Video - How to run a report





RIW Knowledge Centre Article Link:

https://support.riw.net.au/support/solutions/articles/51000077426


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How does a company run an existing report?


This article details the existing reports functionality available in the RIW System.


Existing reports include: 

  • Standard reports available in the RIW System based on the logged in RIW System User Role Permission.
  • Any saved/scheduled reports that have been created by the logged-in RIW System User.


Note: To find out what an existing report delivers, please type the existing report name in the RIW Knowledge Centre search.



This instruction applies to the following RIW System User Roles:

  • Advanced Project Admin
  • Employer Admin
  • Employer Admin - No Payment
  • Employer Admin - Read Only
  • Network Manager
  • Project Admin
  • Site Admin
  • Training Provider


Step 1: Log in to the RIW System

Go to https://app.riw.net.au and login using your credentials. 


Step 2: Reports tab

Click on the Reports tab that is on the top of the screen.



Step 3: Existing reports

Click on the Existing Reports shortcut.



Step 4: Reports listing

A list of RIW System default reports will appear, as well as any previously created and saved/scheduled reports.  The list may look different to the image below, based on the permissions of the logged in RIW System User Role.


Reports that have been created by RIW System users can be edited or deleted by clicking on the Edit or Delete buttons next to the relevant report.




Please note that RIW System default reports cannot be edited or deleted.



RIW Knowledge Centre Article Link:

https://support.riw.net.au/support/solutions/articles/51000152821


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How does a company create a custom report?


Reporting is a useful tool available to many different users in the RIW System. User permissions dictate the types of reports that can be run or accessed; pre-defined system reports or custom reports.  This article will detail how a company can create a custom report.



This instruction applies to the following RIW System User Roles: 

  • Helpdesk
  • Network Manager
  • Network Manager - Read Only
  • Employer Admin
  • Employer Admin - No Payment
  • Employer Admin - Read Only
  • Advanced Project Admin


Step 1: Log in to the RIW System

Go to https://app.riw.net.au and login using your credentials.


Step 2: Access Reports

Click on the Reports tab.


Depending on the permission of the logged in RIW System User, users can either Create Reports or run, schedule or delete an Existing Report. This guide details the process to create a custom report. Click on Create Report.




Step 3: Configure report

On the Report Tables page, select the themes required to generate the report by expanding the list by clicking on the + button and placing a check in the required fields.  Note that you can choose more than one field.


Click continue when you are ready to progress.




Step 4: Define reporting columns

On the Report Columns page, select the columns required for the report, up to a maximum of 20 columns.  To access more columns, click on the Show All Columns hyperlink. Click Continue when all columns have been selected.


 


Step 5: Define reporting filters

The Report Filters page also allows the results to be filtered, or to apply logic and run time filters, such as equal to, not equal to, contains, does not contain and has value.


 

A displayed ellipsis (three dots in the blue square as pictured above) can be selected to further refine reports either via a True or False value or a name of the field being reported on. 



Note: A maximum number of 5 filters in each table row in a custom report can be used when using the ellipsis or through adding additional filters using the green cross, which represents additional parameters.


To alter the report’s final structure, drag the arrows in the left column up or down to change the order in which the results will be displayed and Click Continue.



If the report is intended to be a saved report (completed in the next steps) the Set Value at Runtime (as circled above) can be entered before continuing, which will allow certain data filters to be set only at the point of running the report. 



Click Continue when complete.



Step 6: View report

Once the report has been generated, it can be viewed on screen or exported as a comma separated value (CSV) file. To ensure the integrity of the RIW System when generating larger reports, the export function may result in the report being processed offline and a link being emailed to the user. Users can expect the email within a few minutes. 


 


Step 7: Save and schedule reports

Users can also elect to Save the report.



Saving the report will allow a user to schedule the report to run at set times and automatically e-mail it to recipients (note: this can be emailed to any email address, not just those registered in the RIW system).  Fill in the details as per below to schedule the report, and be sure to tick the Enable Scheduling checkbox if required. Click Save when complete.





RIW Knowledge Centre Article Link:

https://support.riw.net.au/support/solutions/articles/51000031691



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How does a company save and schedule a custom report?


This article details how a company can save an schedule a custom report.  To create the report, please refer to our RIW Knowledge Centre How does a company create a custom report?



This instruction applies to the following RIW System User Roles:

  • Advanced Project Admin
  • Employer Admin
  • Employer Admin - No Payment
  • Employer Admin - Read Only
  • Helpdesk
  • Network Manager


Step 1: Log in to the RIW System

Go to https://app.riw.net.au and login using your credentials. 


Step 2: Reports tab

Click on the Reports tab.



Step 3: Create Report shortcut

Click on the Create Report shortcut.



Step 4: Create a report

Information on how to create a report can be found here.


Click on the Save button.



Step 5: Naming the report

On the Save Report screen, give the report a unique name in the Name field.  TIck the Enable Scheduling box to open the scheduling options.



Step 5: Scheduling, output and delivery options

Complete the fields in this screen to set up the report to generate delivery at a scheduled date and time.  Click on the Save button when complete.



NOTE: The report can be emailed to external recipients, not just those with RIW System User access.




RIW Knowledge Centre Article Link:

https://support.riw.net.au/support/solutions/articles/51000152653





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How does a company report on Breathalyser test results in RIW?

Employer, Project and Site Administrators can generate a report of Blood Alcohol Concentration (BAC) Breathalyser results for any of their assigned sites.  



This instruction applies to the following RIW System User Roles: 

  • Advanced Project Admin
  • Employer Admin
  • Employer Admin - No Payment
  • Employer Admin - Read Only
  • Project Admin
  • Site Admin

Step 1: Log in to the RIW System

Go to https://app.riw.net.au and login using your credentials.


Step 2: Reports

Click on the Reports tab at the top of the screen, followed by Create Report.



Step 3: Define report tables

Expand the report table and select People and Drug and Alcohol Screenings then click Continue.



Step 4: Define report fields

Select the relevant information that you need from the fields, in particular select Test Type to filter tests conducted by the Breathalyser Unit.



Click Continue when complete. 


Step 5: Define report filters

Within the Test Type, select Alcohol Breath Test and enter the Site Name to produce a report for the site.



Click Continue when all fields are complete to display the report. The report can then be exported as required.



RIW Knowledge Centre Article Link:

https://support.riw.net.au/support/solutions/articles/51000029656


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How does a company monitor expiries?


The RIW System monitors the expiry dates of competencies, RIW cards, medicals, allocated items, company subscriptions (as per the previous RIW pricing model), cardholder subscriptions and ID checks.



This instruction applies to the following RIW System User Roles: 

  • Advanced Project Admin
  • Employer Admin
  • Employer Admin - No Payment
  • Employer Admin - Read Only
  • Helpdesk

Step 1: Log in to the RIW System

Go to https://app.riw.net.au and login using your credentials.


Step 2: Expiries tab

Click on the Expiries tab.



Step 3: View expiries

Click on the type of expiries to view by using the tabs on the left-hand side menu; competencies, cards, medicals, allocated items, company subscriptions (previous RIW pricing model), worker subscriptions, ID checks.


Choose to show all, show forthcoming, or show expired by clicking on the appropriate radio button and clicking Search.


If clicking show all, the following colour legend will display the status of expiries:

  • AMBER - Pending expiries (items expiring in the next 12 weeks) 
  • RED - Expired items 
  • BLACK - For worker subscriptions menu only, all subscriptions are surfaced even when not expired to help manage / schedule subscription renewals.




RIW Knowledge Centre Article Link:

https://support.riw.net.au/support/solutions/articles/51000030483



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What is the Virtual Card Uptake Report?


This article provides an overview of Virtual Card Uptake Report, which is available as an RIW System Existing Report.


The Virtual Card Uptake Report will list all cardholders who have a relationship with the logged in RIW System User, including primary, secondary and associated cardholders, and whether they have a virtual card loaded to their Vircarda wallet.


For more information about how to issue a virtual RIW card, please refer to the RIW Knowledge Centre article How does a company order or reorder a physical or virtual RIW card?




This instruction applies to the following RIW System User Roles:

  • Advanced Project Admin
  • Employer Admin
  • Employer Admin - No Payment
  • Employer Admin - Read Only


Step 1: Log in to the RIW System

Go to https://app.riw.net.au and login using your credentials. 


Step 2: Reports tab

Click on the Reports tab that is on the top of the screen.



Step 3: Existing reports

Click on the Existing Reports icon.



Step 4: Reports List

A list of RIW System default reports will appear.  Click on Virtual Card Uptake Report.


Note: The Reports List displayed below may be different to the Report List surfaced for the logged on RIW System User, depending on the permissions granted to the RIW System User Role.




Step 5: Run report

On the Virtual Card Uptake Report screen, click on the Run Report button.




Step 6: Report displays

The Virtual Card Uptake Report will now display on screen.  The report details all cardholders that hold a relationship with the logged in RIW System User, including the cardholders name and RIW number, employment relationship, whether a virtual RIW card is loaded to the Vircarda wallet, and the cardholders primary employer.



Step 7: Export report

If required, the report can be exported to a CSV file by clicking on the Export button.  The following Export Report pop-up will appear, advising the report has been queued.  The report will be emailed to the logged in RIW System Users contact email.  Click OK to proceed.



The report will now be generated.



RIW Knowledge Centre Article Link:

https://support.riw.net.au/support/solutions/articles/51000170875




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What is the Breathalyser Results Summary Report?


This article provides an overview of Breathalyser Results Summary Report, which is available as an RIW System Existing Report.


The Breathalyser Results Summary Report will surface results for any of the Contractor in Charge's sites with an integrated breathalyser unit.



This instruction applies to the following RIW System User Roles:

  • Advanced Project Admin
  • Employer Admin
  • Project Admin
  • Site Admin


Step 1: Log in to the RIW System

Go to https://app.riw.net.au and login using your credentials. 


Step 2: Reports tab

Click on the Reports tab that is on the top of the screen.



Step 3: Existing reports

Click on the Existing Reports icon.



Step 4: Reports List

A list of RIW System default reports will appear.  Click on Breathalyser Results Summary Report.


Note: The Reports List displayed below may be different to the Report List surfaced for the logged on RIW System User, depending on the permissions granted to the RIW System User Role.




Step 5: Refine report criteria

On the Breathalyser Results Summary Report criteria page. fill in the fields to broaden or narrow the report requirements. For example, the report can be limited by a from/to date, or by cardholder details to surface breathalyser results for just a single cardholder.  Once the fields have been populated, click Run Report.



Step 6: Report displays

The Breathalyser Results Summary Report will now display on screen.  The report will surface

  • Cardholder details including contact details.
  • Test dates and times
  • Project and Site
  • Alcohol Test Result
  • Block Statu



Step 7: Export report

If required, the report can be exported to a CSV file by clicking on the Export button.  The following Export Report pop-up will appear, advising the report has been queued.  The report will be emailed to the logged in RIW System Users contact email.  Click OK.





RIW Knowledge Centre Article Link:

https://support.riw.net.au/support/solutions/articles/51000170255




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What is the Card Application Progress Report?


This article provides an overview of the Card Application Progress Report, which is available as an RIW System Existing Report.


The Card Application Report will display all cards applied for in a defined period, their production status and delivery details.



This instruction applies to the following RIW System User Roles:

  • Employer Admin
  • Employer Admin - No Payment
  • Employer Admin - Read Only


Step 1: Log in to the RIW System

Go to https://app.riw.net.au and login using your credentials. 


Step 2: Reports tab

Click on the Reports tab that is on the top of the screen.



Step 3: Existing reports

Click on the Existing Reports icon.



Step 4: Reports List

A list of RIW System default reports will appear.  Click on Card Application Progress Report.


Note: The Reports List displayed below may be different to the Report List surfaced for the logged on RIW System User, depending on the permissions granted to the RIW System User Role.




Step 5: Run report

On the Card Application Progress Report screen, enter in the Issue Date From and Issue Date To criteria to only return results for cards applied for a valid date frame (mandatory).  Click on Run Report button when complete.




Step 6: Report displays

The Card Application Progress Report screen will now display on screen.  The report details the status of all cardholder applications, providing the cardholders name, production status, card issue number, created and requested by user and the delivery address for the card.




Step 7: Export report

If required, the report can be exported to a CSV file by clicking on the Export button.  The following Export Report pop-up will appear, advising the report has been queued.  The report will be emailed to the logged in RIW System Users contact email.  Click OK to proceed.



The report will now be generated.



RIW Knowledge Centre Article Link:

https://support.riw.net.au/support/solutions/articles/51000176533


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What is the Next Key Expiry Report for Valid Job Roles?

This article provides an overview of the Next Key Expiry Report for Valid Job Roles Report, which is available as an RIW System Report.


The Next Key Expiry Report for Valid Job Roles Report provides the ability for the below user roles to be able to monitor the date and item that is due to expire within a Job Role for an RIW cardholders.



This instruction applies to the following RIW System User Roles:

  • Network Operator
  • Network Operator Read Only
  • Employer Administrator/ Employer Administrator No Payment/Employer Administrator Read only
  • Advanced Project Admin

Step 1: Log in to the RIW System

Go to https://app.riw.net.au and login using your credentials. 


Step 2: Reports tab

Click on the Reports tab that is on the top of the screen.



Step 3: Existing reports

Click on the Existing Reports icon.



Step 4: Reports List

A list of RIW System default reports will appear.  Click on Next Key Expiry Report for Valid Job Roles.


Note: The Reports List displayed below may be different to the Report List surfaced for the logged on RIW System User, depending on the permissions granted to the RIW System User Role.



Step 5: Refine report criteria

On the Next Key Expiry Report for Valid Job Roles Report criteria page, enter a specific Job Role or simply leave the field blank to capture the next key expiry date and item for all valid Job Roles held by your workforce.  Once the field has been populated or left blank, click Run Report.



Step 6: Report displays

The report will surface:

  • Cardholder details including contact details.
  • Cost Centre Code
  • Job Role Name, owner and if it is assessable
  • Next Key Expiry item
  • Next Key Expiry date



Step 7: Export report

The report can be exported to a CSV file by clicking on the Export button.  The following Export Report pop-up will appear, advising the report has been queued.  The report will be emailed to the logged in RIW System Users contact email.  Click OK.





RIW Knowledge Centre Article Link:

https://support.riw.net.au/support/solutions/articles/51000259075


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Connecting a new user to Microsoft Power BI reporting


This article provides instructions on how to connect a user to the RIW reporting service that uses Microsoft Power BI, where the user has not used this service before.



This instruction applies to the following RIW System User Roles: 

  • Employer Admin
  • Employer Admin - No Payment
  • Employer Admin - Read Only
  • Network Manager
  • Network Manager - Read Only


Step 1: Requesting Access

The Microsoft Power BI reporting for RIW (“RIW Power BI”) requires a user account in RIW with the above RIW System User Role Permission. When a user logs into Microsoft Power BI, the email address of the Power BI user must match the email address of the user in RIW. 


RIW Power BI then uses the information from that login to ensure only information accessible via the users permission in the RIW user interface is visible.


Users should request access to RIW Power BI by submitting an E-Learning Request for RIW System Microsoft Power BI Reporting Service Request at https://www.riw.net.au/contact-us/request-a-service/?elearningPowerBI.. The cost for undertaking the E-Learning course is $25+GST.


Step 2 - Connecting to the report

Once you have been granted access to RIW Power BI, you will receive an email as per the example below. Such emails will originate from “Microsoft Power BI no-reply-powerbi@microsoft.com”:


 

Click on the View App > link. 


Note: The App is simply a packaged version of the report.


If you are already signed into Microsoft Power BI with the same email address for your user account in RIW, the report should be launched.


If you are not already logged in, the following screen will appear:



You have the option to sign in or create a new account via the Buy Now button. A 60-day trial can also be activated via the Buy Now > button while Microsoft continues to offer this.


Once signed in, the report “app” should appear, as per the example below. 


If the user has an existing Power BI license, Microsoft Power BI should recognise this and use the license for RIW Power BI.



Need more help?

Information in the report is refreshed as per the data refresh times. The date and time of the reports last refresh is shown at the top of each reporting page.


Please review the Help tab in the report for more information on how to use the report and information that is included. 


Any further queries should be directed to info@riw.net.au



RIW Knowledge Centre Article Link:

https://support.riw.net.au/support/solutions/articles/51000171288


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What are the report refresh times for Power BI?


This article details the data refresh times for reports in the RIW Power BI integration.

 

For more information about how to request Power BI, please refer to the RIW Knowledge Centre article Connecting a new user to Power BI Reporting.



This instruction applies to the following RIW System User Roles with Power BI integration: 

  • Employer Admin 
  • Employer Admin - No Payment
  • Employer Admin - Read Only
  • Network Manager


Report 1 - Network Operators

  • 05:00 hrs AEST
  • 08:00 hrs AEST
  • 10:00 hrs AEST
  • 12:00 hrs AEST
  • 14:00 hrs AEST 
  • 16:00 hrs AEST 
  • 18:00 hrs AEST 
  • 20:00 hrs AEST

 

Report 2 - Network Operators

  • 05:30 hrs AEST 
  • 08:30 hrs AEST 
  • 10:30 hrs AEST 
  • 12:30 hrs AEST 
  • 14:30 hrs AEST 
  • 16:30 hrs AEST 
  • 18:30 hrs AEST 
  • 20:30 hrs AEST 

 

Report 3 - Employer Administrators

  • 06:00 hrs AEST 
  • 07:30 hrs AEST 
  • 09:30 hrs AEST 
  • 11:30 hrs AEST 
  • 13:30 hrs AEST 
  • 15:30 hrs AEST 
  • 17:30 hrs AEST 
  • 19:30 hrs AEST 

 


RIW Knowledge Centre Article Link:

https://riw.freshdesk.com/a/solutions/articles/51000095390



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Job Role Competency Status Microsoft Power BI report user guide


TABLE OF CONTENTS


OVERVIEW

This document provides an overview of the Microsoft Power BI Report focused on job role competency validity for employed, associated or swiped RIW cardholders. This report is available to approved Employer Admin users. For more information, please refer to Connecting a new user to Microsoft Power BI reporting 


The report data is refreshed from the RIW System periodically during the day, and includes the following key features:

  • Grid-like matrices that display all worker competencies required by job roles held by workers that the user has access to. The matrices use coloured icons and text to show competency validity and competency expiry for each job role. Colour coding highlights workers with active blocks, active suspensions or to indicate that the swipe relationship is the only one that is present. 
  • A clickable link is shown against each worker, which takes the user into the RIW User Interface (UI) to view the worker record and perform actions such as awarding a competency. 
  • Metrics show crews and projects with the most invalid job roles.
  • Extensive filtering to quickly zoom in on the required information. Available filters include job role, crew name, project name, competency filters, worker filters and more.
  • Access to worker records is secured to ensure only primary, secondary, associated and swiped workers that an Employer Admin user can see also through the RIW UI are displayed in the report.
  • The date and time of the last overnight refresh is shown at the top of each report page.


Screenshots shown in this guide are from the RIW demo environment. Whilst the worker first name and surname have been scrambled for confidentiality reasons, the functionality is the same as the RIW production version.


VISIBILITY - SWIPED WORKERS

Swiped workers are those RIW cardholders who have no relationship with your company apart from being actively swiped into one of your Projects, Sites or Zones. This relationship only exists while the swipe is active.


As there is no formal agreement between your company and the RIW Cardholder regarding access and ongoing visibility to the profile, the view is limited. When viewing a swiped cardholder in the RIW System you will not be able to access any information regarding the RIW Cardholder's medical or subscription.  This view caries over into Power BI reporting. 


For swiped RIW Cardholders you will see obfuscation in areas that you do not have permission to see. ( i.e. dates will be displayed as 09/09/9999 and non date related data will be displayed as a #). This ensures that you are still able to place filters and export the reports to Excel for further manipulation.  




USING THE REPORT

Basic training on Power BI

This guide is focused on a single report consisting of a number of report pages. Although certain Power BI features are described, new users to Power BI should also consult Microsoft’s online training and documentation available from https://docs.microsoft.com/en-us/power-bi/consumer/ and other sources.


Opening the report

Once a user has completed the E-Learning module, they will be provided with a link to open the report. This link opens the report in a web browser:


 


The report page “Grouped Validity” is shown when the report is first opened. Additional report pages are also available (shown as tabs on the left-hand side of the report).


REPORT PAGES

The following report pages are available:

  1. Grouped Validity
  2. Detailed Validity
  3. Required Competencies
  4. Metrics
  5. Worker Details
  6. Job Role Requirements
  7. Export: Note that this report page does not appear in all screenshots as it was added after the bulk of this Guide was created.
  8. Help

A description of each report is provided below.

Grouped Validity

This report page is based around the Job Role - Competency Validity Matrix. The information shown on the page is intended to be filtered to drill down to the information of interest, using one of the methods described in this Guide. 


Feature Overview

A summary of the key features on this report page is shown in the diagram below.


 

Job Role Filter

The required job role can be search for and filtered using the Job Roles filter in the top-left of the page. Multiple items can be selected using the CTRL-key when selecting a check box against a job role. A specific job role can be located by entering a value into the search box:




TIP: 
When you drill down to the information of interest and expand a level in the table hierarchy:
"Eligible to work" represents the worker has a valid subscription and a primary employer.
"Job Role Valid" represents the worker has a valid job role(s) on their profile.
Both of these statuses should be "true" to be permitted to work.


Competencies Table

This table shows the competencies that related to other filtered items on the page (for example if a job role is selected, only competencies required for that job role are shown). The competency groups (“Comp. Group”) are displayed with a numbered identifier to save on screen space.


The table can be filtered by selecting a specific item from another visual on the page, such as a job role or competency group from the matrix shown beneath the table. The “Comp. Group” is an abbreviated identifier that is described below.


The screen shot below shows the Competencies table filtered for the “Dogman - National” job role:


 

TIP:
More information can be displayed by making the table go into a full screen "focus mode". Hover over the table and select the focus mode icon in the top-right corner.

  


Graphs

Two graphs are show on the page. As with other visuals, the count displayed is affected by any other filters that have been applied:

  • Job Role Validity: Shows a count of the number of workers that have valid and invalid job roles.
  • Comp Group Validity: A count of the number of workers that hold one or more valid or invalid competency groups.


The results shown on the rest of the page can be filtered by clicking on a graph column. For example, to only show workers who hold Invalid job roles, click on the red bar titled “Invalid” in the “Job Role Validity” graph. Use CTRL-click to apply this filter in conjunction with the other graph, for example.


 

TIP:
Click on one of the above bars on the column graph to cross-filter the other items on the page. For example, if "valid" int he above "Job Role Validity" graph is selected, only valid job roles appear on the page. The "Comp Group Validity" graph number count may also reduce, because it previously included invalid job roles.



Grouped Validity Matrix

The matrix is made up of columns and rows, as well as coloured icons where the columns and rows intersect. This resembles a pivot table in Microsoft Excel. 


A row in the matrix is shown for each worker. By default, the worker’s Surname, First Name, RIW Number and a link to open their record in the RIW UI are shown, along with a flag showing whether the job role is valid or invalid (shown as either “True” or “False”). 


 

TIP: 
Quickly open the worker record in the RIW UI by clicking on the hyperlink icon under the “RIW” column to review the worker record, award competencies etc. The user must be logged into RIW before this link will open successfully.

As the data is only updated once a day there may be a discrepancy in the displayed data - a worker may show in the report as missing a competence, but when you click the RIW UI to access the worker’s profile the competence may have since been loaded and verified and displaying as valid. The data refresh which is used by the report occurs at around 02.00am. If the competence was verified at 08.00am on the same day, this means that the verified competence will not be displayed on the worker’s record until the next data refresh, which that occurs the next day.


TIP:
Show additional worker columns by hovering over the matrix and selecting the double arrows to “Expand all down one level in the hierarchy”. Hide the columns again by clicking the up arrow.



The columns on the matrix list each job role, with the competency groups that this job role requires shown underneath. Competency groups are displayed with a numbered identifier to maximise the number of items that can be seen on the screen at one time. The actual competency name can be seen in the “Competencies” table above the matrix. In the example below, “All#131” and “One#130” are identifiers for competency groups in the “Electrician - National” job role:

 


Competency group identifiers are prefixed by “One” for “One of the following” competencies, and “All” for “All of the following” competencies:


  • Where “One of the following” competencies are required for a job role, these are grouped together into a single column on this report page (they are broken out on the “Detailed Validity” and “Required Competencies” pages). The competency status in the matrix shows as valid if the worker holds a valid award for at least one competency in the group, meaning the overall competency group is valid and this part of the job role requirement is met.
  • For “All of the following” competencies, every competency is displayed in the matrix along with its status for the worker (Valid/Invalid).


TIP:
Click on a job role or competency ID to filter the Competency table above to show competencies in the group. Click again to remove the filter. 


Worker Details Drill-down

Although the Competency Validity Matrix displays the most relevant worker information the user might need to refer to, it is also possible drill into the separate “Worker” page to view additional detail, and to compare workers.


To drill down in this way:

  1. Select the “RIW number” for a worker in the matrix. The “Worker Details” button will show in dark grey, signifying that it can be clicked. 
  2. Click the “Worker Details” button.
  3. The “Workers” report page opens. Refer to the specific section of this Guide for more information on this report page. 
  4. Review the information and click the “Back” button on the top-left of the page to return to the “Grouped Validity” report page.


Job Role Requirements Drill-down


A job role and it’s required competencies can be easily viewed through this drill-down as follows: 

  1. Select a job role column heading in the matrix. The “Job Role Requirements” button will show in dark grey, signifying that it can be clicked. 
  2.  Click the “Job Role Requirements” button.
  3. The “Job Role Requirements” report page will open. The job role definition (“Job Roles”) table is shown at the top and the “Required Competencies” table at the bottom. Refer to the specific section of this Guide for more information on this report page. 

 


Filters

As with any report page, the “Filters” panel on the right-hand side of the screen can be expanded and collapsed to report filters. Refer to the Filters section later in this guide for more information.

Detailed Validity

This report has a similar layout to the “Grouped Validity” page described above. It is useful as a second step in assessing competencies held for specific job roles.


 

The key differences between this report page and “Grouped Validity” are as follows:

  1. The “Job Role” filter on the top-left is “synchronised” with the “Grouped Validity” and “Required Competencies” report pages - any job role filter values selected on those pages will be reflected here, and vice-versa.
  2. A single graph shows the Competency Status. This can be either “Needed” (i.e. missing), “Invalid” or “Valid”.
  3. On-screen drop-down filters can be used to filter on:
    1. “Competency Status” (one or more of “Needed” (i.e. missing), “Invalid” or “Valid” can be selected).
    2. “Competency State/Expiry” (one or more from “Expires in 30 days”, “Expires in 60 days”, “Expires in 90 days” and “Pending Verification”). 
  4.  Competencies in a “One of the following” competency group are shown separately in the matrix, rather than being summarised into a single column.
  5. The matrix values show additional information for each worker, job role and competency, as follows:
    1. An additional column level shows the competency identifier (as defined in RIW) within each “Competency Group”.
    2. The “Competency Status” will show an icon representing “Needed” (i.e. missing) (a red cross), “Invalid” (a yellow exclamation mark) or “Valid” (a green tick).
    3. If the competency has an expiry date, it is displayed. 

 

TIP:
Competency names can be shown on the matrix under their identifier, although this will make column headings wider. To do this, hover the mouse cursor over the matrix, select “Columns”, from the “Drill on” drop-down then click the double down arrows (“Expand all one level in the hierarchy”):

The columns can be manually resized to make them smaller - the column name will word-wrap:
To hide the full competency description again, select the up arrow (“Drill up”):


 

Required Competencies

This report page is very similar to the Detailed Validity report page. The only difference is that the matrix shows job roles as row headings against each worker, rather than as columns headings. This reduces the number of columns (more rows are shown as a result). This makes it easier to view the required job roles for each worker and see where a single competency is required by multiple job roles.


 

Worker Details

As described previously, the user can drill from a specific worker into the “Worker Details” report page. This page can also be used to view details on multiple workers that are not shown on the matrices. It contains on-screen filters on “RIW Number” and “Surname” and graphs for “Subscription Expiry” dates and “Highest Fit Medical”.


 


TIP:
If the report page is only showing a single worker, display all workers by selecting “Clear Filters” at the top of the screen.


  1.  The on-screen filters on “RIW Number” and “Surname” can be used to filter to the required worker or workers.
  2. A value in the graph can also be used as a filter (e.g. to only show workers with a “Highest Fit Medical” of value of “1”.
  3. The Filters on the right-hand pane of the screen can also be used to only show primary employed workers, for example. Refer to the separate section on Filters for additional information. 

  

Job Role Requirements

This report page shows awardable job roles that have defined competency requirements.


 

  • The “Job Roles” table shows job roles that the user has access to.
  • The “Required Competencies” table lists competencies that are required for the job role to be valid. 
    • By default, only awardable competencies are shown - this can be changed using the “Awardable” Page Filter from the Filter panel: 
    • Other page filters can be used to only show employer competencies, for example (the “Comp. Level” filter), or network competencies for a specific network (“Comp. Level” in conjunction with “Comp. Level Detail”):


To filter “Required Competencies” to only show those for a single job role, either filter the report on a “Job Role Name” using the Filter panel, or select a single job role from the “Job Roles” table at the top of the screen:


TIP:
If the report page is only showing a single job role (this can happen after a drill-down has been performed from a matrix, for example), display all job roles by selecting “Clear Filters” at the top of the screen .

 

Metrics

This report page shows the top 10 Crews and Projects that have the most workers with invalid job roles. 

 


  1. To drill-down into additional detail, select one of the bars then click on “View Details”: 
  2. A new report page is shown.

This lists out the related job roles, crews, current projects and worker details. As with other pages, click on a graph or table row to filter the other items on the screen.

 


Export

The export tab allows the user to export the job role competency requirements information shown in the job roles competency status matrices in a form that is more readable for distribution via Microsoft Excel, for example. The table must be scrolled right and left to view all available columns that will appear when it is exported.


Before exporting data from the “Competency Status Table”, the on-screen and Filter panel filters should be used to drill-down to the required data set. This might be a specific crew, job role or competencies due to expire in the next 30 days, for example.


 

To export the information shown in the Competency Status Table to Excel:

  1. Hover the mouse cursor over the Competency Status Table and select “Export data”.
  2. Select the xlsx format as this supports the most rows and has better formatting that a straight CSV file.
  3. The results are then shown in Excel. The spreadsheet also states what filtering was applied when the spreadsheet was exported.

 

 


TIP:
The Export to Excel option has a 150,000 row limit when using the Excel (xlsx) format. Results should be filtered in the UI to ensure this limit is not hit – if it is hit Power BI will display a warning when attempting the export.


TIP:
The Excel file will contain a column called “Comp. Group ID” which are the competency group identifiers and prefixed by “One#XXX” for “One of the following” competencies, and “All#XXX” for “All of the following” competencies represented by a unique number for all of the “One” groupings and individual numbers for the “All” Groups:

Where “One of the following” competencies are required for a job role, these are grouped together into a single column on this report. The competency status in the report under “Competency Status Desc” shows as valid if the worker holds a valid award for at least one competency in the group, meaning the overall competency group is valid and this part of the job role requirement is met. Other status indicators include missing or invalid.

For “All of the following” competencies, every competency is displayed in the report along with its status for the worker (Valid/Invalid/Missing).


Help

This page provides a brief overview of the report and report functionality. 


In addition, the current user details are shown at the bottom of the screen.

ADDITIONAL FEATURES

Filters

Filter Types


Power BI report filtering is very flexible and powerful. The following options are available to filter reports:

  • On-screen filters: These work by selecting a filter, graph, table or matrix value on the page to filter the other visuals on the page. When filtering in this way, only the current page is filtered. Multiple values can be selected with the CTRL-key. The remaining filter types are shown in the Filter page on the right-hand side of the page: 
  • Filter Search: As quite a few filters may exist, the above “Search” box can be used to search for filters by typing the name. 
  • Visual Filters (“Filters on this visual”): These appear when a specific visual is selected on a page (e.g. a matrix, graph or table). 
    • These can be useful to filter on a column shown in a table, for example, that is not shown as a global filter. For example, on the “Job Role Requirements” page, select the “Job Roles” table to reveal filters for each column displayed in the table: 
    • Filtering in this way will affect the other visuals on the report page.
    • Be cautious with this type of filter, as it disappears from the filter page if the visual is not selected, so it is not obvious that it has been applied.
    • Use the “Clear Filters” button to clear any filters on the page.
  • Page Filters (“Filters on this page”): These filters appear on some pages. When selecting a value from the filter, only the current report page is affected. These exist on the Job Role Requirements page, for example: 
  • Global Filters (“Filters on all pages”): Several filters have been pre-defined that allow the entire report to be filtered, to provide as much flexibility as possible. These can be seen in the Filter pane when viewing any report page. The first few are shown below: 

 

Identify which Filters are affecting a Visual

It can be useful to understand which filters are affecting a particular visual. This can be seen by hovering over a visual and clicking the Funnel icon in the top-right hand corner. For example, on the “Detailed Validity” report page, the following report has been filtered on the Job Role Name “Forklift Operator - National” and to only show valid workers with valid job roles that also hold a valid card (using the Filter panel):



Clearing Filters

Select “Clear Filters” at the top of the screen to clear the filters on this report page and reset the visuals to their defaults.


The “Reset to default” option at the top of the screen can be used to reset the entire report back to its original state.


Filtering to a single Employer

Some users may have an email address in RIW that is associated with multiple Employer Admin accounts, as they administer records for more than one employer. In this scenario, the user can select their desired employer from the “User Employer Name” global filter shown in the Filter panel.


Filtering to a single Contractor in Charge (CIC) for Crews

For users that have an email address in RIW that is associated with multiple Employer Admin accounts, the user can select the “Crew CIC” filter from the Filter panel, to only show crews for that CIC.


Tooltips

Tooltips appear when hovering over a value in a matrix, for example. This can be useful to understand the rows and columns that relate to the value.



Using “Bookmarks” to Save and Retrieve Filters

It is easy to save a commonly used filter or set of filters for future use. 


Doing this also saves the screen layout in place at the time the bookmark was taken. In this way, it is possible to expand the number of visible rows headings in a matrix, for example, and capture this as a bookmark. The rows can then be quickly hidden and shown by selecting the bookmarks.


To capture a bookmark:

  1. Select “Add a personal bookmark” from the menu at the top of the screen. 
  2. Enter a name for the bookmark, select the checkbox to make it the default view (if desired) then click Save. 

 

To use a bookmark:

  1. Select the bookmark from the Bookmarks drop-down menu at the top of the screen: 


 

Exporting Results

Power BI provides several methods for exporting data.


Export Menu

This allows the entire report to be exported as a PowerPoint Presentation or a PDF. It can also be printed.


 

The export can take a while to process, depending on the number of records.

 


Once completed, the report is downloaded as a file in the selected format or is available for printing.


 


 

When using these menu options, only the visible results in each report page are included. If there were 10 pages of matrix results for example, only the visible report page is exported.

A hyperlink is included on the first page of an exported Microsoft PowerPoint report that allows the user to navigate to the report to perform further analysis. This is not currently included in the PDF export.


Export Data

Data from a single visual can be exported to a CSV file, for analysis in Microsoft Excel or another application. For example, a list of the job roles from the Job Role Requirements page can be exported by selecting the “Export data” option from the top-right corner:


 

The following dialogue appears from which the relevant File format can be selected:


 

To export worker job role competency status data, use the “Export” tab as described in the Report Pages section above.



FAQS


Which job roles are displayed?

Only job roles that have been defined with competency requirements are included in the report. 


Which competencies are displayed? 

Competencies are only shown where they are required by one or more job roles the user has access to. Standalone competencies that are not required by job roles are not included in the report.


How are “Always Award New” competencies displayed? 

For competencies defined as “Always Award New”, a new competency is recorded and displayed in RIW each time a competency is awarded to a worker. In this report, the current award is displayed in the report.


Is the data in Microsoft Power BI real time? 

Information in the report is refreshed as per What are the report refresh times for Power BI?


Do I need a licence to access Microsoft Power BI?

Yes, you will need an individual Microsoft user licence or company licence to access power BI.



RIW Knowledge Centre Article Link:

https://support.riw.net.au/support/solutions/articles/51000108256


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What is the RIW System Microsoft Power BI integration?


Microsoft Power BI easily connects to the RIW System to allow modelling and visualisation of RIW cardholder data. You can create dynamic reports that allows you to analyse, share, and promote insights across your organisation while maintaining data accuracy, consistency, and security.



Report data is refreshed from the RIW System periodically during the day, and includes the following key features:

  • Grid-like matrices that display competencies required by job roles held by cardholders that the organisation has access to. The matrices use coloured icons and text to show competency validity and competency expiry for each job role. 
  • Ability to report on upcoming competency expiry for 30/90/120 days, allowing for improved competency management.
  • Colour coding highlights workers with active blocks, active suspensions or to indicate that the swipe relationship is the only one that is present. 
  • A clickable link for each cardholder, which takes the user into the RIW System to view the cardholder record and perform actions such as awarding a competency. 
  • Metrics show crews and projects with the most invalid job roles.
  • Extensive filtering to quickly zoom in on the required information. Available filters include job role, crew name, project name, competency filters, cardholder filters and more.
  • On site now (open shifts), including data on if a cardholder has been spot checked or access controlled, and the outcome (basically all reporting fields from the swipes custom reports and heat map data).
  • Fatigue management reporting, sites worker swiped onto including current and historic, roles held at the time, travel time etc.
  • Pie chart of direct employees subscription data i.e. current or expired and Operator Job role valid or invalid.
  • Assessor logins – who holds an assessor login and roles they can assess (and is there assessor job role on their profile valid/invalid) (all contact details etc.) the people they have assessed and the job role they assessed and assessment date
  • Competence definition set up (regardless of a job role being selected).
  • Network Operators have greater reporting analytics to deliver more functionality. 


If you are interested in Microsoft Power BI integration, users must have their own Microsoft Power BI licence and complete the E-Learning for Microsoft Power BI course, which costs $25+GST. Once the course has been completed, RIW System Microsoft Power BI integration will granted. You can follow our instructions on Connecting a new user to Microsoft Power BI reporting for more detail.


For more information about the type of data you can access, please refer to Job Role Competency Status Microsoft Power BI report user guide.



RIW Knowledge Centre article link:

https://support.riw.net.au/support/solutions/articles/51000293248



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