Trak Schedule Reports provide designated team members with the ability to generate reports about the activities of the CAC, and/or specific personnel that are related to their cases. Additionally, Schedule Reports includes the ability to generate General Event Schedule Reports.

NOTE: Your access to case/people data is determined by the Case/People Access privileges granted to you by your CAC’s Trak Security Officer. A message will display at the top of the page telling you if your access is limited in any way. Contact your local CAC Security Officer if you need assistance.

This report will display a schedule of the Events (MDT meetings/Case Reviews, Sessions/Visits with children and/or families, and Court Appearances) that have been entered into Trak for each day(s) that you select in the Date Range.

The report includes the following information, organized by Day and Event Type:

• Time

• Status of the Event (so you can see upcoming events or review events that have already taken place)

• Location – where the event will take place

• Type – For example a medical exam can be an initial or a follow-up exam.

• Information about the Case/Child involved (with the exception of MDT meetings since a list of case to be reviewed can be accessed via the MDT link on the Home Page Main Menu Bar).

o CAC Case Number

o Alleged Victim/Client Name

• Provider Name – name of person leading or conducting the event /activity

• Observer’s Names – names of others scheduled to participate in the event /activity

This report works like the CAC Daily Schedule but it is specific to one of the personnel that you select who works for an agency that is a part of your multi-disciplinary team. The report is also organized by date.

This report will display General Events that were added to the Calendar.

STEP 1: Select the Report Type

Select “Schedule” from the “Reports” drop down menu on the left side of the page.

Figure 1. “Schedule” on the Reports menu

Select “CAC Daily Schedule” or “Personnel Schedule” from the “Report Type” drop down menu.

Figure 2. “Report Type” drop down menu

STEP 2: Select Event Type & Status

You can create a report of all events, some selected events, or even just one event. Select the check boxes for the Event Types you want to include in the report.

Do the same for the Event Statuses.

Figure 3. “Event Types” and “Event Statuses” check boxes

STEP 3: Start and End Dates

Use the “Start Date” and “End Date” calendars to create a date range for the report. For example, you can create a report for one day, a week, a month or any other date range. You can use the calendar icon to select the dates or enter the dates in MM/DD/YYYY format.

Figure 4. “Start Date” and “End Date” calendars

STEP 4: Select Report Format

Select the file format from the “Report File Type” radio buttons. Only one selection can be made at a time. The default format will be what is set under “Reports Setup” for your CAC but you can choose a different format depending on what you want for this report.

The choices include:

• PDF – non-editable, finished report format

• Word – open in Word format, or save to your computer as a Word document so you can edit. A pop-up window will display from your computer asking you if you want to open the file or save the file. You can select either. To save the file, click ‘Save’ and you will then have the chance to identify where you want to save it and what you want to name it.

• HTML – a format that you can view without page breaks like any other web page.

NOTE: Check the “Separate Page for Each Day” box to make your report have only one day’s worth of information on each page of the report.

Figure 5. “Report File Type” and “Separate Page for Each Day” fields

Click the “Run Report” button to generate the report for you.

STEP 1: Select Report Format

STEP 2: Select Report Event Category, Event Type, Start Date, End Date, and Report File Type.

Note: Event Category and Event Type are Pick Lists that are configured by the CAC.

STEP : Run the Report

Note: There is an option to hide names from the report. The names that are hidden are the attendees or staff members who were assigned to the event.

Troubleshooting

If you get an error message and/or your report will not run, there are two things to check on your computer:

• Under Internet Explorer, choose Tools.

• Under Tools, choose Internet Options.

• Under Internet Options, click on the Security tab, and then click on "Custom Level".

• Find the "Downloads" section of custom level security settings.

• Click on "Enable" for "File downloads"

• Click “OK.”