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2006/7 Development Review: Progress and Plans for 2007/8

This presentation provides an overview of the development progress made in 2006/7 and outlines the plans for 2007/8, including new functionalities and improvements to the user interface. Topics covered include Excel reporting, question expansion, system maintenance, and data processing.

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2006/7 Development Review: Progress and Plans for 2007/8

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  1. England User Group Development Presentation

  2. 2006/7 Development review • Email broadcasting: not done, word mail merge to email used. • Auto-upload of data: not worked on in year above discussion level • Upgrading of On-line help: not done • Web-site upgrade: not done • User log-on: not done • Review of menus, buttons and texts: not done

  3. 2006/7 Development review • Reports: new excel reporting functionality launched Sep 07. More reports to be developed. • Question expansion for 51-65: completed Sep • Updating destination lists: one update in year, process being put in place • System question management: completed Sep.

  4. 2006/7 Development review System maintenance: done Mass Balance Report: done Queued processing of data roll-ups: done Calculated variables: done Quarterly question management by LAs: done User feedback on data submission (rev): done On-line status reports: done Review of Questions: done with some changes made National data access: done, for England and Wales

  5. 2007/8 Development PlanEarly Gains We have had early gains in the year from work that were started last year • Reports for BVPIs and other analysis via Excel • Negative numbers data-entry checks • New Q51-65 structure • Question Management • Menu review to group data tasks and reporting tasks

  6. 2007/8 Development PlanFirst Phase • Keep adding to available Excel based benchmarking reports • Including question reports • Reports for Scotland, Northern Ireland and Wales • Remove crystal reports • Pre authorisation validation checks page • Auto upload of data • For fixed questions by Christmas • For variable length (destination/district) questions start of 2008 • Selection list update process to go quarterly

  7. 2007/8 Development PlanOther tasks • Improve the authorisation screen • Improve user management screens • Improve authority management screens • Improve list creation screens • Add a scrolling WDF news • Bring log-on to before you see menus

  8. Review of AutoUpload

  9. Automatic Data Upload • The process is to be flexible, so we are creating an XML file structure. • Any system can then be designed to create a WDF output file in the published format. • WDF will provide an Excel template that will have built in macros to create the XML • WDF will provide the system to upload the XML file to the WDF server and technically check the XML file meets the format. • The user will then press a button to load the numbers into WDF data-entry screens and check, amend and validate the numbers as they do now.

  10. Automatic Data Upload • The steps in the upload process are: • File selection • File upload to server • File validation • Upload of data to the question. • Continue as normal and finalise return • the validation process will check that the user has data entry rights to upload data.

  11. Flow Diagram WDF Excel: User system: Excel files Database Bespoke Creation of XML file: Data for one authority and one period XML file: Stored locally Bespoke process: WDF Screens: To upload file to server WDF Screens: To check the data in the file Which questions? WDF Screens: To decide whether to load the data from the file? WDF Screens: To complete the standard data entry process. WDF Screens: To complete the standard authorisation process.

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