CAF Self Sufficiency Modernization. CAPI Release 2 Training Guide Caseworker Application Processing Interface (CAPI) Site Administrator

Transcription

1 CAF Self Sufficiency Modernization CAPI Release 2 Training Guide Caseworker Application Processing Interface (CAPI) Site Administrator August 26 th, 2011

2 CAPI Simple Process Flow 1

3 CITRIX Everyone using CAPI will need to have CITRIX access. At the end of this packet you will find instructions on how to install CITRIX and how to change your password. CAPI Login 1. Enter your OR or P # in the Username box 2. Enter your password in the Password box Note: your password is case sensitive. 3. Click on the dropdown box on the right side of the Branch box to select the branch you are assigned to. 4. Click on the LOGIN button. 2

4 CAPI User Lookup and Activation 1. The Site Administrator can use the search function to locate an employee to assign the worker to a branch, or assign the rights the employee will have for their level of work. 2. The search is completed by entering the employee s Last Name and First Name into the boxes in the in the light blue section of the screen. You may also use the Employee s OR# or P# entered in the ID# field. 3. Click on the Search button to proceed to the next section. 4. You will then see the Screen below. Click on the requested employee. If the employee s name does not appear in the CAPI User Lookup Results List, the employee s name and OR or P# to the DHS Service Desk. 3

5 5. Enter the employee s address. 6. Click SAVE and make sure you see User successfully Updated at the top of the screen. Note: If this text does not appear, you may need to click SAVE again. 7. Next, click on ADD STIES AND ROLES in the lower right hand corner. When the confirmation box appears, click YES. 4

6 Branch Assignment 1. Click on Add a new site. 2. A list of Districts will be displayed. Click on the + symbol to locate a branch within a district. Select the branch(es) to be assigned by marking the box to the left of the branch name. After making all of your selections, click next 5

7 Modifying an Employee s Branch Rights 1. A Job Title section will be displayed. Select the appropriate job title for the worker by marking the box to the left of the selection. Be sure that you are selecting the appropriate job title. 2. Once you have selected the job title, the Review Recommended Permissions window will be displayed. You may customize permissions for the employee by adding or removing any roles you like. 3. Once you have finished, click on the ASSIGN button to finalize. 4. You may assign a primary branch on the screen which you set the employee s address. 6

8 How to Obtain a Citrix Account This document explains how to obtain an account for the Citrix Remote Access Portal. If you do not already have a Citrix account, contact the DHS Service Desk to get a temporary password. Then log in to Citrix using the website address listed below to create your own password. Make sure to do this immediately so that you will be ready once your branch is activated. You may contact the DHS Service Desk by calling or by ing them at dhs.servicedesk@state.or.us For Groupwise users, the DHS Service Desk may be found by typing SERVICE DESK, DHS in the To field. Citrix 7

9 How to Change Your Password in Citrix This document explains how to change your password in Citrix Remote Access Portal. 1. Launch the website Log in using your username and current password. HINT: Your user name is your EIN (Employee Identification Number) or your Partner number. 2. Click on the button. 3. To change your password, click the Change Password link at the bottom of the page. 8

10 4. You will now see the following page: 5. Type in your old password, followed by the new password and then confirm it. Click the button to accept the new password. Once the password is accepted, you will be returned to your applications. REMINDER: The password policy for the DHS domain is the following: Minimum of 8 characters Must contain 1 number Must contain 1 capital letter Cannot repeat the last 5 passwords Expires in 90 days 9

11 MODERNIZATION CONTACTS Peggy Pierre Post Production Support SSP Kim Fredlund SSP Business Transition Manager (503) Courtney M Hill SSP Business Transition Coordinator (503) courtney.m.hill@state.or.us SPD Jennifer de Jong SSP Business Transition Manager jennifer.d.dejong@state.or.us Samantha Brookshire SPD Business Transition Coordinator samantha.s.brookshire@state.or.us 10