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1. Housing n GU TVices Client Program Fiscal Management Reports Y Client Search View New Edit Residence View New Edit Household View Mail Ph Update NCB Update Move Client to HH HH to Residence Merge HH Energy Education View Client Esch Version 3 0 4T Search Parameters at least one field required SSN SYSID First Name WORF Last Name SON OF MOGH When you Click in Search Results Client s SSN Household Screen Client s Name Client Screen Zip Show Residence Info only Advanced Search Residence Address Residence Screen A maximum of 100 results will be returned Search Results sme mamme uae n am om o 00 Ea mm I WORF SON OF MOGH 1965 666 PAGH DR APT 1 ENTERPRISE S Data Classification 3 capu TERESE and PE Services e Figure 4 9 Client Search Screen Search Results Note Search Results are displayed for the first 100 records randomly matching the criteria you enter in a given search A list resulting of up to 100 individual result records are generated randomly If specific search criteria entered will result in a more than 100 matches utilize a 160 ENERGY ASSISTANCE OPUS User Manual Section 4 Energy Education Kit Components Data Classification 2 redefined search result and narrow down the list generated At least one client search field must be filled in 4 On the Ho
2. KIT WXX Energy Education view Kit Component New js d AC EVAPORATIVE COOLER COVER 1911 08 2013 I AERATOR ELECTRIC BATH 2 11 08 2013 ERATOR ELECTRIC KITCHEN 3 fi 1 08 2013 I aERATOR GAS KITCHEN 4 11 08 2013 NCB Update Agency TEST Client KOR SON OF RYNAR Residence ENTERPRISE OR 97828 0 48i Energy Assistance Client Program Fiscal Management v li Search Kit Component HH New VI New Edit Kit Components Residence Add Single Date To Issued Ma mm dd yyyy View i eg New Edit Household View Mail Ph Update NCB Update AC EVAPORATIVE COOLER COVER 11 08 2013 AERATOR ELECTRIC BATH 11 08 2013 I aAcRATOR GAS KITCHEN fi 1 08 2013 Move Client to HH HH to Residence Merge HH Energy Education View Kit Component New 11 08 2013 11 08 2013 fi 1 08 2013 fi 1 08 2013 C EVAPORATIVE COOLER COVER ERATOR ELECTRIC BATH ERATOR ELECTRIC KITCHEN ERATOR GAS KITCHEN TEST KIT ler 2 11 08 2013 I DRIP GAUGE S 11 08 2013 SHOWER TIMER GAS 11 08 2013 Oregon Housing and Community Services Figure 4 14B Kit Component HH New Screen Add Single Install Dates Data Classification 1 Housing dag Community Tvices Version 3 0 4T Data Classification 1 165 ENERGY ASSISTANCE OPUS User Manual Section 4 Energy Education Kit Components Data Classification 2 OPT S Agency TEST User TESTUSER Client KOR SON OF RYNA
3. 100 results will be returned Energy Education View Kit Component New Data Classification 3 Oregon Housing and Community Services Figure 4 1 Client Search Screen 1 Enter the Client s or SSN SYSID Social Security Number or System Identification Number A search can be completed by any of the fields provided social security number first name last name system identification number physical address city zip code When a client has system identification SYSID different from their social security number it might be beneficial to remove the SYSID from the search box and search only by the first and last name 2 Click the Search button Reference Figure 4 1A If No Results found is displayed the client does not exist in the OPUS database and will need to be enter into the system See Section 2 Client New 154 ENERGY ASSISTANCE OPUS User Manual Section 4 Energy Education Kit Components Data Classification 2 OPUS Energy Assistance Client Search View New Edit Residence View New Edit Household View Mail Ph Update NCB Update Move Client to HH HH to Residence Merge HH Energy Education View Kit Component New Agency OHCS Client Program Y Client Search Search Parameters at least one field required SSN SYSID First Name WORF Last Name SON OF MOGH User TESTUSER Timeout 19 51 Log Out Ore Housing nd Community Service
4. Household Click this button Move Entire Household to Unknown Figure 4 3 Household View Screen Version 3 0 4T Residence View New Edit Household View Mail Ph Update NCB Update n Move Client to HH HH to Residence Merge HH BERBER 2 ducation omponent New The Energy Education View screen will appear Reference Figure 4 4 OPT S Agency OHCS User TESTUSER Client WORF SON OF MOGH Timeout 19 37 Energy Assistance Residence ENTERPRISE OR 97828 og Out Ne Housing an GU oTVices Client Program Fiscal Y ManagementY Reports Help v Client Version 3 0 4T Search Energy Education View Vi Now Edit Energy Education Residence Intake Date Sl mm dd yyyy Initials Type v View New Edit Kit Components Household View New Kit Component Mail Ph Update Issue Install NCB Update Count Component Date Date Agency Move Client to HH Component Issued Date Installed HH to Residence Merge HH v Date Energy Education View Kit Component New Data Classification 1 Oregon Housing and Community Services Figure 4 4 Energy Education View Screen The Energy Education View screen is divided into two sections The top section is the Energy Education section and the bottom section is the Kit Components section 156 ENERGY ASSISTANCE OPUS User Manual Section 4 Energy Education Kit Components Data Cla
5. R Timeout 2 19 Energy Assistance Residence ENTERPRISE OR 97828 Client Program Fiscal Management Reports Y Client Search Kit Component HH New View Version 3 0 4T New Edit Kit Components Residence Add Single Date To Issued EEkmm dd yyyy View Add Single Date To Installed El mm dd yyyy New Edit A KIT EA Household View Mail Ph Update NCB Update APOBA LL rs coves d Move Client to HH at Le 2013 HH to Residence EE Merge HH me TT A KIT WXX Energy Education View Kit Component New Ac EVAPORATIVE COOLER ao Pl AERATOR ELECTRIC BATH mn ERATOR ELECTRIC KITCHEN AERATOR GAS KITCHEN Data Classification 1 Oregon Housing and Community Services Figure 4 15 Kit Component HH New Screen Separate Issue Install Dates Once you have completed you selection click on Save button Alternatively you can add issue and or install individual components from the Component dropdown list Select the component enter the count quantity issue date and if know the installed date Reference Figure 4 16 166 ENERGY ASSISTANCE OPUS User Manual Section 4 Energy Education Kit Components Data Classification 2 9 5 S Agency TEST User TESTUSER U Client KOR SON OF RYNAR Timeout 18 26 Energy Assistance Residence ENTERPRISE OR 97828 Log Out Out mum Or Ct pi oed j Housing n GUN vices Cl
6. RF Emne iar EE Eames M Es SON OF MOGH 1965 666 PAGH DR APT 1 City Bi e ENTERPRISE Data Classification 3 Oregon Housing and Community Services Figure 4 2 Client Search Screen Search Results Note Search Results are displayed for the first 100 records randomly matching the criteria you enter in a given search A list resulting of up to 100 individual result records are generated randomly If specific search criteria entered will result in a more than 100 matches utilize a redefined search result and narrow down the list generated At least one client search field must be filled in 155 ENERGY ASSISTANCE OPUS User Manual Section 4 Energy Education Kit Components Data Classification 2 4 On the Household View Screen Reference Figure 4 3 Click on the View link located on the Left Nav Bar under Energy Education 9 S Agency OHCS User TESTUSER Client WORF SON OF MOGH Timeout 19 51 Energy Assistance Residence ENTERPRISE OR 97828 og Out NS LS Housing gas Services Client v Program Fiscal ManagementY Reports Help v li F mear Household View View New Edit Household Click SSN SYSID will open the Client View Screen Hover over code for full version SSN SYSID name age ans sonora e ae e To Remove a Client one at a time l Remove Client s from Household Select client under the R column above then Click this button To Remove
7. Section Four Energy Education Kit Components The user will learn how to post Energy Education training to household and issue install Kit Components to Households in the OPUS database in this section Energy Education Search Client 154 Energy Education View 150 Energy Education Add 157 Energy Education Delete 158 Kit Components Kit Components View 159 Issue Kit Components 162 Kit Components Delete 168 All SSNs throughout this manual have be covered for confidentiality purposes even though the test database was used 153 ENERGY ASSISTANCE OPUS User Manual Section 4 Energy Education Kit Components Data Classification 2 Energy Education Setup Starting on the Client Search Screen Reference Figure 4 1 Oo S Agency OHCS User TESTUSER Timeout 19 52 Energy Assistance Log Out Client Program Y Fiscal Y ManagementY Reports v Help v Housing an Commune C Client Version 3 0 4T Search Client Search View New Edit r Search Parameters at least one field required Residence SSN SYSID Address Unit ie Apt B View First Name City New uh i Edit Last Name Zip Show Residence Info only Household When you Click in Search Results View Client s SSN Household Screen Mail Ph Update go l Advanced Search NCB Update Client s Name Client Screen Residence Address Residence Screen Move Client to HH HH to Residence Merge HH A maximum of
8. ation m Intake 11 07 2013 Initials TNU Type IN HOME Agency OHCS View Date New Edit Intake Date ESlrmm dd vyyy Initials Type v Household View Mail Ph Update NCB Update New Kit Component Move Issue Install Client to HH HH to Residence Merge HH Component Issued Date Installed Ada Energy Education E Add View 3 Date Kit Component New Count Component Date Date Agency Data Classification 1 Oregon Housing and Community Services Figure 4 5B Energy Education View Screen Completed 157 ENERGY ASSISTANCE OPUS User Manual Section 4 Energy Education Kit Components Data Classification 2 Delete Energy Education 1 To delete energy education completed locate the information you wished deleted and click the Delete button located immediately to the right of that line Reference Figure 4 6A 9 S Agency OHCS User TESTUSER Y Client WORF SON OF MOGH Timeout 19 56 3 Energy Assistance Residence ENTERPRISE OR 97828 Log Out 4 e 0 TONE S Housing omi da Client v Program Fiscal Y Managementv Reports v Help Y Client l Version 3 0 4T Search Energy Education View View New Edit Energy Education Residence View New Edit Intake Date FI mm dd yyyy Initials Type H Household Vie i Mail Ph Update T Kit Components NCB Update New Kit Component Move Issue Install Client to HH HH to R
9. e Housing an S rvices Client Program Fiscal Management Reports v Help Client Version 3 0 4T Search Kit Component HH New View New i Edit Kit Components E Add Single Date To Issued El mm dd vyyy View Add Single Date To Installed El mm dd vyyy New Edit A KIT EA Household View Mail Ph Update NCB Update EVAPORATIVE COOLER COVER Move Client to HH 223 Se BATH HH to Residence emne LL KITCHEN Merge HH TL lo KIT WXX Energy Education View Kit Component New a EVAPORATIVE COOLER E E E ET RIC BATH AERATOR ELECTRIC KITCHEN RIC KITCHEN ERATOR GAS KITCHEN enra A AAAA Data Classification 1 Oregon Housing and Community Services Figure 4 11 Kit Component HH New Screen Note If there have been no kits built for your agency your screen will look as follows Reference Figure 4 12 and you will need to create kit components to proceed See Section MI Agency Management Functions Kit Components 162 ENERGY ASSISTANCE OPUS User Manual Section 4 Energy Education Kit Components Data Classification 2 Oo S Agency OHCS User TESTUSER Client WORF SON OF MOGH Timeout 19 13 Energy Assistance Residence ENTERPRISE OR 97828 Log Out Or CX N Housing and Community A Client Program Fiscal Y ManagementY Reports Help v Client Version 3 0 4T Search Kit Component HH New V New Edit Kit Components IN
10. e ERATOR ELECTRIC KITCHEN IV AERATOR GAS KITCHEN TEST KIT a L EE Ee V SHOWER TIMER GAS L 1 Save User TESTUSER Timeout 14 28 Oregon Housing and Community Services Figure 4 13 Kit Component HH New Screen Check All Housing fag Communi tvices Version 3 0 4T Data Classification 1 You can utilize a single date for issue and or installed for all components checked NOTE as you Tab out of the field the dates in the respective field will auto fill Reference Figure 4 14 You can input different individual Issued Date s and Installed Date s Reference Figure 4 15 164 ENERGY ASSISTANCE OPUS User Manual Section 4 Energy Education Kit Components Data Classification 2 OPUS Energy Assistance Client Search View New Edit Residence View New Edit Household View Mail Ph Update Agency TEST User TESTUSER Client KOR SON OF RYNAR Timeout 3 33 Residence ENTERPRISE OR 97828 Log Out Fiscal Management v Reports Help v Kit Component HH New Housing a dag Community ervices Client Program v Version 3 0 4T Kit Components Add Single Date To Issue 11 08 2013 L l rgm dd vyyy Add Single Date To Installed L Sltmm dd yyyy A KIT EA B C EVAPORATIVE COOLER COVER 3 11 08 2015 ove Client to HH I AERATOR ELECTRIC BATH 2 11 08 2013 HH to Residence ERATOR GAS KITCHEN 4 11 08 2013 Merge HH A
11. esidence Merge HH Count Component Date Date Agency Component Issued Date Installed Add Energy Education a Add uer Kit Component New a Data Classification 1 Oregon Housing and Community Services Figure 4 6A Energy Education View Screen Delete 2 Subsequently the energy education selected 1s deleted from the Energy Education information displayed Reference Figure 4 6B 6 21 S Agency OHCS User TESTUSER Client WORF SON OF MOGH Timeout 19 54 1 Energy Assistance Residence ENTERPRISE OR 97828 og Out e 0 TONE N Housing an ang Community rices Client Program Fiscal Y Management Reports Help v Client Version 3 0 4T Search Energy Education View V eae Edit Energy Education Residence Intake Date ESlrmm dd vyyy Initials Type zl View New Edit Kit Components iE New Kit Component Mail Ph me Issue Install NCB Update Count Component Date Date Agency Move Client to HH HH to Residence Component Issued Date Installed Merge HH P Date Energy Education View Kit Component New Data Classification 1 Oregon Housing and Community Services Figure 4 6B Energy Education View Screen Deletion Completed NOTE You will only be able to delete kit components issued by your agency or if applicable a sub recipient of your agency 158 ENERGY ASSISTANCE OPUS User Manual Section 4 Energy Education K
12. ient Program Fiscal Y Managementv Reports Help v Client Version 3 0 4T Search Energy Education View V Mew Edit Energy Education Residence IntakeDate Umm dd yyyy Initials Type CLASSROOM SESSION y Add New Edit Kit Components Household View New Kit Component Mail Ph Update Install NCB Update Count Component Date Agency Move Client to HH UH to R sden s ssued Date Installed C Merge HH RECYLE TOTE BAG 11 08 2013 Date Energy Education 11 08 2013 View Kit Component New Data Classification 1 Oregon Housing and Community Services Figure 4 16 Energy Education View Screen Add Component 167 ENERGY ASSISTANCE OPUS User Manual Section 4 Energy Education Kit Components Data Classification 2 Delete Kit Components From the Energy Education View screen you can delete kit components by selecting the Delete button immediately to the right of the components display Reference Figure 4 17 You will only be able to delete kit components issued by your agency or if applicable a sub recipient of your agency 9 5 IS Agency TEST User TESTUSER Client KOR SON OF RYNAR Timeout 18 42 Energy Assistance Residence ENTERPRISE OR 97828 og Out NE Housing and Community de Client Program Fiscal Y ManagementY Reports v Help Y Client Version 3 0 4T Search Energy Education View V New Edit r Energy Education Residence I
13. it Components Data Classification 2 Kit Components Setup Starting on the Client Search Screen Reference Figure 4 7 Agency OHCS User TESTUSER Client WORF SON OF MOGH Timeout 19 56 x e Residence ENTERPRISE OR 97828 Log Out gi NNUS Housing and Community Client Program Fiscal Y ManagementY Reports Help Y Client Version 3 0 4T Search Energy Education View View New Edit r Energy Education Residence View New Edit Intake Date CSltmm dd yyyy Initials Type 7 i Household View p Mail Ph Update a NCB Update New Kit Component Move Issue Install Client to HH HH to Residence Merge HH E Component Issued Date Installed Ada Energy Education E Add View Date Kit Component New Count Component Date Date Agency Data Classification 1 Oregon Housing and Community Services Figure 4 7 Client Search Screen 1 Enter the Client s or SSN SYSID Social Security Number or System Identification Number A search can be completed by any of the fields provided social security number first name last name system identification number physical address city zip code When a client has a system identification SYSID different from their social security number it might be beneficial to remove the SYSID from the search box and search only by the first and last name 2 Click the Search button Reference Figure 4 8 If No Res
14. ntake Date Hg dd Initials Type Ada New Edit i r Kit Components VE New Kit Component Mail Ph on Issue Install NCB Update Count Component Date Date Agency Move 3 HOT WATER THERMOMETER 08 12 2013 09 01 2013 OHCS E s 2 CFL 09 16 2013 TEST HH to Residence 16 halo c Delete b Merge HH DRIP GAUGE 09 16 2013 TES Energy Education PIPE WRAP 09 16 2013 ACCESS View Kit Component New SHOWER TIMER GAS 09 16 2013 TEST Delete RECYLE TOTE BAG 09 18 2013 09 18 2013 ORCCA SHOWERHEAD 1 50 GPM ELECTRIC 09 18 2013 09 18 2013 WEATHERSTRIP VFLEX VINYL 09 18 2013 09 18 2013 OUTLET GASKET 09 19 2013 Count Issued Date Installed Add Date Data Classification 1 Oregon Housing and Community Services Figure 4 17 Kit Component HH New Screen Separate Issue Install Dates NOTE To install kit components after items have been issued you will need to delete the component and then add the kit components with the issue date and install date field completed 168 ENERGY ASSISTANCE OPUS User Manual Section 4 Energy Education Kit Components Data Classification 2
15. o Kits have been created for this agency Residence View New Edit Household View Mail Ph Update NCB Update Move Client to HH HH to Residence Merge HH Energy Education View Kit Component New Loo E Oregon Housing and Community Services Figure 4 12 Kit Component HH New Screen No Kits Created You can now select individual components from different kits or by utilizing the Check AIT button you can select all components of all the kits create by that agency Reference Figure 4 13 NOTE If there are like components in different kits it will not sum the total rather it will create a separate entry from each kit 163 ENERGY ASSISTANCE OPUS User Manual Section 4 Energy Education Kit Components Data Classification 2 OPUS Energy Assistance Client Search View New Edit Residence View New Edit Household View Mail Ph Update NCB Update Move Client to HH HH to Residence Merge HH Energy Education View Kit Component New Agency TEST Client KOR SON OF RYNAR Residence ENTERPRISE OR 97828 Client Program Fiscal v ManagementY Reports v Kit Component HH New Kit Components Add Single Date To Issued El mm dd yyyy Add Single Date To Installed El mm dd vyyy 4A KIT EA v c EVAPORATIVE COOLER T IV AERATOR ELECT RIC BATH IV AERATOR GAS KITCHEN I M A KIT WXX lacy EVAPORATIVE COOLER T IV aERATOR ELECT RIC BATH Ma
16. s Fiscal ManagementY Reports v Help v Version 3 0 4T Unit ie Apt B Zip Show Residence Info only When you Click in Search Results Client s SSN Household Screen Client s Name Client Screen Residence Address Residence Screen A maximum of 100 results will be returned Search i el Advanced Search Data Classification 3 Oregon Housing and Community Services Figure 4 1A Client Search Screen 3 Select the correct client from the Search Results section Reference Figure 4 2 and the Household View screen will appear next Reference Figure 4 3 OPUS Energy Assistance Client Search View New Edit Residence View New Edit Household View Mail Ph Update NCB Update Move Client to HH HH to Residence Merge HH Energy Education View Kit Ge Agency OHCS Client Program Fiscal v Client Search Search Parameters at least one field required SSN SYSID First Name WORF Last Name SON OF MOGH Management v User TESTUSER Timeout 19 55 Log Out Help v Oruni gt Housing and Community rvices Reports v Version 3 0 4T Unit ie Apt B Zip Show Residence Info only When you Click in Search Results Client s SSN Household Screen Client s Name Client Screen Advanced Residence Address Residence Screen A maximum of 100 results will be returned Search Search Results SSN WO
17. ssification 2 Add Energy Education 1 To add energy education completed enter the required information Intake Date EE Worker Initials and Type and click on the Add button Reference Figure 4 5A IS Agency OHCS User TESTUSER Client WORF SON OF MOGH Timeout 17 54 Energy Assistance Residence ENTERPRISE OR 97828 Log Out IZ j Housing SS vices Client Program Fiscal Y Management Reports Help v Client Version 3 0 4T Search Energy Education View View New Edit Energy Education vene C Intake Date 11 07 2013 I m 48 vyvyKGnitials INU Dr e IN HOME ge New Edit Kit Components New Kit Component Mail Ph Update Issue Install NCB Update Count Component Date Date Agency Move Client to HH HH to Residence Component Issued Date Installed Merge HH v Date Energy Education View Kit Component New Data Classification 1 Oregon Housing and Community Services Figure 4 5A Energy Education View Screen Add 2 Subsequently the energy education entered is added to the Energy Education information displayed Reference Figure 4 5B OPT S Agency OHCS User TESTUSER Client WORF SON OF MOGH Timeout 19 56 Energy Assistance Residence ENTERPRISE OR 97828 Log Out Housing a dj Community vices Client Program Fiscal Management Reports Help v Client Version 3 0 4T Search Energy Education View V New Edit Energy Educ
18. ults found is displayed the client does not exist in the OPUS database and will need to be enter into the system See Section 2 Client New 159 ENERGY ASSISTANCE OPUS User Manual Section 4 Energy Education Kit Components Data Classification 2 OPUS Energy Assistance Client Search View New Edit Residence View New Edit Household View Mail Ph Update NCB Update Move Client to HH HH to Residence Merge HH Energy Education View Kit Component New Client Search Agency OHCS User TESTUSER Timeout 19 51 Housing a Commodi vices Bang Client Program Fiscal ManagementY Reports v Version 3 0 4 Search Parameters at least one field required Address Unit ie Apt B City Zip Show Residence Info only ms 9 Search em ini Advanced Search SSN SYSID First Name WORF Last Name SON OF MOGH When you Click in Search Results Client s SSN Household Screen Client s Name Client Screen Residence Address Residence Screen A maximum of 100 results will be returned Data Classification 3 Oregon Housing and Community Services Figure 4 8 Client Search Screen 3 Select the correct client from the Search Results section Reference Figure 4 9 and the Household View screen will appear next Reference Figure 4 10 OPUS Energy Assistance Agency OHCS User TESTUSER Timeout 19 55 Log Out a Oren SE
19. usehold View Screen Reference Figure 4 10 Click on the Kit Component New link located on the Left Nav Bar under Energy Education 6 S Agency OHCS User TESTUSER Client WORF SON OF MOGH Timeout 19 51 Energy ssistance Residence ENTERPRISE OR 97828 Log Out asain Gommi ka Client Program Fiscal ManagementY Reports v Help v Client Version 3 0 4T Search Household View View New Edit r Household Click SSN SYSID will open the Client View Screen Hover over code for full version Residence vane seem em ae SPM CIs oes New SSN SYSID C mm KoRson or avwan oj m es vy ny rr ee vy vr gt wousehold mmm eee 9191 5 ll View NCB Update r emee fe fnfaefrfrnfmlfelfaf av Move dieton Cmm emo sfrjafafalfafefaf gt HH to Residence Kit Component New To Remove a Client one at a time Remove Client s from Household Select client under the R column above then Click this button To Remove Household Click this button Move Entire Household to Unknown Figure 4 10 Household View Screen The Kit Components HH New screen will appear Reference Figure 4 11 161 ENERGY ASSISTANCE OPUS User Manual Section 4 Energy Education Kit Components Data Classification 2 Issue Kit Components OPT S Agency TEST User TESTUSER Client KOR SON OF RYNAR Timeout 19 48 A gt Energy Assistance Residence ENTERPRISE OR 97828 ou 0 h e DU P x S

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