Contact Tracing Report

Who can use this?

Platform: Web            Plan: Plus            Staff Permission: Reports and Financials

Public health services use contact tracing to find people who may have been exposed to an infectious disease. Contact tracing has two purposes: to figure out who a sick person caught an illness from, and to find out who they’ve been in contact with while infectious.

The Contact Tracing Report provides a way for you to see who your staff had contact with whilst on the job over a period of time. This includes both customers as well as other members of staff. This information may be needed to assist health workers if a member of your staff becomes infected with coronavirus.


Creating a Contact Tracing Report

To create a contact tracing report, head over to Reports > select "Contact Tracing Report" > then, choose your filters and select "Download".



Filter Options

Staff Member - This is the person who has become infected. You now want to find customers and members of staff who have had exposure to this person.

Period From and Period To - The date range you want to report on. Health officials will provide this information to you. Commonly this will be a 14 day period from the onset of symptoms of COVID-19.

Information Source - Whether to use information from Timesheets or the Scheduler for this report. You should choose the source you think will be most accurate. If you are unsure about this we recommend choosing Timesheets as this information should be entered after work has been completed and therefore will likely be more accurate.

Contact Type - Whether to list people who are customers or people who are other members of staff.


Understanding the Contact Tracing Report

The contact tracing report is broken down by date and then by time of potential exposure. The information listed includes contact and job information. Note that contact information listed for customers is slightly different to what’s listed for staff.

Date, Start Time, Finish Time and Duration - The date, time and length of the potential exposure. This information comes from Timesheets or the Scheduler.

Job Address and Job No - The address and job number of the job where potential exposure occurred.


When Contact Type is Customers:

Customer and Site - The customer and site (if used) associated with the job.

Email Address - The customer’s email address.

Site Contact, Phone and Mobile  - The site contact information associated with the job. Typically used when the contact person on site is not the person who arranged the job.

Job Contact, Phone and Mobile  - The job contact information associated with the job. Typically used when the customer is a business rather than an individual.



When Contact Type is Staff:

Staff Member - The staff member who may have had exposure by working on the same job at the same time.

Phone and Mobile  - The staff member’s phone and mobile numbers.

Email Address - The staff member’s email address.


Was this article helpful?
1 out of 1 found this helpful



Article is closed for comments.