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Getting Started - Nutrition Services Branch

1. dismisses the status message If the message type is Informational the message includes an information icon i lf the message type is Warning the message includes a warning icon Tabbing Tabbing refers to the action of moving keyboard focus around a screen or popup using the Tab key The path keyboard focus follows on a screen or popup is determined by the tab order Pressing the Tab key moves focus to the next field button or content container in the tab order When the active field button or container nearest the bottom right corner of the screen or popup has focus pressing the Tab key returns focus to the active field button or container nearest the top left corner v 1 0 posted 07 05 2014 Pressing the Shift Tab keys moves focus to the previous field button or content container in the tab order When the active field button or container nearest the top left corner of the screen or popup has focus pressing the Shift Tab keys moves focus to the active field button or container nearest the bottom right corner Tab Order The tab order for a screen or popup determines the path keyboard focus follows when tabbing through the fields buttons and containers on a screen or popup Tab order generally flows from left to right and from top to bottom on each screen and popup However the flow can differ depending on the way in which controls relate to each other and the way in which they are grouped The fields includ
2. 1 Imitchell9 csc com Ema le Add Participant Save Cancel i TE Content Container A content container is a rectangle that contains a set of fields It includes two distinct areas the title bar and the content area The title bar includes title text that identifies the purpose or association of the fields in the container The content area is where the fields are positioned The purpose of a content container is to organize fields related by a common purpose usually indicated by the text in the title bar Title N Content di The title bar can include any of the following additional elements Expander Button An Expander button jis is used to expand and collapse the container When included it is positioned to the left of the title text When a container is collapsed only the title bar is displayed and the arrow on the expander button points toward the title text to its right When a v 1 0 posted 07 05 2014 container is expanded content area is displayed in addition to the title bar and the arrow on the expander button points in the direction to which the content area expanded which can be either up or down Comment Launch Button A Comment Launch button is used to launch a floating comments popup It is positioned on the right side of the title bar lt Audit Trail Icon An Audit Trail icon is used to display audit details It is positioned on the right side
3. Consists of a card usually with human readable characters and or imprinted characters on the front and a machine readable magnetic stripe on the back The magnetic stripe usually contains identification and security information Sometimes also contains other very limited information Normally requires that the card device have real time access to a host system if it is to function properly Credit cards are the most commonly seen form Master Calendar Type Template v 1 0 posted 07 05 2014 A defined calendar template that reflects a standard clinic schedule MDS Minimum Data Set MICR See Magnetic Ink Character Recognition N Name All data fields for name always equals first name middle name last name and suffix National Food Category and Subcategory Database National Standard WIC Food Categories and Subcategories Data Base is the national model list of WIC foods grouped into category and subcategory and contains associated units of measure This model will assist in recording the size of each food product to be placed into the database Normal System Operations Operations and processes that occur during normal business hours This does not include operations and processes that involve system hardware and software maintenance or updates NTE Not To Exceed WIC food item price edit of the maximum redemption price allowed for an individual food item Nutrition Education Nutrition education means individual or group education
4. checkout lane To complete a purchase transaction UPCs quantities and prices of food items being purchased are transmitted to the EBT host system where the processing occurs Because of the complex nature of a WIC transaction several messages between the card reader and the host occur as part of the completion of a single purchase transaction Online WIC EBT transactions require a telecommunications connection between the store and the host system at the time of the transaction Open Access Scheduling A procedure for scheduling appointments within a short time of a request often the same day Open Systems Architecture An architecture or design in which the components of a system both hardware and software are characterized by specifications that are open as opposed to proprietary Open system components i e interfaces protocols and languages are widely used well defined and ratified adopted by industry recognized standards bodies e g IEEE ANSI etc containing explicit provisions for modification expansion and upgrading with minimal impact on the system Output A screen display notification or data file generated by the system Overall No Show Rate Percentage of enrolled clients versus those actually participating receiving food benefits Overbook Slots Ability for the clinic to schedule appointment slots in excess of the number available for a specific day or time P PAN See Primary Account Number Parent Gua
5. house reload calendar green arrows refresh data white arrow return to previous screen Click this button to print the associated field Click this button to search for a family Infants boy and girl Children boy and girl Participant v 1 0 posted 07 05 2014 12 GLOSSARY OF ACRONYMS AND TERMS A ACH See Automated Clearing House Transaction ADA See Americans with Disabilities Act Active Participant Pregnant women breastfeeding women postpartum women infants and children who are receiving supplemental foods or food instruments under the program and the breastfed infants of participant breastfeeding women Address All data fields for address include Address Line 1 Address Line 2 City County State and Postal Zip Code 4 Address lines to support PO Box Suite etc If mailing and physical addresses are the same auto populate one field based on the other as indicated by the WIC staff applicant or participant Adjunct Eligibility Participants that are eligible for WIC services based on their participation in other government programs Appeals As it applies to vendors and participants Applicant A pregnant woman postpartum woman fully breastfeeding woman partially breastfeeding woman fully formula fed infant partially breastfed infant fully breastfed infants or children applying to receive WIC benefits Applicants include individuals who are currently participating in the program but
6. Documents FSP Food Stamp Program FTE Full Time Equivalent G Geographic Area A state defined area such as county or region used for planning activities and statistical analysis Geographic Information System A system that processes geographic information such as mapping of geographic points or areas or using mathematical algorithms for measuring distance GIS Geographic Information System Graphical User Interface A user interface to a computer that is graphics based rather than textual or command based GUI Graphical User Interface H HL 7 Standards Health Level Seven Standards A standard developing organization accredited by ANSI that develops standards for the exchange management and integration of data to support the management delivery and evaluation of health care High Risk Participant A WIC participant whose medical and or nutritional needs are assessed to be more complex or serious than other participants needs Such participants require a care plan and may require special formulas nutritional products and or longer and more frequent nutrition counseling appointments High Risk Vendor A vendor identified as having a high probability of committing a vendor violation through application of the criteria established in Sec 246 12 j 3 and any additional criteria established by the State agency v 1 0 posted 07 05 2014 IHS Information Handling System If Applicable The function may exist in th
7. Log The means of tracking system generated food instruments whose receipt is acknowledged by an electronic signature Food Instrument Issuance Date The date when a food instrument is issued to the participant Food Instrument Pick Up Date The date when a food instrument is picked up or distributed Food Instrument Printed Date The date when a food instrument is printed by the system Food Instrument Register The log used to track hand written signatures when the electronic signature pad is unavailable Food Package v 1 0 posted 07 05 2014 The set of foods recommended for specific categories of WIC participants and or risk factors Food packages may be adjusted for individual participants because of special nutritional needs incomplete benefit periods etc Food Prescription A group of food items provided to the participant based on WIC participant category and nutritional need Allowable foods are defined by USDA Specific allowable foods are defined by each state An individual s food prescription is defined by a competent professional authority The food prescription includes the food types and maximum allowable quantities Force Pay This is a food instrument generated at the State WIC Office which is used to reimburse a vendor for up to twenty previously issued food instruments which have been presented on appeal by the vendor due to a fatal edit rejection by the banking contractor FReD Functional Requirements
8. and allows a time to be typed L If a value is typed it must follow the format hh mm Tam pm KL lt hh gt must be a number between 1 and 12 lt mm gt must be a number between 0 and 59 a m o m must be either the literal value a m or p m 4 ee 4 KL 4 If the user clicks the clock button a list of times displays and a value can be selected Once a valid time is either typed or selected the following actions are possible Y Press the Up arrow key to move up the list of times Y Press the Down arrow key to move down the list of times When a time picker loses keyboard focus it applies the valid format to the value it contains If it cannot the field is identified as being invalid The Maintain Outreach Organization screen with each time picker implemented on that screen indicated by a red arrow is shown below v 1 0 posted 07 05 2014 Maintain Outreach Organization aa MICHAEL THURMOND Closed O O LI LI LI LI LI CI LA1 Central WV WIC Region 02 C LA2 Shenandoah Valley WIC Region 06 L LA3 Marion County WIC Region 03 CI LA4 Local Agency 4 O LAS Local Agency 5 La6 Bou v 1 0 posted 07 05 2014 v 1 0 posted 07 05 2014 8 CONTAINERS Containers are components on a screen that can contain other components inside itself They can contain fields and buttons They are used for grouping and organizing fields on a sc
9. are re applying because their certification period is about to expire Americans with Disabilities Act ADA The Americans with Disabilities Act became effective on January 26 1992 Title Il of the ADA prohibits discrimination against qualified individuals with disabilities in all programs activities and services of public entities It applies to all state and local governments their departments and agencies and any other instrumentalities or special purpose districts of state or local governments Application Program Interface A formal specification of a collection of procedures and functions available to a client application programmer These specifications describe the available commands the arguments or parameters that must be provided when calling the command and the types of return values when the command execution is completed Appointment A specific day and time slot associated with a participant service Appointment No Show Rate Percentage of total appointments in a given time period that were not kept ARU See Automated Response Unit As Applicable v 1 0 posted 07 05 2014 Phrase used to indicate state specific items i e according to state policy whether or not the function or process will be implemented by one or more of the states Authentication The process of verifying the identity of an internal or external user logging onto a state s network Passwords digital certificates smart cards and biometrics
10. box implemented on that screen indicated by a red arrow as shown below v 1 0 posted 07 05 2014 QO New Family sa MICHAEL THURMOND Marital Status Zducation Level Telephone Numbers Telephone Number igrant Status Communication Options Language Read Endis Cd _ Interpreter _ Sign Language Interpreter Email Address of GA a State 1t County d Clay Ely y Last Name m y__ AA A AAA Proof of Identificativ 4 Category 1 Multiselect List Box A multiselect list box is used to present a list from which one or more options can be selected A vertical scroll bar is included at the right side if the box is not tall enough to display all list options at one time A horizontal scroll bar is included at the bottom if the box is not wide enough to display the longest list option Selected options are highlighted with a solid background color The position of the cursor within the list is highlighted with a dotted line around an option Option 1 a Option 2 Option 3 Option 4 Option 5 Option 6 Long 0 y Clicking a list box gives it keyboard focus Clicking a list option selects the option positions the cursor on the option and gives the list box keyboard focus While the list box has keyboard focus The following options are available using the pointer e Click an option to select it if it is unselected position the cursor on it and clear all
11. can be used to prove the identity credentials of the client to the network Passwords and digital certificates can also be used to identify the network to the client Authorization The right or permission to use a system resource the process of granting specific access as in a role based model to various WIC systems resources Auto Dialer An electronic device that uses a computer file of names and telephone numbers to leave a recorded message often as a reminder of an upcoming appointment Automated Clearing House Transaction A method for transferring funds from one bank account to another Automated Response Unit A designated system for answering telephone calls and providing information to callers via recorded messages or transferring calls to a customer service center An automated telephone answering system can provide voice answers to questions using data from the WIC information system For example it can be used to remind clients of appointments respond to client inquiries and record problem inquiries The technology is easily adaptable to multi language use B Backspend A financial management strategy that supports prior year over expenditures with the use of current year funds BIV See Biologically Implausible Value Biologically Implausible Value A data value outside of a biologically plausible range BMI Body Mass Index C Caseload The number of WIC participants that can be supported by a give
12. default Selecting an option clears other options in the group The Health Information screen with the radio button group implemented on that screen indicated by a red arrow is shown below v 1 0 posted 07 05 2014 Health Information 3 MICHAEL THURMOND LINDQUIST Family LIZA LINDQUIST Family ID F00100000004 de Participant ID K500 10000006 123 NORTH BROAD STREET Age 22 years and 9 months PRAIRIE VILLAGE KS 66208 WIC Category Pregnant Pre Pregnancy Cigarettes Per Day Drinks Per Week Measurement Units Pre Pregnancy Weight Pre Pregnancy BMI Three Months Prior to Pregnancy Three Months Prior to Pregnancy Standard b oz L e L e Does anyone smoke inside your house Yes No Pregnancy Last Menstrual Period 17 Expected Delivery Date First Prenatal Healthcare Visit Date SE Ind 5 Number of Prenatal Healthcare Visits Date Last Seen By Physician LY PD E Proof of Pregnancy Dietary Supplement Taken Before Pregnancy Number of Fetuses this Pregnancy Gravida Para Li Adequacy of Prenatal Care No Pregnancy History Text Box A text box allows the entry of data Clicking a text box gives it keyboard focus When a box has keyboard focus typing fills the box with text Text boxes can accept letters numbers punctuation and other symbols but some text boxes restrict input to specific characters and some even enforce a specific format i When input is restricted to sp
13. for that slot Vendor Violations Any intentional or unintentional action of a vendor s current owners officers managers agents or employees with or without the knowledge of management that violates the vendor agreement or federal or state statutes regulations policies or procedures governing the program Verification of Certification A VOC is a paper or electronic document that carries a participant s certification data to be used to verify that the participant has already been certified by another local agency when the participant moves to a new location A VOC provides proof of certification so that the new local agency can immediately serve the participant until the end of his her certification period VOC See Verification of Certification W Walk in A WIC applicant participant who presents at a clinic without an appointment and requests to be seen Web Based Data Collection A computer application that presents a data entry form via the Internet A web browser is used to present the web page containing the data collection form to the user who can then enter data directly into the form displayed on the web page The data collected through this form can be reformatted or translated and transmitted via a network to other data processing systems WIC Special Supplemental Nutrition Program for Women Infants and Children v 1 0 posted 07 05 2014 WIC IS The information system used to support the WIC program WIC Parti
14. hides the sub menu instead To display the selected menu press the Up arrow or Down arrow key The command link at the top of the menu is selected by default To display the selected menu or the dashboard for the system module press the Enter key To select a menu item below a selected item press the Down arrow key To select a menu item above a selected item press the Up arrow key To display a selected sub menu press the Right arrow key To hide a displayed sub menu press the Left arrow key e Ze o Ze e Ze o Ze Y w v 1 0 posted 07 05 2014 When the menu bar has keyboard focus pressing the Alt key returns keyboard focus to the screen or popup in the content area The command links and sub menus available on each menu s drop down depend on what screen is active in the content area of the interface and in some cases the type of information being managed The Home menu does not include command links or sub menus It is positioned to the left of all other menus Clicking the menu displays the Home screen also known as the system dashboard The Help menu includes one command link Crossroads WIC Help and no sub menus It is positioned to the right of all other menus It does not include a dashboard Crossroads WIC Help The Crossroads WIC Help command link provides access to the help system Clicking the command link displays a Crossroads WIC Help window with the Crossroads WIC Help Overvie
15. indicator displays the text Disconnected The indicator is positioned at the left end of the status bar Software Version Indicator The Software Version Indicator displays the version of the Crossroads WIC System It is positioned at the left end of the status bar to the right of the Data Synchronization Mode Indicator Screen Indicator The Screen Indicator displays the unique number that identifies the screen active in the content area of the interface It is positioned at the left end of the status bar to the right of the Software Version Indicator Location Indicator The Location Indicator displays the location to which the user is logged in It is positioned in the center of the status bar to the left of the Change Location button Change Location Button The Change Location button provides a way to change the location in which the user is working It is positioned in the center of the status bar to the right of the Location Indicator Click the button to display the Change Location screen v 1 0 posted 07 05 2014 Error Validation Summary Button The Error Validation Summary button provides a way to view the number of errors identified on the screen or popup active in the content area of the interface The number displayed on the button indicates the number of errors identified It is displayed when an error screen is minimized and it is not displayed when the error screen is restored or the errors identified by the error
16. not in compliance with WIC regulations S amp B Salaries and Benefits Satellite Clinic Site v 1 0 posted 07 05 2014 A site where WIC benefits are issued The site may or may NOT have connectivity The site may be either a temporary or permanent site SAM State Agency Model SDS Supplemental Data Set SCHIP State Children s Health Insurance Program Smart Card Integrated Circuit Chip A card into which one or more integrated circuits is inserted A smart card with an integrated circuit chip is able to perform data processing such as calculations or data storage and retrieval on board the card SNP Special Nutrition Programs SOAP Subjective Objective Assessment Plan Spendforward A financial management strategy that supports current year expenditures by using prior year unspent funds State Defined Criteria The details by which the process will be completed as defined by each state State specific IS Data element required for submission to CDC Denotes the state from which the file is sent Standard Unit of Measure The food item category amount defined by the National WIC Model For example milk s standard unit of measure is a quart Static Month A method for tracking dates in the system such as certification period or food benefit availability dates in which the period starts on the first of the month each month Status Participant An individual s status Le active terminated wait listed etc in
17. sessions and the provision of information and educational materials designed to improve health status achieve positive change in dietary habits and emphasize relationships between nutrition and health all in keeping with the individual s personal cultural and socioeconomic preferences Nutrition Education Topic Subject Available nutrition education topics subjects determined by each state local agency and or clinic Nutrition Education Status The result by the participant of the nutrition education contact e kept completed missed Nutrition Education Type The means by which nutrition education is provided Le class individual kiosk Web based Nutrition Services and Administration NSA Costs Those direct and indirect costs exclusive of food costs which state and local agencies determine to be necessary to support program operations O OLAP See Online Analytical Processing Online Analytical Processing Technologies that allow the user to construct queries on the fly that build upon preceding queries and are modified in real time depending on the results of the previous analysis Online v 1 0 posted 07 05 2014 A technology used for WIC EBT in which the WIC prescription is stored in a household account in a central database the EBT host system A magnetic stripe card similar to a debit card is issued to the participant to access their account balance on the EBT host system online in real time while in the
18. the system dashboard Additional screens can be displayed in various ways e g selecting a menu or a command link on a menu selecting a command link in a content container or selecting a button A vertical scroll bar is included at the right side of the content area if the content area is not tall enough to display the entire contents at the same time A horizontal scroll bar is included at the bottom of the content area if the content area is not wide enough to display the entire contents at the same time Status Bar The status bar displays information about the status of the Crossroads WIC System and functions available for most modules and screens throughout the system lt is positioned below the Content Area at the bottom of the interface The following subsections describe its features Data Synchronization Mode Indicator Status Message History Button Software Version Indicator Change Location Button Tab Mode Button Zoom Slider Screen Indicator Location Indicator Katie Validation Summary Button viem E TE TAB JE Tex Data Synchronization Mode Indicator The Data Synchronization Mode Indicator shows the current mode of operation for the system either connected or disconnected When the system is operating in connected mode it communicates with the central application and database servers and the indicator displays nothing When the system is operating in disconnected mode it communicates with a local disconnected server and the
19. Crossroads WIC Training Overview Page 1 of 2 v 1 0 posted 07 05 2014 Home Training User Manuals Training User Manuals Overview Training User Manuals Overview This section aids WIC personnel in learning about the function and use of the Crossroads WIC application Major functions of the Crossroads WIC application include the following Manual Content This section includes the following components organized in the order indicated e Table of Contents Lists every functional screen in the application and every training scenario available The TOC is organized in roughly the same way as the application with content grouped together by application area Use the TOC to look up topics that cover application screens and common scenarios and browse by application area e 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 e Main Body Covers the screens available within the application and describes the screen elements available on those screens The Main Body of this manual functions as a software manual and user reference If you need to know the purpose of a specific screen or screen element what screen to use for a specific task or how a specific screen element is used reference the main body of this manual e Training Scenarios Covers situations that one might enc
20. HER LINDA 5 16 1983 w F00100000001 MILLER ANNALISE 4 15 1989 Group Box A group box Is a rectangle that surrounds a set of fields Its purpose is to organize buttons fields and containers related by a common purpose It is standard practice to include a text value in the upper left corner of each group box to identify the common purpose of buttons fields and containers it groups v 1 0 posted 07 05 2014 Group Box Label When buttons and fields grouped by a group box are used to add and edit records in a data grid an icon is included to the left of the group box s identifying text value When the fields are set for the addition of a new record the icon displayed is a pencil with a red asterisk When the fields are set for the modification of an existing record the icon displayed is simply a pencil 47 Below is the Participant Demographics screen with each group box implemented on that screen indicated by a red arrow e Participant Demographics amp MICHAEL THURMOND LINDQUIST Family LIZA LINDQUIST Family ID F00100000004 a Participant ID KS00 10000006 123 NORTH BROAD STREET Age 22 years and 9 months PRAIRIE VILLAGE KS 66208 WIC Category Pregnant Identity Information Last Name First Name 1 LINDQUIST LIZA Nickname Suffix Maiden Name C W C American Indian or Alaskan Native Proof of Identification fr SSN Date of Birth O Asian l 8 28 1989 a C Black or Afric
21. IST Family D LIZA LINDQUIST Z Participant Address w Last Name fr First Name ML eee LINDQUIST LIZA 1 Suffix Nickname Maiden Name ZIP Code City State 1 County W CR em pame es Proof of Identification SSN Date of Birth Proof of Residence aas E Cl Marital Status Education Level Homeless Incarcerated Status Voter Registration Military Status o a e TelephoneNumber Type Primary Do not call Auto dialer Language Read Language Spoken ft O LI Engish Lil mge Lei C Interpreter _ Sign Language Interpreter Email Address Preferred Method of Contact Imitchell9 csc com emit le Add Participant Save Cancel am E TAB IL 100 Data Grid A data grid displays information arranged in a table format Each row of a data grid represents a separate record Data grids include fields within their cells and the fields can be enabled to allow data to be added and modified as necessary Column 1 Column 2 Column 3 Row 1 Celli RowdCel2 Row 1 Cell 3 Row 2 Celli Row Cell Row 2 Cell 3 Row 3 Celli Row 3 Cell 2 Row 3 Cell 3 Each data grid is located in a content container that identifies the data grid with its title text and provides additional information and functions for the grid The following can be included Y Total Items display The total number of rows in the table is displayed on the right side o
22. Interpreter Email Address Preferred Method of Contact Imitchell9 csc com E mail EN Add Participant PEAT Content Flipper Flippy A content flipper flippy groups multiple panels of related information together Each panel includes two distinct areas a title bar and a content area The title bar for the primary panel is always displayed on the left side of the flippy and its content area is initially displayed The title bars for additional panels are initially displayed on the right side of the flippy and their content areas are not initially displayed The content area of each panel can include any number and combination of fields and buttons v 1 0 posted 07 05 2014 LI Panel Title Text Panel 2 Title Text Panel 3 Title Text When a title bar on the right side of the flippy is clicked it flips to the left and reveals its content area When a title bar on the left side of the flippy other than the title bar for the displayed panel is clicked it flips to the right and reveals the content area of the panel on its left When a flippy is collapsed pressing Ctrl Shift Right arrow displays the next panel and pressing Ctrl Shift Left arrow displays the previous panel Title bars include title text and if collection of the information on a panel is optional it includes a check box A check box can be selected to enable buttons fields and content containers included in the content area of
23. L Menu Bar The menu bar provides the primary way to navigate the Crossroads WIC System It is displayed only while a user is logged in to the system When displayed it is positioned at the top of the interface below the title bar The following subsections describe its features Menus Logout Button Menus The menus included in the menu bar vary depending on security permissions granted to the logged in user They are positioned at the left end of the menu bar The menus displayed when a user logs in depend on the security permissions granted to the user Only the Home and Help menus are available for all users The menu above includes all available menus one for each system module Hovering the pointer over a menu displays its drop down with the command links and sub menus available Clicking a menu displays the dashboard for the system module if a dashboard exists otherwise it displays the menu s drop down with the command links and sub menus available Pressing the Alt key gives the menu bar keyboard focus and selects the Home menu Once the menu bar has keyboard focus the following actions are available To select the menu to the right of the selected menu press the Right arrow key If a sub menu is selected but not displayed pressing the Right arrow key displays the sub menu instead To select the menu to the left of the selected menu press the Left arrow key If a sub menu is displayed pressing the Left arrow
24. MITH Menu Bar gt Content Area gt Title Bar The title bar displays information about the system the current screen and the logged in user It is positioned at the top of the interface The following subsections describe its features Dirty Data Indicator Logged In User Indicator System Logo System Title Screen Indicator Be A Crossroads WIC System WEE Screen Indicator The Screen Indicator identifies the module and the specific screen active in the content area of the interface It is positioned at the right end of the title bar It includes an icon unique to the active module on the left and the name of the screen on the right Logged In User Indicator The Logged In User Indicator identifies the user logged into the system It is displayed while a user is logged in to the system and it is not displayed if a user is not logged in When displayed it is positioned at the right end of the title bar to the right of the Screen Indicator It includes a user icon on the left and the first and last name of the logged in user on the right v 1 0 posted 07 05 2014 JANE SMITH Dirty Data Indicator The Dirty Data Indicator identifies that data has been added or modified on the screen but has not been saved It is displayed when data has been added or modified on the active screen but has not been saved When displayed it is positioned at the right end of the title bar above the Logged In User Indicator
25. OS See Point of Sale Terminal Post edit A method for screening redeemed food instruments for validity in which a screening is performed after the vendor is paid If errors are found the vendor is billed for any food instruments that are deemed to be invalidly transacted or when the NTE has been exceeded for the amount in excess of the NTE v 1 0 posted 07 05 2014 Potentially Eligible A person that may be eligible to participate on WIC PP Postpartum Woman Pre book Slots Appointments which are made in advance of an applicant participant request Pre edit A method for screening redeemed food instruments for validity in which the screening is usually performed before the vendor is paid and the vendor is only paid for valid food instruments In cases where the NTE has been exceeded the vendor typically is paid for the food instrument but only up to the NTE amount The vendor is notified of any food instruments that were not paid and the reason and given an opportunity to resubmit the food instrument with an explanation Price Edit The not to exceed NTE maximum allowable price MAP maximum allowable reimbursement MAR or other edit established based on a category of food or a food instrument Price Limitation Data The data used to establish vendor price edits Primary Account Number A unique identifying number used to reference a financial account Priority A classification of a participant enrollee that is based o
26. an American WIC Category I white Age gt Pregnantwoman le Re m a A v 1 0 posted 07 05 2014 v 1 0 posted 07 05 2014 9 REPORTS MENU This screen appears in all the major modules Use this screen to generate reports based on your reporting parameter criteria Below is a sample of the screen s for this topic ATA Sme kanse Local gency Central WW WIC Region 2 Clinic Shenandoah Valley Medical DateFram 105 2011 3 DateTo 1 5 2013 Er Detal or Summary Detail Det ord Summary Report of Adan bye Co D ard Gummy Report of Pardes wet Zeg Income and Seasons a 7 P SD e ral ae Fin kan mwan pon a ritos Mai sat koki 260004 ws nd He i Detail and Summary Report of Documentation for ID Residency and Income Run Dare 01 05 3012 Fan Time 11147117 Ak ROD 1112163DI 61 Pages 001 Date Range From 1 5 2011 To 1 5 2012 Stater 001 Kansas WIC Local Agency d Shenandoah Valley WIC Region G Clinic Shenandoah Valley Medical Systen Participant ld Participant Mame ID Residency a POE ARE Di Driverr Liganse D Bank Era terme i SRITHE HAY D Crivars Licanse 01 Ba i Bua i SHITH HARY Di Drivera Licasi a G3 Banb Era tarso BES 1113 141DT51 1 Locate the report from the list of reports in the left navigational pane 2 Single click on the report Report selection criteria displays in the main body of the screen 3 Select the criteria you wish to use to generate the repor
27. an ki ena aci ciclo rada ai a mi 5 4 Help DYSLONN ii e tt a ak ds a ka a e a a ak e 5 4 Sample Help System T opt titak tt kt aka ka taka a aa aaa aaarsaessatasassenssoteovossosasanannnonnn 5 6 Keyboard OC IS icc ki it di a m l ki a ol ak kita A 5 6 Override of Field level Edits cc cesccseeseeeeeseeeseeneceseonsonseneseesonsonsonsonsseseoneees 5 7 Placement of Screen Progress Buttons occocccoccconccnononoconccnncoanenanonaronnnonnenarenanonns 5 7 do A EPm e 5 7 Processing INC A ON EE 5 7 Required Information ICOM wiki siw vu win kw a a ik n v ka n kk kk en tp a a kak a pk Ek pp ak D 5 8 Social Security Number ValidatioN ooococcconccconocononoconnonoconccnanoncnonncnarenanennnnanon 5 8 Status Message Bubble cooccoccccnnoccconccoonococonccnaronoconccnaronnronnenaronnrnnnrnarnnnrnanenanon 5 8 o D 5 8 Tab Ur EE 5 9 Telephone Number Validation ooccoccccnoccccnnonconnoanenccnncoaronnonnnoanennnnnnnnrnaroannnas 5 9 TOO o ti ii ayi a pie ai a ik a el a km at E a l t e a 5 9 v 1 0 posted 07 05 2014 Warning Blue Ve de TEE 5 10 ZIP Code VA Te E e BEE 5 10 Inactive Field FAV AIA lianas iii id 5 10 6 CONFIRMATION ERROR AND STATUS POPUP MESSAGES occcccccccncccnnncnnnanons 6 1 Confirmation Message POPUP ccocccooccccconccnoconoconccnnnenanoncnnnnnnnronnrnarnnnronnrnanennrnnnenanes 6 1 Error Validation Summary POP UP s ina ii n kk aa a kk e ke 6 1 Status Message History POPUP 0 t0 tt tett
28. ansactions by Clinic e Search EBT Transactions by Vendor Generate Manual Food Instruments Match Pending Manual FI e Delayed Signatures for FI Issuance Food Instrument Investigation Tool New Application Vendor Price Survey Search Manage Vendor Portal Users Vendor Peer Group Re evaluation Vendor Search Define Peer Groups Geographic Areas Define Food Baskets Violation Definitions Minimum Inventory Definitions A Home Frank RIZZO ey Red Team s Review of the DFDD starts today Ej Smithsonian Acquires Historic Food Coupons from USDA Critical Tasks High Priority Tasks Low Priority Tasks Show All Tasks Batch Process Status v 1 0 posted 07 05 2014 A2 Home amp Frank RIZZO Add a New Family E Red Team s Review of the DFDD Clinic Family Workflow Dashboard FIE Ray Smithsonian Acquires Historic Family Search Food Coupons from USDA Income Screening Calculator USA Today Critical Tasks High Priority Tasks Monitor Bank Draw Down Funds Low Priority Tasks Manage Month End Year End Closit Show All Tasks Perform A Spend Forward y Batch Process Status Warning This feature can cause buttons fields and containers to become obscured and inaccessible if the zoom magnification is set too high or too low or if the browser window is sized too small Error Indicators Fields for which an error exists are haloed in red and display a red exclamati
29. ask or function The icon is displayed when a piece of information is required in an individual field or when a row of information is required in a data grid If the display identifying a field or container is positioned above the field or container the icon is positioned to the right of the display If the display identifying a field or container is positioned to the left of the field or container the icon is positioned to the right of the field or container w Social Security Number Validation Social Security numbers are validated using the following parameters The value must follow the format lt aaa gt lt bb gt lt cccc gt e All values must be numeric e aaa cannot be the following values 000 666 773 899 900 999 e bb cannot be the value 00 e cccc cannot be the value 0000 Status Message Bubble The Status Message bubble displays messages about system activity Status messages inform the user whether an initiated action succeeded or failed and when uninitiated events occur They display for a few seconds before they are automatically closed After a Status Message bubble is closed the status message can be viewed on the Status Message History popup Title Close Button Status Message Content Area The layout of the bubble includes a title bar and a content area The title bar displays the title of the bubble on the left and a Close button on the right Clicking the Close button
30. associated City State and County fields are automatically populated with values that correspond to the Zip code specified A value that is automatically populated can be changed unless its field is disabled or read only this is true for values that are manually populated too Availability of Cancel Buttons Every screen or popup that allows data entry or initiates a process must include a button to cancel the changes to the data or the initiated process Comment Launch Button A comment launch button is used to display and hide a floating comment sticky note popup Clicking the button displays the associated sticky note While the sticky note for a specific comment launch button is displayed the button image changes to include the letters A and B A5 If text is added to the note the icon retains the letters after the sticky note is minimized The information collected using a floating comment popup is saved as part of the screen on which the comment launch button that displayed the popup is located When multiple comment launch buttons exist on the same screen the comment text collected on each floating comment popup is associated with the part of the screen on which the button is located Current Audit Information Bubble v 1 0 posted 07 05 2014 A Current Audit Information bubble displays audit information for the data collected and displayed within a content container The audit information includes when the data was
31. at mm dd yyyy A date picker combines a drop down calendar and an edit box The drop down calendar presents dates that the user can select and the edit box displays the current selection and allows a date to be typed v 1 0 posted 07 05 2014 Edit Box Calendar Button Drop down Calendar January 2012 p Su Mo Tu We Th Fr Sa i2345 8 a 10 11 2 1 15 16 18 15 A 3 4 235 6 23 30 31 Clicking the edit box gives it keyboard focus When the edit box has focus It accepts the entry of numeric characters and the following special characters dash and slash e Pressing Ctrl Shift T populates the box with the current date e Ifa value is typed it must follow the format lt mm gt lt dd gt lt yyyy gt ete ete e mm must be a number between 1 and 12 e lt dd gt must be a number between 1 and 31 e yyyy must be a value between 1 and 9999 e When the box is populated with a valid date value e Pressing the Up arrow key increases the day by one e Pressing the Down arrow key decreases the day by one Pressing Ctrl C displays the Monthly Calendar drop down Clicking the Calendar button 1 gives the edit box keyboard focus and displays the Monthly Calendar drop down 4 January 2012 p Su Mo Tu We Th Er i234 5 6 8 3 10 11 12 13 14 15 1sMi 15 20 mm MI y 23 30 31 When the Monthly Calendar drop down is displayed The current system date is initially selected The selected date is h
32. cipation The sum of the number of persons who have received supplemental foods or food instruments or special formula transactions during the reporting period the number of infants breastfed by participant breastfeeding women and receiving no supplemental foods or food instruments and the number of breastfeeding women who receive no supplemental foods or food instruments but whose breastfed infant s receives supplemental food or food instruments WIC A50 Vendor Vendors whose WIC sales are more than 50 percent of their total food sales 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
33. clude the key words provided To access the search function click the Search button displayed at the top of the interface on the left side The Search panel is positioned on the left side of the interface when it is displayed A simple version of the search function is available at the top of the interface on the right side Print The print function allows a topic to be printed To access a standard Print dialog click the Print button displayed at the top of the interface on the left side When the Print dialog is displayed select a printer and click the Print button to send the topic to the selected printer Over 250 help topics are included which can consist of the following content Bread Crumbs Topic Title Topic Introduction Step by step Instructions at the screen level Sample Screens Y Ze Y eo Si Ze Si Ze ey v 1 0 posted 07 05 2014 Field Definitions Links to User Manuals and Automated Training Tool The following support topics are also included Crossroads WIC Help Overview The Crossroads WIC Help Overview topic describes the help system and explains how to use it It defines the general structure of the help system and provides tips to help users get the most out of it To access the Crossroads WIC Help Overview topic click Crossroads WIC Help Overview under Introduction in the table of contents The Crossroads WIC Help Overview topic is displayed by default when t
34. ds or track clinic costs per participant visit Using quantitative flow data may result in reduced waiting time in the clinic more equitable distribution of staff workload ability to serve more caseload improvement in the quality of services provided or reduced operating costs PC Report Federal Participant Characteristics Report that is prepared every two years from a Minimum and Supplemental data set transmitted by the State agency to FNS The data set contains a census of specific participant data items for the month of April PedNSS Pediatric Nutrition Surveillance Systems A CDC system to which participant data is transmitted Peer Group A classification of authorized vendors into groups based on common characteristics or criteria that affect food prices for the purpose of applying appropriate competitive price criteria to vendors at authorization and limiting payments for food to competitive levels PFA See Patient Flow Analysis PIN See Personal Identification Number Personal Identification Number The number or code that a cardholder must type in to confirm that he or she is the genuine cardholder PLU Price Look Up Code Point of Sale Terminal An electronic hardware device used at the retail point of sale and designated to accept cards that when activated by a cardholder through use of an EBT card is capable of initiating a request for authorization of a purchase or balance inquiry from a WIC EBT card or account P
35. e Food Baskets Violation Definitions Minimum Inventory Definitions sa Home Frank RIZZO Red Team s Review of the DFDD starts today E Smithsonian Acquires Historic Food Coupons from USDA Critical Tasks High Priority Tasks Low Priority Tasks Show All Tasks Batch Process Status Add a New Family Clinic Family Workflow Dashboard Family Search Income Screening Calculator USA Today Monitor Bank Draw Down Funds Manage Month End Year End Closing Perform A Spend Forward am Home ma Frank RIZZO v 1 0 posted 07 05 2014 Critical Tasks High Priority Tasks Low Priority Tasks Show All Tasks Batch Process Status Another example is changing the magnification of the content area using the Zoom Slider in the status bar which also causes the fields and containers in the content area to move around for the best fit e Add a New Family Monitor Bank Draw Down Funds Clinic Family Workflow Dashboard Manage Month End Year End Closing Family Search Perform A Spend Forward Income Screening Calculator Perform Back Spend USA Today e View Fund Conversion New Fund Conversion Manage Year End Closing Other Funds Agency Caseload Allocation Monitor Caseload Manage Caseload Eligibility Data e State Family Workflow Dashboard e Maintain Customer Service Issue e Clinic Search Search Product Inventory Maintain Local Agencies Maintain Clinics e Search EBT Tr
36. e or batch transfers Redeemed Date The date the vendor deposits the food instrument in the bank Regional Office regarding Vendors Corporate offices may group their stores by region of the state or country and thus may maintain an office to manage that region s stores Regional Office regarding WIC States Management State WIC programs are under the management of one of eight different regional offices Of the Crossroads states Alabama and North Carolina are under the guidance of the Southeast Region and Virginia and West Virginia are under the guidance of the Mid Atlantic Region Report A standard or ad hoc document generated by the system based on search parameters selected by the WIC staff to display on screen in hard copy or saved to a file Reporting Server A server that contains a snapshot of a production database or databases for use in the construction of queries or reports Resources that would be done normally on the production database s are relegated to a reporting server Resource Type An inanimate object such as a room or equipment or interpreter Rolling Month A method for tracking dates in the system such as certification period or food benefit availability dates in which the period starts on any date of the month and continues through to the same or similar depending on the number of days in the month date the next month S Sanction An action taken against a party vendor or participant who is
37. e system in all four states but may not be activated in a particular situation Immunization Status Yes up to date or not up to date when assessing if a WIC participant two years or less has received the required DTaP immunizations Income Table Annually updated guidelines that are used to determine a family s income eligibility for WIC Infant A person under one year of age Information System The information system is the software application that automates WIC processing Input A data element manually input by WIC staff applicant participant or vendor or imported from another source to be used by the WIC application to complete the sub function Inputs identified may not be used by all four states and may be modified based on the DD l proposed solution Integrated Circuit Chip Smart Card A card into which one or more integrated circuits is inserted A smart card with an integrated circuit chip is able to perform data processing such as calculations or data storage and retrieval on board the card Item Quantity Unit of Measure Using the standard unit of measure of the container size for a specific product For example 1 gallon of milk item quantity unit of measure is equivalent to 4 quarts standard unit of measure Interface The means by which bidirectional communication with an external entity and the WIC system is provided This may be retrieval of data from an external system and display of data in Crossroads WIC
38. e valid format to the value it contains If it cannot the field is identified as being invalid This screen shows the New Family screen with each date picker implemented on that screen indicated by a red arrow v 1 0 posted 07 05 2014 ARA THURMOND Communication Options Language Read GEZ C Interpreter _ Sign Language Interpreter Display A display is simply text that displays a value The value displayed can be one entered elsewhere in the interface retrieved from the database or calculated The weight and color of the font used can vary according to need The Family Demographics screen with each display value implemented on that screen indicated by a red arrow as shown below So Family Demographics MICHAEL THURMOND EA LINDQUIST Family N aza LINDQUIST Family ID F00100000004 de Na OS participant 1D KS00 10000006 123 NORTH BROAD STREET Ls Nie 22 years nd 9 mont tegory Pregnan Drop down List Box v 1 0 posted 07 05 2014 A drop down list box is used to present a simple list from which an option can be selected A drop down list box combines a list and a selection box The list presents the options that a user can select and the selection box displays the current selection A vertical scroll bar is included at the right side of the list if it is not long enough to display all list items at one time Down arrow Button Selection Box HMO Health Clinic Family Doctor N
39. ecific characters pressing keys for unaccepted characters has no affect For example a text box that collects a Social Security number would only accept the numbers one through nine and zero Pressing the key for any other character would not add that character to the text box When a specific format is enforced content is formatted automatically as keys are pressed For example a text box that collects a Social Security number would display a dash that separates the first three characters typed from the second two characters and the last three characters Some text boxes accept multiple lines of text In such cases when typed text reaches the right side of the box it wraps to a new line A vertical scroll bar is included at the right side of the text box if the box is not tall enough to display its entire contents The New Family screen with each text box implemented on that screen indicated by a red arrow is show below v 1 0 posted 07 05 2014 New Family MICHAEL THURMOND Sg C Participant A Ja AAA Communication Options Language Read ir Interpreter _ Sign Language Interpreter Last Name Proof of Identification Category Time Picker A time picker is used to collect a time in the format hh mm AM PM A time picker combines a drop down list with an edit box The drop down list includes times that can be selected and the edit box displays the current selection
40. ed in the tab order depend on the tab mode which is controlled by the Tab Mode button Telephone Number Validation Telephone numbers are validated using the following parameters The value must follow the format aaa lt bbb gt lt bbbbb gt e All values must be numeric e lt aaa gt cannot begin with a zero 0 or a one 1 e lt aaa gt cannot be the following values 388 555 900 911 979 or 991 Tooltip A tooltip is displayed when the pointer is hovered over a button or a field It is positioned left aligned with the button or field and does not cover the button or field itself unless unavoidable It includes text that describes the button or field and may suggest a required action For each error indicated for a field a tooltip includes a red exclamation icon 4 followed by text describing the nature of the error Height AR Height must be between 28 in and 120 in For each warning indicated for a field a tooltip includes a yellow exclamation icon followed by text describing the nature of the warning v 1 0 posted 07 05 2014 Height di Height is outside normal range of 29 4 8 in and 98 3 8 in Warning Indicators Fields for which a warning exists are haloed in yellow and display a yellow exclamation point icon 1 to the right A warning identifies a value outside of normal bounds an implausible value and does not prevent information on a screen or popup fro
41. een but has not been saved It is displayed when data has been added or modified on the active screen but has not been saved When displayed it is positioned at the right end of the title bar above the Logged In User Indicator The gold star icon indicates required information On the Certification Summary screen it indicates that the certification process is incomplete and requires additional information Show all button that displays additional fields within a given screen Click this button to expand collapse these fields The edit button allows you to edit information within a field The add button allows you to add information This button changes to edit once the information is added HE delete button allows you to remove an individual field of information O5 fe post it note allows you to add free form information to a screen A post it note with content This button closes a popup screen Hint buttons suggests shortcuts or time saving suggestions During the certification process a green check mark icon appears on the Certification Summary screen when the system deems the applicant eligible for that portion of the process During the certification process this icon appears on the Certification Summary screen to show that the item is optional v 1 0 posted 07 05 2014 Calendar button displays current month Within the calendar you may toggle between months using the directional icons Master Calendar icons
42. en arrow icon displays to the left of paragraphs that provide information about how to access a specific application screen These paragraphs inform you where you can access the application screen and what steps must be taken to display it This type of information is included immediately after the introduction in topics that cover a specific application screen Note Icons https crossroads nutritionnc com CrossroadsHelp Crossroads WIC Training Overview 6 25 2014 Crossroads WIC Training Overview Page 2 of 2 v 1 0 posted 07 05 2014 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 within this help file Either way it is well worth your time to watch for these helpful icons Pay attention to the navigational icons as you read through this manual and they ll help you locate important details that you might otherwise overlook What s more after you ve completed the training the icons will serve as signposts quickly guiding you to the information you need https crossroads nutritionnc com CrossroadsHelp Crossroads WIC Training Overview 6 25 2014 v 1 0 posted 07 05 2014 A CSC Prepared By Prepared For CSC Crossroads Staff 7701 College Blvd S
43. endors to ensure that they adhere to WIC regulations Compliance monitoring may include compliance buys routine monitoring visits and vendor record reviews Conversions If approved by FNS the use of food funds for NSA costs A State agency may also use NSA funds for food funds at any time Corporate Parent Office Office providing managerial oversight of a group of stores WIC in some situations may choose to communicate directly with the corporate or parent office rather than the individual store Cross Field Edit Identification and verification by the system to enforce policy and implausible situations This involves editing values from more than one field for the edit CPA Competent Professional Authority CPU Central Processing Unit CSFP Commodity Supplemental Food Program CSR See Customer Service Representative Customer Service Representative Customer Service Representatives are responsible for taking telephone calls and providing information and services to clients as needed CVV See Cash value Voucher D Data Mart A database or collection of databases designed to help managers make strategic decisions about their business Whereas a data warehouse combines databases across an entire enterprise data marts are usually smaller and focus on a particular subject or department Some data marts called dependent data marts are subsets of larger data warehouses Data Warehouse A data warehouse is a collect
44. ent issuance for all family members This date remains the same unless changed by the WIC staff and starts the participants rolling month benefit period Federal Processing Standards regulatory scheduling criteria A defined time frame within which any applicant must be notified of his her eligibility or ineligibility for the WIC program Applicants who are pregnant women breastfeeding women infants younger than six months homeless applicants and members of migrant farm worker families who plan to move soon must be notified within 10 days All other applicants must be notified within 20 days File based Interface An application or system that imports to or exports from the Crossroads WIC system using a standard formatted file FDTS First Day to Spend The first day a food instrument is valid for redemption FDPIR Food Distribution Program on Indian Reservations FI See Food Instrument FNS Food and Nutrition Service FNS 798 v 1 0 posted 07 05 2014 The WIC Financial Management and Participation Report FNS 798 is a report submitted from State agencies to FNS on a monthly basis and for the fiscal year closeout For closeout the State agency must report its spending option elections spendforward backspend and also provide a report on categories of NSA expenditures The data needed for the FNS 798 involves the food and NSA grants food budget obligation and food and NSA expenditures In essence the data that FNS re
45. erview Logging Into Crossroads Family Header Screen Attributes Common Functions Confirmation Error and Status Popup Messages Common Messages Reports Menu Special Keys Special Buttons Icons Glossary of Acronyms and Terms Y Y Zei Zei Y ey Y ey Y Y Zei Zei Y w Y Zei Y ey Y Zei Y Zei v 1 0 posted 07 05 2014 v 1 0 posted 07 05 2014 2 LOGGING INTO CROSSROADS Downloading Application Information The Downloading Application Information screen displays when the URL for the Crossroads WIC System is accessed It shows the downloading progress for the system and if the system is successfully downloaded the Downloading Application Information screen is dismissed and the Login screen displays Downloading application information Bytes already downloaded Total bytes If the Cancel button is clicked before the download process is complete the download process is canceled the Crossroads WIC System is not accessed and the Login screen is not displayed Log In The Log In screen is the first screen displayed when the Crossroads WIC System is successfully downloaded from the URL It is also displayed when a user clicks the Logout button on the menu bar The Log In screen validates a user s credentials and if a valid user ID and password combination is supplied allows the user to access the Crossroads WIC System It is positioned vertically and horizontally within the con
46. ext positioned in the center of the button that identifies it and includes a border around the outside to show its boundaries Push Button However a button may include an image or icon to identify the button instead of text kak And in some instances the image or icon may be the only thing shown because the button does not include a border In all cases push buttons include tooltips that identify the button The Log In screen with the push button implemented on that screen indicated by a red arrow is shown below v 1 0 posted 07 05 2014 Command Link A command link is represented as bold text displayed in the color defined for command links Command Link Command links do not include tooltips but when the pointer is hovered over one the command link changes to the color defined for a command link with a pointer hovered over it Command Link The Log In screen with the command link implemented on that screen indicated by a red arrow is shown below v 1 0 posted 07 05 2014 Fields Fields display data or accept data entry This section covers the functionality of fields used in the Crossroads WIC System interface Check Box Check boxes are used to represent one or more choices that are not mutually exclusive A check box has two main states selected and unselected Fa LI The selected state is represented by a box with a check mark in it and indicates a yes on true response The unse
47. f the container s title bar Floating Details button When floating details are available for a data grid the Floating Details button 1 3 is displayed on the right side of the container s title bar It can be clicked to turn floating details on or off The button can be accessed using the keyboard by pressing Ctrl Shift V The rows displayed in a data grid can be sorted Click the header of the column by which to sort the rows The first click sorts the rows in ascending order Each consecutive click reverses the sort order The rows can also be sized Drag the separator for the header of a column to increase or decrease its width v 1 0 posted 07 05 2014 In a data grid that allows the addition of rows the Enter key must be pressed to validate and commit a new row If the Enter key is not pressed the row is not added and all data entered in the row will be lost when the screen or popup on which the data grid is located is closed A data grid can include columns of buttons The following are standard buttons that can be included Edit button In a data grid that allows records to be edited a row can be edited by clicking the Edit button 7 for the row When the button is clicked or the row is double clicked a screen or popup displays to facilitate editing View button In a data grid that allows records to be viewed the details of a row can be viewed by clicking the View button for the row When the button is cl
48. first collected and by whom and when the data was last modified and by whom It is displayed when the pointer is hovered over an Audit Trail icon Adjustable Fields and Containers The placement of fields within containers and containers within the content area of the interface are adjustable One example is resizing of the browser window which causes the fields and containers in the content area to move around for the best fit Add a New Family Clinic Family Workflow Dashboard Family Search Income Screening Calculator USA Today Agency Caseload Allocation Monitor Caseload Manage Caseload Eligibility Data e File Processing Dashboard State Family Workflow Dashboard Maintain Customer Service Issue Clinic Search Search Product Inventory Maintain Local Agencies Maintain Clinics Monitor Bank Draw Down Funds Manage Month End Year End Closing Perform A Spend Forward Perform Back Spend View Fund Conversion New Fund Conversion Manage Year End Closing Other Funds List Appointment Types Pending List Waiting List Food Distribution Rules Search EBT Transactions by Clinic Search EBT Transactions by Vendor Generate Manual Food Instruments Match Pending Manual FI Delayed Signatures for FI Issuance Food Instrument Investigation Tool New Application Vendor Price Survey Search Manage Vendor Portal Users Vendor Peer Group Re evaluation Vendor Search Define Peer Groups Geographic Areas Defin
49. fit recipient Electronic Cash Register ECR System A system used in retail stores to perform transactions A typical ECR is composed of various component parts and is networked to a central server maintained at the store or in another location for the chain The v 1 0 posted 07 05 2014 system electronically scans items for purchase obtains the UPC code and price for the item adds the item to the cash register receipt and totals the entire purchase to arrive at a purchase total Encryption The method used to protect PIN data by transforming it into cryptographic form The translation of data by hardware devices or software programs that renders transmitted data unintelligible thereby protecting the privacy of information Enrollee An applicant who has been certified as eligible for WIC benefits but to whom food benefits have not yet been issued EPSDT Early and Periodic Screening Diagnosis and Treatment Program External User Users which access the Crossroads WIC system outside of a state s internal network though the Internet F Family An adult assigned to the family household that is typically the main point of contact This may be a participant caregiver or proxy Family Income Period The time period for which intervals of pay are used to assess income e g weekly monthly annually Family Issuance Date Date on which the first participant in a family is issued a food instrument and is used for all subsequ
50. ght Directory Access Protocol LMP Last Menstrual Period Link and Display To minimize data entry and storage data is to be entered and stored once but displayed in other areas as appropriate Lightweight Directory Access Protocol LDAP is an emerging software protocol for enabling anyone to locate organizations individuals and other resources such as files and devices in a network whether on the Internet or on a corporate intranet LDAP is a lightweight smaller amount of code version of DAP Directory Access Protocol which is part of X 500 a standard for directory services in a network Local Agency a A public or private nonprofit health or human service agency which provides health services either directly or through contract in accordance with Sec 246 5 b an IHS service unit c an Indian tribe band or group recognized by the Department of the Interior which operates a health clinic or is provided health services by an IHS service unit or d an intertribal council or group that is an authorized representative of Indian tribes bands or groups recognized by the Department of the Interior which operates a health clinic or is provided health services by an IHS service unit Magnetic Ink Character Recognition Ink that has a magnetic content used on documents that can be scanned into a reader to recognize characters For example used on personal checks and food instrument checks vouchers Magnetic Stripe Cards
51. he central location The geographically dispersed PCs collect data transactions locally but send these transactions over a network to be processed by the central CPU No processing is performed locally on the PC Certification The implementation of criteria and procedures to assess and document each applicant s eligibility i e categorical residential income including adjunct or automatic income eligibility and nutritional risk for the Program Civil Money Penalties State agencies may assess claims for misuse of program funds against vendors Monetary payments received from vendors because of assessed sanctions by the vendor management or program integrity staff may be used for food or NSA expenditures Client Terminology also used to define a participant Client Services Module The areas of the application used to capture data collected at the clinic site to include applicant and participant processing appointment scheduling and food benefit issuance Clinic A facility in which applicants are certified to participate in the WIC program Clinic Flow Functional path an applicant participant follows during a WIC appointment often described in terms of the order in which participant is seen by WIC staff CMP See Civil Money Penalties Comments Additional information that needs to be documented in a participant s record can be in free form text Compliance Monitoring v 1 0 posted 07 05 2014 The investigation of WIC v
52. he help system is accessed using the Help menu Glossary The glossary lists particularly difficult or specialized words used in this help file along with their definitions To access the Glossary of Acronyms and Terms topic click Glossary of Acronyms and Terms under Index in the table of contents Sample Help System Topic The sample screen shown below calls out the location of the contents the topic introduction the sample screen the field information table and the bread crumbs introduction Field Information Keyboard Focus Keyboard focus refers to the field button or content container receiving keyboard input There can be only one element on the whole desktop that has keyboard focus Within the Crossroads WIC System keyboard focus is initially positioned in the active field button or container nearest the top left corner of a screen or popup when it is displayed Keyboard focus can be moved by tabbing or by clicking the field button or content container for which focus is desired v 1 0 posted 07 05 2014 Override of Field level Edits The system allows limited override of field level edits for screens and popups When a field s value is outside of acceptable limits an impossible value an error is generated the first time an attempt is made to save the information collected on the screen or popup and the information is prevented from being saved until each value for which a
53. he woman child or infant You can also view basic information about the participant by hovering your cursor over the icon JULIA DOE Participant DD 50030001155 DOE Family de Fara ID FO 20001094 Age 24 yems and Spe WIC Cabegory Fregnani 100 MATH ONERLAMOD PARK ES 66212 Detailed Participant Information Parisipant Name MILIA DOE Participant TO 5000001153 AA un CA Perbopent Last Name w semi ZIP Code w City W State W County W F Mn gr O e go Fc ann Letters next to the images in the Family Header designate the following Buttons lcons Definition 0 kre previously enrolled not in current certification A Active enrolled currently in valid certification period O fm Dirty Data Indicator Page not saved op the Waiting List 0 fe onia High Risk Food Issuance dots represent the following Q 2 d h ANNALISE Blue Food benefits have been issued for a particular period s Green Food benefits are available for a particular period s Red Food benefits awaiting signature certification not complete unknown issue No Dots Food benefits not available v 1 0 posted 07 05 2014 v 1 0 posted 07 05 2014 4 SCREEN ATTRIBUTES The primary parts of the screen are the title bar the menu bar the content area and status bar The following subsections describe the features of each Title Bar WIN Crossroads WIC System fi Home JANE S
54. icked a screen or popup displays to facilitate viewing If the row does not include an Edit button double clicking the row also displays a screen or popup to facilitate viewing Delete button In a data grid that allows records to be deleted a row can be deleted by selecting it and pressing the Delete key They can also be deleted by clicking the Delete button z for the row A vertical scroll bar is included at the right side of the data grid if it is not tall enough to display all rows at the same time A horizontal scroll bar is included at the bottom of the data grid if it is not wide enough to display the entire length of the rows at the same time Data grids often include a Selected Row Details content container positioned below the data grid that can be expanded to show details about a row selected in the grid Below is the Family Search screen with the data grid implemented on that screen indicated by a red arrow Family Search MICHAEL THURMOND Search Location Search Type Family ID LastName First Name _ MI Telephone Number EBT Card Number State wide LA Family E jis JI IL O Participant C Online Applicant Only Caretaker C Proxy Clear Criteria Local Agency Clinic Ne 1 Central WV WIC Lz earch Resi Family ID F00100000002 BOLLTEST JANE 1 1 1990 w4 F00100000005 GRIFFIN LOIS 7 15 1982 w FOO100000004 LINDQUIST LIZA 8 28 1989 w F00100000003 LUT
55. ighlighted with a solid background color The following options are available using the pointer v 1 0 posted 07 05 2014 e Click the Next button to display the following month e Click the Previous button 4 to display the previous month e Click a day to select it and dismiss the Monthly Calendar drop down The edit box is populated with the day month and year selected e Click the name of the month to display the Months drop down for the selected year The month is initially selected on the Months drop down The following options are available using the keyboard e Press the Left arrow key to move the selection to the previous day e Press the Right arrow key to move the selection to the following day e Press the Up arrow key to move the selection to the day six days prior e Press the Down arrow key to move the selection to the day six days later e Press the Home key to move the selection to the first day of the month e Press the End key to move the selection to the last day of the month e Press Ctrl Page Up to move the selection to the closest day in the previous month e Press Ctrl Page Down to move the selection to the closest day in the following month e Press Ctri Up arrow to display the Months drop down for the selected year The month is initially selected on the Months drop down e Press the Enter key to accept the selected date The Monthly Calendar drop down is dismissed and the edit box is popula
56. ion of data in support of management s decision making process that is subject oriented integrated time variant and non volatile A data warehouse is generally focused on a business concept for example claims statements rather than a business process for example paying claims and contains all the relevant information on the concept gathered from multiple processing systems This information is collected and presented at consistent periods of time and is not changing rapidly except that new data is added A data warehouse is a copy of transaction data specifically structured for query and analysis Date of Birth The format for the presentation of date of birth is to be month 2 digits day 2 digits year 4 digits Demographics Common characteristics of a family such as address and telephone number v 1 0 posted 07 05 2014 Digitized Signature A written signature that has been read by a computer scanner and converted into digital data lt is a capability for recording signatures on an electronic device in a digital format The most common publicly visible use at present is in capturing signature images for credit card purchases in retail stores More expensive units can be used as one means of electronic identification Disconnected Solution A technology used for WIC EBT in which participants WIC prescriptions are stored directly on the EBT card in the memory of an integrated silicon chip or smart card All transaction p
57. irmation text with a Yes button a No button and a Cancel button positioned below The following actions are possible Clicking the Yes button allows the action identified by the confirmation text to be completed Clicking the No button prevents the action identified by the text from being completed Clicking the Cancel button cancels the action that triggered the confirmation popup Regardless of which button is clicked the popup is dismissed and focus is returned to the screen from which it was called Error Validation Summary Popup An error validation summary popup is used to display error messages for the current screen or popup The error messages inform the user of fields that require the user s attention Error messages display for these common reasons No entries in a required field e An unacceptable i e out of range numerical value An unacceptable formatting entry i e date The layout of the popup includes a title bar and a content area The title bar displays the title of the popup on the left and a Minimize button on the right The Minimize button can be clicked to minimize the popup to the Error Validation Summary button on the status bar of the system interface The shortcut for the button is Ctri Alt E The content area includes an exclamation point icon and a list of all error messages for the current process v 1 0 posted 07 05 2014 Title Minimize Button Validation Summary 1 mn e Please e
58. kaka aa a KREE ENEE RERE ERKENNEN REENEN 6 2 de COMMON BUTTON EE 7 1 Save and Cancel CT TEEN 7 1 PUSR BUON EE 7 1 C mmand EMK EEN 7 2 PICIO Soina aaa E 7 3 ONEEK BO EE 7 3 Date PICK E 7 4 A O II eer ae eee eee e 7 8 G CONTAINERS aces 8 1 Garona 8 1 Content GONTANN EE 8 2 Content Flipper FID DY vet kt aka w a n n a m n a n kn ED ae dange 8 3 Data Slds 8 5 Group BOX simios aci ii 8 6 ge REPORTS MENU aran 9 1 AOSSBECIAL KE VS ee 10 1 117 S5PEGIAL BUT TONS GON Siria oa 11 1 12 GLOSSARY OF ACRONYMS AND TERMG k0 taa ante nasa aaa n aaa nasanaaannaananannnannnaann 12 1 v 1 0 posted 07 05 2014 1 GETTING STARTED Overview Welcome to the Crossroads WIC system The Crossroads WIC application is a comprehensive solution that supports the Women Infants and Children program in providing services to WIC clients Major modules of the Crossroads WIC application include the following Y ey Family Services Scheduling Vendor Operations Finance Administration Food Maintenance Caseload Redemption Help Y Zei Y Zei Y Zei Y ey Y Zei Y w e Ze e Ze Si Ze State Specific Functionality The Crossroads WIC System requires some initial setup before you can use it lt is important to review state specific features and functionality in each user manual s Overview in the State Specific Functionality section Getting Started Sections This document consists of the following sections Ov
59. lected state is represented by an empty box and indicates a no off false response Clicking a check box changes its state and gives it keyboard focus When a check box has keyboard focus Pressing the Spacebar changes the state of the check box If the check box is unselected pressing any of the following selects the check box e Plus e Ctri Plus e Shift Plus e Ctri Shift Plus If the check box is selected pressing any of the following deselects the check box v 1 0 posted 07 05 2014 e Minus e Ctri Minus e Shift Minus e Ctri Shift Minus In some instances a check box may be used to select a range of other check boxes In these cases it is possible for a check box to display a third intermediate state The intermediate state neither selected nor unselected indicates that some check boxes in the range are selected but not all The intermediate state is identified by its shaded background The New Family screen with each check box implemented on that screen indicated by a red arrow is shown below amp New Family MICHAEL THURMOND 7 ei Homeless Incarcerated Status Migrant Status Communication Options Languac Read Language Spoken C Interpreter _ Sign Language Interpreter Email Address Preferred Method of Contact y Last Name 22 AAA Proof of Identification Category 1 Date Picker A date picker is used to collect a full date in the form
60. m being saved to the database After a warning is identified the second attempt to save the information on a screen or popup for which a warning is displayed is accepted ZIP Code Validation Zone Improvement Plan ZIP codes are validated using the following parameters 9 e The value must follow the format lt aaaaa gt or lt aaaaa gt lt bbbb gt e All values must be numeric e aaaaa must exist in the Zip Code lookup table e aaaaa cannot be the following values 00000 or 99999 Inactive Field Availability When the value of a field is dependent on the value of a key field the dependant field is inactive disabled until a value has been provided or a specific value has been provided in the key field v 1 0 posted 07 05 2014 6 CONFIRMATION ERROR AND STATUS POPUP MESSAGES Common popup messages are not part of a specific module but are available as part of the Crossroads WIC System interface Confirmation Message Popup A confirmation message popup is used to display confirmation messages for the current screen or popup Confirmation messages are used to confirm actions at the time they are initiated Title Content Area 2 Do you want to save all the modified pages before navigating to the new page Re The layout of the popup includes a title bar and a content area The title bar displays the title of the popup on the left The content area includes a question mark icon and conf
61. n error was generated is corrected When a field s value is outside of normal limits an implausible value a warning is generated the first time an attempt is made to save the information collected on the screen or popup but the information can be saved without correcting each value for which a warning was generated Placement of Screen Progress Buttons Buttons that control progress through a process or validation are grouped together and positioned in the bottom right corner below all other content Such buttons include but are not limited to OK Cancel Next and Previous The default button must be the left most button in the group The sample below shows a Save button and a Cancel button at the bottom right corner of a screen Printing Screens Any screen can be printed by using the print facility provided by the Web browser used to access the Crossroads WIC System For information about printing a webpage refer to the help system for the Web browser Processing Indicator The Processing Indicator is displayed when the system is processing information It is centered both vertically and horizontally within the content area The indicator is animated and appears to spin ina clockwise direction When processing completes the indicator is dismissed e v4 AY v 1 0 posted 07 05 2014 Required Information Icon The Required Information icon identifies information that is required by the Crossroads WIC System to complete a t
62. n food grant amount Generally caseload management processing includes the translation of food grant dollars into caseload estimates the collection and storage of information on caseload allocations to local agencies and the tracking of actual participation against assigned caseloads Caretaker An individual who has the same rights as a parent guardian although they do not have legal custody of the child v 1 0 posted 07 05 2014 Cash value Voucher A fixed dollar amount check voucher electronic benefit accessed via EBT card or other document which is used by a participant to purchase authorized fruits and vegetables Category Subcategory Table A table that contains the category and subcategory codes used for identifying foods The category sub category is a convenient way to electronically identify generic types of food items and link them to specific vendor supplied UPC codes For example 18 ounces of Jif Peanut Butter would be category Legumes Category 06 subcategory Peanut Butter Subcategory 002 and size 18 ounces FNS has defined a national category subcategory table and code structure CDC Centers for Disease Control and Prevention Centralized Processing A data processing architecture in which the mechanism for processing data i e the Central Processing Unit CPU is located in a single central environment such as a data center Typically various PCs are used to access the processing capability maintained in t
63. n the participant enrollee s assigned nutrition risk s Projected Food Sales When actual food sales are not available for statistical analysis the state WIC program may require estimated or projected sales be calculated based on historical data Proration The reduction in food benefits determined by relationship between actual pick up date and family issuance date Proxy Any person designated by a woman participant or by a parent or caretaker of an infant or child participant to obtain and transact food instruments or to obtain supplemental foods on behalf of a participant Parents or caretakers applying on behalf of child or infant participants are not proxies Proxies must be designated consistent with the State agency s procedures established according to the WIC Program regulations R RD Registered Dietician Rebate v 1 0 posted 07 05 2014 A discounted amount of the purchase price for a WIC item that is returned to the State Agency on each item for which there is a rebate contract in place with a given manufacturer The State Agency bills the manufacturer either for the estimated or actual amount of rebated products purchased usually monthly depending on the capabilities of the WIC information system Race Ethnicity Demographic characteristics used to identify the race and ethnicity of a participant Real Time Interface An application or system which shares data with the Crossroads WIC system without the use of fil
64. ne list object can be selected at time One list object must always be selected An object can be selected by clicking tt Si Ze e Ze e Ze Buttons contained in the carousel can have the following properties e Ze They can be any shape or size They can be aligned with the top edge the bottom edge or the center They can include multiple text and image components They can include hover text functionality e a tooltip is displayed when the pointer is positioned above the object e Ze Si Ze Si Ze v 1 0 posted 07 05 2014 Below is the Family Demographics screen with the carousel implemented on that screen indicated by a red arrow ge Family Demographics MICHAEL THURMOND d LA E LINDQUIST Family LIZA LINDQUIST Family ID F00100000004 a Participant ID KS00 10000006 123 NORTH BROAD STREET Age 22 years and 9 months PRAIRIE VILLAGE KS 66208 WIC Category Pregnant Address 17 123 NORTH BROAD STREET LINDQUIST LIZA Nickname Maiden Name ZIP Code City State ir County L mi Ji 66208 PRAIRIE VILLAGE ee x Proof of Identification 17 Date of Birth Proof of Residence 17 Go SSN Marital Status Education Level Homeless Incarcerated Status A W Voter Registration Military Status L e Language Read Language Spoken Engish Lil eg Lei O Interpreter O Sign Language Interpreter Email Address Preferred Method of Contact
65. nter the value in User ID Content Area Status Message History Popup The Status Message History popup displays a list of status messages presented to a user through a status message bubble during the current session Status messages from previous sessions are not retained The popup can be accessed by clicking the Status Message History button on the status bar of the system interface The layout of the popup includes a title bar and a content area The title bar displays the title of the popup on the left and a Minimize button on the right The Minimize button cl can be clicked to minimize the popup to the Status Message History button on the status bar of the system interface The shortcut for the button is the Esc key Title Content Area with Data Grid Minimize Button N lle Time Message Type 12 03 00 PM Informational You have logged in successfully Message The content area includes a data grid that displays the status messages It includes the following columns 4 a Time Displays the time at which the message was generated e Message Type Displays the message type The two message types are Informational and Warning Message Displays the message text Y The following sections describe each button field and container type in detail v 1 0 posted 07 05 2014 7 COMMON BUTTONS Buttons and fields allow users to interact with the system Fields can display data or accept data e
66. ntry Buttons are used to trigger actions such as completing a process canceling a process or displaying a screen Fields and buttons are grouped in and organized by containers The containers are also used to group and organize other containers within the content area of the interface Common buttons trigger processing and navigation Buttons can be activated by clicking them or by giving them keyboard focus and pressing the Enter key If a default button is defined for a screen or popup pressing the Enter key activates the button unless another button or field that utilizes the Enter key has keyboard focus This section covers the functionality of button types used in the Crossroads WIC System interface Save and Cancel Button The Save button captures and records saves new and edited screen entries When you click Save you will either 1 stay on the current screen 2 advance to the next screen or 3 return to the main screen depending on your location in the application Please note that if you are viewing a screen only do not click the Save button instead select a location from the Quick Links navigational pane The Cancel button clears your entries enabling you to start over on the current screen When you click Cancel the system displays a confirmation prompt with the text Are you sure Click Yes to clear your entries or No to retain your entries Push Button A push button is generally represented as rectangular includes t
67. o Regular Doctor State Option 1 State Option 2 Clicking the selection box gives it keyboard focus Clicking the down arrow button displays the list of options and gives the selection box keyboard focus The selected option is highlighted with a solid background color While the selection box has keyboard focus 4 When the list is not displayed e Typing selects the list option that most closely matches the value typed e Pressing the Delete key clears the selection box e Pressing the Down arrow key selects the next item in the list e Pressing the Up arrow key selects the previous item in the list e Pressing Alt Down arrow displays the list Y When the list is displayed e The value displayed in the selection box is initially selected in the list e Typing selects the list option that most closely matches the value typed e Pressing the Down arrow key selects the next item in the list e Pressing the Up arrow key selects the previous item in the list e Pressing the Page Down key displays the next page of list items e Pressing the Page Up key displays the previous page of list items e Pressing the Enter key confirms the selection and closes the list e Pressing Alt Up arrow hides the list If a list option is selected it is accepted and displayed in the selection box When keyboard focus is removed from the selection box the last matching list option is accepted The New Family screen with each drop down list
68. of the title bar When the pointer is hovered over the icon a Current Audit Information bubble displays Help Button A Help button 4 provides access to the system help It is positioned on the right side of the title bar Clicking the button displays a Crossroads WIC Help window with the topic assigned to the screen or popup in the content area displayed The shortcut for the button is the F1 key Below shows the Family Demographics screen with the content container implemented on that screen indicated by a red arrow The container includes an Expander button a Comment Launch button an Audit Trail Icon and a Help button ge Family Demographics 3 MICHAEL THURMOND LINDQUIST Family LIZA LINDQUIST Family ID F00100000004 de Participant ID K500 10000006 N 123 NORTH BROAD STREET Age 22 years and 9 months PRAIRIE VILLAGE KS 66208 WIC Category Pregnant Address Yi 123 NORTH BROAD STREET IO ZIP Code Yi i City State 17 County 7 66208 PRARIEVMAGE ks y Proof of Residence 17 L MA OO w Homeless Incarcerated Status Migrant Status GA First Name 7 MI LIZA DES Maiden Name SSN Date of Birth O KR aas 5 Marital Status Education Level PerentiGuardian2 Ol Voter Registration Military Status Telephonelumber___ Type Primary Do not call Auto dialer Language Read it Language Spoken O O Pe Jl ng Le C Interpreter _ Sign Language
69. on point icon to the right An error identifies a value outside of acceptable bounds an impossible value and prevents information on a screen or popup from being saved to the database The indicated error must be corrected before the information on the screen or popup can be saved 0 Field Auto advance Keyboard focus automatically advances to the next field when the maximum number of characters has been entered in a text box and data validation has successfully completed Help System The help system is designed to assist users with the functions and uses of the Crossroads WIC System The help system is accessible from any screen or popup lt can be displayed using the Help button included on some content containers or the Crossroads WIC Help command link on the Help menu Below shows a Crossroads WIC Help window with the Crossroads WIC Help Overview topic displayed v 1 0 posted 07 05 2014 E Crossroads WIC Help m Contents Home Introduction Crossroads WIC Help Overview Crossroads WIC Help Overview Welcome to the Crossroads WIC help system This help system is designed to assist you with the functions and uses of the Crossroads WIC application The Crossroads WIC application is a comprehensive solution that supports the Woman Infants and Children program in providing services to WIC clients Major modules of the Crossroads WIC application include the following Family Services Scheduling Vendor Operation
70. other selections e Ctri click an unselected option to select it without clearing any other selections and position the cursor on it e Ctri click a selected option to deselect it and position the cursor on it e Shift click an option to select all options from the last option selected or cleared to the option clicked inclusive o The following options are available using the keyboard v 1 0 posted 07 05 2014 e Press the Up arrow key to move the cursor to the previous option e Press the Down arrow key to move the cursor to the next option e Press the Spacebar to select the option highlighted by the cursor and clear all other selections e Press Ctrl Spacebar to select the option highlighted by the cursor and without clearing any other selections e Press Shift Spacebar to select options from the last option selected or cleared to the option on which the cursor is positioned inclusive e Press Ctrl A to select all options Multiselect Slider A multiselect slider is used to manage a set of options A multiselect slider combines two multiselect list boxes a source list and a destination list and a set of buttons to manage the list options The destination list and one or more slider buttons with arrows pointing outward are initially displayed The slider buttons can be positioned at the top bottom left or right side of the slider When a multiselect slider is closed pressing Ctrl Shift plus the arrow ke
71. ounter in an average day at a clinic 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 section follows certain conventions that make it easy for you to use the materials presented and includes the following features that make it easy for you to identify similar information from one topic to another e Each chapter groups topics together by application area so you ll know what you can expect to see e Each screen topic and training scenario begins by explaining what it covers so you ll know from the start what you ll be learning e Each screen element an object or control displayed on an application screen is referenced with bold blue lettering to help it stand out on the page so that you can identify it more easily Pictures of application screens are included throughout this section The pictures are included for your reference to help familiarize you with the screens Any data displayed in the pictures is irrelevant and can be ignored Navigational icons are displayed in the left hand margin of the manual to help you find specific types of information quickly The icons and their definitions are displayed below Screen Access Icons The application screen and gre
72. quires is the same data the State agency needs to manage its funds throughout the year The FNS 798 report provides FNS with the data needed to calculate unspent funds for reallocation to State agencies and prepare infant formula allocations FNS needs this data to be on time and accurate to assure that all State agencies receive funding as quickly as possible otherwise funding for all State agencies is compromised Food Benefit Prescription The specific set of foods prescribed by a nutritionist for an individual WIC participant for a specified period of time Food Category and Food Subcategory Each type of authorized food is assigned a food category such as milk is category 1 Each specific form of that food is put into a subcategory such as whole milk is subcategory 01 Food Item and Food Item Description A food item is the specific food product that has met the federal WIC requirements for a WIC product and has been selected to be authorized in the state The Food Item Description is contained on the food instruments and the authorized food database in each state Food Category and Subcategory Data base and defines the food item GM Cheerios cereal Food Instrument The printed paper vouchers or food checks documenting specified WIC foods and amounts of these foods for a specified period of time that have been prescribed for a WIC participant and can be redeemed at an authorized WIC vendor Food Instrument Issuance Audit
73. rdian An individual who has legal custody of the child Parental Indicator Identifies the parent used in determining a specific nutrition risk for a participant Participant Pregnant woman breastfeeding woman postpartum woman infant or child who is receiving supplemental foods or food instruments under the Program the breastfed infant of a participating breastfeeding woman and a breastfeeding woman who did not receive supplemental foods or food instruments but whose infant received supplemental foods or food instruments Participant Care Plan An individualized plan set up for each WIC participant that tracks health and nutrition goals suggested nutrition education and desired outcomes from the WIC program for individual participants over time v 1 0 posted 07 05 2014 Participant Sanctions Punitive action imposed on participants who attempt to fraud the WIC program A participant may be removed from the program and or asked to pay a fine Participant Violations Any intentional action of a participant parent or caretaker of an infant or child participant or proxy that violates federal or state statutes regulations policies or procedures governing the program Password Confidential authentication information composed of a string of characters used to provide access toa computer resource Patient Flow Analysis An analysis of participant flow data to identify problems in clinic flow determine staffing and space nee
74. reen or popup This section covers the functionality of containers used in the Crossroads WIC System Carousel A carousel is a scrolling list that can contain multiple buttons The first object in the list is initially displayed at the left end of the carousel content area and is selected Subsequent buttons are displayed in sequential order to the right Below is an example of a carousel with five simple buttons simply the letters A through E with the first object in the list selected ABCDE When a carousel includes more buttons than can be displayed those buttons that cannot be displayed are not displayed For example if the carousel in the previous image included the letters A through Z the letters F through Z would not be displayed because the carousel is only wide enough to display five buttons at a time a Each carousel includes a Previous button on the left end of the carousel It is enabled when the left most object contained in the carousel is not displayed Clicking the button when it is enabled scrolls the content of the carousel to the left cl Each carousel also includes a Next button on the right end of the carousel It is enabled when the right most object contained in the carousel is not displayed Clicking the button when it is enabled scrolls the content of the carousel to the right A carousel includes the following functionality Si Ze The left most list object is initially selected Only o
75. rocessing occurs at the vendor location The participant s WIC prescription is obtained directly from the client s card during transaction processing and information regarding the transaction is stored onsite on a server within the vendor location The remaining balance on the participant s WIC EBT card is updated following the completion of the transaction Documentation Proof Evidence of income residence and or categorical eligibility Dual Enrollment A participant who is enrolled in the WIC program in multiple clinic locations but has not received food instruments Dual Participation Simultaneous participation in the WIC Program in one or more WIC clinic or participation in the WIC Program and in the CSFP during the same period of time E EBA See Electronic Benefit Account Electronic Benefit Account Combined food items for an individual or family s benefit period EBT See Electronic Benefits Transfer EBT System For the purposes of the FReD the term the EBT system has been used as a generic technology neutral description to represent the specific system module component API or contracted processor that the State agencies use to support EBT account management card management transaction processing and settlement EDD Estimated Date of Delivery EFNEP Expanded Food and Nutrition Education Program Electronic Benefits Transfer The use of electronic mechanism to transfer value from a program to a bene
76. s Finance Administration Help Help Requirements This help file is best viewed at a minimum screen resolution of 800 x 600 pixels and a minimum color quality of 16 bit Screen resolutions of less than 800 x 600 pixels and color qualities of less than 16 bit are not recommended View the documentation for your operating system to learn how to view or change the screen resolution and color quality The interface includes the following features Contents The table of contents lists every functional screen in the application and every training scenario available It is organized in roughly the same way as the application with content grouped together by application area To access the table of contents click the Contents button displayed on the left side of the interface The Contents panel is positioned on the left side of the interface when it is displayed Index The index lists every functional screen in the application and every training scenario available In many cases the Index lists topics more than once with several alternate entries for each topic The alternate entries make the Index a powerful tool for finding information quickly and easily To access the index click the Index button displayed at the top of the interface on the left side The Index panel is positioned on the left side of the interface when it is displayed Search The search function allows a search of the help system for all help topics that in
77. s drop down Press the Enter key to accept the selected month The Months drop down is dismissed and the selected month is displayed on the Monthly Calendar drop down 2010 2019 gt 2010 011 EN 2016 When the Years drop down is displayed ky The year from the Months drop down is initially selected The selected year is highlighted with a solid background color 4 The following options are available using the pointer The Next button can be clicked to display the following 10 year range The Previous button 4 can be clicked to display the previous 10 year range Click a year to select it and dismiss the Years drop down The Months drop down is displayed for the selected year The following options are available using the keyboard Press the Left arrow key to move the selection to the previous year Press the Right arrow key to move the selection to the following year Press the Home key to move the selection to the first year in the 10 year range Press the End key to move the selection to the last year in the 10 year range Press Ctrl Page Up to move the selection to the same year in the previous10 year range Press Ctrl Page Down to move the selection to the same year in the following 10 year range Press the Enter key to accept the selected year The Years drop down is dismissed and the selected year is displayed on the Months drop down When a date picker loses keyboard focus it applies th
78. screen are corrected It is positioned at the right end of the status bar to the left of the Tab Mode button Click the button to restore the error screen The shortcut for the button is Ctrl Alt E Tab Mode Button The Tab Mode button provides a way to change the buitons fields and content containers included in the tab order of a screen or popup displayed in the content area of the interface It is positioned at the right end of the status bar to the left of the Status Message History button Clicking the button cycles through the following tab modes Standard Tab Mode All active buttons fields and content containers on the screen or popup are included in the tab order When this mode is selected the text displayed on the button is TAB The shortcut to select this tab order is Ctrl Shift T This is the default tab mode for all screens and popups TAB Required Information Tab Mode Only buttons active fields that are required to complete the screen or popup and content containers are included in the tab order When this mode is selected the text displayed on the button is REQ The shortcut to select this tab order is Ctrl Shift R Error Tab Mode Only buttons active fields that are in error and content containers are included in the tab order When this mode is selected the text displayed on the button is ERR The shortcut to select this tab order is Ctrl Shift E Status Message History Button The Status Me
79. sition keyboard focus on the source list The Health Information screen with each multiselect slider implemented on that screen indicated by a red arrow is shown below 2 Health Information 3 MICHAEL THURMOND a d LA Family ID F00100000004 Participant ID K50010000006 123 NORTH BROAD STREET Age 22 years and 9 months PRAIRIE VILLAGE KS 66208 WIC Category Pregnant LINDQUIST Family D LIZA LINDQUIST syur 42ND Pre Pregnancy Cigarettes Per Day Drinks Per Week Measurement Units Pre Pregnancy Weight Pre Pregnancy BMI Three Months Prior to Pregnancy Three Months Prior to Pregnancy E Standard b oz C wW Does anyone smoke inside your house First Prenatal Healthcare Visit Date ES Number of Prenatal Healthcare Visits Date Last Seen By Physician Proof of Pregnancy 1 Dietary Supplement Taken Before Pregnancy Number of Fetuses this Pregnancy Gravida Para Li m un Adequacy of Prenatal Care No Pregnancy History Radio Button Group Radio buttons also called option buttons are used to present a choice of two or more mutually exclusive options Each radio button consists of a round button and a display that indicates a choice the user can make by selecting the button A radio button has two main states selected and unselected It is standard practice to position radio button groups in group boxes to organize and label them It is also standard practice to select the first option in a group by
80. ssage History button provides a way to view all status messages generated during the current session It is positioned at the right end of the status bar to the left of the Zoom Slider Click the button to display the Status Message History popup The shortcut for the button is the Esc key Zoom Slider The Zoom slider provides a way to change the magnification of the screen active in the content area of the interface It is positioned at the right end of the status bar It includes a display on the left with the current zoom magnification in the format and a slider button on the right The default value for the Zoom slider is 100 Drag the handle of the slider to the left to reduce the zoom magnification and v 1 0 posted 07 05 2014 drag it to the right to increase the zoom magnification Double click the handle to restore the default value of 100 v 1 0 posted 07 05 2014 5 COMMON FUNCTIONS Functions and behaviors common throughout the Crossroads WIC System are not specific to a particular module Address When a physical or mailing address is collected within the system the following information is included in the indicated order Address Line 1 2 ZIP Code City State County Y ey Y ey Y ey o Ze ey Auto Populating City State and County Information by ZIP Code When a valid ZIP Code is entered as part of an address and keyboard focus is removed from the ZIP Code field the
81. system Or the interface maybe the retrieval of data from external system and then populates the WIC Crossroads system Additionally the interface may be an inquiry and retrieval of data from WIC Crossroads system Internal User Users which access the Crossroad WIC system within a state s internal network or intranet Issuance Frequency The number of months a participant s benefits are issued at one time Generally issuance frequency is for three months of benefits However clinic staff may issue bimonthly or month to month benefits IS Information System K Kiosk v 1 0 posted 07 05 2014 A public access terminal located at various locations within the community at which users may access one or more computer applications The kiosk may provide access to an application housed in a central data processing facility based on the Internet or residing locally in the central processing unit of the kiosk A kiosk typically has an enclosure with light box a touch screen display a printer a PIN pad card reader if used for a card application a CPU or PC and a power supply Both freestanding and desktop versions may be used Often touch screen technology is used prompting the client to select a function by touching an option displayed on the screen To be effective kiosk applications must be straightforward L Last Day to Spend The last day a food instrument is valid 30 days after the first day to spend LPAD See Lightwei
82. t LocalAgency Central WWW WIC Region Ai sl Detail or Summary Detail __ 4 Click View Report to generate the report based on the chosen criteria v 1 0 posted 07 05 2014 v 1 0 posted 07 05 2014 10 SPECIAL KEYS You may use special keystroke combinations throughout the Crossroads WIC application for various purposes which we have listed below Crossroads System Key Mappings Ul Element Modifier Tab Navigation State Set to Standard tab navigation ESC Tab Navigation State Set to Error validation tabbing Ctrl Shift E Tab Navigation State Set to Required field tabbing Ctri Shift R Datagrid Toggle floating details on off Ctrl Shift Vv Datagrid Delete a row select row first DEL Slider Control Close slider Ctrl Shift Left Arrow Slider Control Open slider Ctri Shift Right Arrow Slider Control Move all items to Target list Ctri Shitt M Slider Control Clear all selected items Ctrl Shift C Slider Control Set focus to Target list Ctrl Shitt T Slider Control Set focus to Source list Ctrl Shitt 5 v 1 0 posted 07 05 2014 v 1 0 posted 07 05 2014 11 SPECIAL BUTTONS ICONS Buttons lcons Definition Processing icon or spinner displays when you are transitioning from one screen to another or if you are performing saving or printing activities Prolonged non spinning may indicate a system related issue The Dirty Data Indicator identifies that data has been added or modified on the scr
83. ted with the day month and year selected 4 2012 k n Feb Mar Apr May Jun Jul Aug When the Months drop down is displayed e The month from the Monthly Calendar drop down is initially selected The selected month is highlighted with a solid background color The following options are available using the pointer e Click the Next button to display the months for the following year e Click the Previous button 4 to display the months for the previous year e Click a month to select it and dismiss the Months drop down The Monthly Calendar drop down is displayed for the selected month e Click the year to display the Years drop down for the 10 year range that includes the selected year The year is initially selected on the Years drop down The following options are available using the keyboard v 1 0 posted 07 05 2014 Press the Left arrow key to move the selection to the previous month Press the Right arrow key to move the selection to the following month Press the Home key to move the selection to the first month of the year Press the End key to move the selection to the last month of the year Press Ctrl Page Up to move the selection to the same month in the previous year Press Ctrl Page Down to move the selection to the same month in the following year Press Ctrl Up arrow to display the Years drop down for the 10 year range that includes the selected year The year is initially selected on the Year
84. tent area of the interface when the Crossroads WIC System is initially loaded v 1 0 posted 07 05 2014 Log In Screen level Validation and Processing Screen level validation and processing occurs when the following controls are clicked Forgot Your Password hypertext link If a valid user ID is provided the Verify Security Question screen displays when the link is clicked Login button If a valid user ID and password are provided when the button is clicked the User ID value is validated to ensure that it exists within Crossroads WIC System and the Password value is validated to ensure that it matches the password defined for the user ID specified e lf the User ID or Password value is invalid a Validation Summary popup is displayed with an appropriate message e Ifthe User ID and Password values are successfully validated the system begins loading v 1 0 posted 07 05 2014 3 FAMILY HEADER The family header is an integral part of the Crossroads WIC application which displays in Family Services Located at the top of the page the header lists one woman participant and categorizes her as a pregnant a breast feeding or a non breast feeding participant and her children The Crossroads WIC application is family centric which means that one family record contains all the participants within the family Anywhere within the clinic module simply click on the icon to add edit or review information about t
85. the WIC program TANF Temporary Assistance for Needy Families TIP Report The Integrity Profile an annual report about WIC vendors required by FNS that includes vendor characteristics training compliance activities and sanctions U Unit of Measure A standard unit size measure of product defining the size of foods in the category subcategory listing Milk is category 01 skim milk is subcategory 03 and the unit of measure for this category and subcategory is quart therefore a gallon is 4 units of measure v 1 0 posted 07 05 2014 Universal Product Code UPC A national code associated with a specific product and product size The National UPC database tracks to a 17 digit UPC User Credentials The means by which an individual is authenticated by providing some credentials usually in the form of a username or email and password User Profile A set of characteristics or qualities that identify an individual that will use the system V Vendor A retailer authorized by the WIC program to sell WIC foods and redeem WIC food benefits Vendor Sanctions Punitive action imposed on a Vendor who attempts to fraud the WIC program Vendor sanctions may include assessing of fines removal from the program for a specified period of time or mandatory training Vendor Slot Selected states limit the number of stores that can be on as WIC authorized vendors Only when a place or slot is available can a store apply
86. the panel A check box can be deselected to disable buttons fields and content containers included in the content area of the panel Once the information on an optional panel has been completed and saved the selected check box becomes an indication that there is information to view If a panel is not optional does not include a check box in its title bar the only way to determine whether information exists on the panel is to display it When a title bar has keyboard focus pressing Ctrl Shift X selects or deselects its check box if one exists The title bar for the primary panel also includes an Expander button ca that can be clicked to expand the flippy to full size displaying all panels at once Once a flippy is expanded the Expander button ca can be clicked to collapse the flippy to normal size displaying only the primary panel LI Panel 2 Title Text Panel Title Text LI Panel 3 Title Text When a flippy is collapsed it can be expanded by pressing Ctrl Shift Down arrow When a flippy is expanded it can be collapsed by pressing Ctrl Shift Up arrow v 1 0 posted 07 05 2014 Below shows the Family Demographics screen with each flippy implemented on that screen indicated by a red arrow 2 Family Demographics MICHAEL THURMOND e LA Family ID F00100000004 Participant ID K500 10000006 123 NORTH BROAD STREET Age 22 years and 9 months PRAIRIE VILLAGE KS 66208 WIC Category Pregnant LINDQU
87. ubmitted To i Overland Park KS 66210 See i a C v 1 0 posted 07 05 2014 v 1 0 posted 07 05 2014 DOCUMENT INFORMATION Document Information Document Version Contract Number Document Creation Date Document Current Version Date Purpose of Document v 1 0 posted 07 05 2014 DOCUMENT REVISION HISTORY Document Revision History 01 09 2013 CSC Training Staff User Acceptance Testing UAT Training Version v 1 0 posted 07 05 2014 TABLE OF CONTENTS 1 GETTING STARTED mia 1 1 O A e jo ka o kn nap n KI RO A a 1 1 2 LOGGING INTO CROSSROADS 2 b 00 tt batt taka aaa aaa aaa saaa rasesaosasaoeonaosasonoaannanannannnn 2 1 Downloading Application Information coconcocccccncnonoccncnacccnanonenanaroncnnrnanaronenanas 2 1 3 FAMILY HEADER 0ooocccocccconccccnncconnccnncnnnncnnnanennnrennnnrnnnrrnnnrrnnnrnnnrrnnnrrnnnrrnnnrenanennannos 3 1 4 SCREEN AT TRIBU TES oia 4 1 TUS TE 4 1 Menu AA 4 2 SAIS E 4 4 5 COMMON FUNG TON So 5 1 LL E E a ata a e a 5 1 Auto Populating City State and County Information by ZIP Code 5 1 Availability Of Cancel Buttons sivik kizin wi ik l ank kk n kn n a n a n a a kk 5 1 Comment LEET 5 1 Current Audit Information Bubble ccsscsscsscsssenecnsensecnsensensecsensensensensenseens 5 2 Adjustable Fields and Containers oocconccconoccconccnanonoconronanonaconnnnaronanonnnnnrennrnanenanes 5 2 POR INICIO Soo 5 4 Fed FUL OPAC ANC Eos cerrar
88. w topic displayed E Crossroads WIC Help pa Contents sl Home Introduction Crossroads WIC Help Overview Crossroads WIC Help Overview Welcome to the Crossroads WIC help system This help system is designed to assist you with the functions and uses of the Crossroads WIC application The Crossroads WIC application is a comprehensive solution that supports the Woman Infants and Children program in providing services to WIC clients Major modules of the Crossroads WIC application include the following Family Services Scheduling Vendor Operations Finance Administration Help Help Requirements This help file is best viewed at a minimum screen resolution of 800 x 600 pixels and a minimum color quality of 16 bit Screen resolutions of less than 800 x 600 pixels and color qualities of less than 16 bit are not recommended View the documentation for your operating system to learn how to view or change the screen resolution and color quality Logout Button The Logout button provides a way to log out of the system It is positioned at the right end of the menu bar Click the button to log a user out of the Crossroads WIC System v 1 0 posted 07 05 2014 Content Area The content area is where the active screen for the selected module is displayed It is located below the title bar and if the menu bar is displayed below the menu bar The default screen displayed after login is complete is the Home screen also known as
89. y pointing the same direction as a slider button or clicking the slider button opens the multiselect slider When a multiselect slider is open press Ctrl Shift plus the arrow key pointing the same direction as the slider button on the open side or clicking the slider button closes the multiselect slider Source List Nutrient Deficiency Diseases Gastrointestinal Disorders Diabetes Mellitus Thyroid Disorders Hypertension and Prehypertension Renal Disease Cancer Central Nervous System Disorders When a multiselect slider is open the source list is displayed along with the following buttons lt Move All The button can be clicked to move all items in the source list to the destination list The shortcut for the button is Ctrl Shift M Select The button represented by an arrow pointing to the destination list can be clicked to move items selected in the source list to the destination list Remove The button represented by an arrow pointing to the source list can be clicked to move items selected in the destination list to the source list Clear All The button can be clicked to move all items in the destination list to the source list The shortcut for the button is Ctrl Shift C v 1 0 posted 07 05 2014 When a multiselect slider is open the following options are available using the keyboard Press Ctrl Shift T to position keyboard focus on the destination list Press Ctrl Shift S to po

Getting Started - Nutrition Services Branch

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