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Enhancing Tool Functionality for Better User Experience and Reporting Efficiency

This project aims to support and develop the tool with features like UG feedback response, mass balance reporting, helpdesk upgrade, queued roll-up, and prioritize development opportunities. It covers tasks such as adding a mass balance summary, facilitating BVPIs through the website, analytical report definitions, and online help text implementation. Development opportunities have been identified for user feedback on data submission, website upgrade, user log-on menu review, auto-upload of data, regional grouping, improved benchmarking, and quarterly question management.

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Enhancing Tool Functionality for Better User Experience and Reporting Efficiency

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  1. ‘Supporting and Developing the Tool’Amanda NorrisJulian Fox

  2. Areas to be covered • UG Feedback response • Mass Balance reporting • Helpdesk upgrade • Queued roll-up • Development opportunities • Development prioritisation

  3. UG Feedback – Development • Facilitating BVPIs through website • Analytical report definitions on website • Excel core data set on website • CWF pilot online discussion forum • Destination type in Q23 – optional • New Q15a on number of bring sites • Review of the online help

  4. UG Feedback – Development • Identify “good practice” guidance • Further develop summary spreadsheet • Destinations list • Q21 monthly roll-up • Online help text implementation

  5. Mass Balance • We will be adding a mass balance summary • This is relatively straightforward for UAs • it can be incorporated into the validation spreadsheet summary • There is more data processing required for WDAs as the balance requires WCA data. • This means it cannot simply be added to the validation spreadsheet summary • What level of breakdown of the WCA data is needed by the WDA?

  6. Mass Balance (cont.) • Screen shots of Excel options • Why choose: because more in the report, longer report takes to run • Full WCA materials breakdown • Materials totals by WCA • No WCA breakdown, just WCAs’ total • Remember full breakdown for a WCA is available on each WCA’s report

  7. Mass Balance figures for the WDA • But supported by what level of WCA material breakdown ?

  8. With full materials table per WCA

  9. Only totals for each WCA

  10. Only the total for the WCAs

  11. Helpdesk upgrade • Current helpdesk logs calls in a database • Investigating upgrade to a web-based system • Allow LAs to submit web calls as well as by telephone and e-mail • Allow remote access into the database • Make standard answers and FAQs available to all

  12. Queued Roll-up • End of quarter is a busy time for rolling up • Currently a roll-up process can take a minute • but longer if many LAs are rolling up at the same time • The queue will allow WDF to process them one at a time • and so do each more quickly • When you click to roll up you receive message that your return is in the queue • When roll-up is complete you receive an email • This process will still be ‘instant’ especially at non-peak times

  13. Development Opportunities • 9 development opportunities that have been identified by the user group and operations group • They are explained in the accompanying hand-out • We would then like your input on prioritisation

  14. User feedback on data submission Website upgrade User log-on Menu review Upgrade online help Auto-upload of data LA Reports PDFs, Excel, CSV Regional grouping Improved Benchmarking around family groups External body reports Quarterly question management by LAs Opportunities

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