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User Manual - Home - A Companion Like No Other

1. Kelley Days 5 03 5 04 5 05 5 06 0 00 5232 78 241 20 219 42 264 59 243 05 5 10 5 11 5 12 5 13 5 14 5 15 Next Deposit 0 00 5243 05 256 29 277 83 264 59 291 07 50 0 2 533 87 2013 Mike Williams Productions Exit Companion Use of this software implies you have read and agree to this License Agreement Kelley Days are a preview to the next Settlement Period s deposit It is an approximation that does not take into account Sick days or 80 payments The numbers are based on positive swipes by children under contract during the days shown Clicking the Recalc button will generate daily revenue for the dates shown Dollar amounts with white backgrounds are within the backswipe period hence they can be affected by backswipes 2013 Mike Williams Productions
2. Ce Ce OO CS DCE Be Be Be Be Be Be Ie Be Be Be Be Be Be Check All Clear All Send Text Message Close This screen allows you to determine which child parent guardian phone will ever receive a Missing Swipes text message ECC companion uses the phone number associated with the primary card holder to send the message If the phone number is not a cell phone you will be notified after your first attempt to send a text message If you know a phone number is not a cell phone or you determine that a parent guardian phone should not be sent a message you would uncheck the Send box next to the parent guardian name A checked box under the ECC column indicates the phone number s origin is the ECC web portal this number cannot be deleted by the Delete to the far right You can add as many phone numbers as you like for a child by clicking the Add button Clicking Check All will check the Send box for all the phone numbers The Clear All will uncheck the Send box for all the phone numbers Clicking the Send button will generate the screen below of child parent guardian phone numbers that meet the minimum swipe criteria with the Send box checked Clicking send on this screen will generate a text message with the child s first name and contents of the Swipes column e g YMICA Needs Swipes for Mary THU 5 21 FRI 5 22 TUE 5 26 WED 5 27 ECC COMPANION 1007110 Hmie
3. 013 Mike Williams Productions ECC Companion Reports Tab iw Ceres 1007104 May 25 2015 Administration Settlement Processing Reports Daily Text Msgs From 1 25 2015 I To 5 17 2015 Deposit Summary Adjustments Details Case History Agree History Child Case Contract Receivables Payment II Button Field Description From Date A settlement date in which the Get Settlement Data step has been completed To Date A settlement date in which the Get Settlement Data step has been completed Deposit Summary Button that displays an itemized attendance payment sheet starting with the From Date to the To Date Adjustment Details Button that displays an itemized view of all adjustments starting with the From Date to the To Date Case History Button that selects the Case History Report for the selected child siblings using From Date and To Date The child should have a payment in the From Date settlement period The report is shown when the child is selected Agree History Button that selects the Agreement History Report The child should have a payment in the From Date settlement period The report is shown when the child is selected The report is shown when the child is selected Child Case Drop down list of children present during the From Date settlement period Contract Receivables Button that opens the Co
4. ECC Companion 2013 Mike Williams Productions ECC Companion ECC Companion is desktop laptop software designed to supplement the New Jersey Electronic Child Care Provider Web Portal ECC The system provides an interface that greatly improves the user s efficiency The system also produces reports providing detailed and Summarized information in single views If you have more than 10 children receiving a New Jersey Cares for Kids NJCK or Work First New Jersey WFNJ subsidy you could benefit from using the ECC Companion system With ECC Companion reports and data sheets you only interface directly with the ECC portal for VOIDS only 2013 Mike Williams Productions Ceres 1007104 Login Information May 25 2015 ECC Companion Administration Tab Current location 2 Administration Settlement Processing Reports Daily Text Msgs name number and User ID 1007105 Location Name Ceres New Location Make Master Delete date Location 1007104 Password FESSES Save r F Text Message Reply Phone Email info ecccompanion com Phone Book Location v052215 32 Current software version and OS architecture specification 32 bit 64 bit 2013 Mike Williams Productions Exit Companion Link to the current License Agreement HELP Use of this software implies you have read and agree to this License Agreement UserlD Eppic user id used to log into the E Child Care Portal Thi
5. e you will be notified modify the dates to a smaller time frame and try again Daily Tab Attendance ECC Companion checks for missing FF nd SWIPES TO y p Administration Settlement Processing Reports Daily 13 days by clicking the Back Swipe Swipe Back Swipe Report Sat Sun Swipes O Absences Sick 0 Multiple Swipe ln 0 Report button Upon completion the system will pop up the Comisky Report The system will also export J Manes Visibility the results to be opened by a Microsoft Excel Macro Enabled Worksheet with the name Comisky Data Crosstab New XXXXXXXX xlsm XXXXXXX current location number e g 1007104 When clicked the system will ask the question Use existing data Yes or check ECC for new swipes No f you want ECC Companion to log into the portal and check for new swipes respond NO otherwise Yes if the system should use existing data Take Attendance Nicola Report Child Attendance 2 If there was anyone who successfully swiped on a Saturday or Sunday during the backswipe period and the Sat Sun Swipes check box is checked you will be shown a datasheet with the names of the child ren for which this occurred The same holds true for absent sick or multiple swipes for a child when the Absences Sick or Multiple Swipe In check box is checked The numbers after each label will tell how many of each exists The Take Attendance button will have ECCC log into the po
6. icated by the white X in the red circles and the zeros to the right of the Get Settlement Data and Get Settlement PROCESSED Settlement Screen Settlement Processing is a three 3 step process Step 1 Get Settlement Data Step 2 Get Settlement Details Step 3 Post Process Data When complete the checked green circles should appear and the numbers to the right of the first two buttons should be the same If they are not equal the process can be restarted at step 1 or 2 For steps 1 amp 2 progress is indicated in the lower left corner Notes You will receive a confirmation message after the step is Reset complete Button Field Description Latest Settlement This date represents the most recent Settlement date which has been processed Date Settlement Date The current Settlement date considered for processing Get Settlement Data Button that starts step one of Settlement Processing Get Settlement Button that starts step two of Settlement Processing Details Post Process Data Button that initiates the final step of Settlement Processing Button that displays allows notes to be associated with the settlement date Reset Button used to stop the process from running Use this when your wait time is long You will have to begin again Saturday Sunday Button that will indicate and show the children who swiped successfully on a Saturday or Swipes Sunday during the Settlement Period NOT SHOWN HERE 2
7. ild currently in care The report also includes the phone number of the primary card holder Terms Within 60 Days A report that shows current children who have no contract beyond 60 days from the current day Future Rate Changes A report that shows all the children whose rate of daily pay will increase decrease in the future 2013 Mike Williams Productions S ECC Companion Daily Tab Agreements ECC Companion relies on its knowledge Ceres 1007104 February 17 2015 of agreements The Check Now Administration Settlement Processing Reports Daily button gets new and terminated QUEUE from the web portal ELIEN ee Last Check Date 1 29 2015 Active 25 THE CHECK NOW BUTTON ONCE PER Earliest Agreement Start Date 12 1 2011 Current Terminations 0 DAY Should there be any new or Maximum Agreement Start Date 6 1 2015 New Agreements 0 terminated agreements the system will Check from Date 1 29 2015 notify you The Check from Date and CRERIC DAE 5 3 2015 check Now Check to Date can be set to any date from 1 year prior to the current date to any time in the future The Check to Date should always be equal to or greater than the Check from Date This date will automatically be set to 75 days from the current date This allows the system to produce the Active Agreements Report and the Terms Within 60 Days report If there are more 1 000 agreements within the date rang
8. leski These are the children for which swipes are owed The parent gaurdian phone number will be used to send a text message indicating that swipes are needed for the days indicated You are allowed to send one text message per child phone per day Clicking the the Send button will authorize ECC Companion to send a text message If the phone number 1s not a cell phone you will be informed when the results are returned TUE 5 19 WED 5 20 THU 5 21 FRI 5 22 TUE 5 26 WED 5 27 Il THU 3 21 FRI 5 22 TUE 5 26 WED 5 27 J FRI 5 15 MON 5 18 TUE 5 19 WED 5 20 THU 5 21 FRI 5 22 TUE 5 26 WED 5 27 i WED 5 20 THU 5 21 FRI 5 22 TUE 5 26 WED 5 27 FRI 5 15 MON 5 18 TUE 5 19 WED 5 20 THU 5 21 FRI 5 22 TUE 5 26 WED 5 27 N 2013 Mike Williams Productions a ECC Companion Daily Tab Dixon Check Ceres 1007104 February 17 2015 Administration Settlement Processing Reports Daily Dixon Check Initial Look 3 LineLook 7 Max Look 16 Allin seconds The Dixon Check button will open up the Dixon List screen below to be view by parents guardians as they swipe in out there child ECC Companion allows the use of a card reader to read the EChildCare card and display the current missing swipes for all children associated with the card The Initial Look value states how long a parent guardian is given to first view the screen followed by a number of seconds to review each line Line Look followed by the
9. maximum time the missing swipe information should stay on the screen Max Look Epson Print CASE Card No WYes With the cursor in the CASE Card field the parent would swipe their card and the missing swipe information for all children would appear below in the white box if the Epson Print value is no If the Epson Print value is yes ECCC will print an individual missing swipe report on the connected Epson Thermal Printer for each child The Clear button will remove the current information from the screen otherwise when the maximum time has been met all information is cleared from the screen NOTE The system will give the same response when the child s Case or Card is typed into the field Forest Valley Daycare 1 Parent swipes using black card reader 2 Swipes owed appear on the screen 3 Parent back swipes the p y c isplayed days owed z 139 99 The Epson Thermal Printer is L N lt zai Amazon com not installed used at this hea AD S N iii site It is an option that has je TN ator EEN been tested by MWP 1 cu 0 P Day Friday Oct 24 48 49 Monday Oct 27 Tuesday Oct 28 Tigerdirect com Wednesday Oct 29 Thursday Oct 30 Friday Oct 31 Forrest Valley Dixon Check Setup 2013 Mike Williams Productions ECC Companion 14 Daily Tab Kelley Days iv Ceres 1007104 May 28 2015 Administration Settlement Processing
10. ntract Receivables Payment II report Payment II 2013 Mike Williams Productions ECC Companion Reports Tab Continued w Ceres 1007104 May 25 2015 Repons _Daiy Text Msgs Settlement Date 5 17 2015 7 CLosure Dates Receivables Payment a AcTive Agreements Deposit Details UnPaid Period New Agreements Adjustments Prior Period Payment s Terminated Agreements Positive PayMents Card Holder l Terms within 60 Days Future Rate Changes Button Field Description Settlement Date This date represents the settlement date used for settlement reports Closure Dates This button opens the current location closure dates to view or modify Add dates here for the current period to eliminate all children appearing to be missing swipes New Agreements Button that displays the New Agreements report all agreements with the date they were added to the portal Adjustments Button that opens the detailed Adjustments report for the settlement period Prior Period Payment Button that opens the report showing all prior period payments ie payments processed by Manual Claims included in the current settlement period Terminated Agreements Button that opens the Terminated Agreements report Agreements that have been prematurely terminated Positive Payments Button that opens a report of payment days for each child in the settlement period Card Holder Button that opens a report of each card holder for each ch
11. rtal and check for swipes for the current day only The Nicola Report button will produce an individualized swipe report for children missing swipes The Manage Visibility button allows you select children to Ignore that you know are not attending but remain in the portal When a child is lgnore d they will not appear on any of the backswipe reports The Child Attendance drop down allows you to select a child and see the current successful swipes during the backswipe period The Epson Report is an individualized thermal printed missing swipes report for clients who have an Epson Thermal Printer Minimum of swipes for text message is used when sending text messages to parents guardians who are missing swipes for a child If there are at least tis number the parent will be sent a text message The Manage Backswipe Text Message Visibility and Send button allows you to select who will will not receive text messages for missing swipes and initiate the process to send the text This button opens the Backswipe Text Message Visibility screen 2013 Mike Williams Productions ECC Companion Daily Tab Attendance continued 7 Hmieleski 1007110 May 28 205 b Backswipe Text Message Visibility Parent Gaurdian Phone Send ECC Add Delete 732 T 848 551 732 732 732 432 908 862 732 732 732 7324 lt El KI El esses El I El lt I KI IS iS El iS El St iS
12. s field should be the same as the Location in a single location environment or when your R amp R Agency has not consolidated all of your locations to one id if so this is the one id location Eppic location number used when a single user id is used to login Password Password used to log into the E Child Care Portal This must be changed when the portal password changes Button Field Text Message Email Email address to receive responses to missing swipes and Broadcast text messages Exit Companion Button use to close the application 2013 Mike Williams Productions ECC Companion 7 Settlement Processing Tab Settlement processing should be done every two weeks after the State of New Jersey makes a direct deposit into your account The process will retrieve all payment data for the selected Settlement Date ye Ceres 1007104 February 13 2015 _ Administration Settlement Processing Reports Daily Text Msgs Last Settlement Data 12 14 2014 Settlement Date 12 28 2014 amp Get Settlement Data x Set Settlement Details Post Process Data Notes Reset ie Ceres 1007104 February 13 2015 Administration Settlement Processing Reports Daily Text Msgs Last Settlement Data 2 3 2015 Settlement Date 12 28 2014 Get Settlement Data Get Settlement Details Post Process Data UNPROCESSED Settlement Screen No data has been retrieved for the 12 28 2014 Settlement Date as ind

User Manual - Home - A Companion Like No Other

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