Working with PO Statistics
PO Stats is restricted to authorized Privacy Officers at Partners. See
Overview of PO Statistics for details
on the view.
- If you haven't already, login to CSA and then open the Privacy
Officer Statistics view:
- On smaller displays, click
to display the CSA menu
options.
- Click the PO Stats option in the CSA menu at the top.
- POs for multiple companies: select a company from the Selected Audit drop-down
list at the top.
From the section on Manager Impact Statistics, POs can list, sort, search,
and email managers.
- To hide the information in a section, click the
heading.
- To show the information in a section, click the
heading.
- To email all managers who are not in compliance:
- Click
under the Not Completed heading.
- If the recipient list isn't too long, a new email is opened automatically
in Outlook. The default subject is CLINICAL SYSTEMS AUDIT Notification.
If the length of the recipient list is too long, the recipient addresses
are copied to the clipboard for your device, and you must create the
email manually:
- Click the OK button to
close the message.
- Open a new email message in Outlook.
- Click the To... field.
- Press CTRL+V, or right-click and click to select Paste from the
pop-up menu.
- Type a subject, such as CLINICAL SYSTEMS AUDIT Notification.
- Complete the message as needed, and then click the Send
button.
- If you haven't already, to generate a list of the managers in compliance
or not in compliance, click the link at the number under the heading:
Completed (in compliance) or Not Completed (not in compliance).
- By default, the list is sorted alphabetically by last name. To sort the list by a different parameter, click the heading for a column.
To change the sort order, click
or
.
- To look up a manager on the list, in the Search field, type any
part of any parameter (name, phone, company, or employee numbers).
The list is filtered as you type, to include only those whose information
includes what you typed.
- To email managers selected from the list of those in compliance
or not in compliance:
- Click the link at number under the heading: Completed (in compliance)
or Not Completed (not in compliance).
- Click the checkbox
in the left column to select
managers
to email. To select all, click to check
the box
in the heading.
- Click
.
- If the recipient list isn't too long, a new email is opened automatically
in Outlook. The default subject is CLINICAL SYSTEMS AUDIT Notification.
If the length of the recipient list is too long, the recipient addresses
are copied to the clipboard for your device, and you must create the
email manually:
- Click the OK button to
close the message.
- Open a new email message in Outlook.
- Click the To... field.
- Press CTRL+V, or right-click and click to select Paste from the
pop-up menu.
- Type a subject, such as CLINICAL SYSTEMS AUDIT Notification.
- Complete the message as needed, and then click Send.
- To return to the PO Stats view, click
.
- When you have completed your work, click
.