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SYSTEM ADMINISTRATION USER MANUAL

1. Update ai Disallow F Disallow aA Disallow Disallow FA Disallow Disallow v 1 0 posted 07 05 2014 3 Edit the Role Name if needed 4 Check the Active box to activate the role if needed Checking Active indicates that the role can be assigned to personnel Uncheck this box if you d like to deactivate the role 5 Check the State Role box to indicate that the role is available for assignment to State Personnel only if needed 6 Modify the Permissions granted for the role as follows Click the expand collapse arrow to display the permissions available for each individual module Check the boxes to grant permissions for a selected module Under Working Hour Access click the access level icon to indicate whether Update Update or View Yew permissions are granted to the role during working hours Under After Hour Access click the access level icon to indicate whether Update Update or View ew permissions are granted to the role after working hours are over Under Locked Field Access click the access level icon to indicate whether the role has access to locked fields in the selected module Disallow o or Allow low permissions are available When permissions are granted two access levels are available Update or View The Update level provides full access to read and save data in the selected module The View level provides access only to read data in the selected module Click the a
2. magnifying glass icon under View Edit and cannot be modified Editable tables contain a v 1 0 posted 07 05 2014 i 2 Double click a read only record in the Edit Reference Table grid or click the magnifying glass icon to view the reference table details The Edit Reference Table screen displays 1 1 1900 12 Other Credits 1 1 1900 12 00 0 Vendor CMP Fines 1 1 1900 12 00 00 Other Program Income 1 1 1900 12 00 00 Reserves 1 1 1900 12 00 00 AM 1 Encumbrances 1 1 1900 12 00 00 AM 1 Rebate Invoices 1 1 1900 12 00 00 AM 1 EBCI Invoices 1 1 1900 12 00 00 AM 1 Expenses 1 1 1900 12 00 00 AM 1 Revenues 1 1 1900 12 00 00 AM 1 hod ad PostPayment Vendor Collections Pa Add New v 1 0 posted 07 05 2014 4 Click a row in the grid to view that item s details as follows View the item s Display Order View the item s Name View the indication of whether the item Is Active Parta lection Ei Pioa IOO Al ipisoo Tecu ul Oth its 1 0 12 00 00 1 1 1900 12 00 01 Vendor CMP Fines 1 1 1900 12 00 00 1 1 1900 12 0 Other Program Income 0 12 00 00 1 1 1900 12 00 0 Reserves 0 12 00 0 1 1 1900 12 00 00 Encumbrances 0 12 00 00 1 1 1900 12 00 01 Rebate Invoices 1 1 1900 12 00 00 A 1 1 1900 12 00 00 AM EBCI Invoices 1 1 1900 12 00 00 1 1 1900 12 00 00 AM Expenses 1 1 1900 12 00 00 1 1 1900 12 00 00 AM Revenues 1 1 1900 12 00 00 1 1 1900 12 00 00 AM Se A H j j j j jl jl d a
3. v 1 0 posted 07 05 2014 2 Double click on a row in the grid or click the pencil icon to modify the user record The User Profile screen displays CA User Profile Frank firme i TETES ee ee ee ee ee T aT a a eC a oe ee ee T ee os eT Lhe Profike Detail Leer Type Laer IE ee peewee Bol ETSEN 5 j B ia Stall Type bilormalion Last Mane rst fame 3 For WIC Staff users update the User Profile Details section for the existing user account by modifying the following as needed Edit the User ID Click Password Reset to automatically generate a random password Randomly generated passwords comply with the Password Complexity Rule settings established in the Security Configuration screen When the user logs into the Crossroads WIC System for the first time he or she will be prompted to create a new password If your State uses NCID or Active Directory Passwords may be maintained using an external system v 1 0 posted 07 05 2014 Edit the Start Date This is the first day on which the User ID is valid Edit the End Date This is the last day on which the User ID is valid Edit the user s Last Name First Name Middle Initial and Suffix Edit the user s E mail address Edit the user s Division Department and Manager User Profile Details User Type if Internal Authentication WIC Staff a User ID if JohnDoe Start Date if Staff Type Information Last Name if DOE 4 U
4. Start Date if End Date Participant Information Family ID if Family Name E mail T JANE DOE 4 Click Family Search to change the assigned external participant Family ID and Family Name The Family Search screen displays Participant Information Family ID 1 Family Name i E mail 7 TO O A Famy a oe Priapa SM LAT Card tumber C Carenaier _ Proxy Search Type CI F nmity 10 Last Hame 3 Fiesthame PLL Telephone suber 5 Under Search Criteria select the desired Search Location State wide Local Agency io Clinic Shenandoah Valley Search Location can be refined by using the set of radio buttons and the associated drop down list v 1 0 posted 07 05 2014 6 Under Search Type enter or select the desired search criteria Search Type Family ID LastName FirstName ML Telephone Number Date of Birth LA Family 7 Oe eee eee _ Participant EBT Card Number _ Caretaker e O L Proxy Check the Last Name First Name or Date of Birth box to conduct an exact match search on the value entered 7 Click Search The screen is refreshed and displays the results in the Search Results grid Gear Cera Soy Lee HANH oa li PTET Click a column header to sort the results of the search example below Click and hold then drag and drop columns of information to reorganize the order of the columns in the grid not shown Bate of Birth 15
5. Task C Searching for an Existing User Account Complete the following steps to perform this task 1 From the Home screen go to Administration Security Search Users The User Search screen displays User Search amp Frank Rizzo Active Users Only Locked Users Oniy orations o User M First Hame T Last Hame State tral Agencies j N 2 Enter or select the desired search criteria UserID First Name Last Name User Type CE a o Locations C State _ Local Agencies 4 Select Al LJ incs 4 Select all Check the User ID First Name and Last Name box to conduct an exact match search on the value entered Check Active Users Only and or Locked Users Only as needed Check State Local Agencies or Clinics to conduct a search by location 3 Click Search The screen is refreshed and displays the results in the Search Results grid v 1 0 posted 07 05 2014 Click a column header to sort the results of the search Click and hold then drag and drop columns of information to reorganize the order of the columns in the grid v 1 0 posted 07 05 2014 Task D Modifying an Existing WIC Staff User Account Complete the following steps to perform this task 1 Search for a WIC Staff User Account on the User Search page For details refer to Task C of the current scenario User Search amp Frank Rizzo C State Local Agencies 4 Select All C dintcs 3 Select all
6. aMonth Sst number gt sa lt Answer Value gt Farmers Market Issuance Method lt Question gt a Farmers Market Booklets F Farmers Market Checks lt Question ID 2 Type 1 Text County Sanitation Permit Expiration date gt lt Aneawer Valie i gt 2 Under Finance Fund Spending Targets manage the Finance module configuration settings as follows Enter or edit the Target Food Expense Percent Enter or edit the Target NSA Admin Percent Enter or edit the Target NSA Breastfeeding Percent Enter or edit the Target NSA Nutrition Education Percent Enter or edit the Target State To Federal Participant Cost Percent Check the box to indicate NSA Breakout 3 This indicates whether NSA amounts are to be broken out or grouped together If the box is checked the amounts will be broken out v 1 0 posted 07 05 2014 Fund Spending Targets Target Food Expense Percent Target NSA Admin Percent Target NSA Breastfeeding Percent Target NSA Nutrition Education Percent Target State To Federal Participant Cost Percent NSA Breakout Fi 3 Under Caseload manage additional configuration settings as follows Check the box to Apply Caseload Direct to Clinics Enter or edit the NC Caseload Calculation Low Threshold Enter or edit the NC Caseload Calculation High Threshold Enter or edit the NC Caseload Calculation Low Multiplier Enter or edit the NC Caseload Calculation High Multiplier This indicates whether t
7. Approving and Denying ROIeS cccccccccsseeececseeeeeeseeeeeeeaeeeeesaeeeeeeseaseeesseeeeessenseeeanees 50 Managing User Security COnfiguration cccccccccseceeceeeeeeeeeeeneeeeseeeeeseeeeseeeesseeeeeseeeesaeeeesaneeesaaees 57 DASARE et rsa E EEEE asta ee pant a eta LEE E EENE A EATE E 62 MOG NET ASTI ES ressar Eaa E aa Eer ade 62 GCGONFIGURA TION permarirriepin carve enue E EEE EE ove ed E EE e E E AE EA 19 Adding Editing and Viewing Reference Tables cccccssecccseseeceeeeeneueceneueceeeseesesesensueeeneaees 79 Managing System SettingS ccccccsccccssssecccessecccssececseeeecceseeecsageeecsegeeecseseesssageeesseneeesseneeesseaes 89 Adding Editing and Deleting NEWS ltemS ccccccccccccceececeeeeseeeeaeeeeaeeeseeeseeeeseeeesaeesaeeeseueesaees 120 Viewing Restarting and Configuring Background ProCeSSeS cccseccceeeeceeeeseeeeaeeeseeeeseeesaees 126 Managing the Process Schedule insin cndudnieadactactenmcvd tava ai a tuitinteanceduinuadtacermcnd whens 133 MANAGE EDUCATION acseatorase rte sees cae anindasotawast a h ddatdu edt cacca EREE EE EEE EEEE TERREI 136 Adding Editing Deleting and Viewing Education Details cccccccccceececeeeeseeeeaeeeeeeeseeeesaees 136 ROMINSTRATION gracias ees eaeeanampennduntoavsiensntsep teas vege SEEE EEES A Eri ii 143 Selecting Preferences xis ctv cstevcences cucess ti eecere terete ract eee nceveucers ineuck tact let vast ceeveuneusera
8. Date Editor Farmer s Market Admin Finance Manager Finance Rebate Monitor Lab Technician Scheduler SSSR 888 SN x i f System Administrator a7 XX Vendor Vendor Clerk Vendor Investigator Vendor Manager Vendor Senior Manager WIC Clerk WIC Coordinator A rd f P A i J Do you want to delete the selected role System Admin Readonly Roles that have been assigned to users cannot be deleted Modify user roles as necessary to remove role assignment 3 Click Yes The Roles List will be updated and the selected role will be deleted Congratulations You have successfully viewed the list of available roles modified existing roles created new roles and granted permissions and deleted existing roles v 1 0 posted 07 05 2014 SECURITY Searching Approving and Denying Roles Overview The Approve Roles screen allows you to search for role assignments awaiting approval and then approve or deny those assignments Role assignments initially set up by users with access to this screen will be automatically approved and will not be displayed here This step is only necessary when a user lacks the necessary approval authority Furthermore the Role Approval screen is used only when the Require Approval For User Role Assignment Process check box is selected under the Security Settings section of the Configuration Settings screen This process includes the following tasks Task A Searching for Pending Ro
9. While this title will vary by task the other features on the screen will be the same for all tasks 3 Under Frequency select how often the task is automated One Time a Day One Time a Month or Continually Frequency F One Time a Day One Time a Month P Continually lf a Frequency of One Time a Day or Continually is selected the Day of Month will not be used lf a Frequency of One Time a Month is selected the Day of Month is required 4 Modify the additional Task Details as follows Enter or select the Scheduled Start Time Enter or select the Scheduled End Time Enter the Day of Month as needed Check Is Enabled as needed Check Uses Multithreading as needed Clinic End of Day Task Details One Time a Day i One Time a Month F Continually 5 Click Save A status message displays Congratulations You have successfully viewed automated processing tasks and modified task automation schedules v 1 0 posted 07 05 2014 MANAGE EDUCATION Adding Editing Deleting and Viewing Education Details Overview The Manage Education screen allows each user to view enter and edit education items such as certification or training courses This screen is specific to each user and displays only the education items for the currently logged in individual When education items are added to this screen they will be associated with only the currently logged in user s ID This process incl
10. go to Administration Preferences ToolTip The tool tip options display E T Bi l ii Home e Frank Airo F ae ee Sr ae areri oe elie sel fie et rpa NN p T nai inl md ee oe Change Location Change Password 2 Click Show when field is in focus or Show only on mouse hover The tool tip display change will be automatically applied If you select Show when field is in focus the tool tips will be automatically displayed when a user clicks their mouse in a field or tabs to a field If you select Show only on mouse hover the tool tips will be displayed only when a user hovers their mouse over a field Congratulations You have successfully designated color schemes measurement units and tool tip display preferences v 1 0 posted 07 05 2014 EVENT LOGS Searching and Reviewing Event Logs Overview The Log Viewer screen allows you to search for errors generated by the system You can then review the full details of the errors listed in your search results This process includes the following tasks Task A Searching for Event Logs Task B Reviewing Event Log Details v 1 0 posted 07 05 2014 Task A Searching for Event Logs Complete the following steps to perform this task 1 From the Home screen go to Administration Event Logs The Log Viewer screen displays Log Viewer amp Frank Rizzo 2 Under Search Logs enter or select one or more Search Criteria options as follo
11. 10 HAA iiil rine Select a row in the grid and click Selected Row Details to view detailed information about the selected record v 1 0 posted 07 05 2014 Samh Krei Taia Tiaria OF niby TO Fir r Tate of Birth 5 5 1990 iar ee 1 if E a rsa Mailing Address 293 WESTBROOK LAME OVERLAND PARR ES 66210 Telepleore Hunilers Hame JIJE 124 Werk 91355594799 Cartinker Family Members a Appointments H DUNE IMIE L JOHN DOE i The Participant Information section will be updated with the selected Family ID and Family Name Participant Information Family ID Family Name E mail 13 5 Bai 9 Enter the user s E mail address if needed 10 Uncheck Active in the Account Status section if you wish to deactivate the user account Account Status Last Login Date Password Last Change Date Created Date Failed Login Attempts Password Expires Created By User ID Locked Password Reset No No The user account is Active by default The other items in the Account Status section are provided for informational purposes only and cannot be changed Congratulations You have successfully added new user accounts searched for existing users and modified existing user accounts v 1 0 posted 07 05 2014 SECURITY Adding Editing and Deleting Roles Overview The Role Maintenance screen is used to manage user roles It displays all currently defined roles and can be used to add new roles and or modify
12. Frank Rizzo C State Local Agencies f Select all C incs Select all v 1 0 posted 07 05 2014 2 Double click on a row in the grid or click the pencil icon to modify the user record The User Profile screen displays User Profile amp Frank Rizzo ioe Account Into User Profile Details User Type WIC Staff User ID if Start Date 1 End Date 1 5 2012 m Staff Type Information Last Name if First Name if Suffix M I T i Division Department Manager EEE Account Status Last Login Date Created Date 1 5 2012 Failed Login Attempts Created By User ID ByPass Password Reset No 3 For External Participant users update the User Profile Details section for the existing user account by modifying the following as needed Edit the User ID Click Password Reset to automatically generate a random password Randomly generated passwords comply with the Password Complexity Rule settings established in the Security Configuration screen When the user logs into the Crossroads WIC System for the first time he or she will be prompted to create a new password If your State uses NCID or Active Directory Passwords may be maintained using an external system v 1 0 posted 07 05 2014 Edit the Start Date This is the first day on which the User ID is valid Edit the End Date This is the last day on which the User ID is valid User Profile Details User Type External Participant User ID if
13. Items Complete the following steps to perform this task 1 From the Home screen go to Administration Configuration Maintain News Items The Maintain News Items screen displays Maintain News Items amp Frank Rizzo i a a Ae ag a eb a EE re ati air 1 a i J at g i S ie Pe iia L Tk 1 imparat E INA i Fafa n MEGTT ole A i nm00 lr r r n x Li ia l 1 i E f Li oe e a L 2 Click New The Add Modify News Item screen displays v 1 0 posted 07 05 2014 3 Enter the News Title T The News Title is the link displayed for users in the News section of the Home screen 4 Enter the External Link if needed The External Link must be entered in the following format http www website com Indicate the Priority of High or Low Enter or select the Effective Date Enter or select the Expiration Date Under Article enter the text of the news item aa E 0 Click here to read the latest news Use the toolbar functions to format the news item text You can apply styles bold italics underline increase or decrease the font size add bullets or numbering etc If there is no External Link the Article text will be displayed for users when they click the News Title in the News section of the Home screen If there is an External Link the Article text will not be displayed 9 Click Save to save your changes A status message displays v 1 0 posted 07 05 2014 Task B Modifying News Items Complet
14. Maintain News Items screen displays Maintain News Items m Frank Rizzo Ba Do you want to delete selected News Item 3 Click Yes A status message displays and the news item is removed from the screen Congratulations You have successfully added new news items viewed and editing existing news items and deleted news items v 1 0 posted 07 05 2014 CONFIGURATION Viewing Restarting and Configuring Background Processes Overview The System Process Overview screen acts as a dashboard providing a visual Summary of various system processes This includes the Redemption Finance EBT Reporting Vendor End of Day Clinic End of Day and Security End of Day batch processes This process includes the following tasks Task A Viewing System Process Summaries Task B Restarting Batch Processes Task C Configuring External Batch Processes v 1 0 posted 07 05 2014 Task A Viewing System Process Summaries Complete the following steps to perform this task 1 From the Home screen go to Administration Configuration Manage Background Processes The System Process Overview screen displays Sem Process Uvernvhew Fie as Leal ee j is EOD G 6 J Lii iin Fi ip Phas 2 View the most recent run date for each process inside the interactive images gt gt nce Process never ran Last ran at 11 30 2011 4 30 Om s If a process has not yet been run Process never ran wi
15. Overview The Automated Processing Schedule List screen is used to manage the schedules for all automated system tasks or batch processes You will use this screen to indicate the frequency start time and end time for each system task While the individual system tasks each have different functions the process used to manage the automation schedules for these tasks is the same This process includes the following task Task A Modifying Task Automation Schedules Task A Modifying Task Automation Schedules Complete the following steps to perform this task v 1 0 posted 07 05 2014 1 From the Home screen go to Administration Configuration Manage Process Schedule The Automated Processing Schedule List screen displays Clinic End of Day _ Redemption amp Vendor amp Security amp Local Agency Statistics Yes amp Dual Participation List Yes amp Environmental Health Li Yes __ Execute One Time A Mc 06 00 00 Run Continually 09 00 00 Execute One Time A Mc 01 14 00 Run Continually 15 00 00 Execute One Time A D 20 32 00 Execute One Time A Mc 21 00 00 Execute One Time A D 09 00 00 _ 20 00 00 23 54 00 23 53 00 16 03 00 23 52 00 22 00 00 10 00 00 _ 12 1 2010 12 00 00 AM Om 39s Automated Processing Schedule List amp Frank Rizzo 12 1 2010 12 00 00 AM 27m 4s 12 1 2010 12 00 00 AM 56m 32s 1 6 2012 12 00 00 AM Om 33s 12 30 2011 12 00 00 A 11 23 2011 12 00 00 A 1 5 2012 12 0
16. Task A Changing Your Password for the First Time Complete the following steps to perform this task 1 Login to the Crossroads WIC application using your initial system generated password For more details refer to the Logging into the Crossroads WIC Application scenario The Change Password screen displays JaneDoe Password if Forgot Your Password When a user account is first added to the Crossroads WIC system an initial password is randomly generated If your State uses NCID or Active Directory passwords may be maintained using an external system Change Password z JANE DOE ppc 2 Change your password settings as follows Enter your Current Password Enter your New Password Enter your new password a second time in Confirm New Password Passwords must comply with the complexity settings established in the User Security v 1 0 posted 07 05 2014 Configuration screen These settings may vary Select a Security Question Enter your Security Question Answer The available Security Questions are determined by the selections in the User Security Configuration screen These settings may vary v 1 0 posted 07 05 2014 Task B Setting Your Default Work Location Complete the following steps to perform this task 1 After changing your password for the first time For details refer to Task A of the current scenario the Change Location screen
17. as follows Enter or edit the Check Account Number Enter or edit the Check Routing Number Select the Issuance Frequency Enter or edit the Banking Provider Under Farmers Market Issuance Method indicate whether Farmers Market Booklets or Farmers Market Checks are issued Enter or edit the Food Instrument Expires After Days Check the box to Suggest a Default Formula Amount to Infants Check the box to indicate if the system Can Issue from Formula Warehouse Enter or edit the Default Medical Documentation Duration in months Select the Proration Unit Type Check Account Number Check Routing Number 1111111 Banking Provider x Farmers Market Issuance Method Food Instrument Expires After Days 0 Farmers Market Booklets P Farmers Market Checks Suggest a Default Formula Amount to Infants Can Issue from Formula Warehouse L Fa Default Medical Documentation Duration in months Proration Unit Type 1 Srd Proration The Banking Provider value entered indicates a certain financial institution lf Suggest a Default Formula Amount to Infants is not checked the Default Formula Amount will be blank during the benefit issuance process 3 Click Update to save the configuration settings v 1 0 posted 07 05 2014 Task C Managing Vendor Configuration Settings Complete the following steps to perform this task 1 From the Home screen go to Administration Configuration Manage System Settings The Configuration S
18. com Secure Access to Link Grant Access Using Permission ee 10 Click Save The Edit Dashboard screen is refreshed and your changes are displayed in the Dashboard Links grid v 1 0 posted 07 05 2014 11 Click Save again on the Edit Dashboard screen ES Edit Dashboard Frank Rizeo m i i v 1 0 posted 07 05 2014 Task G Deleting Links from a Dashboard Group Complete the following steps to perform this task 1 Access one of the Edit Dashboard screens For details refer to Task A of the current scenario fl Edit Dashboard amp Frank Rizzo v 1 0 posted 07 05 2014 3 Under Dashboard Links click a row to select it Then click the delete icon The Delete Confirmation screen displays Dashboard Links Title Display Order Tool Tip External Navigation Link Grant Access To a gt Add a New Family 1 New Family ao X Family Search 2 F oe 3 peng P r i ji Oe E L E http www google com Mone unsecured link Add New Link He j Do you want to delete the Dashboard Link ES 4 Click Yes The screen is refreshed and the deleted link is removed from the Dashboard Links grid 5 Click Save A status message displays Congratulations You have successfully accessed the three Edit Dashboard screens viewed and edited Dashboard Groups and Link added new groups and links to the Dashboard and deleted groups and links from the Dashboard v 1 0 posted 07 05 2014
19. displays with the work location defined for your user account bd Change Location m Frank Rizzo If only one work location has been assigned to a user the system bypasses the Change Location screen and navigates the user directly to the Home screen 2 Change your State location as needed 3 Change your Local Agency location as needed The Clinic options will be limited by the Local Agency selected v 1 0 posted 07 05 2014 5 Check Set as Default Location as needed ka Change Location m Frank Rizzo dinic 002 Shenandoah Valley Medical Syst Check Set as Default Location to bypass the Change Location screen during future login attempts and to sign in automatically at the selected default location oa Change Location amp Frank Rizzo Clinic 002 Shenandoah Valley Medical Syst C Set as Default Location v 1 0 posted 07 05 2014 Task C Changing Your Password after it has already been Established Complete the following steps to perform this task 1 From the Home screen go to Administration Change Password The Change Password screen displays Change Password ce pstomAdmm My Setti aga Hoin mr T o gt ieee ret you bern EF es srity Gur kan A a iaa ty 2 Change your password settings as follows Enter your Current Password Enter your New Password Enter your new password a second time in Confirm New Password Passwords must comply with the complexity s
20. follows Enter or edit the of Local Agencies to Monitor This indicates the percentage of Local Agencies to schedule for on site visits each year v 1 0 posted 07 05 2014 Enter or select the Month and Day for the Date for Local Agency Monitoring to Set the Next FFY Schedule Date for Local Agency Monitoring to Set the Next FFY Schedule Month Day 3 Click Update to save the configuration settings v 1 0 posted 07 05 2014 Task I Managing Security Configuration Settings Complete the following steps to perform this task 1 From the Home screen go to Administration Configuration Manage System Settings The Configuration Settings screen displays Configuration Settings amp Frank Rizzo BioChemical Cut Off Days Weeks Gestation Full Term Anthropometric Cut Off Days No Of Days Before Re Certification Is Enabled Weeks Gestation Pre Term Cutof SSH Visible Fa Require Anthro When Not Present Jj Collect Lead Test LW Require Biochemical i Require Employee Conflict of Interest Family Demographics Family Assessment Participant Demographics Income Information Health Information Anthro Lab Eco Sodal Assessment Dietary amp Health v Pending Proof of Pregnancy J Require Head Circumference J Require Bio When Not Present x7 Pending Proof of Identity Pending Proof of Residency v Require Proof of Multiple Gestation Pa Require Immunizaton Consent Require Source of Drinking
21. 0 00 AM The Automated Processing Tasks grid lists all available tasks It includes the Task name an indication of whether the task is Enabled the Frequency Scheduled Start Time Scheduled End Time Last Executed date Duration and Record Count Click a column header to sort the items in the grid example below Click and hold then drag and drop columns of information to reorganize the order of the columns in the grid not shown F Security Yes Environmental Health Li Yes Local Agency Statistics Yes 4 Dual Participation List Yes je ClinicEndofDay Yes Frequency Scheduled Start T Scheduled End Tin Run Continually 15 00 00 Execute One Time A De 09 00 00 Execute One Time A De 20 32 00 Execute One Time A Mc 21 00 00 Redemption Yes a Vendor Yes F One Time a Day One Time a Month F Continually 16 03 00 10 00 00 23 52 00 22 00 00 20 00 00 12 1 2010 12 00 00 AM Om 39s last Executed Y Duration 1 6 2012 12 00 00 Alam 33s 1 5 2012 12 00 00 12 30 2011 12 00 00 A 11 23 2011 12 00 00 A Run Continually 09 00 00 Execute One Time A Mc 01 14 00 20 00 00 ow 23 5400 2 55 00 12 1 2010 12 00 00 AM 27m 4s 12 1 2010 12 00 00 AM 56m 32s Scheduled Start Time Scheduled End Time Day of Month IsEnabled Uses Multithreading cow _ LA Fi v 1 0 posted 07 05 2014 The name of the automated task is displayed in the title bar of the Task Details screen
22. 00 12 00 00 AM 1 1 1 1900 12 00 00 AM 1 1 1 1900 12 00 00 AM 1 1 1 1900 12 00 00 AM 1 1 1 1900 12 00 00 AM 1 Running Aerobics Weights aas Se The Edit Reference Table grid displays all items stored in the selected reference table 4 Click a row in the grid to display and edit that item s details as follows Enter or edit the item s Display Order Enter or edit the item s Name Enter or edit the indication of whether the item Is Active The changes you make here will be automatically updated in the Edit Reference Table grid Certain reference tables may require the completion of additional field options 1 1 1900 12 00 00 AM 1 1 1 1900 12 00 00 AM 1 1 v 1 0 posted 07 05 2014 1 1 1900 12 00 00 AM 1 1 9 2012 1 34 41PM 10 1 1 1900 12 00 00 AM 1 al E Fal a ree ts FM v 1 0 posted 07 05 2014 Task C Adding New Items to Editable Reference Tables Complete the following steps to perform this task 1 From the Home screen go to Administration Configuration Edit Reference Tables The Edit Reference Tables screen displays Edit Reference Tables amp Frank Rizzo kOutreachOrganizationSiteT ype kOutreachOrganizationType kPeerGroupAssignmentManualQverrideR IkPendingListAddedReason IkPendingListOverrideReason IkPendingListRemovedReason IkPhoneT ype IkPhysicalActivity IkPriceAnalysisException IkProofOfFosterCare IkProofOfPregnancy IkReasonInactivated IkReferralRefusedReason IkRegion kResidencePr
23. 1 On the Approve Roles screen search for role assignments that should be denied For details review Task A of the current scenario The Search Results grid displays pending assignments based on your search criteria Farrrey s Market Aime France HETH France Rebate Hontec The Status column of the Search Results grid indicates whether each Role Assignment is pending approval a or has previously been denied ry Role Assignments that were previously approved will not be displayed in the grid 2 Mark the Selection box to select a pending role assignment v 1 0 posted 07 05 2014 Denial Reason 4 Enter the Denial Reason 5 Click OK to deny the role assignment The Search Results grid will be refreshed displaying the denial icon s and the Denial Reason Congratulations You have successfully searched for pending role assignments approved pending role assignments and denied pending role assignments v 1 0 posted 07 05 2014 SECURITY Managing User Security Configuration Overview The User Security Configuration screen allows you to define and maintain the security configuration settings associated with user logins This process includes the following task Task A Managing Security Configuration Settings Task A Managing Security Configuration Settings Complete the following steps to perform this task v 1 0 posted 07 05 2014 1 From the H
24. 1 9 2012 11 29 45 AM 1 9 2012 8 06 45 AM 1 8 2012 10 54 25 PM 1 7 2012 1 05 03 PM daffde54 ab8c 4293 8c60 c2 5fd Se 10700 5878e86b d416 42e8 b6ce 35d 10fa7fsb1 145449 7e 4b 5a 40 1e b7b 1 60621b0371fb 38dc5f4c ce06 fafl sec9 6f24740 15db3 eazocOfd 037b 4477 86ea 30129f5f15b8 d2da0358 4579 4112 954f 1fb45de5ad96 b9298cf7 6b68 4b05 834e 9c60a 1 1dSbdf beac22df 1677 444d 8428 afibe60c67a7 2448 19 1d 8c7d 45fc a6d6 ddthO4a44cla b9c2620 b43b 40e0 aa2e 6f937 1b3383a1 a7276445 72a9 43dd be90 3c478114688a 5c9216fd 12e6 4260 aca2 93412122c8a4 2266 754f c34b 4f47 bde2 d02bd 1201418 bf0b6d11 6018 4784 ae3f b bb34e7959a v 1 0 posted 07 05 2014 Task B Reviewing Event Log Details Complete the following steps to perform this task 1 Click a row in the Search Logs grid The full text of the error will be displayed under Log Detail Log Viewer Frank Rizzo 1 9 7 daffde54 ab8c 4293 8c60 c25fd5e107d0 4 S2012 a 13 24 PM mhandled Exception kna 58 78e86b d416 Me8 bce 35d 10ta DI 1 9 2012 3 51 08 PM 1 9 2012 3 36 06 PM 1 9 2012 3 33 26 PM 1 9 2012 2 53 48 PM 1 9 2012 2 36 08 PM 1 9 2012 3 35 41 PM 1 9 2012 2 35 29 PM 1 9 2012 2 53 42 PM 1 9 2012 2 51 30 PM 1 9 2012 2 51 13 PM 1 9 2012 11 29 45 AM 1 9 2012 8 06 45 AM 1 8 2012 10 54 25 PM ii gu Os PM Unhandled Exception Unhandled Exception Unhandled Exception Unhandled Exception Unhandled Exception Unhandled Exception Unhandled Exception Unhandled Exception Unhandled E
25. 9a_TIP csv 1 29 2013 11 01 13 AM 1 29 2013 1 37 26 PM 1 29 2013 1 39 52 PM 1 30 2013 9 04 27 AM 1 30 2013 10 31 52 AM 1 31 2013 8 49 35 AM 4312013 8 59 50 AM uf Cee Co Gein re ac C TAB 10x JE 2 Click Generate FNS TIP File A standard Windows Create File screen displays The file is saved as a TXT file 3 Click Save A success message displays and the Status column displays a status of Submitted Congratulations You have successfully completed the Manage TIP Report process v 1 0 posted 07 05 2014
26. Add Mew 5 Click Cancel to return to the Edit Reference Tables screen a Add New v 1 0 posted 07 05 2014 Task B Modifying Editable Reference Tables Complete the following steps to perform this task 1 From the Home screen go to Administration Configuration Edit Reference Tables The Edit Reference Tables screen displays Edit Reference Tables amp Frank Rizzo kOutreachOrganizationSiteT ype kOutreachOrganizationType lkPeerGroupAssignmentManualQverrideR kPendingListAddedReason IkPendingListOverrideReason IkPendingListRemovedReason IkPhoneT ype IkPhysicalActivity IkPriceAnalysisException IkProofOfFosterCare IkProofOfPregnancy IkReasonInactivated IkReferralRefusedReason IkRegion kResidenceProof The Edit Reference Table grid displays the Name ID and Description for each reference table Additionally this grid indicates if the reference table is read only Read only tables display a magnifying glass icon under View Edit and cannot be modified Editable tables contain a pencil icon under View Edit and can be modified v 1 0 posted 07 05 2014 2 Double click an editable record in the Edit Reference Table grid or click the pencil icon P to view and edit the reference table details The Edit Reference Table screen displays CreatedByAppUserID_ LastModifiedDate 1 1 1900 12 00 00 AM 1 1 1 1900 12 00 00 AM 1 1 1 1900 12 00 00 AM 1 1 1 1900 12 00 00 AM 1 1 1 1900 12 00 00 AM 1 1 1 19
27. CONFIGURATION Adding Editing and Viewing Reference Tables Overview The Edit Reference Tables screen is used to maintain information contained in system data reference tables Some reference tables in the system are read only and cannot be edited using this screen Other reference tables are editable and can be modified This process includes the following tasks Task A Viewing Read Only Reference Tables Task B Modifying Editable Reference Tables Task C Adding New Items to Editable Reference Tables Task A Viewing Read Only Reference Tables Complete the following steps to perform this task 1 of LS m GORA ocol TLE Fi C rao Name ctAccountingPreTransactionCategary v 1 0 posted 07 05 2014 From the Home screen go to Administration Configuration Edit Reference Tables The Edit Reference Tables screen displays Edit Reference Tables amp Frank Rizzo ctAlgorithmDomain ctAlgorithmFunction ctAlgorithmOperator ctAlgorithmPlaceholder ctAlternateFundingSource ctAltitudeBloodWorkAdjustment ctApplicationStatus ctAppointmentAlTemplateApplyOption ctAppointmentMadeT ype ctAppointmentStatus ctAppointmentTemplateDurationType cthppPermissionT ype ctAppUserT ype pencil icon amp under View Edit and can be modified The Edit Reference Table grid displays the Name ID and Description for each reference table Additionally this grid indicates if the reference table is read only Read only tables display a
28. Defined Questions enter or edit the Question and Answer Values The State Defined Questions are maintained in an XML structured list These questions will be prompted on the Vendor Application screen Each question has a Question ID ID 1 represents a Text entry question ID 2 represents a Yes No question ID 3 represents a check box and text entry question ID 4 represents a multi select question lt Question ID 1 Type 1 Text Store s county sanitation permit number gt lt Answer Value gt Question gt lt Question ID 2 Type 1 Text County Sanitation Permit Expiration date gt lt Answer Value gt lt Question gt lt Question ID 3 Type 2 Text Do the scanners identify WIC foods gt lt Answer Value 0 gt lt Question gt lt Question ID 4 Type 1 Text Wame of the business as registered with the WV Tax Department gt Vendor Slot Usage Vendor Expiration Year Interval Filter Variable Contract Expires in days Minimum Same Peer Group Days Peer Group Delay Past WIC Sales History in Months Percent Used To Compute Amount Maximum CMP Per Violation Maximum CMP Per Investigation Maximum Percent CMP Reduction Maximum Percent CMP Increase 100 Default Sender Email Address Notify Local Agency of CMP Issuance gt Investigation Cage Duration Alert Limit High Risk Expirgtion Day z ani v 1 0 posted 07 05 2014 v 1 0 posted 07 05 2014 3 Under Vendor manage additi
29. Enter or select the Date Enter the Holiday 5 30 2012 7 4 2012 9 5 2012 10 10 2012 11 11 2012 11 24 2012 12 26 2012 x x x x x x x x Memorial Day Independence Day Labor Day Columbus Day veterans Day Thanksgiving Day Christmas Day New Year s Day The Level automatically defaults to State 4 Click the delete icon to delete a holiday A confirmation screen displays ye J Are you sure you want to delete the selected Holiday 5 Click Yes The holiday will be removed from the grid lf a new holiday has been entered in one of the blank lines at the bottom of the grid it cannot be deleted until it has been given both a Date and Holiday name 6 Click Update to save the configuration settings Congratulations You have successfully managed Clinic Food Vendor Appointment Finance External Interfaces Communication Settings Operations Security Settings EBT State Settings Participant Portal State Settings and State Holiday configuration settings v 1 0 posted 07 05 2014 CONFIGURATION Adding Editing and Deleting News Items Overview The Maintain News Items screen allows you to add news items such as announcements or links to external articles to the News section on the Crossroads Home screen This process includes the following tasks Task A Adding News Items Task B Modifying News Items Task C Deleting News Items v 1 0 posted 07 05 2014 Task A Adding News
30. From the Home screen go to Administration Configuration Manage System Settings The Configuration Settings screen displays Configuration Settings amp Frank Rizzo Weeks Gestation Full Term Weeks Gestation Pre Term Cutof SSH Visible Fa Require Anthro When Not Present Jj Collect Lead Test a ie LW Require Biochemical i Require Employee Conflict of Interest Family Assessment Pending Proof of Pregnancy v Require Immunization Consent Participant Demographics J Require Head Circumference Require Source of Drinking Water Income Information J Require Bio When Not Present J Require Vendor Conflict of Interest Health Information f Pending Proof of Identity VJ Required UpperCase Anthro Lab kl P Pending Proof of Residency Require Source of Information for WIC Dietary amp Health f Require Proof of Multiple Gestation f Assign High Risks Assigned Risk Factors Pending Proof of Income 2 20 Growth Charts Certification Signature mm lt Questons gt Issuance Frequency Banking Provider lt Question ID 1 Type 1 Text 5tore s county sanitation permit mh rumber gt lt An Value gt Farmers Market Issuance Method lt Question gt i Farmers Market Booklets F Farmers Market Checks lt Question ID 2 Type 1 Text County Sanitation Permit Expiration date gt Answer Valie gt 2 Under EBT State Settings manage the EBT configuration settings as follows Check the box for Is EBT Enabled Checki
31. Locked Field Access click the access level icon to indicate whether the role has access to locked fields in the selected module Disallow 2 o or Allow 4lo permissions are available When permissions are granted two access levels are available Update or View The Update level provides full access to read and save data in the selected module The View level provides access only to read data in the selected module Click the access level icons again to change the designated access level This allows you to easily toggle between permission settings Permissions LJ Administration E Appointment Scheduling G Update E Update Anthro Lab ES View Appointment Statistics Doda Assigned Risk Factors C Ea Update Breast Pump Followup ii a GA Update Breast Pump Issuance Breast Pump Return Care Plan Detailed Summary Care Plan Summary Case Appeal Case Fair Hearing Paca Fils G Update Esa Update Update Ea View Ea Update Ea Update Et Update Ea View D Wpda te al Disallow Disallow E Disallow Disallow Disallow A Disallow 3 Disallow v 1 0 posted 07 05 2014 6 Click Save to save your changes A status message displays v 1 0 posted 07 05 2014 Task C Deleting Existing Roles Complete the following steps to perform this task 1 From the Home screen go to Administration 4 Security Maintain Roles The Role Maintenance screen displays Role Maintenance m Frank Rizzo
32. Results grid Gear Criteria SEE AMT T ee 1587 Mapy 3 71987 Click a column header to sort the results of the search example below Click and hold then drag and drop columns of information to reorganize the order of the columns in the grid not shown ec Select a row in the grid and click Selected Row Details to view detailed information about the selected record 293 WESTERDOK LANE OVERLAND PARK KS 66210 Tele J u ml z Home JIE 1234 Werk 913 555 709 Family Member yp point mest A RARE IMF A v 1 0 posted 07 05 2014 8 Double click on a row in the grid to select the external participant The Account Information screen displays The Participant Information section will be updated with the selected Family ID and Family Name Participant Information Family ID Family Name E mail amih rc 9 Enter the user s E mail address if needed 10 Uncheck Active in the Account Status section if you wish to deactivate the user account Account Status Last Login Date Password Last Change Date Created Date Modified Date Failed Login Attempts Password Expires Created By User ID Modified By User ID tive Password Reset A Ji No The user account is Active by default The other items in the Account Status section are provided for informational purposes only and cannot be changed 11 Click Save A status message displays v 1 0 posted 07 05 2014
33. SSN Visible Fa Require Anthro When Not Present Ll Require Biochemical Jj Collect Lead Test Require Employee Conflict of Interest Family Demographics LA Require Gare ren Family Assessment Participant Demographics Income Information Health Information Anthro Lab Eco Sodal Assessment Dietary amp Health v Pending Proof of Pregnancy J Require Head Circumference J Require Bio When Not Present x7 Pending Proof of Identity Pending Proof of Residency v Require Proof of Multiple Gestation v Require Immunization Consent Require Source of Drinking Water J Require Vendor Conflict of Interest v Required UpperCase Require Source of Information for WIC LV Assign High Risks Assigned Risk Factors Certification Signature yi Pending Proof of Income Issuance Frequency Banking Provider aMonth Farmers Market Issuance Method i Farmers Market Booklets F Farmers Market Checks Check Routing Number 1111111 2 20 Growth Charts lt Questions gt lt Question ID 1 Type 1 Text Store s county sanitation permit number gt lt Answer Value gt lt Question gt lt Question ID 2 Type 1 Text County Sanitation Permit Expiration date gt Answer Valie gt 2 Under External Interfaces manage the configuration settings for external interfaces as follows Enter or edit the State FIPS Code Enter or edit the Online Nutrition Education Link http st
34. Task is a major activity in a larger process and indicates a substantial portion of the overall process whereas a Step is one of several user actions within a Task The manual provides Tasks and Steps for differing levels of detail You can follow the list of Tasks less detail or you can go deeper and follow each Step of the process click by click and action by action more detail Buttons you ll need to click and data you ll need to enter are accented in bold to help them stand out on the page so that you can identify these items more easily v 1 0 posted 07 05 2014 v Pictures of application screens are included within each training scenario to help familiarize you with the screens Data displayed in the pictures is intended for illustrative purposes only and does not represent live data During classroom training use the data supplied by the instructor Outside of classroom training enter the appropriate data as necessary to complete the task at hand Callout boxes help you find specific types of information quickly The callout boxes are displayed and defined below Notes p The notepad and pencil icon displays to the left of paragraphs that provide additional and usually more detailed information about the application Sometimes the notes give you additional information about the screen you re working with and sometimes the notes inform you where to find additional information elsewhere Either way it is well worth your time t
35. Under Mid Month Invoice Configurable Values manage additional configuration settings as follows Enter or edit the Mid Month Invoice If the Mid Month Invoice is True the Rebate Invoice screen will allow a mid month rebate invoice to be generated v 1 0 posted 07 05 2014 Mid Month Invoice Configurable Values Mid Month Invoice False 8 Under 798 Report manage additional configuration settings as follows Check the box to Include Actual In Gross Obligation Estimate Under Allocate Program Income and Rebate Interest to indicate Food or NSA Enter or edit the Min State Matching FMAdmin Percent 798 Report Min State Matching FMAdmin Percent Include Actual In Gross Obligation Estimate 50 00 3 L Allocate Program Income and Rebate Interest to Food NSA If this box is selected actual food dollars spent are reported If this box is not selected estimated food obligations are reported 9 Click Update to save the configuration settings v 1 0 posted 07 05 2014 Task F Managing External Interfaces Configuration Settings Complete the following steps to perform this task 1 From the Home screen go to Administration Configuration Manage System Settings The Configuration Settings screen displays Configuration Settings m Frank Rizzo BioChemical Cut Off Days Weeks Gestation Full Term Anthropometric Cut Off Days No Of Days Before Re Weeks Gestation Pre Term Cutof
36. WIC Region 02 LA Central WV WIC Program OCO Shenandoah Valley WIC Region 06 OC Training Agency Region 06 The level at which roles can be assigned depends on the permissions of the logged on user If the user is signed in at the State level all State locations will be displayed If the user is signed in at the agency level State level assignment is not available If the user is signed in at the clinic level only individual clinic assignments are available TE 8 Click Add The locations to which the selected roles have been assigned will be added to the Assigned Roles section Click the Sort by Roles icon amp to sort the assignments by role C Date Editor J Farmer s Market Admin Central WV WIC Region 02 _ Finance Manager Shenandoah Valley WIC Region 06 _ Finance Rebate Monitor Training Agency Region 06 C Lab Technician in e F a a OO Kansas WIC a WAL Central WV WIC Region 02 GA Central WV WIC Program e J Shenandoah Valley WIC Region 06 gt OCO Training Agency Region 06 v 1 0 posted 07 05 2014 Click the Sort by Location icon amp to sort the assignments by location v 1 0 posted 07 05 2014 Task E Modifying an Existing External Participant User Account Complete the following steps to perform this task 1 Search for an External Participant User Account on the User Search page For details refer to Task A of the current scenario User Search amp
37. Water J Require Vendor Conflict of Interest v Required UpperCase Require Source of Information for WIC LV Assign High Risks Assigned Risk Factors Certification Signature J Pending Proof of Income Issuance Frequency Banking Provider aMonth m Farmers Market Issuance Method Check Routing Number 1111111 Farmers Market Booklets Farmers Market Checks 2 20 Growth Charts lt Questions gt lt Question ID 1 Type 1 Text Store s county sanitation permit number gt lt Answer Value gt lt Question gt lt Question ID 2 Type 1 Text County Sanitation Permit Expiration date gt lt Aneawer Valie i gt 2 Under Security Settings manage the configuration settings as follows Under Roles check the box to Require Approval For User Role Assignment Process If this box is checked the Role Approval screen will be used to approve or deny user role assignments v 1 0 posted 07 05 2014 Under Roles check the box to indicate Automated WIC Staff Role FTE Dataload Under Authentication check the box to Allow Internal Authentication Require Approval For User Role Assignment Proce Automated WIC Staff Role FTE Dataload LJ Fa Authentication Allow Internal Authentication LJ 3 Click Update to save the configuration settings v 1 0 posted 07 05 2014 Task J Managing EBT State Configuration Settings Complete the following steps to perform this task 1
38. Weeks Gestation Full Term Weeks Gestation Pre Term Cutof SSW Visible Fa Require Anthro When Not Present Jj Collect Lead Test a ie LW Require Biochemical i Require Employee Conflict of Interest Family Assessment v Pending Proof of Pregnancy v Require Immunization Consent Participant Demographics J Require Head Circumference Require Source of Drinking Water Income Information J Require Bio When Not Present J Require Vendor Conflict of Interest Health Information Anthro Lab Eco Social Assessment Dietary amp Health Require Proof of Multiple Gestation J Assign High Risks Assigned Risk Factors Pending Proof of Income 2 20 Growth Charts Certification Signature Pending Proof of Identity v Required UpperCase Fending Proof of Residency Require Source of Information for WIC Check Account Number Check Routing Number mm lt Questons gt Issuance Frequency Banking Provider lt Question ID 1 Type 1 Text 5tore s county sanitation permit ive rumber gt m lt Answer Value gt Farmers Market Issuance Method Question gt Farmers Market Booklets Farmers Market Checks lt Question ID 2 Type 1 Text County Sanitation Permit Expiration date gt lt Aneawer Valie i gt 2 Under Participant Portal State Settings manage the portal configuration settings as follows Enter or edit the Max of Appointment Cancellation Allowed Enter or edit the Max of Appointment Reschedule Allowed T
39. What is the middle name of your ES child What is your oldest sibling s middle name In which city or town did your mother and father meet To add all Available Questions to the User Security Questions list click Move All To remove all questions from the User Security Questions list click Clear All Move individual questions from one list to the other by highlighting questions and then clicking the right arrow or left arrow e v 1 0 posted 07 05 2014 8 Click Save A status message displays Congratulations You have successfully managed user security configuration settings password complexity rules and user security questions v 1 0 posted 07 05 2014 DASHBOARD Working with Dashboards Overview The Edit Dashboard Edit Finance Dashboard and Edit Vendor Dashboard screens are used to manage dashboard settings The main Dashboard is the Home screen for the Crossroads WIC application The Finance Dashboard is displayed when the Finance menu is selected The Vendor Dashboard is displayed when the Vendor menu is selected While the Edit Dashboard Edit Finance Dashboard and Edit Vendor Dashboard screens control the display options for three separate dashboards the functions found on these three screens are the same Each dashboard contains multiple dashboard groups some of which are editable and some of which are static The editable dashboard groups allow you to add new dashboard items referencing external w
40. aging wichealth org web service aspx v 1 0 posted 07 05 2014 3 Under External Interfaces Participant and Program Characteristics manage the configuration settings for external interfaces as follows Enter or edit the FTP Address Enter or edit the FTP User ID Enter or edit the FTP Password Participant and Program Characteristics FTF Address https FTPAddress org FIP User ID Passi23 4 Check the box to indicate Phalcon Intergrated PHALCON Integrated 5 Click Update to save the configuration settings v 1 0 posted 07 05 2014 Task G Managing Communication Configuration Settings Complete the following steps to perform this task 1 From the Home screen go to Administration Configuration Manage System Settings The Configuration Settings screen displays Configuration Settings amp Frank Rizzo Weeks Gestation Full Term Weeks Gestation Pre Term Cutof SSH Visible Fa Require Anthro When Not Present Jj Collect Lead Test a ie LW Require Biochemical i Require Employee Conflict of Interest Family Assessment v Pending Proof of Pregnancy v Require Immunization Consent Participant Demographics J Require Head Circumference Require Source of Drinking Water Income Information LZ Require Bio When Not Present J Require Vendor Conflict of Interest Health Information Anthro Lab kl P Pending Proof of Residency Require Source of Information for WIC Dietary amp Hea
41. ancial Services Food Maintenance Operations System System Tasks Vendor Management Working Hour Access After Hour Access Update cJ Update 4 Update J Update 4 Update J Update 4 Update J Update 4 Update v 1 0 posted 07 05 2014 Security Maintain Roles The Role Role Maintenance m Frank Rizzo 4 Update Update i Update ral J Update J Update 4 Update 4 Update F Update F Update Locked Field Access E Disallow E Disallow f Disallow f Disallow fa Disallow a3 Disallow E Disallow fa Disallow ia Disallow v 1 0 posted 07 05 2014 3 Enter the Role Name The Active box is checked by default This indicates that the role can be assigned to personnel Uncheck this box if you d like to deactivate the role 4 Check the State Role box to indicate that the role is available for assignment to State Personnel only if needed 5 Grant Permissions for the role as follows Click the expand collapse arrow to display the permissions available for each individual module Check the boxes to grant permissions for a selected module Under Working Hour Access click the access level icon to indicate whether Update Update or View view permissions are granted to the role during working hours Under After Hour Access click the access level icon to indicate whether Update update or View view permissions are granted to the role after working hours are over Under
42. and delete existing roles A role is a group of permissions at a defined security access level When user accounts are created a role must be assigned to the new user The user will then be granted the permissions defined for the selected role This process includes the following tasks Task A Viewing and or Modifying Existing Roles Task B Adding New Roles Task C Deleting Existing Roles v 1 0 posted 07 05 2014 Task A Viewing and or Modifying Existing Roles Complete the following steps to perform this task 1 From the Home screen go to Administration Security Maintain Roles The Role Maintenance screen displays Role Maintenance m Frank Rizzo A hh he ee ae CPA Date Editor Farmer s Market Admin Finance Manager Finance Rebate Monitor Lab Technician Scheduler System Admin Readonly System Administrator Vendor Vendor Clerk Vendor Manager Vendor Senior Manager WIC Clerk WIC Coordinator 2 Double click a role listed in the Roles List grid or click the pencil icon to view and edit the permissions defined for the role The Edit Role screen displays MONACO H o O O Administration Appointment Scheduling Family Services Financial Services Food Maintenance Operations System System Tasks Vendor Management a Update JI Update JI update a Update JI update Update s Update a Update a Update a Update C Update Update a Update Update 41 Update 5 Update Update
43. anitation permit number gt lt Answer Value gt lt Question gt lt Question ID 2 Type 1 Text County Sanitation Permit Expiration date gt Answer Valie gt v 1 0 posted 07 05 2014 2 Under Configure State Holidays manage the holiday configuration settings as follows Check the box to Allow Local Holidays Click the arrow 5 to display the next calendar year 1 17 2012 2 21 2012 5 30 2012 7 4 2012 9 5 2012 10 10 2012 11 11 2012 11 24 2012 12 26 2012 Fd Ed Ed Fd kg Birthday of Martin Luther King Jr Washington s Birthday Memorial Day Independence Day Labor Day Columbus Day Veterans Day Thanksgiving Day Christmas Day New Year s Day Under Date click to enter or select a new date r mm vz L Birthday of Martin Luther King Jr iit 221012 Washing ton s Birthday Memorial Day Independence Day Labor Day Columbus Day Veterans Day Thanksgiving Day Christmas Under Holiday click to enter or edit the holiday name ame ete twee oe Ee x Taiji 5 30 2012 7 4 2012 9 5 2012 10 10 2012 11 11 2012 11 24 2012 12 26 2012 Sore xX MK KK KKM Washington s Birthday Memorial Day Independence Day Labor Day Columbus Day Veterans Day Thanksgiving Day Christmas Day New Year s Day The Level cannot be modified v 1 0 posted 07 05 2014 3 Click the blank row at the bottom of the grid to add a new holiday then enter the details as follows
44. ask A of the current scenario fe Edit Dashboard amp Frank Rizzo 2 Under Dashboard Groups click a row to select it Then click the delete icon The Delete Confirmation screen displays Dashboard Groups x Family Services XX Food Maintenance Food Issuance X FI Redemption ye Food Redemption Iperatons Management i r Operations Do you want to delete the Dashboard Group 3 Click Yes The screen is refreshed and the deleted group is removed from the Dashboard Groups grid 4 Click Save A status message displays v 1 0 posted 07 05 2014 Task E Modifying Dashboard Links for a Dashboard Group Complete the following steps to perform this task 1 Access one of the Edit Dashboard screens For details refer to Task A of the current scenario A Edit Dashboard amp Frank Rizzo The Dashboard Links grid displays the Title Display Order Tool Tip External Navigation Link and access information for each link defined for the selected Dashboard Group v 1 0 posted 07 05 2014 3 Under Dashboard Links click a row to select it Then click the expand arrow to view the Selected Row Details The screen is refreshed and additional details are displayed Pt Title isplayorder ToolTip External Navigation Link i 8 Add a New Family I a W Family Search a C Income Screening Calculator Title Add a New Family Display Order 1 Tool Tip 5 Edit the dashboard link as follows Edi
45. ask L Managing State Holiday Configurat Complete the following steps to perform this task 1 From the Home screen go to Administration Configuration Settings screen displays Weeks Gestation Full Term Require Anthro When Not Present Require Biochemical Family Demographics quire Bio i v 1 0 posted 07 05 2014 ion Settings Configuration Manage System Settings The Configuration Settings amp Frank Rizzo No Of Days Before Re Certification Is Enabled Weeks Gestation Pre Term Cutof SSH Visible Fa Collect Lead Test y Require Employee Conflict of Interest Family Assessment Participant Demographics Income Information Health Information Anthro Lab Eco Social Assessment Dietary amp Health v Pending Proof of Pregnancy J Require Head Circumference J Require Bio When Not Present Pending Proof of Identity Pending Proof of Residency v Require Proof of Multiple Gestation Require Immunization Consent Require Source of Drinking Water J Require Vendor Conflict of Interest Required UpperCase Require Source of Information for WIC Assign High Risks Assigned Risk Factors Certification Signature yi Pending Proof of Income Issuance Frequency Banking Provider Month E Farmers Market Issuance Method Farmers Market Booklets Farmers Market Checks Check Routing Number 1111111 2 20 Growth Charts lt Questions gt lt Question ID 1 Type 1 Text Store s county s
46. ccess level icons again to change the designated access level This allows you to easily toggle between permission settings Role Name 1 A Active C state Role Permissions Working Hour Access After Hour Access Locked Field Access LL Administration 44 Update 55 Update Disallow a E Appointment Scheduling Update Update Disallow GA Update GI Update E Disallow A Anthro Lab Vie Appointment Statistics pai pai p a Disallow Assigned Risk Factors 9 Updat amp E Disallow Breast Pump Followup 4 Update Update al Disallow Breast Pump Issuance A Update fal Disallow Breast Pump Return EA Update Disallow Update EA Disallow Care Flan Detailed Summary EF Vie Em Vie E Disallow Care Plan Summary ZE View 4 Disallov Case Appeal Case Fair Hearing Msc Eila v 1 0 posted 07 05 2014 7 Click Save to save your changes A status message displays Task B Adding New Roles Complete the following steps to perform this task 1 From the Home screen go to Administration Maintenance screen displays SSSSSRSS8R888888 CPA Date Editor Farmer s Market Admin Finance Manager Finance Rebate Monitor Lab Technician Scheduler _ System Admin Readonly System Administrator Vendor Clerk Vendor Manager WIC Clerk WIC Coordinator 2 Click Add Role The Add Role screen displays Role Name if seve state LI LI LI LI LI Fi A Administration Appointment Scheduling Family Services Fin
47. columns in the grid 4 Expand the Selected Row Details section by clicking the expand collapse arrow Additional details will be displayed v 1 0 posted 07 05 2014 Task B Approving Role Assignments Complete the following steps to perform this task 1 On the Approve Roles screen search for role assignments in need of approval For details review Task A of the current scenario The Search Results grid displays pending assignments based on your search criteria a a hs ApprOYVe KORS GPA i i C Regon O27 Central Wi WIC Program Date Ema an i Di Phere Sl Emmery Matt Adin Che faerie 5 France Manage Agency Giri Hame 5 Brnaice Rebate Monto i j Ole Hr H Lab Techn Mlle a i en macu Selectia Hee tb desama _tautame status Eoi teete i O Beeman O Sg Sheile A Lncerttct roke far thea empirer The Status column of the Search Results grid indicates whether each Role Assignment is pending approval e or has previously been denied ry Role Assignments that have already been approved will not be displayed in the grid v 1 0 posted 07 05 2014 4 Click OK to approve the role assignment The Search Results grid will be refreshed and the approved role will be removed from the list Are you sure you want to approve the selected roles Pe v 1 0 posted 07 05 2014 Task C Denying Role Assignments Complete the following steps to perform this task
48. creen A status message displays Congratulations You have successfully viewed referenced tables edited reference tables and added new items to reference tables v 1 0 posted 07 05 2014 CONFIGURATION Managing System Settings Overview The Configuration Settings screen is used to define and maintain numerous settings for various functions throughout the application Settings defined on this screen will be applied system wide and will affect all system users The Configuration Settings screen is broken into a number of module groups for organization and ease of use Use the scroll bar at the right hand side of the screen to display all configuration options This process includes the following tasks Task A Managing Clinic Configuration Settings Task B Managing Food Configuration Settings Task C Managing Vendor Configuration Settings Task D Managing Appointment Configuration Settings Task E Managing Finance Configuration Settings Task F Managing External Interfaces Configuration Settings Task G Managing Communication Configuration Settings Task H Managing Operations Configuration Settings Task Managing Security Configuration Settings Task J Managing EBT State Configuration Settings Task K Managing Participant Portal State Configuration Settings Task L Managing State Holiday Configuration Settings v 1 0 posted 07 05 2014 Task A Managing Clinic Configuration Settings Complete the following steps to p
49. dd bullets or numbering etc Previously added notes are dated and listed at the bottom of the Notes section These notes cannot be modified v 1 0 posted 07 05 2014 PAPPEPAPREPPPPEPPPPEPPEPPPREPPEPPPPEPEED Notes 4 ByPass New 1 11 2012 10 17 AM PCO B J ao Ee ByPass 1 11 2012 10 10 AM Notes To scan documents for this education item click Scan Document The Scan Documents screen displays Note that a document scanner must be connected in order to utilize this function lf documents have previously been scanned click View Documents The Scan Documents screen displays Scan Document View Documents 4 Click Save A status message displays sve v 1 0 posted 07 05 2014 Task C Deleting Education Items Complete the following steps to perform this task 1 From the Home screen go to Administration Manage Education The Manage Education screen displays Manage Education m Frank Rizzo 2 Click the delete icon to delete an existing education item A confirmation message displays 2 Are you sure you want to delete the selected Education Details 3 Click Yes The Manage Education screen will be updated and the selected item will be deleted Congratulations You have successfully added new education item details viewed and modified existing education items and deleted existing education items v 1 0 posted 07 05 2014 ADMINISTRATION Selecting Preferences Overvi
50. e the following steps to perform this task 1 From the Home screen go to Administration Configuration Maintain News Items The Maintain News Items screen displays Maintain News Items m Frank Rizzo News Title iF External Link Article Click here to read the latest news v 1 0 posted 07 05 2014 3 Edit the News Title as needed T The News Title is the link displayed for users in the News section of the Home screen 4 Enter or edit the External Link if needed The External Link must be entered in the following format http www website com Indicate the Priority of High or Low Select or edit the Effective Date Select or edit the Expiration Date Under Article enter or edit the text of the news item oe at E 0 Click here to read the latest news Use the toolbar functions to format the news item text You can apply styles bold italics underline increase or decrease the font size add bullets or numbering etc If there is no External Link the Article text will be displayed for users when they click the News Title in the News section of the Home screen If there is an External Link the Article text will not be displayed 9 Click Save to save your changes A status message displays v 1 0 posted 07 05 2014 Task C Deleting News Items Complete the following steps to perform this task 1 From the Home screen go to Administration Configuration Maintain News Items The
51. ebsites or edit and delete dashboard items referencing functions in the Crossroads WIC application New dashboard groups referencing functions in the Crossroads WIC application can only be added during new releases of the software The static dashboard groups cannot be changed This process includes the following tasks Task A Accessing the Edit Dashboard Screens Task B Modifying Dashboard Groups on the Dashboard Task C Adding New Groups to the Dashboard Task D Deleting Dashboard Groups from the Dashboard Task E Modifying Dashboard Links for a Dashboard Group Task F Adding New Links to a Dashboard Group Task G Deleting Links from a Dashboard Group v 1 0 posted 07 05 2014 Task A Accessing the Edit Dashboard Screens Complete the following steps to perform this task 1 From the Home screen go to Administration Dashboard Then select Edit Main Dashboard Edit Finance Dashboard or Edit Vendor Dashboard The Edit Dashboard Edit Finance Dashboard or Edit Vendor Dashboard screen displays A Edit Dashboard amp Frank Rizzo E 49 49 49 B49 49D fy a 1 2 3 4 5 6 7 8 9 10 v 1 0 posted 07 05 2014 fe Edit Vendor Dashboard amp Frank Rizzo rm v 1 0 posted 07 05 2014 Task B Modifying Dashboard Groups on the Dashboard Complete the following steps to perform this task 1 Access one of the Edit Dashboard screens For details refer to Task A of the current scenario fe Edit Dashboard amp Frank Ri
52. er initial setup changed your work location and changed your password after it was forgotten v 1 0 posted 07 05 2014 SECURITY Searching Adding and Editing Users Roles and Location Assignment Overview The User Search screen allows you to manage user accounts in the Crossroads WIC system Use this screen to add new users or search for and modify existing user accounts This process includes the following tasks Task A Adding a New WIC Staff User Account Task B Adding a New External Participant User Account Task C Searching for an Existing User Account Task D Modifying an Existing WIC Staff User Account Task E Modifying an Existing External Participant User Account v 1 0 posted 07 05 2014 Task A Adding a New WIC Staff User Account Complete the following steps to perform this task 1 From the Home screen go to Administration Security Search Users The User Search screen displays User Search amp Frank Rizzo C State _ Local Agencies 4 Select ll O Ginics 3 Select all 2 Click Add User The User Profile screen displays E a Eg KA User Profile m Frank Rizro Mere Tandir Tenim i a i ac 1 2 ay a i p rs Seay ae ea a g b Maralr E Stall Type Information Last ame Tanani Statues Last Login Date Failed Login Atbempts v 1 0 posted 07 05 2014 3 Under Account Information complete the User Profile Details section for the new user account by doin
53. erCase Require Source of Information for WIC Assign High Risks Assigned Risk Factors Certification Signature yi Pending Proof of Income Issuance Frequency Banking Provider Month E Farmers Market Issuance Method Farmers Market Booklets Farmers Market Checks Check Routing Number 1111111 2 20 Growth Charts lt Questions gt lt Question ID 1 Type 1 Text Store s county sanitation permit number gt lt Answer Value gt lt Question gt lt Question ID 2 Type 1 Text County Sanitation Permit Expiration date gt Answer Valie gt v 1 0 posted 07 05 2014 2 Under Appointment manage the Appointment module configuration settings as follows Check the box to Allow Non Wic Appointment Types Check the box to Enable Pending List Enter or edit the Restrict Duplicate Appointments Within Number of Days Enter or edit the Max Training Event Participants Per Vendor Enter or edit the Next Possible Appointment Start Date Offset No of Days Enter or edit the Next Possible Appointment End Date Offset No of Days Enter or edit the Clinic Dashboard Refresh Seconds Appointment Allow Non Wic Appointment Types Enable Pending List LJ Restrict Duplicate Appointments Within Number Of Days Max Training Event Participants Per Vendor Next Possible Appointment Start Date OffSet No Of Days Next Possible Appointment End Date Offset No Of Days Clinic Dashboard Refresh Sec
54. erform this task 1 From the Home screen go to Administration Configuration Manage System Settings The Configuration Settings screen displays Configuration Settings m Frank Rizzo Weeks Gestation Full Term Weeks Gestation Pre Term Cutof SSH Visible Require Anthro When Not Present VJ Collect Lead Test So ieee yi Require Biochemical i Require Employee Conflict of Interest Family Assessment VJ Pending Proof of Pregnancy Require Immunization Consent Participant Demographics y Require Head Circumference Require Source of Drinking Water Income Information Require Bio When Not Present Require Vendor Conflict of Interest _ T Pending Proof of Identity Required UpperCase Anthro L Eo Soul Asses t yf Pending Proof of Residency Require Source of Information for WIC Dietary amp Health J Require Proof of Multiple Gestation Assign High Risks Assigned Risk Factors Pending Proof of Income 2 20 Growth Charts Certification Signature T lt Questions gt Issuance Frequency Banking Provider Question ID 1 Type 1 Text Store s county sanitation permit mm B E ruber a lt Answer Value gt Farmers Market Issuance Method lt Question gt Farmers Market Booklets Farmers Market Checks lt Question ID 2 Type 1 Text County Sanitation Permit Expiration date gt lt Anewer Valie i gt v 1 0 posted 07 05 2014 2 Under Clinic manage the Clinic module configuration settings as follows Enter or edit the Ap
55. ers on the Dashboard screen Users will click this text to access the external website Remember new dashboard links can only be added to reference external websites References to functions in the Crossroads WIC application can only be added during new releases of the software 5 Enter or edit the Display Order 6 Enter the Tool Tip Tool Tips are displayed when users hover their mouse over a Dashboard link 7 Enter the External Navigation Link The External Navigation Link is the URL of the external website The URL must be entered in the following format http www website com v 1 0 posted 07 05 2014 8 Under Secure Access to Link define security permissions for the link as follows Select the Crossroads WIC Module Select the specific permission level from Grant Access Using Permission The Module selection identifies where the functionality resides The Grant Access Using Permission selection provides you with a way to add previously defined security settings to the link Adding security settings to the link is optional It is permissible to have an unsecured link Secure Access to Link Grant Access Using Permission 9 Click Preview to view the website navigation The screen refreshes and displays the Website Edit Dashboard Link Link Text News ShSigminin G bai Display Order Tool Tip O O External Navigation Link 1 http www google
56. ettings established in the User Security Configuration screen These settings may vary Select or change your Security Question as needed Enter or change your Security Question Answer as needed The available Security Questions are determined by the selections in the User Security Configuration screen These settings may vary i j nA Change Password m JANE DOE v 1 0 posted 07 05 2014 Task D Changing Your Work Location Complete the following steps to perform this task 1 From the Home screen go to Administration Change Location The Change Location screen displays with your default location settings bd Change Location m Frank Rizzo 2 Change your State location as needed 3 Change your Local Agency location as needed The Clinic options will be limited by the Local Agency selected 5 Check Set as Default Location as needed Set as Default Location is only displayed if changes are made to the State Local Agency and or Clinic selections v 1 0 posted 07 05 2014 Change Location S frank ELAN r esm a a SS z a 1 hance Lacs thon Plage k v 1 0 posted 07 05 2014 Task E Changing Your Password if it has been Forgotten Complete the following steps to perform this task 1 Access the Login screen For more details refer to the Logging into the Crossroads WIC Application scenario Password if 2 Enter your User ID 3 Click Forgot Your Password The Verif
57. ettings screen displays Configuration Settings m Frank Rizzo Application Expiration Days BioChemical Cut Off Days Anthropometric Cut Off Days No Of Days Before Re Certification Is Enabled Scales COM Port Weeks Gestation Full Term Weeks Gestation Pre Term Cutof SSH Visible o Fa Require Anthro When Not Present Jj Collect Lead Test a ie LW Require Biochemical i Require Employee Conflict of Interest Family Assessment v Pending Proof of Pregnancy v Require Immunization Consent Participant Demographics J Require Head Circumference Require Source of Drinking Water Income Information J Require Bio When Not Present J Require Vendor Conflict of Interest Health Information Anthro Lab ee re Pending Proof of Residency Require Source of Information for WIC Dietary amp Health f Require Proof of Multiple Gestation f Assign High Risks Assigned Risk Factors LV Pending Proof of Income 2 20 Growth Charts Certification Signature J Pending Proof of Identity v Required UpperCase Check Account Number Check Routing Number ae as i1iliil lt Questons gt _ a Question ID 1 Type 1 Text Store s county sanitation permit aMonth Sst PREPRE i i lt Answer Value gt Farmers Market Issuance Method lt Question gt Farmers Market Booklets Farmers Market Checks Question ID 2 Type 1 Text County Sanitation Permit Expiration date gt lt Aneawer Valie i gt 2 Under Vendor State
58. ew The Preferences settings in the Administration menu allow you to choose from a series of options to designate the Crossroads WIC system color scheme measurement units used and tool tip display settings Selections made here will be applied to all system users This process includes the following tasks Task A Selecting a Color Scheme Task B Selecting Measurement Units Task C Selecting Tool Tip Display Settings v 1 0 posted 07 05 2014 Task A Selecting a Color Scheme Complete the following steps to perform this task 1 From the Home screen go to Administration Preferences Color Schemes The color scheme options display 2 Click a color scheme selection Crossroads The color scheme will be automatically applied v 1 0 posted 07 05 2014 Task B Selecting Measurement Units Complete the following steps to perform this task 1 From the Home screen go to Administration Preferences Measurement Units The measurement unit options display a Search EOT Tm ALET Toniki fierce sie xenepenee Geocrate Manvel Frond Dashboard k i jarai iri g e Hisbeh Pending Manual Manage Doucaien E Celayed Signatures for Eventlogs food Initrameent bes Reporting 2 Click Standard or Metric The measurement unit change will be automatically applied v 1 0 posted 07 05 2014 Task C Selecting Tool Tip Display Settings Complete the following steps to perform this task 1 From the Home screen
59. fault The other items in the Account Status section are provided for informational purposes only and cannot be changed 5 Expand the Roles section by clicking the expand collapse arrow Roles Add Roles Roles if _ cPA C Date Editor _ Farmer s Market Admin O Finance Manager _ Finance Rebate Monitor C Lab Technician LT camel dave Locations 17 OO Kansas WIC v 1 0 posted 07 05 2014 6 Select one or more roles from the available list VI CPA C Date Editor _ Farmer s Market Admin T Finance Manager _ Finance Rebate Monitor _ Lab Technician fi a y u At least one role must be assigned to WIC Staff users before the new user account can be saved 7 Select one or more locations to which the roles will be assigned ih Click the Select All Clinics icon to select all available clinics This icon displays after the regions have been expanded by clicking the expand collapse arrows Locolinaa OC nas WIC a ACO Cintra wy Wit Rogon OF GA Centrai WW WIC Progam o Shenanioah Viky Wit Aegon O06 Training Agancy Hagorn i The level at which roles can be assigned depends on the permissions of the logged on user If the user is signed in at the State level all State locations will be displayed If the user is signed in at the agency level State level assignment is not available If the user is signed in at the clinic level only individual clinic assignment
60. figuration settings as follows Enter or edit the Price Survey Effective Date Max Days in Future Enter or edit the Price Survey Resubmission Lock Out Period days Enter or edit the Price Survey Resubmission Grace Period days Enter or edit the Price Survey Resubmission Maximum Attempts Select the New Applicant Price Acceptance Method Check the box to indicate if NTE Visible to Vendors Price Survey Settings Price Survey Effective Date Max Days In Future Price Survey Resubmission Lock Out Period days Price Survey Resubmission Grace Period days Price Survey Resubmission Maximum Attempts 30_ New Applicant Price Acceptance Method NTE Visible to Vendors Fa v 1 0 posted 07 05 2014 5 Under Monitoring Visits Settings manage additional configuration settings as follows Enter or edit the Monitoring Visit Review Periods Per Year Enter or select the Monitoring Visit Review Start Date Monitoring Visits Settings Monitoring Visit Review Periods Per Year Monitoring 6 Under Vendor Violations Settings manage additional configuration settings as follows Check the box to indicate if Sanction Points Implemented Select the Violation Review Period Definition Enter or edit the Review Period Months Default Enter or edit the Sanction Point Disqualification Threshold Enter or edit the Sanction Point Lifetime Days Select the Multiple Disqualifications Implementation Check the box to indicate if Contract Expiratio
61. g scenario included in this manual The TOC is organized to complement the delivery of instructor led classroom training Similar scenarios are grouped together by major system functions Use the TOC to look up training scenarios first by function and then by scenario title Training Manual Overview Outlines the content of this manual and explains how this manual can be used It includes information about the general structure of this manual and tips to help you get the most out of it Training Scenarios Covers situations that one might encounter in a typical day Each scenario walks you through an entire process Scenarios connect the individual tasks necessary to complete a process The scenarios were written and organized to facilitate an instructor led training session but the scenarios can be used as reference guides after your training is complete Conventions and Features This manual follows certain conventions that make it easy for you to use the materials presented and includes the following features that help you identify similar information from one topic to another V Training scenarios are grouped together by major system functions so that you can locate the desired scenario more easily Each training scenario begins with an Overview section that includes an explanation of what is covered within the scenario so you ll know from the start what you ll be learning Training scenarios are documented using Tasks and Steps A
62. g the following Select the User Type WIC Staff When the WIC Staff User Type is selected the Staff Type Information group box and Roles section display on the screen This section is only applicable to WIC Staff user accounts g Kansas WIC User Profile frank EIZH ine farniiy Jarnes Schedeing Veeder Ogee atian di tions eli ATT Enter the User ID Click Generate to automatically generate a random password Randomly generated passwords comply with the Password Complexity Rule settings established in the User Security Configuration screen When the user logs into the Crossroads WIC System for the first time he or she will be prompted to create a new password If your State uses NCID or Active Directory Passwords may be maintained using an external system v 1 0 posted 07 05 2014 Enter the Start Date This is the first day on which the User ID is valid Enter the End Date if needed This is the last day on which the User ID is valid Enter the user s Last name First Name Middle Initial and Suffix Enter the user s E mail address if needed Enter the user s Division Department and Manager if needed 4 Uncheck Active in the Account Status section if you wish to deactivate the user account Account Status Last Login Date Password Last Change Date Created Date Failed Login Attempts Password Expires Created By User ID Active Locked Password Reset Fi No No The user account is Active by de
63. he caseload may be applied at the Clinic level Select the Yes or No option to Ignore June 30 If Yes is selected all transactions received from the State Finance system with an effective date of June 30 will be ignored by the Crossroads WIC system Caseload Ignore June 30 Apply Caseload Direct To Clinics NC Caseload Calculation Low Threshold Yes No L 0 97 NC Caseload Calculation High Threshold NC Caseload Calculation Low Multiplier 1 03 oas NC Caseload Calculation High Multiplier 1 03 v 1 0 posted 07 05 2014 4 Under Back Spend manage additional configuration settings as follows Edit or Enter Standard for Food NSA FM Admin and FM Food Edit or Enter Exception for Food NSA FM Admin and FM Food Back Spend Enter Standard Enter Exception ae mo Enter Standard Enter Exception Yo C O Enter Standard Enter Exception oo Enter Standard Enter Exception o eo mo 5 Under Spend Forward manage additional configuration settings as follows Enter or edit the NSA to NSA Enter or edit the NSA to MIS Spend Forward NSA to NSA o 6 Under Fund Conversion Threshold Values manage additional configuration settings as follows Enter or edit the NSA Conversion Threshold Enter or edit the Food Conversion Threshold Fund Conversion Threshold Values NSA Conversion Threshold Food Conversion Threshold 7
64. l uence vend edebmcheaeteedt 143 EVENT LOGS senansa narena dg ENANSA aed erctscn tuna Ea AA AE AOA OE KAE MAE F A AE D E EAEE EAE K 147 Searching and Reviewing Event LOGS ccccccccseeceeeseeeeeeeeeeeeeeaeeeeeeseeeeeeseeeeeesaaeeeesaeeeeeeaaeeeesaees 147 v 1 0 posted 07 05 2014 OVERVIEW Document Overview This manual will aid WIC administrative staff in learning about the function and use of the System Administration module of the Crossroads WIC System The System Administration module is a comprehensive solution to help users manage a variety of administrative tasks such as creating user accounts and assigning security permissions creating dashboards and configuring system settings Major functions of this module include the following V V Working with User Accounts Used to create user accounts and assign security permissions to users for their work locations Working with Dashboards Used to manage settings for the main Dashboard the Crossroads WIC system home screen the Finance Dashboard and the Vendor Dashboard Managing Configuration Settings Used to define system settings for functions throughout the Crossroads WIC system that will be applied to all users Managing Education Used to define and edit education details for individual users Manual Content This manual includes the following components organized in the order indicated V Table of Contents TOC Lists each documented trainin
65. lated items Application Expiration Days BioChemical Cut Off Days Anthropometric Cut Off Days No Of Days Before Re Certification Is Enabled Scales COM Port Weeks Gestation Full Term Weeks Gestation Pre Term Cutoff SSH Visible o Require Anthro When Not Present WJ Collect Lead Test Require Biochemical Regui Conflict of Interest E EE a Require Biochemica 7 Require Employee Conflict o eg Family Assessment 4 Pending Proof of Pregnancy 4 Require Immunization Consent Participant Demographics Require Head Circumference 4 Require Source of Drinking Water Income Information 7 Require Bio When Not Present 4 Require Vendor Conflict of Interest Health Information Anthro Lab Eco Social Assessment Dietary amp Health z Require Proof of Multiple Gestation B Assign High Risks 4 Pending Proof of Identity A Required UpperCase J Pending Proof of Residency ai Require Source of Information for WIC Assigned Risk Factors LW Pending Proof of Income v4 2 20 Growth Charts Certification Signature When a box is checked J the item is enabled When a box is not checked O the item is disabled 5 Click Update to save the configuration settings v 1 0 posted 07 05 2014 Task B Managing Food Configuration Settings Complete the following steps to perform this task 1 From the Home screen go to Administration Configuration Settings screen displays Weeks Gestation Full Term Require An
66. le Assignments Task B Approving Role Assignments Task C Denying Role Assignments v 1 0 posted 07 05 2014 Task A Searching for Pending Role Assignments Complete the following steps to perform this task 1 From the Home screen go to Administration Security 4 Approve Roles The Approve Roles screen displays IPA Date Eifii Famers Haykal Adimi Prunce Haije France Renate Monto Lab Techricun Central Wi WEL Reguon it Lora Apetry 4 Cate Edity Farmer s Harkat Admin France Manager France Rebate Monte Leo Technician cag hadulas Central WV WIC Regen 2 Local Amency 4 Local Agency 5 Local Agency E Marron Courier WIE Begin 8 Check the User ID First Name or Last Name box to conduct an exact match search on the value entered Check the State Agency or Clinics box to conduct a location search To quickly select all available Roles Agencies or Clinics click the Select All icon A v 1 0 posted 07 05 2014 The available Clinics will be displayed only after selecting one or more Agencies Locations Z State Z Agency 4 Central WWV WIC Program Local Agency 4 Clinic Name 51 Clinic Name 52 Local Agency 6 Clinic Name 53 Marion County Clinic Name 54 hen Clinic Name 55 Click a column header to sort the results of the search Click and hold then drag and drop columns of information to reorganize the order of the
67. ll be displayed inside the interactive image v 1 0 posted 07 05 2014 3 Click an interactive image to display a visual representation of the process flow For example click the Redemption image to display the Redemption Process Flow screen The Process Flow screen graphically represents the automatic processes that run as a part of a system module The circular arrows represent calculation processes that execute daily The arrowed lines represent batch files transmitted between Crossroads and external financial partners The overall status of a process flow is represented by the color of the diagram Green indicates that the process flow executed successfully Red indicates an error in processing Gray indicates that the process has not yet run Redemption Process Flow Frank HZ0 Piper Ces WIE Ceti Beto Cee g v 1 0 posted 07 05 2014 4 Onthe Process Flow screen click any of the interactive images The Batch Process Detail screen displays Batch Process Detail amp Frank Rizzo i a a aa a aS a aS ae en ee se a j LOgoUT Vendor File T Crossroads 12 29 2011 Yes Om 2s 547ms 16 A visual representation of the process flow displays under Process Detail The Process Details grid displays the name of each process whether the run was successful the start and end times duration record count and error description The Process History grid displays the date of each process whethe
68. llows to indicate the order in which the functions will appear in the certification process Click the up arrow la to move the function up one position Click the down arrow L to move the function down one position Click the double up arrow to move the function to the top of the list Click the double down arrow to move the function to the bottom of the list Application Expiration Days BioChemical Cut Off Days Anthropometric Cut Off Days No Of Days Before Re Certification Is Enabled Scales COM Port Weeks Gestation Full Term Weeks Gestation Pre Term Cutoff SSN Visible o Fa 7 Require Anthro When Not Present J Collect Lead Test a Does 4 Require Biochemical 7 Require Employee Conflict of Interest Family Assessment LV Pending Proof of Pregnancy J Require Immunization Consent Partidpant Demographics Require Head Circumference VJ Require Source of Drinking Water Income Information f Require Bio When Not Present Require Vendor Conflict of Interest jealth Information Mathro Lab Eco Social Assessment Dietary amp Health J Require Proof of Multiple Gestation WJ Assign High Risks Assigned Risk Factors vl Pending Proof of Income a 2 20 Growth Charts Certification Signature Vl Pending Proof of Identity 7 Required UpperCase Pending Proof of Residency Require Source of Information for WIC v 1 0 posted 07 05 2014 4 Check the boxes to enable turn on or disable turn off these certification re
69. lth 7 Require Proof of Multiple Gestation VJ Assign High Risks Assigned Risk Factors LV Pending Proof of Income 2 20 Growth Charts Certification Signature J Pending Proof of Identity v Required UpperCase Check Account Number Check Routing Number mmn lt Questons gt Issuance Frequency Banking Provider lt Question ID 1 Type 1 Text Store s county sanitation permit imn O number gt a lt Answer Value gt Farmers Market Issuance Method lt Question gt Farmers Market Booklets Farmers Market Checks lt Question ID 2 Type 1 Text County Sanitation Permit Expiration date gt lt Aneawer Valie i gt 2 Under State Level Communication Settings AutoDialer Communication Settings manage the communication configuration settings as follows Enter or edit the Days In Advance This is the number of days prior to an appointment that reminder calls will be placed v 1 0 posted 07 05 2014 Enter or edit the Initial Certification File Name Enter or edit the Nutrition Education File Name Enter or edit the Missed Initial Certification File Name Enter or edit the Missed Nutrition Education File Name Enter or edit the State File Name These are the names of the files sent from the Crossroads WIC system to the AutoDialer system containing auto call information for various appointments Enter or edit the AutoDialer Results File Name This is the name of the file sent from the AutoDiale
70. mplexity settings as follows Enter the Minimum Characters Enter the Maximum Characters Enter the Minimum Uppercase characters Enter the Minimum Numeric characters Enter the Minimum Special characters Password Complexity Rule Minimum Characters Maximum Characters if Minimum Uppercase Minimum Numeric 17 Minimum Special 1t These settings govern the strength requirements for users passwords When a user account is created an initial password is randomly generated consistent with these settings When users later change their passwords they must comply with these settings If your State uses NCID or Active Directory Passwords may be maintained using an external system v 1 0 posted 07 05 2014 5 Click the expand arrow to manage User Security Questions The Available Questions list will be displayed Whatis your Mother s maiden name Where were you born valable questions What is your Mother s maiden name What was the name of your first pet Where were you born What was the name of your favorite pet Whatis your maternal grandmother s maiden name In which city was your mother born Whatis the middle name of your oldest child What is your oldest sibling s middle name In which city or town did your mother and father meet The User Security Questions will be used for validation if users forget their passwords and need them to be reset What is your Mother s maiden name Where were you born
71. n Expires Violations Vendor Violations Settings Sanction Points Implemented Violation Review Period Definition Review Period Months Default Fa Within Number Of Months Sanction Point Disqualification Threshold Sanction Point Lifetime Days Multiple Disqualifications Implementation Contract Expiration Expires Violations Consecutive a Fa 7 Click Update to save the configuration settings Task D Managing Appointment Configurat Complete the following steps to perform this task 1 From the Home screen go to Administration Configuration Settings screen displays Weeks Gestation Full Term Require Anthro When Not Present Require Biochemical Family Demographics quire Bio i v 1 0 posted 07 05 2014 on Settings Configuration Manage System Settings The Configuration Settings amp Frank Rizzo No Of Days Before Re Certification Is Enabled Weeks Gestation Pre Term Cutof SSH Visible Fa Collect Lead Test y Require Employee Conflict of Interest Family Assessment Participant Demographics Income Information Health Information Anthro Lab Eco Social Assessment Dietary amp Health v Pending Proof of Pregnancy J Require Head Circumference J Require Bio When Not Present Pending Proof of Identity Pending Proof of Residency v Require Proof of Multiple Gestation Require Immunization Consent Require Source of Drinking Water J Require Vendor Conflict of Interest Required Upp
72. ncheck Active in the Account Status section if you wish to deactivate the user account Account Status Last Login Date Password Last Change Date Created Date Modified Date Failed Login Attempts Password Expires Created By User ID Modified By User ID Active Locked Password Reset A No No The user account is Active by default The other items in the Account Status section are provided for informational purposes only and cannot be changed 5 Expand the Roles section by clicking the expand collapse arrow The Roles section is only applicable to WIC Staff user accounts If External Participant is selected as the User Type this section will not be visible _ cPA C Date Editor _ Farmer s Market Admin T Finance Manager _ Finance Rebate Monitor C Lab Technician fT dea dae OO Kansas WIC v 1 0 posted 07 05 2014 6 Select one or more roles from the available list 3 saved VI CPA C Date Editor _ Farmer s Market Admin T Finance Manager _ Finance Rebate Monitor _ Lab Technician lena At least one role must be assigned to WIC Staff users before the updated user account can be 7 Select one or more locations to which the roles will be assigned Click the Select All Clinics icon i to select all available clinics This icon displays after the regions have been expanded by clicking the expand collapse arrows v 1 0 posted 07 05 2014 4 OO Kansas WIC 4 A Central WV
73. ng this box indicates that a state has EBT set up for use v 1 0 posted 07 05 2014 Enter or edit the Max Requested Count for Purchases Enter or edit the Max Requested Count for EBT Card Details 3 Under EBT Card Validation Settings manage additional EBT configuration settings as follows Enter of edit the EBT card Number Length Enter of edit the Issuer Identification Numbers EBT Card Validation Settings Number Length Issuer Identification Numbers 16 123456 4 Under Online EBT to MIS Interface Settings manage additional EBT configuration settings as follows Enter or edit the WIC EBT System ID Enter or edit the WIC MIS System ID Enter or edit the Message Version Enter or edit the File Sequence Number Enter or edit the State FIPS Code EBT Only Enter or edit the EBT Authentication Timeout in seconds Online EBT to MIS Interface Settings WIC EBT System ID WIC MIS System ID E Message Version File Sequence Number T d 2 State FIPS Code EBT Only EBT Authentication Timeout in seconds v 1 0 posted 07 05 2014 Task K Managing Participant Portal State Configuration Settings Complete the following steps to perform this task 1 From the Home screen go to Administration Configuration Manage System Settings The Configuration Settings screen displays Configuration Settings amp Frank Rizzo BioChemical Cut Off Days Anthropometric Cut Off Days No Of Days Before Re
74. o watch for these helpful icons Alternatives Processes Using This Manual This manual can be used as a training manual during instructor led classroom training or as a reference guide once training is concluded Use the table of contents TOC to locate a training scenario Once you ve located a specific training scenario review the Overview section at a minimum to find out important details surrounding the scenario such as the starting point type of data needed and a summary of the Task s to be completed in the overall process You can follow the associated Steps for more detail as needed v 1 0 posted 07 05 2014 CHANGE PASSWORD AND LOCATION Changing and Setting the Password and Work Location Overview The Change Password screen allows you to change your Crossroads WIC system password and select a security question and answer The security question and answer will be used for validation if you forget your password and need it to be reset The Change Location screen is used to select or change a users work location in the Crossroads WIC System and to specify the default work location This process includes the following tasks Task A Changing Your Password for the First Time Task B Setting Your Default Work Location Task C Changing Your Password after it has already been Established Task D Changing Your Work Location Task E Changing Your Password if it has been Forgotten v 1 0 posted 07 05 2014
75. ome screen go to Administration Security Manage Security Configuration The User Security Configuration screen displays TETA Security Conthiguration a Frank Risse 1 dm Apphcation Timeout Perad i mues Piazimamn Logs Aitemyts hat yer Bb essere precios pug 2 Under Security Configuration select the User Type The screen is refreshed and the configuration settings for the selected user type are loaded A status message displays User Security Configuration i Frank Rizzo Three user types are available for configuration WIC Staff External Participant and External Vendor Changes made to the User Security Configuration screen will affect all users of the selected type v 1 0 posted 07 05 2014 3 Under Security Configuration manage the configuration settings as follows Enter the Password Expiration Period Enter the Password Expiration Notification Enter the Login Reattempt Wait Period Enter the Unique Password Period Enter the Application Timeout Period Enter the Account Auto deactivation Period Enter the Reset Password Expiration Enter the Maximum Login Attempts Password Expiration Period 11 Password Expiration Notification 17 Login Reattempt Wait Period Unique Password Period 1 Application Timeout Period if Account Auto deactivation Period 1 days minutes days Reset Password Expiration if Maximum Login Attempts if 4 Under Password Complexity Rule manage the password co
76. onal Vendor module configuration settings as follows Check the box to indicate Vendor Slot Usage Enter or edit the Vendor Expiration Year Interval Enter or edit the Filter Variable Contract Expires in days Enter or edit the Minimum Same Peer Group Days Enter or edit the Peer Group Delay Enter or edit the Past WIC Sales History in Months Enter or edit the Percent Used to Compute Punitive Amount Enter or edit the Maximum CMP Per Violation Enter or edit the Maximum CMP Per Investigation Enter or edit the Maximum Percent CMP Reduction Enter or edit the Maximum Percent CMP Increase Select the Default Sender Email Address Check the box to Notify Local Agency of CMP Issuance Enter or edit the Investigation Case Duration Alert Limit Enter or edit the High Risk Expiration Days Vendor Slot Usage Vendor Expiration Year Interval Filter Variable Contract Expires in days Fa 0o Minimum Same Peer Group Days Peer Group Delay Past WIC Sales History in Months 180 Percent Used To Compute Punitive Amount Maximum CMP Per Violation 11 000 00 Maximum CMP Per Investigation Maximum Percent CMP Reduction Maximum Percent CMP Increase 44 000 00 100 Default Sender Email Address Notify Local Agency of CMP Issuance State Level xy U Investigation Case Duration Alert Limit High Risk Expiration Days o_ One year 366 Days Two years 731 Days Three years 1096 Days 4 Under Price Survey Settings manage additional con
77. onds 3 Click Update to save the configuration settings v 1 0 posted 07 05 2014 Task E Managing Finance Configuration Settings Complete the following steps to perform this task 1 From the Home screen go to Administration Configuration Manage System Settings The Configuration Settings screen displays Configuration Settings m Frank Rizzo Application Expiration Days BioChemical Cut Off Days Anthropometric Cut Off Days No Of Days Before Re Certification Is Enabled Scales COM Port Weeks Gestation Full Term Weeks Gestation Pre Term Cutof SSH Visible o F Require Anthro When Not Present Jj Collect Lead Test as Ll Require Biochemical i Require Employee Conflict of Interest Family Assessment v Pending Proof of Pregnancy v Require Immunization Consent Participant Demographics J Require Head Circumference Require Source of Drinking Water Income Information J Require Bio When Not Present J Require Vendor Conflict of Interest Health Information Anthro Lab Eco Social Assessment Dietary amp Health f Require Proof of Multiple Gestation f Assign High Risks Assigned Risk Factors J Pending Proof of Income 2 20 Growth Charts Certification Signature J Pending Proof of Identity v Required UpperCase yi Pending Proof of Residency Require Source of Information for WIC Check Routing Number 1111111 lt Questions gt soa Question ID 1 Type 1 Text Store s county sanitation permit
78. oof The Edit Reference Table grid displays the Name ID and Description for each reference table Additionally this grid indicates if the reference table is read only Read only tables display a magnifying glass icon under View Edit and cannot be modified Editable tables contain a pencil icon amp under View Edit and can be modified v 1 0 posted 07 05 2014 2 Double click an editable record in the Edit Reference Table grid or click the pencil icon P to view and edit the reference table details The Edit Reference Table screen displays 1 1 1900 1 1 1 1900 12 00 00 AM 1 1 1 1900 12 00 00 AM 1 1 1 1900 12 00 00 AM 1 Aerobics 1 1 1900 12 00 00 AM 1 1 1 1900 12 00 00 AM 1 Weights 1 1 1900 12 00 00 AM 1 1 1 1900 12 00 00 AM 1 3 Click Add New An additional line is added at the bottom of the Edit Reference Table grid 1 1 1900 12 00 00 AM 1 1 1 1900 12 00 00 AM 1 1 1 1900 12 00 00 AM 1 1 1 1900 12 00 00 AM 1 1 1 1900 12 00 00 AM 1 1 9 2012 1 3403PM 10 1 1 1900 12 00 00 AM 1 1 1 1900 12 00 00 AM 1 1 1 v 1 0 posted 07 05 2014 4 Enter the new item s details as follows Enter the item s Display Order Enter the item s Name Enter the indication of whether the item Is Active The changes you make here will be automatically updated in the Edit Reference Table grid Certain reference tables may require the completion of additional field options 5 Click Save to return to the Edit Reference Tables s
79. ord Complexity Rule settings established in the User Security Configuration screen When the user logs into the Crossroads WIC System for the first time he or she will be prompted to create a new password If your State uses NCID or Active Directory Passwords may be maintained using an external system Enter the Start Date This is the first day on which the User ID is valid Enter the End Date if needed This is the last day on which the User ID is valid 4 Click Family Search to search for a family record The Family Search screen displays Participant Information Family ID if Family Name 1 E mail 7 S Loo Fmi search Search Tepe Famiiy 1D Last fame First Hare HE Trirphkanr tember eS E E E E _ Portcpini FAN FET Cord Rumbrr C caretaker paee Ero 5 Under Search Criteria select the desired Search Location State wide Local Agency clinic Search Location can be refined by using the set of radio buttons and the associated drop down list v 1 0 posted 07 05 2014 6 Under Search Type check one or more boxes Family Participant Caretaker and or Proxy and enter or select the desired search criteria Search Type Family ID LastName _ First Name MLL Telephone Number Date of Birth Ld Family Ee eee eee ees O ee C Participant caretaker L Proxy EBT Card Number 7 Click Search The screen is refreshed and displays the results in the Search
80. plication Expiration Days Enter or edit the BioChemical Cut Off Days Enter or edit the Anthropometric Cut Off Days Enter or edit the Scales COM Port Enter or edit the Number of Days Before Re Certification Is Enabled Enter or edit the Weeks Gestation Full Term Enter or edit the Weeks Gestation Pre Term Cutoff Check the box to indicate if SSN Visible Indication whether alternate funding is allowed by selecting an Allow Alternate Funding option Applicahen Dicparaten aya fist hemical Cut Off Daye Ar trit Cut Cary Wo Of Days Balere fRe Certilication Ia nabled TE m Ta o 3 Woeks Geales Full Torn Weeks Gestation Pre Pon Cobol i Alles AR cma Furey Ly Lav tes GMa Dertdealon Fur don yl Eege datea Wiem Mok Freee l Collect Lead Tet Feni bia A Requre Deachemical 2 Require Employee Confict of Interest Fordy Aneateret A Pricing Bree of Pregan A Pepan rerasan Comer Partagent Ditar aches li Eip g Heed Driu li Segue Source of Denkira Water beet iresim A Require fio When Not Present GA Require Vendor Conflict of Interest AN Al Pedag PraF of bdin A Recuired Ueaaran hth dorn iding Proof of iheadiency oA heyrt Source of Informanor for wit Costar B Peale Lf Repre Praet of Mulino Gestation lx dissin High Flies Deere ped Book Factors Fa Pending Praf of bree CJ 3 30 Gerth Charts etsian Siorevture 3 Under Certification Functions highlight a function in the list to select it Then click the arrows as fo
81. previously been scanned click View Documents The Scan Documents screen displays Scan Document View Documents 4 Click Save A status message displays v 1 0 posted 07 05 2014 Task B Viewing and Modifying Education Details Complete the following steps to perform this task 1 From the Home screen go to Administration Manage Education The Manage Education screen displays The user Education Details grid lists all education items associated with the user and includes the Status Education Name Start Date Completion Date and Hours Click a column header to sort the items in the grid Click and hold then drag and drop columns of information to reorganize the order of the columns in the grid v 1 0 posted 07 05 2014 2 Click the pencil icon to view and modify education details The Add Edit Education Details screen displays Status 1 Pending E Completion Date Hours yeo E PEPEPEPE NENNEN Notes 1 11 2012 10 12 AM we ByPass New SIr eee JF ET ee ee Te ByPass 1 11 2012 10 10 AM Notes Scan Document View Documents 3 Modify the education details as follows Enter or edit the Name Select the Status Select or edit the Start Date Select or edit the Completion Date Enter or edit the Hours Enter Notes as needed Use the toolbar functions to format the notes You can apply styles bold italics underline increase or decrease the font size a
82. r system to the Crossroads WIC system containing result information for all calls Communication Settings AutoDialer Communication Settings Initial Certification File Name SubSchd txt Nutrition Education File Name NutrSchd txt Missed Initial Certification File Name NoShowc tet Missed Nutrition Education File Name NoShowN txt State File Name AutoDialer Results File Name Results csv Under State Level Communication Settings AutoEmailer Communication Settings manage the communication configuration settings as follows Enter or edit the Days In Advance Enter or edit the E Mail Address to Send Communication From AutoEmailer Communication Settings Days In Advance 1 E Mail Address To Send Communications From communications emailixyz org v 1 0 posted 07 05 2014 4 Under State Level Communication Settings Notification Queue Settings manage the communication configuration settings as follows Enter or edit the Days Required to Send Mail Notifications Enter or edit the Automatically Remove Notifications that Appointment Date Has Passed Notification Queue Settings C Required to Send Mail Notification SB Automatically Remove Notifications that Appointment Date Yes No 5 Click Update to save the configuration settings v 1 0 posted 07 05 2014 Task H Managing Operations Configuration Settings Complete the following steps to perform this task 1 F
83. r the run was successful the duration record count and error description 5 Click Back The Process Flow screen displays 6 Click Back again The System Process Overview screen displays v 1 0 posted 07 05 2014 Task B Restarting Batch Processes Complete the following steps to perform this task 1 Access the Batch Process Detail screen For details refer to Task A of the current scenario Batch Process Detail amp Frank Rizzo Vendor File x Crossroads WIC Bank 2 Click Restart Process The process starts automatically with no further prompting v 1 0 posted 07 05 2014 Task C Configuring External Batch Processes Complete the following steps to perform this task 1 Access Batch Process Detail screen For details refer to Task A of the current scenario Batch Process Detail amp Frank Rizzo Vendor File a Crossroads WIC Bank Error L iption v 1 0 posted 07 05 2014 The Edit Settings button is displayed for external processes only 3 Edit the configuration settings as follows Enter the FTP Host URL Enter the Port Enter the User ID Enter the Password Enter the Incoming FTP Directory Enter the Outgoing FTP Directory 4 Click OK Congratulations You have successfully viewed system process summaries restarted batch processes and configured batch processes v 1 0 posted 07 05 2014 CONFIGURATION Managing the Process Schedule
84. rom the Home screen go to Administration Configuration Manage System Settings The Configuration Settings screen displays Configuration Settings m Frank Rizzo Weeks Gestation Full Term Weeks Gestation Pre Term Cutof SSH Visible Fa Require Anthro When Not Present Jj Collect Lead Test a ie LW Require Biochemical i Require Employee Conflict of Interest Family Assessment v Pending Proof of Pregnancy v Require Immunization Consent Participant Demographics J Require Head Circumference Require Source of Drinking Water Income Information J Require Bio When Not Present J Require Vendor Conflict of Interest Health Information Pending Proof of Identity VJ Required UpperCase Anthro Lab kl P Pending Proof of Residency Require Source of Information for WIC Dietary amp Health Require Proof of Multiple Gestation f Assign High Risks Assigned Risk Factors Pending Proof of Income 2 20 Growth Charts Certification Signature Check Account Number Check Routing Number 1111111 lt Questions gt Issuance Frequency Banking Provider Question ID 1 Type 1 Text Store s county sanitation permit imon W L number gt lt Answer Value gt Farmers Market Issuance Method lt Question gt Farmers Market Booklets Farmers Market Checks Question ID 2 Type 1 Text County Sanitation Permit Expiration date gt lt Aneawer Valie i gt 2 Under Operations manage the Operations module configuration settings as
85. s are available v 1 0 posted 07 05 2014 8 Click Add The locations to which the selected roles have been assigned will be added to the Assigned Roles section Click the Sort by Roles icon amp to sort the assignments by role C Date Editor fi Kansas WIC _ Farmer s Market Admin Central WV WIC Region 02 Finance Manager Shenandoah Valley WIC Region 06 C Finance Rebate Monitor Training Agency Region 06 C Lab Technician 4 OCO Kansas WIC a AC Central WV WIC Region 02 GA Central WV WIC Program t OCO Shenandoah Valley WIC Region 06 t LJ Training Agency Region 06 v 1 0 posted 07 05 2014 Task B Adding a New External Participant User Account Complete the following steps to perform this task 1 From the Home screen go to Administration Security Search Users The User Search screen displays User Search amp Frank Rizzo UserID FirstName _ LastName User Type a D D E E Active Users Only Locked Users Only Locations LJ LJ C State Local Agencies H Select All C Clinics EA Select All 2 Click Add User The User Profile screen displays v 1 0 posted 07 05 2014 3 Under Account Information complete the User Profile Details section for the new user account by doing the following Select the User Type External Participant Enter the User ID Click Generate to automatically generate a random password Randomly generated passwords comply with the Passw
86. select an alternate icon to edit the icon for a Dashboard Group Dashboard Groups Family Services gt lt Food Maintenance X FI Redemption x Operations Management X Scheduling x Dashboard Links a gt Add a New Family so gt Family Search a7 Income Screening Calculator 5 Click Save A status message displays v 1 0 posted 07 05 2014 Task C Adding New Groups to the Dashboard Complete the following steps to perform this task 1 Access one of the Edit Dashboard screens For details refer to Task A of the current scenario fe Edit Dashboard amp Frank Rizzo 2 Under Dashboard Groups click the blank row at the bottom of the grid to select it Dashboard Groups Display Order X Family Services i Applicant XX Food Maintenance Food Issuance YE FI Redemption WY Food Redemption gt lt Operations Managelffie RSi Operations X Scheduling Schedule 3 Enter the new group s details as follows Enter the Title Enter the Display Order Select the Icon When all three items are entered for the new group a new blank line for additional groups is added at the bottom of the Dashboard Groups grid v 1 0 posted 07 05 2014 4 Click Save A status message displays v 1 0 posted 07 05 2014 Task D Deleting Dashboard Groups from the Dashboard Complete the following steps to perform this task 1 Access one of the Edit Dashboard screens For details refer to T
87. t the Link Text as needed Edit the Display Order as needed Enter or edit the Tool Tip as needed 6 Click Save The Edit Dashboard screen is refreshed and your changes are displayed in the Dashboard Links grid v 1 0 posted 07 05 2014 7 Click Save again on the Edit Dashboard screen ES Edit Dashboard Frank Rizeo m i i v 1 0 posted 07 05 2014 Task F Adding New Links to a Dashboard Group Complete the following steps to perform this task 1 Access one of the Edit Dashboard screens For details refer to Task A of the current scenario fl Edit Dashboard amp Frank Rizzo 2 Under Dashboard Groups click a row to select it The Dashboard Links grid is refreshed to display the links associated to the selected row fea Edit Dashboard amp Frank Rizzo amp Adda New Family XC Family Search amp amp Income Screening Calculator v 1 0 posted 07 05 2014 3 Under Dashboard Links click Add New Link The Edit Dashboard Link screen displays Dashboard Links Title Display Order Tool Tip External Rovination Link aram Access o ao gt Add a New Family 1 X Family Search z J7 Income Screening Calculator 3 Edit Dashboard Link Link Text 1 hE Display Order a Tool Tip O External Navigation Link a Secure Access to Link Module Grant Access Using Permission 4 Enter the Link Text The Link Text is the actual text displayed for the us
88. thro When Not Present Require Biochemical Family Demographics quire Bio i Configuration Manage System Settings The Configuration Settings amp Frank Rizzo No Of Days Before Re Certification Is Enabled Weeks Gestation Pre Term Cutof SSH Visible Fa Collect Lead Test y Require Employee Conflict of Interest Family Assessment Participant Demographics Income Information Health Information Anthro Lab Eco Social Assessment Dietary amp Health v Pending Proof of Pregnancy J Require Head Circumference J Require Bio When Not Present Pending Proof of Identity Pending Proof of Residency v Require Proof of Multiple Gestation Require Immunization Consent Require Source of Drinking Water J Require Vendor Conflict of Interest Required UpperCase Require Source of Information for WIC Assign High Risks Assigned Risk Factors Certification Signature yi Pending Proof of Income Issuance Frequency Banking Provider Month E Farmers Market Issuance Method Farmers Market Booklets Farmers Market Checks Check Routing Number 1111111 2 20 Growth Charts lt Questions gt lt Question ID 1 Type 1 Text Store s county sanitation permit number gt lt Answer Value gt lt Question gt lt Question ID 2 Type 1 Text County Sanitation Permit Expiration date gt Answer Valie gt v 1 0 posted 07 05 2014 2 Under Food manage the Food module configuration settings
89. udes the following tasks Task A Adding New Education Details Task B Viewing and Modifying Education Details Task C Deleting Education Items v 1 0 posted 07 05 2014 Task A Adding New Education Details Complete the following steps to perform this task 1 From the Home screen go to Administration Manage Education The Manage Education screen displays Manage Education Frank Rizzo 2 Click Add New Education Details The Add Edit Education Details screen displays Start Date 1 C a e S MEAE N Notes Se ByPass New 1 11 2012 8 39 AM v 1 0 posted 07 05 2014 3 Enter the education details as follows Enter the Name This is the title or description of the education item training course certification class etc Select the Status Enter or select the Start Date Enter or select the Completion Date as needed Enter the Hours as needed Enter Notes as needed Use the toolbar functions to format the notes You can apply styles bold italics underline increase or decrease the font size add bullets or numbering etc AAAAAAAAAAAAAAA fu ua ud d d d d Ppudud F i le AAAAAAAAAAAAA i E Iu judd dd ddd ddd AAAAAAAA AAA A Suu ul ul fddddd Notes 1 11 2012 10 10 AM To scan documents for this education item click Scan Document The Scan Documents screen displays Note that a document scanner must be connected in order to utilize this function lf documents have
90. v 1 0 posted 07 05 2014 Prepared By Prepared For CSC Crossroads Staff 7701 College Blvd Submitted To Overland Park KS 66210 Crossroads Staff v 1 0 posted 07 05 2014 DOCUMENT INFORMATION Document Information Document Title v 1 0 posted 07 05 2014 System Administration User Manual Project Name Crossroads WIC Project Release 0 23 124 9268 Author s Training Staff CSC Internal Reviewer Training Staff SMEs Contract Number 02476 09 Document Creation Date 1 20 2012 Document Current Version 1 0 Purpose of Document Training Aids for Crossroads WIC v 1 0 posted 07 05 2014 DOCUMENT REVISION HISTORY Document Revision History v 1 0 posted 07 05 2014 TABLE OF CONTENTS OVERVIEW merreni e rE bean OAE AAE A NEEE EENE R E EEEE AORTAE dente recatatens 6 Document OVO W orea EE A E E EE AAE EAE EES 6 CHANGE PASSWORD AND LOCA TION ssesssssssesssrnsrernernrrnrnrrnrnernrnernernrrernrrnrrernrrererrererrns 8 Changing and Setting the Password and Work LOCattiONn ccccccseceeceeeeeeeeeeeeeeeeeseeesaeeesaeeeesaes 8 SECURENI eee en ener ee E AE EE EE E ee 19 Searching Adding and Editing Users Roles and Location ASSIQNMeN1 cccecceeeeeeeeeeeees 19 Adding Editing and Deleting Roles sixcessicccccccesne wencuie cpcu sense cedvnss Lote adenedeusueaaudnoedd atsebsbecepewpednewse arse ces 42 Searching
91. view ViewModelBase viewModel ModelBase contextObjq ERA m dal Blas inahin kiam hlas ian d Cerin seiner bingo hd dan Maen sain Bd dnl E in ia The creation date error title module location and error ID is displayed within the grid Log details display the error message text and stack trace information Congratulations You have successfully searched for and reviewed error logs v 1 0 posted 07 05 2014 Task C Submitting the TIP Report to Food and Nutrition Service FNS Complete the following steps to perform this task 1 While still on the Vendor TIP Report screen select the file to be submitted by clicking on the row in the TIP Report Results grid Vendor TIP Report amp FRANK RIZZO 11 19 2012 2 41 26 PM 2012_1120_TIP csv 2012_11_29 TIP csv 2012_12_11 TIP csv 2012_12_11a_TIP csv 2012_12_11a_TIP csv 2012_12_11a_TIP csv 2012_12_11b TIP csv 2012_12_17_TIP csv 2012_12_17_TIP csv 2012_12_17_TIP csv 2012_12_19 TIP csv 2012_12_19 TIP csv 11 20 2012 10 25 44 AM 11 29 2012 8 04 56 AM 12 11 2012 10 04 15 AM 12 11 2012 10 28 24 AM 12 11 2012 10 53 48 AM 12 11 2012 11 59 32 AM 12 11 2012 12 48 16 PM 12 17 2012 2 19 06 PM 12 17 2012 2 30 43 PM 12 17 2012 2 37 38 PM 12 19 2012 12 39 28 PM 12 19 2012 12 53 15 PM 12 19 2012 2 55 08 PM 1 11 2013 12 00 15 PM 1 14 2013 2 57 45 PM 1 17 2013 9 15 15 AM 1 28 2013 1 07 07 PM _TIP csv 2012m_TIP csv 2013_TIP csv 2012a_TIP csv 2012_9 TIP csv 2012_
92. ws Enter or select the From Date Enter or select the To Date Enter the ID From Date To Date ID hany E yo Se 3 Click Search The screen is refreshed and displays the results in the Search Logs grid NURS LETIS AM ITOIZ LETITI aM HLO Lids 2s AM APLD iiia A UL Lae i M i Lee AM Tilia 1 04 aM TLS 104 5 AM WU 13 aM YL SN es 14 AM LL E2 10 24 AM iPROM VID Wi A MINAL ish aM Lo BP ait i ee Click a column header to sort the results of the search example below v 1 0 posted 07 05 2014 EAE TION LEVEL i dixcegtion Pas been thrown by the target of an invecation STACK TRACE af Sytem Kunna TyptHondle Createlnstance Runtine Type type Boman pubkcOnky E EREDU T aoeah ai 1h TEH ia a barhia ipai E 2 E bole 7 4c a 1 4704 bf P3948 led 13 DERE ao i ia PRE Pd ch hini 1c HEETE Bag Mie Sar ER ba EE aka H Aga Bea cade detect Ay cisi Ste 3 ic 1 ied Ht Aee e e DA a a E Ea ET EOT TE mi r j Pat Pip a mi ana l b E M in A A OA nA Mlerensiniat Bocian Siplhecd The Boole Hache eolan skp VebityChecks Deolean skpChackThs lookan Marha E Click and hold then drag and drop columns of information to reorganize the order of the columns in the grid cee 3 31 35 PM 1 9 2012 3 13 24 PM 1 9 2012 3 51 08 PM 1 9 2012 3 36 06 PM 1 9 2012 3 33 26 PM 1 9 2012 2 53 48 PM 1 9 2012 2 36 08 PM 1 9 2012 2 35 41 PM 1 9 2012 2 35 29 PM 1 9 2012 2 53 42 PM 1 9 2012 2 51 30 PM 1 9 2012 2 51 13 PM
93. xception Unhandled Exception Unhandled Exception Unhandled Exception Unhandled Exception ngandeg Exception Unknown Unknown Unknown Unknown Unknown Unknown Unknown Unknown Unknown Unknown Unknown IED OD 14544997e 4b 5a 40 1e b7b 1 60621b0371tb 38dc5f4c ce06 4afl Bec9 6f24740 15db3 ea2ccOfd 037b 4477 86ea 30 129f5f15b8 d2da0358 4579 4112 954f 1fb45de5ad96 b9298cf7 6b68 9b05 834e 9c60a 11d 5bdf 6446f83 2b 76 4808 bfa5 27b648827350 beac22df 1677 444d 8428 af lbe60c67a7 83b8e27a 0996 46 5f 85c4 9d497f7b9aae 24498 19 1d 8c7d 45fc a6d6 ddfb04a44c la b9c2620 b43b 4We0 aa2e 6f9371b383a1 a7276445 72a9 43dd be90 3c478114688a 5c9216fd 12e6 4260 aca2 93412122 8a4 2 266754f c34b 4f47 bde2 d0 2bd 1201418 ppg 11 60 16 4 784 2 S37 pabppe4e 7990 Exception EXCEPTION LEVEL 1 Exception has been thrown by the target of an invocation STACK TRACE at System Runtime TypeHandle CreateInstance Runtime Type type Boolean publicOnly Boolean noCheck Bool at System Runtime Type CreateInstanceSlow Boolean publicOnly Boolean skipCheckThis Boolean fillCache at System Runtime Type CreatelInstanceDefaultCtor Boolean publicOnly Boolean skip VisibilityChecks Boolean skipCheckThis Bc at System Activator CreateInstance Type type Boolean nonPublic at Crossroads Clinic ViewModel NavigationManager Create ViewModelBaseInstanceUsingReflection String viewModelClassName i at Crossroads Clinic ViewMod el NavigationManager DoNavigate String
94. y Security Question screen displays Where were you born it ok Cancel 4 Enter your Security Question Answer The Security Question displayed is determined by your earlier selection on the Change Password screen v 1 0 posted 07 05 2014 5 Click OK The Change Password screen displays ns Change Password a a a a a a ay ee ee ee a z a kirt d Sel i f 1 som i aeihon Summary 2 eo Phair eter the walie mn irv Patwerned Please enter the vale in Canfinm Pasa 6 Change your password settings as follows Enter your New Password Enter your new password a second time in Confirm New Password Passwords must comply with the complexity settings established in the User Security Configuration screen These settings may vary Select or change your Security Question as needed Enter or change your Security Question Answer as needed The available Security Questions are determined by the selections in the User Security Configuration screen These settings may vary 7 Click OK to process your changes A status message displays oN 2 Change Password Hew Peed Security Question TAERE Whee rene wo len Conk New Payswenl Sewrily Gveston Ameer TT iat City a Ea v 1 0 posted 07 05 2014 Congratulations You have successfully changed your password for the first time set your default work location changed your password again aft
95. zzo The Dashboard Groups grid displays the Title Display Order and Icon for each group defined for the Dashboard screen Click a column header to sort the items in the grid Click and hold then drag and drop columns of information to reorganize the order of the columns in the grid 2 Under Dashboard Groups click the Title and type alternate text to edit the name of a Dashboard Group Dashboard Groups a B EEr seve OO S S TTTS SSS SS ere Food Maintenance FS Food Issuance X FI Redemption WY Food Redemption xX Operatons Management ihe Operations X Scheduling ext Schedule x v 1 0 posted 07 05 2014 3 Click the Display Order and type an alternate number to edit the display order of a Dashboard Group Dashboard Groups ithe Display Order Pico o O O Family Services L d Applicant X Food Maintenance hed Food Issuance X FI Redemption l ov Food Redemption x Operations Management RS Operations XC Scheduling ot Schedule x When a change is made to the Display Order for a Dashboard Group the other Dashboard Groups defined for the Dashboard will be reordered to accommodate the change For example if the Family Services group initially has a Display Order of 1 and the Food Maintenance group initially has a Display Order of 2 when the Display Order for the Food Maintenance group is changed to 1 the Family Services group Display Order will be automatically changed to 2 4 Click the Icon and

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