Entering Data into EvaluationWeb

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2 Table of Contents Getting Help... 3 Introduction... 4 Logging in to EvaluationWeb... 5 Entering CTR Data CTR Overview Entering Data Entering Referral Data Viewing and Editing CTR Data Entering Data for an Outreach Intervention Creating a New Outreach Session Viewing and Editing Data for an Outreach Intervention Entering & Editing HE/RR and CRCS Intervention Data HE/RR and CRCS Data Entering & Editing HE/RR and CRCS Intervention Data Entering Data for an HCPI Intervention HCPI Data Entry Entering Data into EvaluationWeb Page 2 of 80

3 Getting Help Getting Help Contact the Luther Consulting Support Services help desk for assistance with EvaluationWeb, including username and password issues. Address: Toll-Free Phone: Option 1 Hours of Operation Monday Friday, 8:30 a.m. to 5:30 p.m. Eastern Time Entering Data into EvaluationWeb Page 3 of 80

Introduction This user guide describes how EvaluationWeb users in the jurisdiction of Colorado enter CTR, Outreach, HCPI, Individual-level and Group-level, and CRCS intervention data into

4 Introduction This user guide describes how EvaluationWeb users in the jurisdiction of Colorado enter CTR, Outreach, HCPI, Individual-level and Group-level, and CRCS intervention data into EvaluationWeb. Who enters data? Health department staff with administrator or non-administrator EvaluationWeb accounts may enter data. When is data entered? You can enter your data at any time. However, Luther Consulting strongly encourages you to enter data on an ongoing basis as you collect your data to avoid having to enter large amounts of data right before a deadline. When do completed data forms lock? CTR data which have been submitted to the EvaluationWeb database can be modified for 100 days after the Session Date that you enter in the Agency section of the CTR data-entry window. After that point, however, the data are locked and can no longer be modified. To request that CTR data for a particular form be unlocked, you may send a request to the Luther Consulting Support Services help desk. (See Getting Help for contact information.) However, be aware that the form will relock overnight after it has been unlocked, so modifications must be made quickly. Data for non-ctr interventions (Individual-level, Group-level, Recruitment Outreach, CRCS, HCPI, Material Distribution) do not lock. Entering Data into EvaluationWeb Page 4 of 80

lutherconsulting.com/colorado/ in your web browser. 2.

5 Logging in to EvaluationWeb Logging in to EvaluationWeb Perform the following steps to log in to EvaluationWeb. Step Action 1. Go to in your web browser. 2. Type your EvaluationWeb username and password in the boxes. continued on next page Entering Data into EvaluationWeb Page 5 of 80

6 Logging in to EvaluationWeb, continued Step 3. Click the Submit button. Action Result: The Choose Intervention window displays. Continued on next page Entering Data into EvaluationWeb Page 6 of 80

7 CTR Overview, Continued Logging in to EvaluationWeb, (continued) Step Action 4. Click the Intervention arrow and select an intervention in the dropdown list. continued on next page Entering Data into EvaluationWeb Page 7 of 80

8 Logging in to EvaluationWeb, continued Step 5. Click the Select button. Action Result: The landing page for the selected intervention opens. Your login is complete. continued on next page Entering Data into EvaluationWeb Page 8 of 80

9 Tip: After logging in, you may switch between interventions when needed by clicking the Intervention button and selecting an intervention. You do not need to log out and log in again to switch to another intervention. Entering Data into EvaluationWeb Page 9 of 80

10 CTR Overview Entering CTR Data CTR Overview CTR data is entered into the online CTR form and the data in the form are then saved to the EvaluationWeb database. The form is divided into several sections. The following table briefly describes each section. Agency Client Section HIV Testing Information Risk Factors Local Referrals (for HIV-positive clients with either a preliminary or confirmed positive diagnosis) HIV Incidence Description For entering data used to identify your agency, site locations, and program announcement For entering demographic and other information about the client associated with an HIV testing event For entering data about the HIV testing event For entering risk factor information about the client For local use For recording details about referrals provided to the client For recording the self-reported details about a client s HIV incidence history Entering Data into EvaluationWeb Page 10 of 80

11 Entering Data Entering Data Perform the steps in the table below to enter CTR data in a new form. Step Action 1. Log in to EvaluationWeb. (See Logging in to EvaluationWeb for instructions.) continued on next page Entering Data into EvaluationWeb Page 11 of 80

12 Entering Data, continued Step Action 2. Click the Data Entry button on the left side of the page. 3. Click Enter/Edit Client Information. Continued on next page Entering Data into EvaluationWeb Page 12 of 80

13 Entering Data, continued Step 4. Type a Form ID into the box. Action 5. Click the Submit Form ID button. 6. Type a Client ID into the box. Note: You may leave this box blank if there is no Client ID. In this case, the field will be auto-populated with the Form ID. continued on next page Entering Data into EvaluationWeb Page 13 of 80

Entering Data, continued Step 7. Click the Continue button. Action Result: The Test Information tab becomes active and displays the data entry form. 8.

14 Entering Data, continued Step 7. Click the Continue button. Action Result: The Test Information tab becomes active and displays the data entry form. 8. Type or make selections for the items in the Agency section of the form. Note: The data you enter into a CTR form locks and can no longer be modified 100 days after the Session Date (seen in the Tip above image). Click the calendar icon to open a calendar from which you can select data. Entering Data into EvaluationWeb Page 14 of 80

15 9. Type or select responses for the items in the Client section. Entering Data into EvaluationWeb Page 15 of 80

16 Notes: If you select Yes for Previous HIV Test, another item displays: If Yes, what is the client s Self Reported Result. If you select Yes for Has client ever been incarcerated, another item displays: Incarcerated in jail or prison in the past 12 months. 10. Type or select responses for the items in the HIV Test 1 area of the HIV Test Information section. Entering Data into EvaluationWeb Page 16 of 80

17 Entering Data into EvaluationWeb Page 17 of 80

Select Yes for Show HIV Test 2 to expand the HIV Test 2 area.

18 Notes: If you select Declined Testing or Test not offered for Test Election, the subsequent items in the HIV Test Information section no longer display. If you select No for Result Provided, another item displays: If results not provided, why? 11. Select Yes for Show HIV Test 2 to expand the HIV Test 2 area. If you do not have a second HIV test in the test event for this client, skip to Step Complete the HIV Test 2 area the same as the HIV Test 1 area. Entering Data into EvaluationWeb Page 18 of 80

13. Select Yes for Show HIV Test 3 to expand the HIV Test 3 area. If you do not have a third HIV test in the test event for this client, skip to Step 15. 14.

19 13. Select Yes for Show HIV Test 3 to expand the HIV Test 3 area. If you do not have a third HIV test in the test event for this client, skip to Step Complete the HIV Test 3 area the same as the HIV Test 1 and HIV Test 2 areas. 15. Select responses for the items in the Risk Factors section. Entering Data into EvaluationWeb Page 19 of 80

If you select No for Has the client had Anal or Vaginal Sex of any kind in past 12 months, then skip to step 16.

20 Notes: For Choose one if, if you select o Not asked about behavioral risks o No behavioral risks were identified o Declined to discuss behavior risk factors then the subsequent items in the Risk Factors section will no longer appear. If you select No for Has the client had Anal or Vaginal Sex of any kind in past 12 months, then skip to step 16. If you select Yes for Has the client had Anal or Vaginal Sex of any kind in past 12 months, then the following items appear in the Risk Factor Section: continued on next page Entering Data into EvaluationWeb Page 20 of 80

If you select Yes for o Did Client have Vaginal or Anal sex with a Male o Did client have Vaginal or Anal sex with a Female o Did client have Vaginal/Anal sex with a Transgender Person o Has client

21 If you select Yes for o Did Client have Vaginal or Anal sex with a Male o Did client have Vaginal or Anal sex with a Female o Did client have Vaginal/Anal sex with a Transgender Person o Has client injected any illicit drugs/substances then additional items appear in the Risk Factors section. 16. Select responses for the each item in the Substance Use/Mental Health section, and then select Outcome responses for each. Entering Data into EvaluationWeb Page 21 of 80

Note: If you select No for either item in this section, the Outcome items will change to Reason not items. 17. Click the Submit Form button at the bottom of the window.

22 Note: If you select No for either item in this section, the Outcome items will change to Reason not items. 17. Click the Submit Form button at the bottom of the window. Result: A Data Submitted dialog box appears. 18. Click OK in the dialog box to close the box. Result: The data you entered in the CTR form is saved to the database. Entering Data into EvaluationWeb Page 22 of 80

23 Entering Referral Data Entering Referral Information Perform the steps in the table below to enter CTR referral information into EvaluationWeb. Step Action 1. Log in to EvaluationWeb. (See Logging in to EvaluationWeb for instructions.) 2. Click the Data Entry button on the left side of the page. 3. Click Enter/Edit Client Information. 4. Type a Form ID into the box. Entering Data into EvaluationWeb Page 23 of 80

button to open your form if the Form ID displays in the

24 5. Click the Submit Form ID button. Note: Alternatively, you may click the appropriate View ID button to open your form if the Form ID displays in the list of IDs. 6. Click the Referrals tab. Entering Data into EvaluationWeb Page 24 of 80

25 7. Was client referred to medical care? If Then No i. Click No ii. Select a response for If no, why? Yes i. Click Yes. ii. Select a response for If yes, did client attend the first appointment? Note: if you select Confirmed Accessed service, another item will appear: If yes, was the first appointment within 90 days of the HIV test? Don t know Click Don t know, and go to the next step. Entering Data into EvaluationWeb Page 25 of 80

8. Select a response for Was client referred to PCRS/PS? Notes: If you select Yes for this item, another item will appear: If yes, was client interviewed for Partner Services?

26 8. Select a response for Was client referred to PCRS/PS? Notes: If you select Yes for this item, another item will appear: If yes, was client interviewed for Partner Services? If you select Yes for this item, another item will appear: If yes, was the client interview within 30 days of receiving their result? 9. Select a response for Was client referred to HIV Prevention services? Note: If you select Yes, another item will appear: If yes, did client receive HIV Prevention Services? Entering Data into EvaluationWeb Page 26 of 80

Result: A Data Submitted dialog box opens. 12. Click OK in the dialog box.

27 10. Select a response for the last item in the window. 11. Click the Submit Form button at the bottom of the window. Result: A Data Submitted dialog box opens. 12. Click OK in the dialog box. Result: The dialog box closes, and your referral information is saved to the database. Entering Data into EvaluationWeb Page 27 of 80

(See Logging in to EvaluationWeb for instructions.) 2.

28 Viewing and Editing CTR Data Viewing Data Perform the steps in the table below to view previously entered CTR data Step Action 1. Log in to EvaluationWeb. (See Logging in to EvaluationWeb for instructions.) 2. Click the Data Entry button on the left side of the page. 3. Click Enter/Edit Client Information. 4. Type a Form ID into the box. Entering Data into EvaluationWeb Page 28 of 80

29 5. Click the Submit Form ID button. 6. Click the View Slip Info tab. 7. Scroll to review the information for the requested Form ID. 8. Click the Test Information tab. Entering Data into EvaluationWeb Page 29 of 80

30 9. Change responses to any of the items under the Test Information tab. 10. Click the Submit Form button at the bottom of the window. Result: A Data Submitted dialog box opens. 11. Click OK in the dialog box. Result: The dialog box closes, and the changes you made are saved to the database. Entering Data into EvaluationWeb Page 30 of 80

31 Entering Data for an Outreach Intervention Creating a New Outreach Session New Session Perform the steps in the table below to enter your data into a new Outreach session in EvaluationWeb. Step Action 1. Log in to EvaluationWeb. (See Logging in to EvaluationWeb for instructions.) Reminder: Choose an Outreach intervention during the login process, or use the Intervention button on the main page to switch to an Outreach intervention. 2. Click the Data Entry button on the left side of the main page. 3. Click Enter/Edit Aggregate Information. Result: The outreach intervention data-entry window opens, with the Manage Session tab active. Entering Data into EvaluationWeb Page 31 of 80

Result: The Session Information tab becomes active. ii. (Optional) Click the View Default Set button to view default responses for the set selected in the previous step.

32 4. Do one of the following: To start a session from scratch i. Click the New Blank Outreach Session button in the Create New Outreach Session area. To start a session using default responses i. Click the Default Set arrow and select a default set from the dropdown list. Result: The Session Information tab becomes active. ii. (Optional) Click the View Default Set button to view default responses for the set selected in the previous step. ii. Continue to Step 5. Result: The default responses display in a new window. After viewing the responses, close the window. iii. Click the New Outreach Session Based on Default Set button. Entering Data into EvaluationWeb Page 32 of 80

Result: The Session Information tab becomes active, with default responses already selected. iv. Continue to Step 5.

33 Result: The Session Information tab becomes active, with default responses already selected. iv. Continue to Step Type or select responses for all items in the window to enter or change information. Entering Data into EvaluationWeb Page 33 of 80

34 6. Click the Submit Form button at the bottom of the window. Result: A Data Submitted box opens. 7. Click OK in the dialog box. Result: The dialog box closes and the Client Information tab becomes active. 8. Type Counts for each item in the Client Primary Risk pleat. Entering Data into EvaluationWeb Page 34 of 80

Notes: A count total is displayed at the bottom of the each

The count total must be the same as the Total Number of

This is true for all pleats under the Client Information tab.

35 Notes: A count total is displayed at the bottom of the each pleat under the Client Information tab. The count total must be the same as the Total Number of Contacts you entered under the Session Information tab. This is true for all pleats under the Client Information tab. 9. Click the Client Gender pleat to move it into view. Entering Data into EvaluationWeb Page 35 of 80

10. Type Counts for each item in the Client Gender pleat, making sure the count total is the same as the Total Number of Contacts you entered previously. 11.

36 10. Type Counts for each item in the Client Gender pleat, making sure the count total is the same as the Total Number of Contacts you entered previously. 11. Click the remaining pleats one by one, and type counts into each one: Client Ethnicity Client Race Client Age 12. Click the Submit button at the bottom of the window. Result: A Data Submitted box opens. Entering Data into EvaluationWeb Page 36 of 80

37 13. Click OK in the dialog box. Result: The dialog box closes and the Materials tab becomes active. Note: In order for materials to be displayed under the Materials tab, a user with EvaluationWeb administrator privileges must first log in to EvaluationWeb and select allowed materials for the intervention in question. If this is not done, you will not be able to enter numbers under the materials tab. 14. Type responses for each item under the Materials tab. 15. Click the Submit Form button at the bottom of the window. Result: A Data Submitted box opens. 16. Click OK in the dialog box. Result: The dialog box closes and the data you entered are saved to the EvaluationWeb database. 17. (Optional) Click the View All tab to view all Session, Client, and Materials information for the outreach session. Entering Data into EvaluationWeb Page 37 of 80

38 Entering Data into EvaluationWeb Page 38 of 80

Viewing and Editing Data for an Outreach Intervention Viewing & Editing an Outreach Session Perform the steps in the table below to view and edit Recruitment Outreach data you

) Reminder: Choose an outreach intervention during the login process, or use the Intervention button on the main EvaluationWeb page to switch to an outreach intervention. 2.

39 Viewing and Editing Data for an Outreach Intervention Viewing & Editing an Outreach Session Perform the steps in the table below to view and edit Recruitment Outreach data you previously saved to the EvaluationWeb database. Step Action 1. Log in to EvaluationWeb. (See Logging in to EvaluationWeb for instructions.) Reminder: Choose an outreach intervention during the login process, or use the Intervention button on the main EvaluationWeb page to switch to an outreach intervention. 2. Click the Data Entry button on the left side of the main page. 3. Click Enter/Edit Aggregate Information. Result: The outreach intervention data entry window opens, with the Manage Session tab active. Entering Data into EvaluationWeb Page 39 of 80

Limit List button in the Edit/View Existing Outreach Session area. 5. Click the Edit Outreach Session button.

40 4. Click the Edit Existing Session arrow in the Edit/View Existing Outreach Session area, and then select an item in the dropdown list. Tip: You can limit the number of sessions appearing in the dropdown list by entering a Start Date and End Date and then clicking the Limit List button in the Edit/View Existing Outreach Session area. 5. Click the Edit Outreach Session button. Result: The Session information tab becomes active and displays the information for the session selected in the previous step. Entering Data into EvaluationWeb Page 40 of 80

6. Make any desired changes in the window, and then click the Submit Form button at the bottom of the window. Result: A Data Submitted dialog box opens. The Client Information tab becomes active. 7.

41 6. Make any desired changes in the window, and then click the Submit Form button at the bottom of the window. Result: A Data Submitted dialog box opens. The Client Information tab becomes active. 7. Click OK in the dialog box. Result: The box closes and the Client Information tab becomes active. 8. Click each pleat under the Client Information tab one by one to view or modify data. Reminder: The count total in each pleat must be the same as the Total Number of Contacts entered under the Session Information tab. 9. Click the Submit button at the bottom of the window. Result: A Data Submitted box opens. 10. Click OK in the dialog box. Result: The dialog box closes and the Materials tab becomes active. Entering Data into EvaluationWeb Page 41 of 80

42 11. Modify data under the Materials tab as needed, and then click the Submit Form button at the bottom of the window. Result: A Data Submitted box opens. 12. Click OK in the dialog box. Result: The dialog box closes and the data you modified are saved to the EvaluationWeb database. Entering Data into EvaluationWeb Page 42 of 80

Entering & Editing HE/RR and CRCS Intervention Data HE/RR and CRCS Data Individual- Level Data Group- Level Data HE/RR Interventions include data collected at the Individual-Level and the Group-Level.

See notes regarding any data-entry variances between Individual and Group Level. Step Action 1. Log in to EvaluationWeb. (See Logging in to EvaluationWeb for instructions.

43 Entering & Editing HE/RR and CRCS Intervention Data HE/RR and CRCS Data Individual- Level Data Group- Level Data HE/RR Interventions include data collected at the Individual-Level and the Group-Level. Data entry windows for CRCS, Individual-Level HE/RR, and Group-Level HE/RR are very similar so data entry for these three intervention types is addressed in the table below. See notes regarding any data-entry variances between Individual and Group Level. Step Action 1. Log in to EvaluationWeb. (See Logging in to EvaluationWeb for instructions.) Reminder: Choose an HE/RR individual-level or group-level intervention during the login process, or use the Intervention button on the main page to this switch to this type of intervention. 2. Click the Data Entry button on the left side of the main page. 3. Click Enter/Edit Client Information. Note: If you are working in the Group-Level Intervention, there will be additional options in this drop-down menu: Entering Data into EvaluationWeb Page 43 of 80

Result: The client enrollment data-entry window opens, with the Client ID

Note: Information specific to how to fill out data entry fields for

following section, entitled Enter/Edit Group Contact and Manage Cohorts.

New Client ID in the box Click Enter New Client ID Edit an existing

44 Result: The client enrollment data-entry window opens, with the Client ID tab active. Note: Information specific to how to fill out data entry fields for Enter/Edit Group Contact and Manage Cohorts, will be covered in the following section, entitled Enter/Edit Group Contact and Manage Cohorts. 4. Do one of the following: Enroll a new client in the system: Type the New Client ID in the box Click Enter New Client ID Edit an existing client: Select a Client ID from the drop down menu Click Submit under the Work with Existing Client tab Entering Data into EvaluationWeb Page 44 of 80

Note: If you know the Client ID you want to work with, you can search for it by typing it in the Limit Client List

Result: The Summary tab is displayed and you may edit any existing client data.

If you are working in the Group-Level Intervention, there is an option to choose a corresponding Cohort; which,

45 Note: If you know the Client ID you want to work with, you can search for it by typing it in the Limit Client List field. (Client IDs are case sensitive.) Result: The Demographics tab becomes active. Result: The Summary tab is displayed and you may edit any existing client data. Notes: If there has been no data entered for the Client Risks tab, you will be directed to that tab. If you are working in the Group-Level Intervention, there is an option to choose a corresponding Cohort; which, when selected, will limit the Client list to clients associated with that Cohort: 5. Type or select responses for all items in the Demographics tab: Entering Data into EvaluationWeb Page 45 of 80

46 Note: If you are working in the Group-Level Intervention, there is an additional field to select an associated Cohort for the new client: Note: If you select Additional (specify), an additional item appears: Specify Additional Gender: Entering Data into EvaluationWeb Page 46 of 80

6. Click the Submit button at the bottom of the window. Tip Click the calendar icon to open a calendar from which you can select data.

Result: The dialog box closes and, in addition to the Client ID and Demographics tabs, the Client Risks, Hybrid Population Pre-Test Survey, Client

Note: If you are entering data for the CRCS or Group-Level Intervention, the Hybrid Population Pre-Test Survey and Hybrid Population Post-Test

47 6. Click the Submit button at the bottom of the window. Tip Click the calendar icon to open a calendar from which you can select data. Result: A Data Submitted box opens. 7. Click OK in the dialog box. Result: The dialog box closes and, in addition to the Client ID and Demographics tabs, the Client Risks, Hybrid Population Pre-Test Survey, Client Contacts and View All tabs become active. Note: If you are entering data for the CRCS or Group-Level Intervention, the Hybrid Population Pre-Test Survey and Hybrid Population Post-Test Survey tabs will be replaced with GLI/IDU Pre-Test Survey and GLI/IDU Post-Test Survey data entry tabs. 8. Under the Client Risks tab, select the appropriate response from the drop down menu for Self Reported HIV Testing history Note: If you choose Yes, tested before, an additional item displays: Self-reported Entering Data into EvaluationWeb Page 47 of 80

in jail or prison in the past 12 months?

48 most recent HIV test result. Select the appropriate response from the drop-down menu. 9. Select a response for Has client ever been incarcerated? Note: If you select Yes, an additional item will appear: Incarcerated in jail or prison in the past 12 months? Select the appropriate response from the drop-down menu. 10. Select a response for Housing status, past 12 months. Entering Data into EvaluationWeb Page 48 of 80

Select a response for Risk Information: Note: If you select Risk

49 11. Select any and all responses that apply for Client Health Insurance Coverage: 12. Select a response for Risk Information: Note: If you select Risk profile completed, then additional items appear in the Risk Information Section: Entering Data into EvaluationWeb Page 49 of 80

50 If you select Yes for o Did Client have Vaginal or Anal sex with a Male o Did client have Vaginal or Anal sex with a Female o Did client have Vaginal/Anal sex with a Transgender Person o Has client injected any illicit drugs/substances then additional items appear in the Risk Information section. 13. Click the Submit button at the bottom of the window. Result: A Data Submitted box opens. Entering Data into EvaluationWeb Page 50 of 80

information under the Summary tab. To enter a new client contact: Click the Add New Contact under the Summary tab.

51 14. Click OK in the dialog box. Result: The dialog box closes and the Summary and Client Contacts tabs become active. 15. Do one of the following: To edit an existing contact: Click the edit icon to the right of the contact s information under the Summary tab. To enter a new client contact: Click the Add New Contact under the Summary tab. Result: The Client Contact tab becomes active with the Session Information field. Entering Data into EvaluationWeb Page 51 of 80

52 16. Edit or enter new Session Information for that client. Notes: If you select Yes for Incentive Provided, an additional item appears Specify Incentive: If you select Yes for Was Client Pre-Screened with the Substance Use and Mental Health Prescreen tool in the last 12 months or at Intake, then additional items appear in the Risk Information Section: Entering Data into EvaluationWeb Page 52 of 80

Or Was the Client pre-screened for Mental Health using the pre-screen tool?

53 If you select Yes, client was prescreened for either Was the Client prescreened for Substance Use using the pre-screen tool? Or Was the Client pre-screened for Mental Health using the pre-screen tool?, then the list of Reasons changes to Outcomes: 17. Click the Submit button at the bottom of the window. Result: A Data Submitted box opens. Entering Data into EvaluationWeb Page 53 of 80

18.. Click OK in the dialog box. Result: The dialog box closes and the Referrals tab becomes active 19. To add referrals to the selected Client ID, click Add Referrals 20.

54 18.. Click OK in the dialog box. Result: The dialog box closes and the Referrals tab becomes active 19. To add referrals to the selected Client ID, click Add Referrals 20. Result: Referral options populate under the Referrals tab. 21. Enter the Referral Date and select the appropriate Referrals. 22. Click Add Referrals. Entering Data into EvaluationWeb Page 54 of 80

55 Result: A Data Submitted box opens. 23. Click OK in the dialogue box. Result: The dialog box closes and the Referrals tab populates with the previously selected referrals, with a Pending status under Referral Outcome. 24. Do one of the following: I. To update an existing referral, click Update next to the Type of Service you want to edit: Result: A screen pops-up with data entry fields to provide further information on the selected Service Type: Entering Data into EvaluationWeb Page 55 of 80

56 Enter or select the appropriate information from the drop-downs. Enter any additional comments/information in the Notes section. Entering Data into EvaluationWeb Page 56 of 80

57 Click the Submit button at the bottom of the window. Result: A Data Submitted box opens. Click OK in the dialogue box. Result: The Referrals tab is active and the Referral Outcome is updated to reflect the changes made. Note: If you select the Delete Referral checkbox, the service referral will be deleted from the list of referrals. II. To add a new referral, Refer to Steps Entering Data into EvaluationWeb Page 57 of 80

Intervention: If you choose No Risk or Small Risk for Thinking about what you know about HIV and your own behaviors, do you think you have no

58 25. If you are working in Individual-Level Intervention, click the Hybrid Population Pre- Test Survey, If you are working in CRCS or Group-Level Interventions, click the GLI/IDU Pre-Test Survey tab to enter survey responses for this section: Notes for Individual-Level Intervention: If you choose No Risk or Small Risk for Thinking about what you know about HIV and your own behaviors, do you think you have no risk, a small risk, a moderate risk, or a great risk of getting HIV?, the following additional questions appear: Entering Data into EvaluationWeb Page 58 of 80

59 If you choose Moderate Risk or Great Risk for Thinking about what you know about HIV and your own behaviors, do you think you have no risk, a small risk, a moderate risk, or a great risk of getting HIV?, the following additional questions appear: 26. Click the Submit button at the bottom of the window. Result: A Data Submitted box opens. 27. Click OK in the dialogue box. Entering Data into EvaluationWeb Page 59 of 80

Result: For Individual-Level Intervention, the Hybrid Population Post Test Survey tab becomes active. For CRCS and Group-Level Intervention, the GLI/IDU Post-Test Survey tab becomes active. 28.

60 Result: For Individual-Level Intervention, the Hybrid Population Post Test Survey tab becomes active. For CRCS and Group-Level Intervention, the GLI/IDU Post-Test Survey tab becomes active. 28. For Individual-Level Intervention, click the Hybrid Population Post Test Survey tab to enter post-test survey responses for this section: For CRCS and Group-Level Intervention, click the GLI/IDU Post-Test Survey tab to enter post-test survey responses: Notes for Individual-Level Intervention: If you choose No Risk or Small Risk for Thinking about what you know about HIV and your own behaviors, do you think you have no risk, a small risk, a moderate risk, or a great risk of getting HIV?, the following additional questions Entering Data into EvaluationWeb Page 60 of 80

61 appear: If you choose Moderate Risk or Great Risk for Thinking about what you know about HIV and your own behaviors, do you think you have no risk, a small risk, a moderate risk, or a great risk of getting HIV?, the following additional questions appear: 29. Click the Submit button at the bottom of the window. Result: A Data Submitted box opens. 30. Click OK in the dialogue box. Entering Data into EvaluationWeb Page 61 of 80

62 Result: You may now edit information under all the tabs for this client. To view the information that has been entered for this client, click the View All tab. Entering Data into EvaluationWeb Page 62 of 80

Entering & Editing HE/RR and CRCS Intervention Data Data Entry for Group Contacts and Managing Cohorts Group-Level Data The following section addresses data entry specific to Group-Level Data.

) Reminder: Choose the HE/RR group-level intervention during the login process, or use the Intervention button on the main page to this switch to this type of intervention. 2.

63 Entering & Editing HE/RR and CRCS Intervention Data Data Entry for Group Contacts and Managing Cohorts Group-Level Data The following section addresses data entry specific to Group-Level Data. Follow the steps below to enter data pertaining to Group Contacts and Cohort Management. 1. Log in to EvaluationWeb. (See Logging in to EvaluationWeb for instructions.) Reminder: Choose the HE/RR group-level intervention during the login process, or use the Intervention button on the main page to this switch to this type of intervention. 2. Click Enter/Edit Group Contact: Result: A screen pops-up with the Cohort tab active to enter data regarding the related co 3. Select the appropriate Cohort for which you want to enter data from the dropdown menu: Entering Data into EvaluationWeb Page 63 of 80

To enter a new group contact, click the Enter New Group Contact Button:

64 4. Click the Submit button at the bottom of the window. Result: The Clients tab becomes active: 5. Do one of the following: I. To enter a new group contact, click the Enter New Group Contact Button: Result: A list of possible clients populates under the Clients tab. Entering Data into EvaluationWeb Page 64 of 80

65 Select the client for whom you wish to enter data and click the Continue button: Result: The Contact tab becomes active: Enter the appropriate data under the Contact tab: Entering Data into EvaluationWeb Page 65 of 80

Click the Submit button: Result: The Referrals tab becomes active: Select the client that received referrals: Click the Submit button: Result: A list of possible

66 Click the Submit button: Result: The Referrals tab becomes active: Select the client that received referrals: Click the Submit button: Result: A list of possible referrals is generated under the Referrals tab: Select the referrals associated with that client and click the Submit Button: Entering Data into EvaluationWeb Page 66 of 80

To revise a previous client contact, choose a Contact Date and click the Revise

67 Result: The View All tab becomes active, and you can review and print the contact information: II. To revise a previous client contact, choose a Contact Date and click the Revise Previous Client Contact: Result: The Contact tab becomes active with the existing data for the selected Entering Data into EvaluationWeb Page 67 of 80

68 date and cohort: Make the necessary edits and click the Submit button: Result: The Referrals tab becomes active: Select which client received referrals and click the Submit button: Result: A list of possible referrals is generated under the Referrals tab: Entering Data into EvaluationWeb Page 68 of 80

69 Select the referrals associated with that client and click the Submit Button: Result: Result: The View All tab becomes active, and you can review and print the contact information: Entering Data into EvaluationWeb Page 69 of 80

70 Entering Data into EvaluationWeb Page 70 of 80

HCPI Data Entry Entering Data for an HCPI Intervention Entering With HCPI there are two categories of information you can enter: Aggregate Information and information for Drop Off Materials.

71 HCPI Data Entry Entering Data for an HCPI Intervention Entering With HCPI there are two categories of information you can enter: Aggregate Information and information for Drop Off Materials. The next two tables walk you through the steps for entering data for each option. HCPI Data Entry: Aggregate Data Step Action 1. Log in to EvaluationWeb. (See Logging in to EvaluationWeb for instructions.) Reminder: Choose an HCPI intervention during the login process, or use the Intervention button on the main page to this switch to this type of intervention. 2. Click the Data Entry button on the left side of the main page. 3. Click Enter/Edit Aggregate Information. Result: HCPI intervention data-entry window opens, with the Manage Contacts tab active. Entering Data into EvaluationWeb Page 71 of 80

4. To enter a new contact, choose an option

72 4. To enter a new contact, choose an option for the Select Piece drop down menu: 5. Click the Enter New button: Result: The Contact Information tab becomes active: 6. Enter the Contact Information for the selected Piece: Entering Data into EvaluationWeb Page 72 of 80

73 7. Click the Submit Form button: Result: A Data Submitted box opens. 8. Click OK in the dialogue box. Result: The Material tab becomes active: 9. Enter the materials distribution information: Entering Data into EvaluationWeb Page 73 of 80

74 10. Click the Submit Form button: Result: A Data Submitted box opens. 11. Click OK in the dialogue box. Result: You can now navigate between each tab. 12. Click on the View All tab to review entered information: Entering Data into EvaluationWeb Page 74 of 80

75 13. To print the report, click the Print button at the bottom of the page: Result: A printable version of the report launches in a new window: Entering Data into EvaluationWeb Page 75 of 80

76 HCPI Data Entry: Drop off Materials Step Action 1. Log in to EvaluationWeb. (See Logging in to EvaluationWeb for instructions.) Reminder: Choose an HCPI intervention during the login process, or use the Intervention button on the main page to this switch to this type of intervention. 2. Click the Data Entry button on the left side of the main page. 3. Click Enter/Edit Drop Off Materials Result: The drop off materials data entry screen opens with Choose Drop Off tab active: Entering Data into EvaluationWeb Page 76 of 80

77 4. To initiate a new drop off session, click New Drop Off Session: Result: The Edit Drop Off tab becomes active and opens: 5. Enter or select the Drop Off Session information: Entering Data into EvaluationWeb Page 77 of 80

78 6. Click the Submit button: Result: A Data Submitted box opens. 7. Click OK in the dialogue box. Result: You are directed back to the Choose Drop Off tab, where you can either edit an existing entry or add another new drop off session: 8. To edit an existing entry, select the appropriate session from the drop down menu: Entering Data into EvaluationWeb Page 78 of 80

79 9. Click the Select Date button: Result: You are directed to the Edit Drop Off tab, where you can make the appropriate changes: 10. Click the Submit button: Result: A Data Submitted box opens. 11. Click OK in the dialogue box. Result: You are directed back to the Choose Drop Off tab, where you can either edit an existing entry or add another new drop off session: Entering Data into EvaluationWeb Page 79 of 80

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Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS

Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS17-1704 User Guide Version 1.1 May 2017 All rights reserved Table of Contents Change History... iii Getting Help... iv Accessing