*The Value IDs are the same for all One Call reports (Future Appointments, Missed Appointments and Missed Pick-ups).

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1 Report Overview This report is for agencies participating in the One Call automated messaging project and utilizing the Local Use Question (LUQ) in Position 6. One Call: Roster Infoview Report Template Guidance ONE CALL Notes A list of participants who belong to the specified * This report provides private information. Please agency, and want to be notified by One Call, who refer to the MN WIC Data Privacy Policy (Ref: answered the Local Use Question during the specified MOM, Section 1.7). time period. *The first time the report is run, if the Value IDs for Tab 1 Reference: List of value IDs and descriptions. LUQ Position 6 are unknown, agencies should Tab 2 Roster Comment2: List of participants who simply enter their Agency ID into the Enter 3-digit want to be notified by One Call. Displays Comment 2. Agency ID PROMPT and run the report (without completing the other PROMPTS) in order to obtain Tab 3 Roster Comment1: List of participants who the Value IDs from the Reference tab. want to be notified by One Call. Displays Comment 1. *The Reference tab can be deleted (if desired) from the report template once the necessary information is obtained from it (Value IDs) by opening the Edit screen, right-clicking on the Reference tab at the bottom of the screen, and selecting Delete Report. *Value IDs are based on WIC type. To run the report for all types of participants, there should be five different value IDs (separated by semi-colons and no spaces) entered into the Enter Value IDs for LUQ Position 6 PROMPT. *The Value IDs are the same for all One Call reports (Future Appointments, Missed Appointments and Missed Pick-ups). *There are three options for One Call automated messaging: voice, text, or . Voice is the only option if a language other than English or Spanish is selected in the Demographics AdditionalInfo2 Language1 or AdditionalInfo2 Language2 field. Agencies can choose which language field to use. If necessary, to remove one of the fields from the report output: from the PROMPT screen click the Edit button to open the edit screen, right-click on the column, click on Remove, and click on Remove Column. (Note: Tab 3 Roster Comment 1 was added for an agency that utilizes this field to indicate voice messaging. The tab can be removed in the Edit screen by right-clicking on the Roster Comment 1 tab at the bottom and selecting Delete Report.) Text is indicated by a phone number and the word Text in the Comment2 field. is indicated if an address has been entered into the Address field on the main Demographics tab. The Telephone1 field is suppressed if the record has an address to ensure only one type of contact is made. 1 P age MN Department of Health WIC Program

2 *The Agency ID and Servicesiteid are based on the agency to which the participant currently belongs. Tab 1 Reference Tab 2 Roster Comment2 Tab 3 Roster Comment1 Prompt(s) TABLE FIELD OPERATOR VALUE PROMPT/DEFINITION LOCALUSECAPTION MEMBER Agencyid Equal to ### Enter 3-digit Agency ID. The agency the local use question and the participant belongs to. MEMBEROTHINFO Localvalueid6 In List #### or ####;#### (use semi-colon to separate; no spaces) Enter Value IDs for LUQ Position 6 The Value IDs defined in the Reference tab and associated with the participants who are participating in the One Call automated messaging project. LOCALSURVEYANSWER Answerdate Between mm/dd/yy LOCALSURVEYANSWER Answerdate And mm/dd/yy Enter Start Date. The beginning date of the time period during which Local Use Question #6 was answered. Enter End Date. The last date of the time period during which Local Use Question #6 was answered. 2 P age

3 Static Criteria Value IDs Query LOCALUSECAPTION.Ordinalposition Equal to 6 Explanation: Identify the records associated with the Local Use Question in Position 6 on the Demographics AdditionalInfo1 tab. Local Use Query SQL (SELECT): CONVERT (varchar(20), dbo.localsurveyanswer.answerdate, 101) Explanation: Change the date/time field to a string and remove the time stamp from the Answerdate. SQL (WHERE): CONVERT (date, dbo.localsurveyanswer.answerdate, 101) Explanation: Remove the time stamp from the Answerdate. Tab 1 Reference Columns Table 1 Value IDs for Position 6 (LOCALUSECODE.Valueid) Answers to Local Use Question #6 (LOCALUSECODE.Description) WIC Type (LOCALUSECAPTION.Wicstatus) Sorted by Answers to Local Use Question #6 (Ascending) WIC Type (Ascending) Grouped by Description (LOCALUSECAPTION.Description) Ascending Tab 2 Roster Comment2 Columns Firstname (MEMBER.Firstname) Servicesiteid (MEMBER.Servicesiteid) Telephone1 (HOUSEHOLD.Telephone1) Telephone2 (HOUSEHOLD.Telephone2) Comment2 (HOUSEHOLD.Comment2) address (HOUSEHOLD. address) Language1 (HOUSEHOLD.Language1) Language2 (HOUSEHOLD.Language2) Statewicid (MEMBER.Statewicid) 3 P age

4 Householdid (MEMBER.Householdid) Answer Date (LOCALSURVEYANSWER.Createuserid) See NOTES (Createuserid used b/c string) Authrepfirstname (HOUSEHOLD.Authrepfirstname) Sorted by Householdid (Ascending) Statewicid (Ascending) Tab 3 Roster Comment1 Columns Firstname (MEMBER.Firstname)) Servicesiteid (MEMBER.Servicesiteid) Telephone1 (HOUSEHOLD.Telephone1) Telephone2 (HOUSEHOLD.Telephone2) Comment1 (HOUSEHOLD.Comment1) address (HOUSEHOLD. address) Language1 (HOUSEHOLD.Language1) Language2 (HOUSEHOLD.Language2) Statewicid (MEMBER.Statewicid) Householdid (MEMBER.Householdid) Answer Date (LOCALSURVEYANSWER.Createuserid) See NOTES (Createuserid used b/c string) Authrepfirstname (HOUSEHOLD.Authrepfirstname) Sorted by Householdid (Ascending) Statewicid (Ascending) 4 P age

5 Technical Notes Notes In order to ensure records with both address and Telephone1 aren t contacted more than once by One Call, a formula is used to suppress the value in the Telephone1 column of the report output when a value is in the address field. In order to eliminate multiple rows due to differing time stamps for the LOCALSURVEYANSWER.Answerdate, the time stamp had to be removed from the report output. This required converting the field in the SELECT statement. To do this, a string field had to be used as a substitute for the datetime field. Both LOCALSURVEYANSWER.Answerdate and LOCALSURVEYANSWER.Createuserid (string) were pulled into the Report Objects. Then the LOCALSURVEYANSWER. Createuserid was changed to CONVERT (varchar(20), LOCALSURVEYANSWER.Answerdate, 101) in the SELECT statement. In the report output, the column contains [Createuserid] but is called Answerdate and the information displayed is the Answerdate without the time stamp. In order to eliminate multiple rows due to multiple Answerdates, the following formula was used: MAX([Createuserid]) see note above. Formulas Tabs 2 and 3 Language1 (column) =If [Language1] = "S" Then "Spanish" ElseIf [Language1] = "E" Then "English" ElseIf [Language1] = "2" Then "Albanian" ElseIf [Language1] = "5" Then "Russian" ElseIf [Language1] = "6" Then "Braille" ElseIf [Language1] = "7" Then "Japanese" ElseIf [Language1] = "8" Then "Chinese - Other Dialects" ElseIf [Language1] = "9" Then "Chinese - Mandarin" ElseIf [Language1] = "A" Then "American Sign Language" ElseIf [Language1] = "B" Then "Cambodian/Khmer" ElseIf [Language1] = "D" Then "French" ElseIf [Language1] = "G" Then "Italian" ElseIf [Language1] = "H" Then "Amharic" ElseIf [Language1] = "I" Then "Somali" ElseIf [Language1] = "J" Then "German" ElseIf [Language1] = "K" Then "Korean" ElseIf [Language1] = "L" Then "Laotian" ElseIf [Language1] = "M" Then "Hmong/Mien" ElseIf [Language1] = "N" Then "Chinese - Catonese" ElseIf [Language1] = "O" Then "Other" ElseIf [Language1] = "P" Then "Portuguese" ElseIf [Language1] = "Q" Then "Karen" ElseIf [Language1] = "R" Then "Ukrainian" ElseIf [Language1] = "T" Then "Oromo" ElseIf [Language1] = "U" Then "Sudanese/Nuer" ElseIf [Language1] = "V" Then "Vietnamese" ElseIf [Language1] = "X" Then "Bosnian" ElseIf [Language1] = "Y" Then "Arabic" ElseIf [Language1] = "Z" Then "Farsi" Language2 (column) =If [Language2] = "S" Then "Spanish" ElseIf [Language2] = "E" Then "English" ElseIf [Language2] = "2" Then "Albanian" ElseIf [Language2] = "5" Then "Russian" ElseIf [Language2] = "6" Then "Braille" ElseIf [Language2] = "7" Then "Japanese" ElseIf [Language2] = "8" Then "Chinese - Other Dialects" ElseIf [Language2] = "9" Then "Chinese - Mandarin" ElseIf [Language2] = "A" Then "American Sign Language" ElseIf [Language2] = "B" Then "Cambodian/Khmer" ElseIf [Language2] = "D" Then "French" ElseIf [Language2] = "G" Then "Italian" ElseIf [Language2] = "H" Then "Amharic" ElseIf [Language2] = "I" Then "Somali" ElseIf [Language2] = "J" Then "German" ElseIf [Language2] = "K" Then "Korean" ElseIf [Language2] = "L" Then "Laotian" ElseIf [Language2] = "M" Then "Hmong/Mien" ElseIf [Language2] = "N" Then "Chinese - Catonese" ElseIf [Language2] = "O" Then "Other" ElseIf [Language2] = "P" Then "Portuguese" ElseIf [Language2] = "Q" Then "Karen" ElseIf [Language2] = "R" Then "Ukrainian" ElseIf [Language2] = "T" Then "Oromo" ElseIf [Language2] = "U" Then "Sudanese/Nuer" ElseIf [Language2] = "V" Then "Vietnamese" ElseIf [Language2] = "X" Then "Bosnian" ElseIf [Language2] = "Y" Then "Arabic" ElseIf [Language2] = "Z" Then "Farsi" Telephone1 (column) =If IsNull ([ address]) Then [Telephone1] Else "" 5 P age

6 Comment2 (Tab 2 Roster Comment2 column) =Max([Createuserid]) Comment1 (Tab 3 Roster Comment1 column) =Max([Createuserid]) SQL (changes are highlighted) Value IDs Query SELECT dbo.localusecode.valueid, dbo.localusecode.description, dbo.localusecaption.wicstatus, dbo.localusecaption.captionid, dbo.localusecaption.description FROM dbo.localusecaption INNER JOIN dbo.localusecode ON (dbo.localusecaption.captionid=dbo.localusecode.captionid) WHERE ( dbo.localusecaption.agencyid 3-digit Agency ID:','A','Dbo Localusecaption\Agencyid',Mono,Free,Persistent,,User:0) AND dbo.localusecaption.ordinalposition = 6 ) Local Use Query SELECT dbo.member.firstname, dbo.member.servicesiteid, dbo.household.telephone1, dbo.household.telephone2, dbo.household.comment2, dbo.household. address, dbo.household.language1, dbo.household.language2, dbo.member.statewicid, dbo.member.householdid, dbo.member.wicstatus, dbo.localsurveyanswer.answerdate, CONVERT(varchar(20), dbo.localsurveyanswer.answerdate,101), dbo.household.authrepfirstname, dbo.household.comment1 FROM dbo.household INNER JOIN dbo.member ON (dbo.member.householdid=dbo.household.householdid) 6 P age

7 INNER JOIN dbo.memberothinfo ON (dbo.member.statewicid=dbo.memberothinfo.statewicid) INNER JOIN dbo.localsurveyanswer ON (dbo.localsurveyanswer.statewicid=dbo.memberothinfo.statewicid) WHERE ( dbo.member.agencyid 3-digit Agency ID:','A','Dbo Member\Agencyid',Mono,Free,Persistent,,User:0) AND dbo.memberothinfo.localvalueid6 Value IDs for LUQ Position 6:','N','Dbo Memberothinfo\Localvalueid6',Multi,Free,Persistent,,User:1) AND CONVERT(date,dbo.LOCALSURVEYANSWER.ANSWERDATE,101) Start Date:','D','Dbo Localsurveyanswer\Answerdate',Mono,Free,Persistent,,User:2) End Date:','D','Dbo Localsurveyanswer\Answerdate',Mono,Free,Persistent,,User:3) ) 7 P age