eWiSACWIS Initial Assessments - Assignments Tracking Tool And IA Tracking Report.
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Transcript of eWiSACWIS Initial Assessments - Assignments Tracking Tool And IA Tracking Report.
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eWiSACWIS
Initial Assessments - Assignments Tracking Tool
And IA Tracking Report
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Initial Assessment – Assignments Tracking Tool
• The need exists for both Access and Initial Assessment supervisory staff to be able “see”, at any point in time, who is assigned to a particular case(s).
• Real Time. Need something that gathers information as it exists at the exact time of the request.
• Online
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The Online Report
• Provides detailed and summary data related to case assignments of an Initial Assessment type. – The page is in effect a decision analysis tool,
which provides users (primarily IA and Access supervisors) with an immediate and current data snapshot of IA workloads.
– Helps Supervisors equalize assignment/distribution.
– Able to see priority cases.
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Page Navigation
• Access this functionality via the Utilities menu, on the main eWiSACWIS desktop menu bar.
• Select ‘Initial Assessment Assignments’.
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Default Base Page View
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Fully Expanded View
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Site/Region drop-down.
• Defaults to user’s county site. List shows all active sites/regions for the user’s county.
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Assignment Types
• Default is “All IA types”, which will return assignments of all five listed values:– CPS Initial Assessment– Court Ordered Study– Courtesy Initial Assessment– Child Welfare– Independent Investigation
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“View by” relates to the assignment status.
• “All” shows open and already-closed assignments.
• “Open Assignments” shows only those that have not yet been ended.
• “Closed” Assignments shows all closed assignments.
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Time Period
• Drop-down showing several pre-determined time periods. Values include – “Today” – Default– “Last 3 Days”– “This Week” (Starting with Monday)– “This Month” (Starting with 1st of current
month)– “Custom” (User entered dates)
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Supervisor
• The Supervisor drop-down will default to blank. The drop-down list will include all supervisor users who share the same county as the current user and will further be filtered to the County/Site selected.
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Worker
• The name of the worker on the Assignment record. “Last, First”.
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Fully Expanded View
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Assignment Role
• The Role on the Assignment record. – Primary– Secondary– Supervisor
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Fully Expanded View
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Date Assigned
• The date and timestamp of the assignment
• Displays as a hyperlink which takes the user to the Assignment page in Edit mode.
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Fully Expanded View
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Referral Received
• The date the timestamp of the most recent CPS report that precedes the Date Assigned.
• Displays as a hyperlink which takes the user to the Access Report in view mode.
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Fully Expanded View
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Response Time
• The Response Time value corresponding to the selected Response Time Required on the CPS Report.
• Displays as a hyperlink which takes the user to the Access Report in view mode.
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Fully Expanded View
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Case Name
• The name of the case and the case ID. Display as “Last, First (caseID)”.
• Displays as a hyperlink, which takes the user to the Maintain Case page in view mode.
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Fully Expanded View
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Case Status
• Text field describing whether the referral resulted in a New case or was a Re-Referral (already existing and open case).
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Fully Expanded View
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Worker Assignment by CPS Response Time
• The count, by worker of how many referrals (assignments) were created and the associated response times of the referral, based on the retrieved records in the Search Results.
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Fully Expanded View
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Referrals Assigned by Worker
• The county, by worker, of how many referrals (assignments) were created, based on the retrieved records in the Search Results.
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Fully Expanded View
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• On to the Reports…………..
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IA Tracking Report
• SM06a106-IA Tracking
• Available on-demand in eWReports
• Purpose: – To assist in tracking the assignment of Initial
Assessment cases– Provide an overview of referrals and Initial
Assessment assignments, and related IA case work, across different time windows.
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IA Tracking ReportOn-Demand Request
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IA Tracking Report
• The report has four tabs, covering different time windows:– Daily Recap: The previous day’s assignments.– Weekly Review: Assignments since the *prior*
Monday (can span up to a two-week period)– Monthly Tracking: Assignments since the 1st
day of the *prior* month.– Over 45 Days: IAs that are approach or have
passed 45 day mark. Actual logic is IAs >= 40 days.
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IA Tracking Report – Sample
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Questions?
• Are there any sentences of inquiry that ask for a reply ?
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