Downloading Documentation in DSCIS. Background

Transcription

1 Downloading Documentation in DSCIS This guide provides step-by-step instructions for the process of downloading the Person Profile, the ADSS, the SIS, the ICE record, and the ASR in DSCIS. Background Several documents are integral to the sharing of information with Service Agencies for the proposal of a match, updating an individual s information, and the sending a referral. The Person Profile, the ADSS, the SIS, the ICE record, and the ASR are core documents that can be downloaded from DSCIS and reviewed by the DSO and also shared with Service Agencies as appropriate. If you d just like an overview of the steps, proceed to the Quick Guide for Experienced Users. DSCIS USER GUIDE 1 Downloading Documentation in DSCIS

2 Table of Contents 1. Downloading the Documentation in DSCIS... 3 i. Generate the Person Profile as a PDF... 3 ii. Generate the ADSS in DSCIS... 4 iii. Generate SIS in DSCIS... 5 iv. Generate the ASR in DSCIS... 6 v. Downloading the ICE Record in DSCIS Generating the ADSS/SIS as a PDF in the Offline Workspace... 8 i. Generate the ADSS/SIS in the Offline Workspace... 8 Quick Guide for Experienced Users DSCIS USER GUIDE 2 Downloading Documentation in DSCIS

3 1. Downloading the Documentation in DSCIS In some instances, the DSO may need to provide a Service Agency updated client details including contact information for the individual requesting service, accessing service, updated contact details for a contact on their file and other information. If the DSO is sharing documents to a Service Agency through a reservation or referral, the following documents will automatically appear for the DSO to select. They do not need to download the documents ahead of time: ADSS (as long as it is confirmed) SIS (as long as it is confirmed) Person Profile ICE (as long as it is active) Any documents that have been uploaded and confirmed on the DSS Case Assessment tab Assessment Documents section (ie. ASR) Any documents that appear on the DSS case Communication tab Attachments section Sharing the documents by selecting the document in the list will not only reduce the workload of the DSO, but it will also ensure that the SA always has access to the most up to date document. However, if the DSO would like to generate and download the documents, they can do so by following the steps below. i. Generate the Person Profile as a PDF DSCIS allows the DSO to generate a person profile as a PDF for their review or to be shared in an offline manner as identified by local business practices. On the Person Page, select Actions (A), and choose Generate Person Profile as PDF DSCIS USER GUIDE 3 Downloading Documentation in DSCIS

4 At the bottom of the screen you will see that the Person Profile has been downloaded ii. Generate the ADSS in DSCIS On the DSS Case, select the Assessment tab (A), and Site Map (B) in the side navigation panel Select (C) and select Generate ADSS (D) Select Generate ADSS in English/French At the bottom of the screen you will see that the ADSS has been downloaded You can also access the ADDS documents by selecting Assessment Documents (E) Select a document type and select Search (F) DSCIS USER GUIDE 4 Downloading Documentation in DSCIS

5 Note: You can leave the Document Type field blank and select search to show all assessment documents. Select (G) and select View (H) on the document to download it as above iii. Generate SIS in DSCIS On the DSS Case, select the Assessment tab (A), and Site Map (B) in the side navigation panel Select (C) and select Generate SIS (D) Select Generate SIS in English/French DSCIS USER GUIDE 5 Downloading Documentation in DSCIS

6 At the bottom of the screen you will see that the SIS has been downloaded You can also access the ADDS documents by selecting Assessment Documents (E) Select a document type and select Search (F) Note: You can leave the Document Type field blank and select search to show all assessment documents. Select (G) and select View (H) on the document to download it as above iv. Generate the ASR in DSCIS From the DSS Case, select the Assessment tab (A) and ASR (B) in the side navigation panel Select the Generate ASR Data button (C) DSCIS USER GUIDE 6 Downloading Documentation in DSCIS

7 Select (D) and select Download ASR Data (E). Other options in this menu are; o Check Out: Allows one user at a time to make edits to the document o Check In: Allows the user to check the document back in to ensure their edits are saved in the system o Undo Check Out: If a user has checked out the document and is unable to check it back in, the supervisor can select the 'Undo Check Out' feature to cancel the checkout. However, any changes the user had made once they had checked out the document will be lost At the bottom of the screen you will see that the ASR has been downloaded v. Downloading the ICE Record in DSCIS From the DSS Case, select the Evidence tab (A) and select the ICE evidence (B) DSCIS USER GUIDE 7 Downloading Documentation in DSCIS

8 Select (C) to toggle down to view the Summary, Period, Status, and PSL evidence Select (D) and select Open ICE as PDF (E) A window will appear allowing you Open or Save the ICE PDF. It is recommended you save the ICE PDF as you will be required to upload it as an attachment when creating a Reservation or Referral 2. Generating the ADSS/SIS as a PDF in the Offline Workspace A DSO can also generate the ADSS and SIS as a PDF in the Offline Workspace in DSCIS. i. Generate the ADSS/SIS in the Offline Workspace From the DSS Case, select the Assessment tab (A) and select Offline Workspace from the Side Navigation Panel (B) Select (C) and select either Download ADSS or Download SIS (D) DSCIS USER GUIDE 8 Downloading Documentation in DSCIS

9 Select either Generate ADSS/SIS in English or Generate ADSS/SIS in French (E) The downloaded document will appear at the bottom left corner of the screen (F) Note: If the user has the Chrome PDF Viewer plugin enabled (default), when the user selects this document, Chrome will open the document in the Chrome PDF Viewer, which will not properly populate the ADSS/SIS. The user may be able to view the SIS properly and make changes, however, the data entered in the SIS will not be able to be saved. In order to view the ADSS/SIS and use the full functionality of the offline workspace, instead of selecting the downloaded file, the user must: Select the arrow beside the downloaded file (G) and select Open with system viewer (H) DSCIS USER GUIDE 9 Downloading Documentation in DSCIS

10 Note: It can take some time before the document opens up. Please be patient. Result: This will open the document in Adobe Acrobat Reader and will allow the user to edit/save the file. Alternatively, select the arrow (G) beside the downloaded file and select Show in folder (H) DSCIS USER GUIDE 10 Downloading Documentation in DSCIS

11 This will open up the Downloads folder on your computer Double-click the appropriate PDF form Result: The document will open in Adobe Acrobat Reader and the user will be able to enter data and save the form. DSCIS USER GUIDE 11 Downloading Documentation in DSCIS

12 Quick Guide for Experienced Users This Quick Guide provides an overview of the processes to download the Person Profile, the ADSS, the SIS, the ASR, and the ICE record. Downloading the Documentation in DSCIS Generate the Person Profile as a PDF 1. On the Person Page, select Actions, and choose Generate Person Profile as PDF 2. At the bottom of the screen you will see that the Person Profile has been downloaded Generate the ADSS in DSCIS 1. On the DSS Case, select the Assessment tab, and Site Map in the side navigation panel 2. Select and select Generate ADSS 3. Select Generate ADSS in English/French 4. At the bottom of the screen you will see that the ADSS has been downloaded 5. You can also access the ADDS documents by selecting Assessment Documents 6. Select a document type and select Search Note: You can leave the Document Type field blank and select search to show all assessment documents. 7. Select and select View on the document to download it as above Generate SIS in DSCIS 1. On the DSS Case, select the Assessment tab, and Site Map in the side navigation panel 2. Select and select Generate SIS 3. Select Generate SIS in English/French 4. At the bottom of the screen you will see that the SIS has been downloaded 5. You can also access the ADDS documents by selecting Assessment Documents 6. Select a document type and select Search Note: You can leave the Document Type field blank and select search to show all assessment documents. DSCIS USER GUIDE 12 Downloading Documentation in DSCIS

13 7. Select and select View on the document to download it as above Generate the ASR in DSCIS 1. From the DSS Case, select the Assessment tab and ASR in the side navigation panel 2. Select the Generate ASR Data button 3. Select and select Download ASR Data. Other options in this menu are; o Check Out: Allows one user at a time to make edits to the document o Check In: Allows the user to check the document back in to ensure their edits are saved in the system o Undo Check Out: If a user has checked out the document and is unable to check it back in, the supervisor can select the 'Undo Check Out' feature to cancel the checkout. However, any changes the user had made once they had checked out the document will be lost 4. At the bottom of the screen you will see that the ASR has been downloaded Downloading the ICE Record in DSCIS 1. From the DSS Case, select the Evidence tab and select the ICE evidence 2. Select to toggle down to view the Summary, Period, Status, and PSL evidence 3. Select and select Open ICE as PDF 4. A window will appear allowing you Open or Save the ICE PDF. It is recommended you save the ICE PDF as you will be required to upload it as an attachment when creating a Reservation or Referral Generating the ADSS/SIS as a PDF in the Offline Workspace 1. From the DSS Case, select the Assessment tab and select Offline Workspace from the Side Navigation Panel 2. Select and select either Download ADSS or Download SIS 3. Select either Generate ADSS/SIS in English or Generate ADSS/SIS in French 4. The downloaded document will appear at the bottom left corner of the screen Note: If the user has the Chrome PDF Viewer plugin enabled (default), when the user selects this document, Chrome will open the document in the Chrome PDF Viewer, which will not properly populate the ADSS/SIS. The user may be able to view the SIS properly and make changes, however, the data entered in the SIS will not be able to be saved. In order to view the ADSS/SIS and use the full functionality of the offline workspace, instead of selecting the downloaded file, the user must: DSCIS USER GUIDE 13 Downloading Documentation in DSCIS

14 5. Select the arrow beside the downloaded file and select Open with system viewer Note: It can take some time before the document opens up. Please be patient. Result: This will open the document in Adobe Acrobat Reader and will allow the user to edit/save the file. 1. Alternatively, select the arrow beside the downloaded file and select Show in folder 2. This will open up the Downloads folder on your computer 3. Double-click the appropriate PDF form Result: The document will open in Adobe Acrobat Reader and the user will be able to enter data and save the form. DSCIS USER GUIDE 14 Downloading Documentation in DSCIS