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Section Four

1. pee poe ECHO ANDLOROLINEAP RELIANTDURER Emm hm mw pu ps Im duke ps ps pr ps ps pe ES S pe p za zom pr bene ES Rs pu fo po fas omer jas rx ku ps pu few ps pw ra ccm Fe km pu bases m Rm ZS I kw ps hz hu Force epe i Ez pa ther fafa ks Bm anl Note a comment ia required when using HAS Other HAS ASHRAE Incidental Rebar HBS prr SERRE Asmar Elo characters left spaces cut Figure 4 22 Update Job Cost Screen Note Cells are highlighted for ease of reading this manual 2 Make any necessary changes and click the Save button TT WEATHERIZATION OPUS User Manual Scion Jobs Creation 3 You now have access to three reports the Funding Summary report reference figure 4 234 J the Weatherization Client report reference figure 4 23B and the Weatherization Job report reference figure 4 23C H amp S ASHRAE H amp S Other and Furnace Replacement yes and no flags are set if you have at least one job cost that has been entered on the job cost screen reference figure 4 22 To acces
2. S of Poverty ocn d C Mie gt E 05955999 emm Racer SHOR HH Comments mosmi BEBAN e a chent Gre s a mel re let fom ued 2000 staractare laft paces court To Remove Household Clk his buton Figure 4 15 Household View Screen Vacant Residence WT WEATHERIZATION OPUS User Manual Section 4 Jobs Creation 2 The Move Household to Residence screen should now appear Enter the FROM Household information the Residence information and select the Search button reference figure 4 16A OPU Weatherization 30 sisting household to move to an existing rasdence Feeders OER AR on os ane FROM Household o Residence ssu s 00 00 000 address PED FEDERATION WAY a ue Figure 4 16A Move Household to Residence screen NEXTHERIZVTION OPUS User Manual Seton 4 Creation 3 Select the button for the corresponding FROM Household and the TO Residence button Verify you have made the correct selection if more than one is displayed and select the Move Household to residence button reference figure 4 16B Move Household to Residence m fel for an veta household to move to an eying residence St ne tenente intents pes ese ban ETRE pas o rea l
3. T WEXTUERIZATION OPUS User Manual Section 4 Jos Creation J OPUS OR PESE ALLOW Job Information ats wth ace gure Comer Bate Tami Fst demde w ves e pod poH Job New Job Inormaton Fide mareg ath are reclined Tass Jur A m po Completion Data 4 Fuel Typa FENG Rasen ios a pd geia 0T WEATHERIZATION OPUS User Manual Section Jabs Creation This section will allow you to fill in weatherization specific information Following is the definition and requirements for each field APC Choose appropriate APC from drop down list by County Applicant Choose the household member who applied for services from the drop down list unless the unit is vacant Job Insert your job number in this field job numbers cannot be reused within the same ency s Saved Insert the total calculated BTU savings for the project This field requires a number to be entered in the field For pending jobs enter 0 Completion Date Enter date of completion in this field Date can either be entered directly or the calendar icon can be used to choose the date For pending projects enter the approximate completion dat
4. Westhenzation RENEATHERIZED p WEATHERIZATION OPUS User Manual Section 4 Jobs Creation MOVE JOB 1 There are two ways to move a job The first example is from the Main Menu under Program Job Search reference figure 4 7 You can then search for the job via any of the criteria presented reference figure 4 8A Click on the appropriate job number link from the displayed search results reference figure 4 8B Message of the Day Figure 4 7 Main Menu Program Job Search agency dob Number Win Cameletion Date MEE comglation Dates shan ending E Search Results WEATHERIZATION OPUS User Manual Section Jos Creation OPUS pum Job Search aawe show pending sote only glek on ot umber to view 30 fo Search Results Data Casali 1 2 The second example is for the Household View screen reference figure 4 9 Click on the Job Number link in the Jobs Section of the Household View screen reference figure 4 9 NOTE This option will only work if the job already has a household associated with it 941 WEATHERIZATION OPUS User Manual Section 4 Jobs Creation OPUS Household View Household SSWSYSID wil per the Chart View Seren Hove over cede for full verer AaeGen Educ Vet Disb Etin Race NCB Income annes KI
5. Comsiecr Date 07 23 2020 10000000 Sasra Maren Fees aviare harme JEAN LUC PICARD WEATHERIZATION OPUS User Manual Section 4 Jobs Creation 1 OPUS THEE Job View aco d IEEE TEIN xim TT acant Household Applicant Howeahold Tot FEDERATION MAY STE 1 pr a p mae Riel mezac 10b Toe E Year uit gm Mese RENEATWERIZED PA Eames 0 Exin TIT M Toe Job View Moved Completed Vacant Residence Figure 4 NOTE Screen now shows Job for a vacant residence No client found reference figure 4 12 You will see this message if the job has no household attached 8T WEATHERIZATION OPUS User Manual Section 4 Jobs Creation Houschold View n a dient Cheese from cel eer denm t ciek button gency amber statue cost Completion Date Income Summary cr p 68 Phones of Parone H imme suse 5 Note Liga Lies bii m Ye Remove cick tis buton a __ __ ___ 2000 jousehold View Screen After job moved completion NOTE Figure 4 13 now shows the job is no longer attached to the household 5T WEATHERIZATION OPUS User Manual Section Jobs Creation Move Household to Vac
6. Comstant Fan Installed Figure 4 18 Job View Screen 6 You are now at the Household to Job Move screen Select the primary applicants name from the listing of available household members and select the Move Job button reference figure 4 19 TET WEATHERIZATION OPUS User Manual Seton Jobs Creation Sob umbar acr ame ess Household To Job Move COMMUNITY CONNECTION OF NE OREGON Mum FLY mul Type SLECTRIC FEDERATION AY STE LF few icant Native American Income Tee E 00 0 ne Figure 4 19 Job View Screen As you can now see the job is now associated with the Kirk household at their current residence reference figure 4 20 1067 WEATHERIZATION OPUS User Manual Section 4 Jobs Creation Job View P Hes en S Cien Name Residence Ifi OR 9728 Mons 5 63 eb umber Tesmoss TUS saves 106001000 p peg Status Balding Tee eeleizmionTpe 0 tas asktan N Has other Comments tout weathe ized October 200 Semmens Fie ise ans DOE ETT Job conte TE HES complant Fan ttl Figure 4 20 Job View Screen TT NEXTHERIZVTION OPUS User Manual Seton 4 Creation EDIT JOB 1 C
7. RK Dew RF RF ORF N ON CAROLE MARCUS as F DK N To remove a cent Choose fron R column seal down to dict button LE ECT NE nnd Address Income summary n ENTERPRISE OR 97828 7 MARCUS 3 200 00 uw c NE v Reed E i mE nr zs cu e Household Subsidized 5 ole ony rge REE To Remove Ciis butan CUTEM 2000 characters paces eau Figure 4 9 Household View Screen 3 Click the Move Job button reference figure 4 10 and the Household to Job Move Screen will appear reference figure 4 11 WEATHERIZATION OPUS User Manual Section 4 Jobs Creation lob View m Ics CONLIN Cent Ape dame SELLE CAD gun prd ATI 5 8 faaooo ict move habe diarart er vacant House Applicant Household fo on FEDERATION AY STE OF JEAN LUC PICARD OR 87823 ira bera eb umber Tus saved EJ p 0729 2020 fuel Tre ELECTRIC Rec westhenzed Comments Reesthanae 30 September 1993 ETT dob Conte Grant per pP WEATHERIZATION OPUS User Manual Section 4 Jobs Creation 4 Select the vacant residence radio button and click the Move Job button reference figure 4 11 and the Job View Screen will appear reference figure 4 12 Household To Job Move Job Information deci CORHOACIY CONNECTION GF NE OREGON
8. Section Four Jobs Creation The user will learn how to create new jobs and edit existing jobs in the OPUS database in this section Jobs Creation Re Weatherized Residence Search Procedure New Job Move Job Move Household to Vacant Residence Edit Job Update Job C Job Reports Examples Funding Summary Weatherization Client Report Weatherization Job Report 86 87 89 93 100 108 109 AIL SSNs throughout this manual have be covered for confidentiality purposes even though the test database was used sT WEATHERIZATION OPUS User Manual Section Jabs Creation Create Edit Jobs Setup Starting on the Household View Screen 1 Click the Residence View link on the Left Nav or from the Main Menu under Client reference figure 4 1 22 OPUS pe M Yo v cao wus LI MN ate ias Household summary Figure 4 1 Household View Screen 2 The Residence View screen will then appear reference figure 4 2 zT WEATHERIZATION OPUS User Manual Section 4 Jos Creation Re Weatherized Residence Search Procedure The following steps will allow you to search residences to determine if they have been previously weatherized Setup Starting on the Client Search Screen 1 Enter ONLY the physical address of the residence Do not enter client information selected the
9. Show Residences with Jobs only checkbox and select the Search Button reference figure 4 2A Client Search mmm 1 Last ane 2 From the search results link reference figure 4 2B determine if any of the results are a match If there is a match select the corresponding address link reference figure 4 2B You will them be shown the Residence View screen and all jobs will be display for that residence in the Jobs section reference figure 4 3 sT WEATHERIZATION OPUS User Manual Section 4 Jobs Creation Client Search ie Ac Une ie seven ene ERT e meme BERE eme sron none FE srov obe oniy amansa sean UT ps i Em 3 en Emar ee EE ES a eem faor reneaanan war Residence View Physical Address pow Matin over a mar Ere Serer Figure 4 3 Residence View Screen sT WEATHERIZATION OPUS User Manual Section 4 Jos Creation NEW Job 1 Click the New Job button reference figure 4 4 and the new Job Screen will appear reference figure 4 5 Fill in the pertinent information and click Save button reference figure 4 5B 2 OPUS Residence View Physica Residence infe pm D Tw Wu ver pru Mme Sie o Cevpien Dae
10. ae en Smith LM 7 Ese ONLY one under the M column Select ONLY one Residence under the M column Queue iod to Residence screen with selections Figure 4 16B Move Houset 4 You have now moved the household into the new residence The next step is to associate the job with the new household From the Job Search screen enter the Job Number and select the Search button reference figure 4 17A Select the corresponding job number from the resulting search list reference figure 4 17B WEATHERIZATION OPUS User Manual Section Jobs Creation aes Job Search soe amp Min Completion Date mow Search Results Job Search amta m tenen mae Dae moon reme show Pending obs One Figure 4 17B lob Search Screen Results NEXTHERIZVTION OPUS User Manual Seton 4 Creation 5 You should now be at the Job View Screen Select the Move Job button reference figure 4 18 Job View cow Lx LITT j O Mote cick on the blue diamond to view the raport defintione aet omen sus saved 30 900 098 seb Sate PENDING Suing Type Mut oe REMEATHERIZED Pa Exempted 0 Job Cost Comments MES ASHRAE ASTRA
11. ant Residence The following steps will allow you to move a Household currently in OPUS to a vacant residence that has jobs associated with it reference figure 4 14 Zi Job View oss xs Notes cick on the diament t he repr contione IRO neve he RETO 3 Geren 0f vacant Houeaheld soo site enome Solia Mar Weathereson REWEATHERIZED Exempted othe commerce tbe 2002 ENT 1300 00 ASAE ASHRAE Compa Fan treed WEATHERIZATION OPUS User Manual Section Jos Creation 1 From the Household View screen select the HH to Residence link of the Left Nav Bar reference figure 4 15 J OPUS Weatherization zm Heal Household View PT ossehold Cice wil open the Clan view Screen _ over aver cde far fl versan peer deta suy Rass AveGen Educ Vet Dish eth Race NCB Income on ma Mi S Y Y T sianesoasoss sames auk ciscus mancus FO mF aE N Tiscnonenss onoano mus MARCUS D PO N YO Choe 1 1 1 dorm t ce button Cost Completion Dale dress income Summary T U Address aum auc Phones Household summary TU number client ame Telal Income 620000 omo
12. dence Info ApplicanUHH Info STEN Winsome 200 Job Information crave Fuel Typ seme Buning Tyre moo 2 Year But sin Has Y Sector 106 Completed N Job Coste E E aan mou Version 10 Don Chanfeaton 2 Figure 4 23C Weatherization Job TT WEATHERIZATION OPUS User Manual Section 4 Jos Creation
13. e Fuel Type Choose the primary heating fuel type from the drop down list Job Status Choose one of the following options B Completed Final inspection completed and all measures passed inspection Pending Job is in progress but not completed Unless the report has this option pending jobs are not included in reports Void Use this option to void projects that have been cancelled Voided projects will not show up in any reports Building Type Choose the appropriate category for the project Mobile Owner Mobile manufactured home the mobile is owned by the client they do not have to own the space Mobile Renter Mobile manufactured home rented by the client Multi Family Any project with 5 or more units is considered multi family in OPUS You must include an entry for each unit in OPUS in order for the project to be counted Duplex Two unit building You must include two separate entries in OPUS Tri plex Three unit b in OPUS Four Plex Four unit building You must include four separate entries in OPUS Owner Single Family A site build conventional home owned by the client Renter Single Family A site built conventional home rented by the client Shelter For the purpose of determining how many dwelling units exist in a shelter each 800 square feet of the shelter may count as a dwelling unit or it may count each floor of the shelter as a dwelling unit A separa
14. lick on the Edit Job Info button reference figure 4 7 to access the Edit Job Information Screen reference figure 4 21 2 Make any necessary changes and click the Save button 72 OPUS adie comer ae Ap vey Forced Comment 3 Select Update HH Composition checkbox reference figure 4 21 to update all household characteristics and residence information WEATHERIZATION OPUS User Manual Section Jos Creation ADD UPDATE JOB COSTS 1 Click on the Update Job Costs button reference figure 4 7 to access the Update Job Costs Screen reference figure 4 22 This section will allow you to enter job costs associated with a particular measure as well as funding sources utilized to complete the measure Enter funding source s used for each measure Add comments for any unusual situation such as measure buy down or landlord contribution H amp S other H amp S ASHRAE Furnace replacement H amp S other and incidental repair require a comment be entered in the comment field wT WEATHERIZATION OPUS User Manual Section 4 Jobs Creation OPUS Job Cost New Job Coi intonation
15. s these reports click on the Funding Summary button reference figure 4 23 the WX Client button reference figure 4 23 or the WX Job button reference figure 4 23 Client name Income Applicant Household Into EAE FEDERATION wav tior PICARD Job Information eb Humber Tesno SUUS Saved 100 000 000 Year suit iem 9 Home preis westharaes 2002 Re weatherizad comments Firas LEAF and SOE n I2 aed Figure 4 23 Job View Screen with jobs costs m WEATHERIZATION OPUS User Manual Section Jobs Creation Funding Summary Report rep nmm LT vu Figure 3 23A Funding Summary WEATHERIZATION OPUS User Manual Section 4 Jobs Creation minnes Act ve cane Poem m 1 LEE H mr E mamas RET Pere sce eT 2 1 ETT Figure 4 238 Weatherization Client Page 1 Nero seams ssor u 3100 DF NOTE income select for cient but no income information Dota quoti check wl display Missing Income Merge Figure 4 238 Weatherization Client Page 2 TT WEATHERIZATION OPUS User Manual Section 4 Jobs Creation WX Job Report Resi
16. te entry must be input into OPUS for each dwelling unit Weatherized Only Highlight this button if the project received major weatherization measures This can include baseload also Baseload Only Highlight this button if no major weatherization was completed only baseload Includes water savers showerheads aerators ete Refrigerators CFL s Re Weatherized Highlight this button only if the home has been previously weatherized by the low income WX program after 9 30 1994 and your program is performing additional weatherization comment is required if the re weatherized box is checked The comment must include date of previous weatherization and funding sources used Year Built Enter the year the structure was built ling You must include three separate en WEATHERIZATION OPUS User Manual Section 4 Jobs Creation PA Exempted Check this box if the project was exempt and did not require the submission the 106 form under the SHPO OHCS programmatic agreement Section 106 Completed Check this box if the project required a section 106 form to be completed and submitted to SHPO for approval You are now at the Job View from this Screen you can view reports weatherization client and Weatherization Job Move Job Edit Job Information Update Jobs Costs reference figure 4 6 Job View Go ACE Note DON ue 230404 to vien the report tirs p

Section Four

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