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Efficient Report Management Training Overview and Guidelines

Welcome to your Report Management training session! In this 1½-hour course, we'll cover the streamlined process for producing and managing reports using the mandatory report management system. Key features include maintaining only one copy of each report, tracking changes, and accessing full report histories. You'll be guided through a step-by-step scenario that illustrates the report writing and sign-off process. Please ensure you follow along with the provided handouts and maintain communication for any questions. Let’s enhance our efficiency together!

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Efficient Report Management Training Overview and Guidelines

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Presentation Transcript

  1. Report Management (modern.gov) Tracey Fawthrop

  2. Welcome • fire exits are clearly marked • toilets are round the corner • no food and drink near computers • 1½ hour session

  3. modern.gov • last 18 months - producing agendas • streamlined agenda production • pre-printed page numbers • efficiency - crucial • report management system • has been agreed COE • it is mandatory

  4. report management system • benefits: • only one copy of each report - accessed by all • track changes can be used • full history available • no “go live” date yet • once it goes live, reports will not be accepted in any other format

  5. setting you up • I will tell democratic services who has been on training • they will check you are set up on system • you will receive a “welcome to workspace” email

  6. welcome to workspace email • click link in email • in workspace: • full set of notes + handout • contact for problems: • on workspace • Also at top of handout • if you lose email you can also search “Report Management” in onebromley • add to favourites?

  7. this training session • login cards (A, B or C) • follow handout TOGETHER • I will be explaining things as we go • so pleasedon’t rush ahead

  8. flow chart (back of handout) • pleasedon’t experiment as you go • - its easy to get lost! • process not normally done all at once like this • questions always welcome (time allowing!)

  9. Scenario (page 3) • Person A writes report on Waste management, with appendix, to be submitted to “Test Committee” for 01/09/2012 • Person A sends report to be reviewed by Person B by 20/08/2012 • Person B will review the report • Person A checks reviewed report • Person A sends for sign off by Chief Officer • Person C or B (CO) checks and signs off report • Person A releases report to Democratic Services

  10. handout • use one handout per group? • person doing a task is talked through it and helped by others • tick off handout topics as you complete • start 1st task: • click Report Management Work to Do link on right of workspace

  11. end of course • close your internet browser • delete desktop icon • delete any emails generated by you • complete evaluation (top right of desktop) • please don’t log out

  12. For further information, please contact: Report Management Training Helpdesk 020 8313 4602

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