IFSP PDF Upload/Download Guidance

Transcription

1 IFSP PDF Uplad/Dwnlad Guidance Intr/backgrund The dwnladable IFSP was created t assist FSC s in writing an IFSP r IFSP review n a visit withut the need fr internet cnnectin. Adbe Acrbat is required fr editing IFSP(s). This is a free dwnlad which is available at The IFSP was designed t be editable and shuld nt have prblems as lng as this prgram is dwnladed. The Dwnladable IFSP wrks differently than the web based IFSP. There is n sessin time limit and the data is nt updated in the database until the IFSP is upladed. While it is nt necessary t save when switching between pages, frequent saving is encuraged. It is necessary t save upn cmpleting the dcument, uplading final dcument, r befre exiting ut f Adbe. Only an IFSP generated by the Kansas ITS database can be upladed t the Kansas ITS database; e.g. a user cannt create a Dwnladable IFSP frm an utside dcument (such as the state prvided Wrd dcument) and uplad it int the Kansas ITS database. A blank dwnladed IFSP CANNOT be used as an editable dcument t later be upladed t different children. A dwnladable IFSP is specific t an individual child s case number. When an IFSP is dwnladed, the Kansas ITS database will register each individual IFSP with a specific data cde e.g. like a barcde. The IFSP can be dwnladed nce and will then be lcked n the IFSP/ECO tab until an uplad ccurs. A secnd dwnlad is nt pssible during this time. Stre the dwnladed IFSP temprarily n the Family Service Crdinatr s laptp r table. Edit, adjust, update r make changes t the dwnladed IFSP. Prgrams will need t develp a system fr sharing a dwnladed IFSP with team members. Getting all the updated infrmatin n ONE finalized IFSP prir t uplading. Uplad back int the database. The upladed IFSP must match the specific data cde. This is a safeguard t make sure that child s specific infrmatin updates the crrect file. A secnd attempt t uplad WILL replace previus infrmatin. The database will give yu a ntice befre yu can uplad a secnd time and ask if yu want t replace the first uplad. During the file uplad, data checks are perfrmed n required fields. A ntice will be given if any crrectins are needed befre the IFSP can be upladed. IFSP user then hits the mark cmplete buttn. If the Admin has the Require Apprval feature n fr the IFSP user, the mark cmplete buttn changes the status t pending and sends t the supervisr t be reviewed. The supervisr then has the ability t make edits r reject the IFSP. After the IFSP has been marked cmplete, the ability t unlck an IFSP is the same. Imprtant Ntes t remember: Imprt frm the mst recent IFSP r create an Initial IFSP. Only IFSP(s) created after 7/1/2018 will have the dwnladable functinality. IFSP(s) created prir t this cannt be dwnladed fr editing r upladed.

2 A dwnladable IFSP is specific t an individual child s case number. It cannt be used as a blank IFSP, editable dcument t be upladed t different children. When yu imprt an IFSP and dwnlad it, the uplad f that IFSP must match exactly t its specific dwnlad, e.g Like barcde. During the file uplad data checks are perfrmed n required fields. A ntice will be given if any crrectins are needed befre the IFSP can be upladed. After an IFSP has been upladed the database is nt updated until the IFSP is marked cmplete. Create the IFSP prir t dwnlading it. (this is the same as it s always been) If this is the initial IFSP fr a child, click new entry ; Select the type Initial Click cntinue ; The IFSP pens t the first page. If yu wrk n the dcument prir t dwnlading, click save befre yu clse it. T simply create a cpy t dwnlad, click cancel, then clse. This will return yu t the list f IFSP s and the dwnladable icn will appear. If this is any ther type f IFSP, g t the list f available IFSP s click the sheet f paper with green arrw, t create review select the type f IFSP and then click imprt nw. The IFSP will pen t the first page in edit mde. If yu wrk n the dcument prir t dwnlading, click save befre yu clse it. T simply create a cpy t dwnlad, click cancel, then clse. This will take yu back t the list f IFSP s and nw the review is dwnladable. Click the dwnlad buttn indicated t dwnlad a cpy f the IFSP t yur laptp r tablet.

3 Dwnlad the IFSP t yur laptp r tablet. In chrme: When dwnlading an IFSP in Chrme with a PDF viewer extensin installed, the IFSP will pen in a new tab fr viewing. Befre the IFSP can be edited, it must be dwnladed and pened with Adbe Acrbat. T dwnlad the IFSP, click the "Dwnlad" icn lcated in the upper right-hand crner (highlighted in red). This will pen the save dialg fr selecting where t save the dcument. In Internet Explrer : When dwnlading an IFSP in Internet Explrer yu will see the dialg belw shwn at the bttm f the screen. Click the arrw next t "Save" (as indicated abve) t pen the drpdwn, then select "Save As" t pen the save dialg fr selecting where t save the dcument

4 Save the Dwnladed IFSP t yur laptp r tablet. Once yu have cmpleted the actin previusly mentined fr yur brwser, the save dialg shwn belw will pen. This is fr selecting where t save the file. Enter a name fr the file (any name can be used), select a lcatin fr the file, then click "Save" t save the file. Be sure t nte the lcatin f the file being saved, yu will need t knw this when pening r uplading the file later. IFSP is ready t be created/edited in Adbe Acrbat Once yu have dwnladed the IFSP, pen Adbe Acrbat and use the "Open" ptin under "File" t lcate and pen the file. Frm here yu may begin editing the IFSP. Fields in light blue are the fields that may be edited. The PDF wrks differently than the web based IFSP. There is n sessin time limit and the data is nt updated in the database until the IFSP is upladed. While it is nt necessary t save when switching between pages, frequent saving is encuraged.

5 Service table is different n the Dwnladable IFSP The dwnladed IFSP is wrked n ff-line. Changes were made t the service table t indicate the imprted services that are ending and new services that will be in place nce the IFSP is upladed. The tp prtin is where imprted services will be shwn and a checkbx has been added t the end f each rw fr indicating that the service is ending with this IFSP. New services can be entered in the secnd set. Check bxes t end services. List new services Uplading the IFSP when cmpleted When the "Uplad PDF" buttn (highlighted in red abve) is clicked, a ppup t chse the file will pen. Click the "Chse File" buttn t pen the uplad dialg. Hint: Make all edits t the IFSP while it is dwnladed. Only uplad cmpleted IFSPs.

6 Use the uplad dialg t navigate t the lcatin where the PDF was saved. Select the file, then click "Open" Once yu have selected the file, yu will ntice the name f the file being upladed is nw shwn (highlighted in red). Click "Uplad" t prceed. During the file uplad data checks are perfrmed n required fields. A ntice will be given if any crrectins are needed befre the IFSP can be upladed. After an IFSP has been upladed the database is nt updated until the IFSP is marked cmplete. All prcesses fr this remain the same.