OCR v3.0 Features Fall 2011

2. OCR v3.0 FeaturesFall 2011

3. Our customers now store over 6 million records in our database. In order to maintain data integrity, we are updating our servers and backup processes this summer as part of the 3.0 upgrade. In addition, we are upgrading to the latest version of Microsoft Reporting Services, which allows both our team and yours to create more dynamic and useful reports. This is our first significant upgrade to OnCorps Reports since 2009, and will provide for faster data downloads, and reduce the occasional user session errors experienced during busy reporting periods. Under the Hood

4. New Features and Reports - Add Beale Codes to Service Site Record- Upgrade export software (MSRS) to allow for filtering- Upgrade onscreen dashboard and visualization tools- Upgrade servers for faster downloading- Upgrade Great Stories, Performance Measures & Volunteer Mobilization Reports- Add audit logs for program progress and financial reports- Upgrade timesheet filtering and search tools- Upgrade approval features for timesheets- Add several VISTA progress reports and timesheets- Add Program Staff timesheets- Add 10% Admin Rule added to PER/Budget Forms- Add Member enrollment status and hours report- Add Approve timesheets via member roster- Upgrade Headers on columns to allow “sort” on data set- Performance Measures copy over year-to-year automatically- Add ability for Staff and PDs to create simple surveys

5. 3.0 Feature Overview

6. New Timesheet Filters/Search Simplified, more granular filtering, all user levels from Staff through Supervisors

7. New Timesheet Filters/Search Easy to see late or missing timesheets

8. Enhanced Great Stories Reports Attach files, including images or documents…

9. Activity Log & Audit Report Admin/Staff/PD User Levels

10. Review Performance Measure Reports Easier to sort onscreen Admin/Staff User Level

11. National Performance Measure Reports National PM Progress Reports allow Staff/Admin users to compare progress across all programs that are using the same Performance Measure- for an “apples to apples” comparison of progress

12. New! Compiled Program Progress Report Combine current modular reports into one multi-part report that Program Directors can file semi-annually, monthly, or quarterly. Sections include: --Great Stories ---Program Progress in CNCS Initiative Areas ----Successes and Challenges -----Demographics ------Member Enrollment Report -------Volunteer Mobilization Reports --------Civic Engagement Reports ----------Capacity Building Reports

13. Add Program TYPES to Reports Add the following program “types” to Program Record, so staff can filter expense reports or other reports by: Competitive Formula EAP Fixed Amount Grants VGF VISTA Learn and Serve HHF

14. “Extension Approved” &“Submission Date” Notices Add "Extension Approved” checkbox to all financial forms (and PD level reports) that have a specific submission due date required. Add submission date on Program Progress reports, regardless of whether they require approval.

15. Create surveys and assign toany or all user groups

16. Member Service Dashboard As of 2/14/2011 (today): <the AmeriCorps Program> has had <24 full-time> and <5 part time> AmeriCorps members serve <2900> hours, benefitting<390> individuals. <the AmeriCorps Program> Members have mobilized <239> community volunteers, who have collectively provided <3400> hours of volunteer service. <the AmeriCorps Program> Members have submitted <250> Great Stories, and <300> Direct Service Reports <the AmeriCorps Program> Members have completed <25> Civic Engagement Activities. <the AmeriCorps Program> Members have completed <340> hours of member development activities.

17. New Dashboard Options Upgrade to Microsoft Reporting Services= More visual representation options! Member hours toward completion Track beneficiary progress

18. VISTA Assignment Description (VAD) and Progress Reports

19. VISTA AssignmentREPORTS VAD with Quantitative & Narrative sections Supervisors can report on progress toward “Objectives” monthly or quarterly

20. VISTA REPORTS Assign rating “stars” to narrative reports

21. VISTA REPORTS Aggregate quantitative data across all Volunteers

22. 10% Flag/Check in Budget YTD Budget = [(Grantee Cash admin subtotal + Grantee In-Kind admin subtotal) / (Program Operating Costs Subtotal)] % YTD = [(Grantee Cash admin subtotal + Grantee In-Kind admin subtotal) / (Program Operating Costs Subtotal)] % *Create a flag only if the YTD is over the budget. This would include a Yes/No flag on the YTD Actual line based on comparing YTD Actual to Budget.

23. Compiled Service & Volunteer Report Submitted by Supervisors or PD’s

24. Member Enrollment X Hours Report Developed for Fixed Grant Awards

25. Staff/PD Timesheets Track Hours by Grant, Activity or other Variables

26. Staff/PD Timesheets Track Time/Days off by category

27. Approve Timesheets (Batch/Roster Style) Review, approve, reject or unlock member timesheets-- from one page

28. Member Service Maps Data source:Enrollment status stored in member records

29. Alternate View

30. -- Choose from approved PERs to include in Aggregate PER report -- Allow supervisors to file performance measure progress reports -- Send notices to supers and PDs about submitted member service reports -- Retain all rejection comments on member timesheets -- Allow programs to download ALL member timesheets (zip file) -- Allow staff to download all report data in (zip file) for archiving ** Some of these will be underway but not ready for release on Sept.1 Under Consideration

31. 3.0 FeaturesFall 2011