The Financial Penalty Summary report aims to provide a summary of the feedback
associated with financial penalties.
This report is used by transit sites that apply financial
penalties for some actions that are not in accordance with agency policy, for example, if
providers are unjustifiably late for more than a specific amount of time in picking up
clients, they are financially penalized according to whatever scale the agency has determined
such as $20.00 for each hour of being late.
Table 1. Financial Summary Report Parameters
Parameter
Description
Incident From Date
Start date of the time period covered in the report.
Incident To Date
End date of the time period covered in the report.
Include Valid Feedback
If selected, only feedback with the selected Feedback subtype that is
marked valid in the COM Investigator or COM Representative screen is included in
the report.
Include Invalid Feedback
If selected, only feedback with the selected Feedback subtype that is not
marked valid in the COM Investigator or COM Representative screen is included
in the report.
Checking both Include Valid Feedback and Include Invalid Feedback options
means that all feedback with the selected feedback subtype will be included in
the report.
Division
List of divisions involved in resolving issues raised in customer
feedback.
Provider
Agencies, other than the transit site, whose employees are mentioned in the
feedback reports received within the selected date range.
Investigator Action Type
Action performed by the assigned investigator.
Report Name
Custom report name that you want to apply to the report.
Export As
Format type of the report when exported – The options are:
csv - (comma or character-separated values) Comma delimited file
Excel - (Microsoft® Excel) Spreadsheet
PDF - (Portable Document Format) Viewed using Adobe
Reader® - This is set as the default.
RTF - (Rich Text Format) Formatted text
Word - (Microsoft Word) Formatted text
Archive Report
If selected, a copy of the report is saved so it can be later viewed in the
Report Archive module.
Sample Report
The following example shows the format of the report with the feedback types and columns
where the amount per Feedback Type is displayed.
