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Reporting

  • Reporting

  • What reports are available in Horus?
    • There are a number of different kinds of reporting available in Horus. Learn more about how reports work in Horus.

      In individual foundation doctor (FD)/Non-trainee grade (NTG) portfolios:

      • Form completion count for a specific FD/NTG
        • All users with access to the relevant FD's/NTG's portfolio (including the FD/NTG themselves) can see on the Portfolio Overview how many SLEs/CPs/Reflections have been completed for that FD/NTG. 

       

      In the "Admin menu":

      • User search reports
        • Administrators can search for a specific FD/NTG / trainer / other administrator or view a list of all users within a specified location.
        • Trainers can view a list of all FDs/NTGs they have supervised, are supervising or are due to supervise (from the "Supervising" menu).
      • Form completion count for a specific location (listed by FD/NTG)
          • Administrators can view a list of all FDs/NTGs in a specified location they have access to (eg a hospital) and how many of a specific type of form each has completed/has had completed for them:

        This image shows the form count reports section of the admin menu
      • Specific user lists
      • Overviews
          • Administrators can manage a number of processes from this section as well as get an overview of FD/NTG progress
            • Rotations and placements
            • Mandatory certificates 
            • TAB 
            • ARCP 
            • Notices (coming soon) 

        This image shows the overview section of the admin menu
  • How do the reports in Horus work?
    • All reports in Horus have a variety of filters and search functions. 

      • All administrator reports in Horus have a location filter. The options are dependent on the location permission(s) of the logged in user.
        View a short video tutorial showing how to manage locations.
      • Most reports have a
        • foundation grade filter (F1 / F2 / All)
        • training year filter (e.g. 2017-18 or 2018-19)
        • type of learner filter (FD / NTG / All)
        • "Start typing to filter the results in the table" search - for example you could search for a specific foundation doctor's name or GMC number
      • Most form count reports have a "status" filter (completed / awaiting approval / draft / all)
        • The Reflections and Personal Development Plans reports don't have this filter, as these statuses don't apply to them.
      • Most reports can be sorted alphabetically and/or numerically 
        • You sort by selecting the column heading by which you want to sort
        • Examples of useful sorting are A-Z by surname or ascending by number of forms completed - those who have completed 0 of a particular type of form will come at the top of the list.
      • Most reports will be downloadable to Excel.
        • Currently this is only available for the "Placements overview / download" report
        • We will be adding this to other reports later on during 2018. Meanwhile, you can easily copy and paste on-screen report results into Excel.

       This image shows the filters that are available on the form count reports

      Learn more about what reports are available in Horus.

  • How do I view a list of trainers who are supervisors in my location?
    • All supervisors on Horus are created as either "doctor" or "other user". To assign a trainer as a supervisor, an administrator needs to set up and manage a rotation and placements for the relevant foundation doctor/NTG. Learn more about rotation and placement management.

      Once trainers have been assigned to foundation doctor/NTG placements, they will show up in the "Supervisor list":

      This image shows the user reports section of the admin menu with the supervisor list highlighted 

      1. Select "Admin menu", then "Supervisor list".

      2. If required, change the location where you want to search for supervisors. Learn more about location management.

      3. You will see a list of trainers (last name, first name, email address, GMC number (if applicable)), the type(s) of supervisor they are and an option to see more details about a specific supervisor.

      This image shows the supervisor list user report

      4. You can use the "Start typing to search..." box to look for, for example, all trainers who are educational supervisors, or to find a specific trainer. Learn more about how reports work in Horus.

      5. For details about the foundation doctor(s)/NTG(s) assigned to a specific supervisor, select "Show History" next to the relevant supervisor's name.

      This image shows the supervisor history of a user

      There is also a short video tutorial showing how to see a list of trainers who are supervisors in your trust.

       

  • How do I view a list of NTG doctors in my location?
    • All trust and foundation school administrators should be aware of whether there are any NTGs listed at their location on Horus.

      Administrators should ensure that non-foundation doctors using Horus to record their own competences are listed as NTGs.

      The "NTG doctors" report in the "Admin menu" allows you to check this has been done.

      1. Select "Admin menu", then "NTG doctors".

      This image shows the admin menu with the ntg doctors user repoirt highlighted

      2. If required, change the location where you want to search for NTGs. Learn more about location management.

      3. You can filter the results by training year (the current will show as default) and show 10 (default), 25 or 50 results per page.

      4. You will see a list of NTGs (last name, first name, email address, GMC number), the grade and type of NTG they are and placement(s) location and dates.

      5. You can use the "Name / Email" heading to sort A-Z (default) or Z-A by last name. 

      This image shows the NTG doctors user report

  • How do I view a list of doctors undertaking a FiY1 placement in my location?
    • Administrators can view a list of doctors undertaking a FiY1 placement by:

      1. Admin Menu > Foundation doctors
      2. ‘Training year’ drop down > Select ‘2019-20’
      3. Advanced filters
      4. ‘FiY1 Inclusion?’ drop down > Select ‘FiY1s only’
      5. Select ‘Filter’

      This image shows the foundation doctors search filters with the FiY1 inclusion? filter set to FiY1s only

  • How do I check that no NTGs have been listed as FDs at my location?
    • Many reports in Horus (see below) have a "type of learner" filter: 

      This image shows the type of leaner filter that is available on some reports and search pages

      Reports with the filter:

      • Foundation doctors
      • Placements overview / download
      • Mandatory certificates
      • TAB

       

      So, you have a number of options. Two of the easiest are:

      1. The "Placements overview / download"

      • There is a count of results at the bottom of the screen (eg "Showing 375 entries")
      • Select "Exclude NTGs" - note the count of everyone listed as an FD at your location and compare with what you were expecting
      • "Export to CSV" this list - compare with your main FD list (eg in TIS)


      2. The "Foundation Doctors" list

      • As above, view the count at the bottom of the screen when you've filtered for "Exclude NTGs" (found in "Advanced filters")


      Note that in both cases, just the count may not be enough to verify everyone has been listed correctly. 


      Learn more about NTGs in Horus.

  • What do the headings in the TAB form count report mean?
    • This image shows the tab form count report and the heading of each columns

      Open for feedback - Number of TABs currently open and within the time-limit, so feedback can be obtained.

      Closed for feedback - Number of TABs that have expired and are no longer accepting further feedback.

      Released - Number of TABs that have been summarised and released to the foundation doctor/NTG.

      Unreleased - Number of TABs that have been summarised and have not been released to the foundation doctor/NTG.

      Satisfactory - Number of TABs that have met the requirements of a TAB and been marked as satisfactory in the TAB summary.

      Incomplete - Number of TABs that did not meet the requirements of a TAB and have been marked as incomplete in the TAB summary.

      Invalid - Number of TABs that did not meet the requirements of a TAB and have been marked as invalid in the TAB summary.

      Unsatisfactory - Number of TABs that did not meet the requirements of a TAB and have been marked as unsatisfactory in the TAB summary.

      Note: the number shown under each headings may not always calculate as expected - they are, however, correct (based on the explanations above). For example, when a TAB has expired but has not yet has its summary form completed, 1 will show in 'closed for feedback' and will not be shown in any other columns.