1. Install QOF Case FinderSearches


If you have already installed your QOF Case Finder Searches, please skip this step.


If you have not installed your QOF Case Finder searches, please click on the link below and follow instructions to install the latest QOF Searches:


https://ardens.knack.com/clients#update-versions/


    1. Once you have downloaded and saved the searches, please go to population reporting, select the 'Ardens' folder and click import.



    2.  Please then click on the three dots to the far right of enquiry document, find the .xml file you have saved and click OK.




    3. You should now see the report folder under within your Ardens Searches Folder.




2. Run & Export Reports


Go to Population Reporting > Ardens > Ardens Searches > 5.0 Ardens Case Finders > Ardens Case Finders.





    1. Right click on Ardens Case Finders > Run.


    2 .Once the reports have run, right click again on the reports and select View Results.


    3. Then click on the Export button in the ribbon at the top of your screen.



    

    4. Next, check that CSV is selected and 'Exclude report header' is not checked.



    

    5. Please then save your CSV. Once saved, please find the CSV again and open in Excel.


3. Paste Reports into Ardens Manager


Once the CSV has opened, hit Ctrl + A to highlight all the reports followed by Ctrl + C to copy the reports.


Please return to Ardens Manager and open the 'Upload QOF Task'. This task will get generated once a day so if you have already uploaded your QOF data today it will not appear again.


Please then press Ctrl + V to paste these reports into the second box on the task. Once the box has filled with your reports, please click Import.


You can upload your QOF Case Finder data to Ardens Manager as many times as you like. By uploading your data frequently, you will easily be able to monitor your performance over time.