7 Work Log - Parent to Parent of New York State
Contents
1. Attendees e Project Name Event Organization gt CFAL Client Work Log ic file Edit View Insert Format Records Tools Window Help Adobe PDF EOS TB Ee teh FO ch BL AL e Ve A bs ox mt Search 5 EAP Project Entry Type Organization Name Erom 5 1 2007 Show All Records F9 j F10 v F11 v F12 To 5 22 2008 Show Only My Records Community Activity Hours Grant Site Mileage Staff v v v vo smp v Community Service old Entry Type Project Name Task Attendees Organization Event Activity Type AT v Notes Click here or press F3 to edit existing entries Click New or press ALT N to write a new entry a Sandra Peters RSS SE roupCase c cea Communi y it aiar Logged on Thursday May 22 2008 9 42 AM Beport Note Spola Activities IKEI D elts New Esi Records OO e A of 8 Date IMPORTANT REMI NDERS The Work Log opens to an existing entry you must hit the New button on the bottom left to open a new log entry Tap F3 to edit and existing Work Log entry Parent to Parent of New York State Version 4 27 2010 7 2 Parent to Parent of New York State s CFAL User s Manual 7 1 Activity Types Only Work Log entries with one of the following activity types will appear in the P2P Summary Report Accomplishment used to include accomplishments which would not otherwise appear in the P2P Summary Report Challenge used to include2. F7 CFAL Client Group Case Note fe x R Eile Edt View Insert Format Records Tools Window Help Adobe PDF Type a question for help F kanaa a7 da bbs EON Category Date Hours Grant Type Staff Group Setting v 2 4 2009 12 00 AM 3 00 g P2P E smp Contact Type Services v x Choose a Keyword to populate the dropdown list with People associated to that keyword Notes _ Update previous notes Parents received free sample of massage therapy and made a card while waiting their turn icin BL lt Shirley m Aii a Lynette MN Rosemari NN ge Carer Cathy Linda NI Sandra Peters Post Case Spell Che Exit a Logged on Friday May 1 2009 12 31 PM pe Note Hi Record 14 lt 1 gt P gt of 1 Form View Parent to Parent of New York State Version 4 27 2010 7 8 Parent to Parent of New York State s CFAL User s Manual Select each person who attended from the drop down list of people If you find you need to enter someone into CFAL finish the Group Case Note for those already in CFAL and post the group case note then Exit Enter the person people into CFAL and then go back to the Work Log entry for this activity click the Group Case Note button verify all fields contain correct information Select the people you added and click Post Case Notes A list of those already posted should appear If in the subsequent case note you added addi
3. group case notes DO NOT enter time or service in group case notes Workshops are a special work log entry which already figures people x time Units of Service for the Form IV DELETING GROUP CASE NOTES there is no way to delete the group of case notes once they are posted Each person s record has to be entered and the note deleted individually Parent to Parent of New York State Version 4 27 2010 Parent to Parent of New York State s CFAL User s Manual 7 5 Parent Groups Meetings held with a group of parents are entered into CFAL as a Work Log entry and may include Group Case Notes This may be for a support group meeting or for a presentation to a group of parents if the presentation is not one of the approved workshop curriculums Parent to Parent sponsored support groups may be set up as a Project for monitoring purposes A group meeting may be set up as an Event To track preparatory work a Work Log entry can be made with the Entry Type of Preparation with no Activity Type and select the Event and or Project Here are the basic steps for entering parent group work into CFAL 1 Use the form titled Parent Group Meeting Record as the sign in sheet for the meeting The completed form serves as our backup documentation required by funders and acts as a guide for making the entry in CFAL see section 2 Work Flow 2 Working from the completed Parent Group Meeting Record make a Work Log entry with the Activity Type o
4. 7 2010 Parent to Parent of New York State s CFAL User s Manual 7 4 Group Case Notes Group Case Notes are a handy way to make a case note for each person in attendance of a group activity By using Group Case Notes you only have to type the information for the case note once and select who gets the case notes posted in their record Q CFAL Client Group Case Note BAE S File Edt View Insert Format Records Tools Window Help Type a question for help a AVA ROS MEM A ET JISP SRST Category Date Hours Grant Type Staff General Case Note v 5 8 2008 12 00 AM 1 30 v P2P v sn v Contact Type Services v v Choose a Keyword to populate the dropdown list with People associated to that keyword b Notes Update previous notes Adolescent Young Adult Support Group llen Sah Topic Puberty and sexuality Attendees Christie Harper Dorothyann Lapreci Jennifer Hutter Marian Stanton Carol lvsan Lisa Adkins Sue Baylery Elleen Asprooth Kathy Pikula N Susie Nettleton Post Case P a Logged on Tuesday May 27 2008 9 13 AM ee Note Ea Record 14 lt 1 gt OP of 1 Last search criteria Name brown 3 Start Inbox Microsoft amp Re Support Grou fm Work Log P CFAL Client Gro Th Use the Work Log Steps for using Group Case Notes 1 Make sure all the people who are to have this case note are in your database if not then enter them 2 On the Work Log entry for the activity
5. Parent to Parent of New York State s CFAL User s Manual 7 Work Log Any work that is not a one to one contact with an individual can be entered into the Work Log Data Entry Forns Report Ol People Organizations 4 Last Week Community E 5Last Month Activities Events v Save Options Parent to Parent Outreach Inventory Projects 1 Reapers Select Report v Make Rep Database Administration Report Con The Work Log can be used to record any activity by a staff member The activity can be work performed for a group of people or an organization or it can simply be a log of general work Use the Work Log to record activities such as Group trainings and Family to Family trainings Parent group meetings and associated work Outreach activities Meetings and conference calls 5 A gt gt gt o Number of messages posted and members added to Regional News amp Events Email List Newsletters or articles in others newsletters with of distribution Parent to Parent of New York State Version 4 27 2010 Parent to Parent of New York State s CFAL User s Manual Each Work Log entry must include Date Notes concise and clear descriptive notes of the activity To appear in the P2P Summary Report each entry must also include Grant Activity Type o If activity type is Workshop then Project Name Hours and Attendees are required also May also include e Hours
6. click the Group Case Note button along the bottom 3 Enter your information as appropriate If you want Time and Service included be sure you have those fields filled out Parent to Parent of New York State Version 4 27 2010 7 5 Parent to Parent of New York State s CFAL User s Manual 4 ul Select each person who attended the activity from the drop down list of people If you find you need to enter someone into CFAL finish the Group Case Note for those already in CFAL and post the Group Case Note then Exit Enter the person people into CFAL and then go back to the Work Log entry for this activity click the Group Case Note button verify all fields contain correct information Select the person people you just added and click Post Case Notes A list of those already posted should appear If in the subsequent case note you added additional information you now want included in the notes you previously posted check the box Update pervious notes and click the button to Post Case Note IMPORTANT NOTE If you miss adding the Time and Service in step 3 you can not add it to that group of case notes you already posted by using Update previous notes It does not work for adding Time and Service Go back to the Work Log entry and add this note to the description Group Case Notes entered WORKSHOPS If the Activity Type selected in the Work Log entry is Workshop and you choose to use
7. d challenges which would not otherwise appear in the P2P Summary Report Collaboration Networking working in conjunction with another organization on a common objective and or forming business connections and contacts through social interactions Community Systems Advocacy An activity that supports or encourages positive change in the community or systems in the community Outreach Efforts An activity performed with the purpose of making others aware of our organization and the services we provide Parent Groups Work associated with holding Parent to Parent sponsored parent group meetings for the purpose of disseminating information Quarterly Satisfaction Survey and Evaluation used to record when quarterly evaluations were distributed to those we have served Staff Development Training either sponsored by Parent to Parent of New York State or other entities which enhances the skills and employees uses in their job at Parent to Parent These are trainings an employee has participated in at the request of or with permission from their supervisor Support Parent Recognition use to recognize a Support Parent once each quarter Include the Support Parent s name mailing address and reason for the nomination Workshops A group learning event with defined objectives presented by Parent to Parent of New York State See page 4 A single activity may require multiple Work Log entries with different activity types suc
8. f Parent Groups CFAL Client Work Log 3 File Edit View Insert Format Records Tools Window Help Adobe PDF za ABA Bi Gm Me eral ae MENE AARIA A S A Search Protect Entry Type Organization Name From 5 1 2008 Show All Records F9 v F10 v F11 v F12 To 5 1 2009 Show Only My Records 124 Date Community Activity Hours Grant Site Mileage Staff 2 4 2009 12 00 AM 3 00 P2P v v0 sme Community Service old Entry Type Project Name Task Attendees v v Parents Night Out v v 7 Organization Event Closed Activity Type AT v Massage Therapy amp Card Mak v Parent Groups v Notes Click here or press F3 to edit existing entries Click New or press ALT N to write a new entry Parents received free sample of massage therapy and made a card while waiting their turn D Sandra Peters Group Community eana er se 3 E Logged on Friday May 1 2009 12 31 PM Repat Case Note SPel Check activites FOI Delete ew 5 Record aog 51 PJP of 71 Parent EEE O Oner ane reer 7 7 Parent to Parent of New York State s CFAL User s Manual 3 Enter Group Case Notes to record Time and Service OR skip to step 5 IMPORTANT NOTE A Parent Group Meeting MUST follow an agenda topic if time and service are to be counted 4 To make the Group Case Note to record Time and Service to parents in attendance click the Group Case Note button along the bottom of the Window to open the screen shown below a
9. h as Outreach Collaboration Networking and Workshop Parent to Parent of New York State Version 4 27 2010 7 3 Parent to Parent of New York State s CFAL User s Manual 7 2 Workshops Work Log entries should only be given the Activity Type of Workshop if the activity was e A group learning event e Presented by Parent to Parent of New York State e For one of the following Projects Advocacy Skills amp Techniques Workshop Health Care Notebook Workshop Health Care Record Keeping Workshop Healthy Transitions Workshop Home Medical Care Workshop Housing Options Workshop MSC Families Workshop MSC Partnerships Workshop Parent Professional Collaboration Workshop Understanding OMRDD Services Workshop Understanding Special Education Workshop Tools for Inclusion Using ABCD Workshop O O O O O O O OO0OO0OO0OO e Presented with approval from the Program Coordinator NOTE Capital District office may have additional workshop projects to accommodate PTIC reporting 7 3 Entry Types Do not appear in the P2P Summary Report Administration Work associated with management of the organization Funding Tasks associated with maintaining the organization s funding Other Work that will not fit into any Activity Type or any other Entry Type Preparation used for work done in preparation of activity which does not need to appear in the P2P Summary Report Parent to Parent of New York State Version 4 2
10. tional information you now want included in the notes you previously posted check the box Update previous notes and click the button to Post Case Note 5 Note in Work Log entry Group Case Notes entered or Group Case Notes not entered DELETING GROUP CASE NOTES there is no way to delete the group of case notes once they are posted Each person s record has to be entered and the note deleted individually Parent to Parent of New York State Version 4 27 2010
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