &“Submission Date”

NoticesAdd "Extension Approved” checkbox to all financial forms (and PD level reports) that have a specific submission due date required.

Add submission date on Program Progress reports, regardless of whether they require approval.

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Create surveys and

assign toany or all user

groups

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Member Service Dashboard

As of 2/14/2011 (today): <the AmeriCorps Program> has had <24 full-time> and <5 part time> AmeriCorps members serve <2900> hours, benefitting<390> individuals.

<the AmeriCorps Program> Members have mobilized <239> community volunteers, who have collectively provided <3400> hours of volunteer service.

<the AmeriCorps Program> Members have submitted <250> Great Stories, and <300> Direct Service Reports

<the AmeriCorps Program> Members have completed <25> Civic Engagement Activities.

<the AmeriCorps Program> Members have completed <340> hours of member development activities.

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New Dashboard Options

Upgrade to Microsoft Reporting Services=More visual representation options!

Member hours toward completion

Track beneficiary progress

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VISTA Assignment Description (VAD)

and Progress Reports

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VAD with Quantitative &Narrative sections

Supervisors can report on progress toward

“Objectives” monthly or quarterly

VISTA AssignmentREPORTS

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Assign rating “stars” to narrative

reports

VISTA REPORTS

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Aggregate quantitative

data across all Volunteers

VISTA REPORTS

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10% Flag/Check in Budget YTD

Budget = [(Grantee Cash admin subtotal + Grantee In-Kind admin subtotal) / (Program Operating Costs Subtotal)] %

YTD = [(Grantee Cash admin subtotal + Grantee In-Kind admin subtotal) / (Program Operating Costs Subtotal)] %

*Create a flag only if the YTD is over the budget. This would include a Yes/No flag on the YTD Actual line based on comparing YTD Actual to Budget.

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Compiled Service & Volunteer Report

Submitted by Supervisors or PD’s

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Member Enrollment X Hours Report

Developed for Fixed Grant Awards

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Staff/PD Timesheets

Track Hours by Grant, Activity or other Variables

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Staff/PD Timesheets

Track Time/Days off by category

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Approve Timesheets (Batch/Roster Style)

Review, approve, reject or unlock member timesheets-- from one page

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Member Service Maps

Data source:Enrollment status stored in member records

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Alternate View

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Under Consideration-- Choose from approved PERs to include in Aggregate PER report-- Allow supervisors to file performance measure progress reports-- Send notices to supers and PDs about submitted member service reports-- Retain all rejection comments on member timesheets-- Allow programs to download ALL member timesheets (zip file)-- Allow staff to download all report data in (zip file) for archiving

** Some of these will be underway but not ready for release on Sept.1

Copyright 2011

3.0 FeaturesFall 2011