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Introduction

 

1. The Individual Report Wizard is a critical part of the Fitech Software. The Wizard allows the operator to:

    

• Select a variety of different fitness tests or health items to report on
• filter the report by a date range
• filter the report by selecting either the first or last assessment to report on. This will include chronologically adjacent  fitness tests up to 5 in total. (For example, the operator may wish to see progress or deterioration over the last 5 fitness tests or consultations). In this case the selection criteria would be the 'Last Assessment).
• Include Lifestyle elements
• Include a coronary Risk Report
• Allow the health consultant to enter comprehensive notes / text about the report. These are likely to be conclusions and / or recommendations.
• Save the report with a reference
• Enter information to be displayed on the frontispiece of the report.

 

2. The final report is extremely comprehensive and may exceed 20 pages in length depending upon the number of items selected to report on.
3. Given the report can include customisable text from the Health Consultant, the report is tailored to the individual. The report can be saved locally and emailed to the subject very quickly. This makes the report wizard very versatile and highly efficient.
4. The reports can be stored and easily retrieved and sent at a later date.

 

The Wizard

 

5. In order to use the Report Wizard, the operator must be logged in and must have a subject loaded.
6. Once a suitable subject is loaded, the individual report wizard is run from the:

    

• Data Analysis Main Menu Option, Selecting 'Individual Reporting'
• Clicking the 'Wand Icon' on the Icon Tool Bar.

   

7. Once at the Report Wizard, the display will show existing saved reports for the Subject or a Wizard Start Screen if there are no saved reports. Refer Figure 1.
8. Click the 'Start Wizard' Button to begin.

 

 

figure 1 - Subject has no saved reports. 'Wizard Start Screen' displayed.

 

9. The next screen takes the operator to the 'Filter Type Screen' - The operator decides how the report should be filtered, by date or by first  or last assessment. The report will take account of the five adjacent fitness tests (if the subject has that many) if the 'by first or last assessment' options are used. Refer figure 2.

 

 

figure 2 - Select filter criteria ( by date range or assessment)

 

10. The next screen displays the fitness / health elements of the report that can be either included or excluded. By default all elements are excluded. The operator can check the 'Select All  Reports' check box to include all and then remove any specific items not required. The operator can also just check individual elements. The elements are grouped into common areas. Refer figure 3.

11. Once the fitness composition of the report has been built, click the next button.

 

 

 

figure 3 - Report Element Selection

 

12. After selecting the fitness test elements, the next screen offers the ability to select other items, for example:

     

• Whether to print the Front Cover
• The Report Contents / Index
• General Information about the Subject
• The Lifestyle Review
• A Coronary Risk Review. It is possible to print only one Coronary Risk review. 
• Whether to include customised notes / recommendations from the Health Consultant / GP. 

 

13. Refer figure 4.
14. After making the appropriate selections, click the next button.

 

 

 

figure 4 - Report Contents

 

15. If the operator selected Consultant notes to appear, the next screen displays the visual editor to add text. The consultant is allowed 3000 characters for recommendations. Refer figure 5.

    Note. This includes any html formatting. The visual editor creates the text as html and therefore includes HTML markup within any recommendations. Depending upon the level of formatting applied by the consultant will dictate the 'real' number of text which appears on the page. The greater the formatting, the less text can be input. Although the text doesn;t look especially 'pretty' in the editor, it is stylised on the report so the recommendation is to limit the formatting.

     

16. After entering the recommendations, click the Next button.

 

 

 

figure 5 - Consultant / GP Notes Visual Editor.

 

1. The final step in the report customisation is to enter the following information:

    

• Who the report is for (Conducted For)
• The Location of the Report (Location)

 

18. This information is displayed on the Front Cover of the Report. 
19. The operator or consultant has the option of saving the report for future reference and giving the report a reference number or identifier.
20. If the report needs to be saved, the 'Store Report Details' checkbox should be checked - This will then make visible the Identifier field. Refer figure 6.

 

 

 

figure 6 - Final Report Details. (The end of the Wizard)

 

1. Click the 'Launch Report' button and the report will be launched in a modal window as an Adobe Acrobat File (refer figure 7). The report parameters are saved if the Operator / consultant elected to store the report. The file is not physically saved, only the parameters. This is to save space on the server. The report is always generated on the fly. When the report is opened in the modal window - the operator can use any of the adobe acrobat reader controls, so for example, the operator can:

    

• email the report either as a saved copy or as a link.
• print the report
• use the various adobe tools.

   

21. Usually, depending upon how you have Adobe Reader set up on your computer will dictate how the toolbar appears. You can udjust what controls you want by right clicking on the toolbar and then selecting what controls or toolbars you want to see.  

 

 

 

figure 7 - final report.

 

22. After viewing the report and closing it, the operator is taken to the Individual Report Wizard home page and the report is listed (if stored). Refer figure 8.

 

 

 

figure 8 - Report Wizard Home Screen.