XL Reports – Annual Data to Worklog

If you subscribe to the Omni Worklog module, there is an option on the Settings screen in the main Omni module (System, Master User Options, Settings) which allows you to activate the following features. There are also settings for the number of days used to calculate the work date.

When you run the ‘Year Ends in Month’ report on the Schemes tab, Omni will ask if you want to add records to the Worklog and Diary.

This will check whether the scheme’s assets are just Property and/or deposits. If the scheme has other assets Omni will:

1. Retrieve the setting for the number of days for schemes with other assets e.g. 14 days

2. Use this to calculate the date before the annual statement date e.g. 14 days before that date.

3. If the calculated date is in the future, Omni will add a record to the Diary,

4. otherwise it will add a record to the Worklog.

5. The Worktype is ‘Annual Data Request’

6. The Details field will show the ‘Added by XL Reports on {today}. Statement date = {annual date}’

7. The record will be allocated to the administrator for the scheme, as long as that person is still active in the Other, Staff screen. Otherwise the ‘Entered By’ field will be left blank.

8. Any changes in the administrator for each scheme should be updated before running this report.

If the scheme just has Property and/or deposits, Omni will use setting for that type of scheme to subtract days from the annual statement date for the diary entry.

In addition, a record will be added to Omni’s ‘Scheme, Annual Statements’ screen, if one does not already exist for that date. The comment will be ‘Not Started’.