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SKILLS: Reports Skills Checklist

January 2014

Reports Technotes | general skills | email/list info

 

Minimum Requirements

  1. Know the General Skills and be signed up for the appropriate distribution list (http://will.state.wy.us/wyld/email/lists.cfm).
  2. Know how to set up and schedule new reports, view and modify scheduled reports, and access finished reports.
  3. Schedule established templates (without editing).
  4. Know what time of day reports should be run - and proper timing for report scheduling (don't schedule more than one at once during the day etc.).
  5. Know what and how reports can affect other libraries' information (use caution).
  6. Know how to access context sensitive online helps.
  7. Know when to contact the WYLD Support Team when other helps don't help.

 

Intermediate Requirements

  1. Create and schedule new reports using established reports or by manipulating template reports.
  2. Follow correct naming structures when creating templates (preface report template with three- or four-letter WYLD acronym for your library).
  3. Know what reports must be run on a regular basis to maintain your library's workflow and information.
  4. Understand the frequency and purpose of the different reports (i.e., 'count' versus 'list' reports).
  5. Incorporate finished reports into word processors or spreadsheets and be able to manipulate data in these programs.
  6. Distinguish between tasks better done with Directors Station and those which require reports. For example it is better to use Director's Station for the Item Statistics Report.
  7. Understand impact of configuration issues (user login etc.) on access to reports and know to contact WYLD Support Team with questions on this.

 

Expert Requirements

  1. Understand in detail the possible criteria that can be used in running a report and the effect each can have.
  2. Understand how reports can draw upon data in each module (Bibliographic, Acquisitions, Circulation etc.) and what data can be cross-referenced.
  3. Understand how to use output options to change the manner in which a report shows its results.
  4. Know how to troubleshoot reports using the log file or help function (do not delete a report with which you have had a problem until you are certain you no longer need the information for troubleshooting).
  5. Know how to use the SirsiDynix customer resources via the SD Support Center. Email Brian Greene, WYLD Program Manager at brian.greene@wyo.gov for access.
  6. Know when to contact the WYLD Support Team to work on special reports that aren't available from established or template reports.
  7. Know when to contact the WYLD Support Team to take advantage of their expertise : someone else may have already asked your question in the past and they just may have the answer.
  8. Know how to access the WorkFlows Tips Blog. Ask your director or the WYLD Support Team for password.
  9. Know how to get SirsiDynix Manuals. Ask your director for the password.
  10. Know how to access the SirsiDynix ClientCare website. Ask your director for the password.

 

 

All Checklists
acquisitions | cataloging | circulation | Director's Station | Enterprise Catalog | interlibrary loans | online resources (databases)
reports | reserves | searching Workflows (Technote 17) | serials

 

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