Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS

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2 Change History History The table below logs the changes that have been made to this document over time. Version Changes Author Date completed 1.0 Document created TM 3/22/ Revised to remove references to data entry for Client Summary data Added content for Export to CSV in Reflexx Minor corrections, improvements, and updates Updated screenshots: removed Targeted Population question. Removed references to HIV services for positives when client is negative and vice-versa. Removed Is the client at high risk for HIV infection? for positive clients. RGP 6/4/2017 TM 02/24/2017 TM 05/30/2017 Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS

Getting Help Contact Information Contact the Luther Consulting Support Services help desk for assistance with EvaluationWeb, including username and password issues.

3 Getting Help Contact Information Contact the Luther Consulting Support Services help desk for assistance with EvaluationWeb, including username and password issues. Address: Toll-Free Phone: option 1 Training Resources Click the blue question mark in the upper right corner of most EvaluationWeb pages to go the EvaluationWeb Help Page. You will find many training guides and videos on several aspects of the EvaluationWeb system. Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS

4 Table of Contents Change History... 2 Getting Help... 3 Table of Contents... 4 Changes to PS Data Reporting Requirements 1 Accessing the PS HIV Testing Data Entry Form 2 HIV Testing Data Entry and Management 5 Entering a New PS HIV Testing Record... 5 Viewing a Previously Submitted HIV Testing Data Form...17 Printing and Exporting an HIV Testing Record...20 Editing a Previously Submitted HIV Testing Data Record...23 Using Reflexx to Create PS Reports 25 Introduction...25 Accessing Reflexx...25 Creating a Report...27 Quick Data Export to a CSV File...33 Saving a Report Query...39 Exporting Data to MS Excel, MS Word, or PDF...46 Other EvaluationWeb Functions 50 Viewing Agency Data...50 Changing Your Password...52 Setting Default Responses...54 Viewing Administrator Messages...59 Printing Form Labels ing the EvaluationWeb Administrator...66 Logging Out of EvaluationWeb...68 Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS

Changes to PS15-1502 Data Reporting Requirements As of September 16, 2016, PS15-1502 grantees are no longer required to report Client Summary Risk Reduction Activities (RRA) data through

5 Changes to PS Data Reporting Requirements As of September 16, 2016, PS grantees are no longer required to report Client Summary Risk Reduction Activities (RRA) data through EvaluationWeb. Due to this change, you can no longer add or edit any client summary records. However, all previously submitted data for RRA programs are still available through Reflexx for running reports and exporting. If you choose an RRA program and try to enter or edit data, you will see this message: Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 1 of 68

Accessing the PS15-1502 HIV Testing Data Entry Form Accessing the Data Entry Form Follow the steps below to access the PS15-1502 HIV Testing data entry form in

Note: You must select a PS15-1502 HIV Testing program in the Choose a program window during the login process. (The program may not necessarily have 15-1502 in its name.

6 Accessing the PS HIV Testing Data Entry Form Accessing the Data Entry Form Follow the steps below to access the PS HIV Testing data entry form in EvaluationWeb. Step 1. Log in to EvaluationWeb.com with your user name and passphrase. Note: You must select a PS HIV Testing program in the Choose a program window during the login process. (The program may not necessarily have in its name.) Result: The Select Intervention window opens. (Depending on how your Program is set up in EvaluationWeb, you may not see this window. If you don t, skip to Step 3.) continued Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 2 of 68

7 Step 2. Click the HIV Testing icon in the Select Intervention window. Result: The EvaluationWeb landing page displays. 3. Click the Data Entry button in the menu on the left side of the page. continued Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 3 of 68

8 Step 4. Click the Enter Test Information button. Result: The PS HIV Testing data entry form displays. Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 4 of 68

HIV Testing Data Entry and Management Entering a New PS15-1502 HIV Testing Record Entering a PS15-1502 HIV Testing record Follow the steps below to enter a new PS15-1502 HIV Testing data record into

9 HIV Testing Data Entry and Management Entering a New PS HIV Testing Record Entering a PS HIV Testing record Follow the steps below to enter a new PS HIV Testing data record into EvaluationWeb. Step 1. Type a Form ID into the ID section of the data form. Note: For some users, EvaluationWeb may auto-populate the Form ID. 2. Type or select responses for the items in the Agency section. TIP Click the calendar icon to select a session date. continued Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 5 of 68

10 Step 3. Type or select responses for each of the items in the Client section. NOTE You can select more than one response for items with check box responses. continued Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 6 of 68

11 Step 4. Did you select Yes for Previous HIV Test? If Yes Then Another item displays, Client Self Reported HIV Test Result. Select a response for this item. No Continue to the next step. continued Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 7 of 68

12 Step 5. Type or select responses for each item in the HIV Test 1 area of the HIV Test Information section of the form. continued Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 8 of 68

. Select a response for this item. If you select Yes for Show HIV Test 2, a new section for a second HIV test will display.

13 Step Notes: If you select Test not offered or Declined Testing for Test Election, several of the items in the section will no longer display. You do not need to make selections for these items. If you select No for Result Provided, another item will display: If results not provided, why?. Select a response for this item. If you select Yes for Show HIV Test 2, a new section for a second HIV test will display. Complete this section the same way as you completed the HIV Test 1 section. You may enter information for up to three HIV tests in a single HIV test form. Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 9 of 68

14 6. Select a response for Choose one if in the Behavioral Risk Factor Section. Notes: If you select Client completed a behavioral risk profile, more items will display for risk behaviors in the last 12 months. Select responses for each of these items. They are: o o o o o Vaginal or Anal Sex with a Male Vaginal or Anal Sex with a Female Vaginal or Anal Sex with a Transgender Person Injection Drug Use Additional Client Risk Factors (you may select more than one) continued Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 10 of 68

Select responses for one or more Session Activity items in the Activity section.

15 Note: If you select Yes for these risk behavior items, sub-items may display. Be sure to select responses for all sub-items. 7. Select responses for one or more Session Activity items in the Activity section. Tip: Click in the Session Activity boxes to displays the selections. Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 11 of 68

16 8. (Optional) Type responses for the Local Use Fields in the Local section. Note: Check with your agency s EvaluationWeb administrator to find out whether your agency uses any of the Local Use Fields. 9. Select responses for each of the items in the Referrals section. Note: Selecting certain responses in the Referrals section will make additional items display. When this happens, be sure to select responses for the additional items. Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 12 of 68

17 10. Select a response for the Surveillance question. 11. Select responses for the 5 items in the HIV Incidence section. Note: Selecting some responses in the HIV Incidence section will make additional items display. When this happens, be sure to select responses for these items. continued Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 13 of 68

18 Step 12. Select a response for the first question in the PS /PS Additional Questions section: Note: The particular question displayed depends on whether you previously indicated that the client s HIV test result was positive or negative. The questions are: (For negative clients) - Is the client at high-risk for HIV infection? (For positive clients) - At the time of this positive test, is the client already in HIV medical care? continued Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 14 of 68

For some services, you can also select the service as being Provided.

19 13. Select one or more Services for HIV Negative Clients Only or Services for HIV Positive Clients Only in the Navigation and Prevention and Essential Support Services section. Notes: For all services, you can select the service as being Referred. For some services, you can also select the service as being Provided. The particular services displayed depend on whether you previously indicated that the client s HIV test result was positive or negative. Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 15 of 68

14. Select any Additional Support Services For All Clients in the PS15-1502/PS17-1704 Additional Questions section. 15. Click Submit Form at the bottom of the form.

Note: If you forget to type or select a response for a required item in the data form, a dialog box will open.

20 14. Select any Additional Support Services For All Clients in the PS /PS Additional Questions section. 15. Click Submit Form at the bottom of the form. Result: A Data Submitted dialog box opens. 16. Click OK in the dialog box to close it. Result: The data you entered is saved to the database. Note: If you forget to type or select a response for a required item in the data form, a dialog box will open. The box will indicate which item has missing information, as seen in the image below. When this happens, go back and enter the missing data, and then click the Submit Form button again. Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 16 of 68

Viewing a Previously Submitted HIV Testing Data Form Viewing a previously submitted form Follow the steps below to view an HIV Testing form already saved to the EvaluationWeb database. Step 1.

21 Viewing a Previously Submitted HIV Testing Data Form Viewing a previously submitted form Follow the steps below to view an HIV Testing form already saved to the EvaluationWeb database. Step 1. Click the Data Entry button in the menu of the left side of the EvaluationWeb landing page. 2. Click the View Test Information button. continued Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 17 of 68

Result: The View Info tab becomes active and displays the record for the Form ID you

22 Step Result: A list of previously submitted HIV tests displays, listed by Form ID. The Form ID tab is active. 3. Click the View ID button for the form you would like to view. Result: The View Info tab becomes active and displays the record for the Form ID you selected. Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 18 of 68

23 Step Note: If you do not see your Form ID in the list: Locate the Please enter Form ID filter box. Type any portion of the ID into the box. EvaluationWeb will display a list of matches - select your ID in the list. Click the Submit Form ID button. Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 19 of 68

Printing and Exporting an HIV Testing Record Printing & Exporting a Record Follow the steps below to print and export a PS15-1502 HIV Testing record. Step 1.

24 Printing and Exporting an HIV Testing Record Printing & Exporting a Record Follow the steps below to print and export a PS HIV Testing record. Step 1. View the record you would like to print or export. 2. Scroll to the bottom of the record, and then click the Print Form button. Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 20 of 68

25 Step Result: A new browser window or tab opens and displays your data. A Print dialog box displays on top of the table. Note: Your browser may open a dialog box that looks different from what is shown in the screen shot above. 3. Use the Print dialog box to make printing selections and initiate printing. 4. Close the browser window displaying your data to return to the HIV Testing form. 5. Click the Export to PDF button at the bottom of the HIV Testing form. Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 21 of 68

26 Step Result: A new browser window or tab opens which displays your data in PDF format. Print or save as needed. 6. Close the browser window or tab displaying the PDF document. Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 22 of 68

27 Editing a Previously Submitted HIV Testing Data Record Editing an HIV Testing Record Follow the steps below to edit an HIV Testing data record that was previously submitted to the EvaluationWeb database. Note: HIV Testing forms lock 90 days after the Session Date. They can no longer be edited at that time. To have forms unlocked, send an request to the Luther Consulting help desk, and include in your the Form IDs you would like to have unlocked. Step 1. View the form you wish to edit. 2. Click the Edit Test tab at the top of the window. continued Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 23 of 68

Result: The form displays in edit mode. 3. Make any desired changes in the form. 4. Scroll to the bottom of the form, and then click the Submit Form button. 5.

28 Result: The form displays in edit mode. 3. Make any desired changes in the form. 4. Scroll to the bottom of the form, and then click the Submit Form button. 5. The Data Submitted dialog box opens. 6. Click OK to close the dialog box. Result: The changes you made are saved to the database. Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 24 of 68

Introduction Using Reflexx to Create PS15-1502 Reports Introduction You can use the Reflexx report writer to: Create reports from your PS15-1502 data, viewable in

such as SPSS or SAS. Save data queries Accessing Reflexx Accessing Reflexx Follow the steps below to open the Reflexx report writer. Step 1.

29 Introduction Using Reflexx to Create PS Reports Introduction You can use the Reflexx report writer to: Create reports from your PS data, viewable in several formats including graphs Export data to a comma separated values (CSV) file, which you can then open in Microsoft Excel or import into a statistical package such as SPSS or SAS. Save data queries Accessing Reflexx Accessing Reflexx Follow the steps below to open the Reflexx report writer. Step 1. Click the Reports button on the EvaluationWeb landing page. 2. Click the Enter/View Reports button. continued Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 25 of 68

30 Step Result: The reports page displays in a tabbed interface. 3. Click the Enter Reflexx button in the reports page. Result: The Welcome to Reflexx window opens. Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 26 of 68

31 Creating a Report Setting up a Report Query Creating a report involves two tasks: setting up a report query, and then running the query. When EvaluationWeb finishes running the query, it generates a report for you to view. This section gives the actions to follow to set up a report query. The next section gives the actions to follow to run the query. If instead of creating a report you would like to create a dataset for export into Microsoft Excel or for import into statistical software, see Quick Data Export to a CSV File or Exporting Data to MS Excel, MS Word, or PDF. NOTE This and the next section describe how to set up and run a basic report query. For more information on the various types of reports Reflexx offers and for detailed instructions on all Reflexx functions and tools, refer to the Using Reflexx computer-based training course and the accompanying Using Reflexx User Guide. Both of these resources are available on the EvaluationWeb Help page. Perform the following steps to set up a Reflexx report query. Step 1. Click the Create New Report icon in the Welcome to Reflexx window. Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 27 of 68

Step Result: The New Report window opens. There are three report types for PS15-1502 data. They are shown in the image below.

32 Step Result: The New Report window opens. There are three report types for PS data. They are shown in the image below. TIP HIV Testing Data (Slower, Live Data) includes data submitted to the database the same day you run the report HIV Testing Data (Fast, 24 Hour Delay) is optimized for speed. Therefore, it builds and displays a report for you more quickly, but it does not include data submitted to the database the same day you run the report. In general, it is better to use the faster report type, unless you need to view same-day data. Reminder: Even though you can no longer enter PS Client Summary RRA data into EvaluationWeb, you can still create reports from Client Summary RRA previously submitted to the database. Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 28 of 68

Step 2. Select one of the three PS15-1502 report types and click the Create Report button. Result: The report setup window opens. This is the window in which you set up your report query.

33 Step 2. Select one of the three PS report types and click the Create Report button. Result: The report setup window opens. This is the window in which you set up your report query. It displays three main sections: Step 1 Click and Drag Variables for Report Step 2 Set Visibility and Computation Options Step 3 Date and Break Out Selection Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 29 of 68

Step 3. Drag and drop variables from the Available Variables area to the Selected Variables area in Step 1. Note: Drag and drop only the variables you want include in your report.

For example, in the image above, Demographics has been selected in the list of Quick Picks, so only demographics variables display in the Available Variables area. 4.

34 Step 3. Drag and drop variables from the Available Variables area to the Selected Variables area in Step 1. Note: Drag and drop only the variables you want include in your report. Tip Selecting a variable category in the list of Quick Picks will filter the variables that display in the Available Variables area. For example, in the image above, Demographics has been selected in the list of Quick Picks, so only demographics variables display in the Available Variables area. 4. Select check boxes in the Step 2 area to make specific variables visible in your report, to add counts to your report, and to add statistics such as means, minimum values, maximum values, and standard deviations to you report. Note: This step is optional if you are exporting a data set to a CSV file. Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 30 of 68

35 Step 5. Select date options in the Step 3 area to define a timeframe for your report data. Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 31 of 68

Running a Query Perform the following actions to run a report query and create a report. 1. Access the Welcome to Reflexx page, and then set up a data query. 2.

36 Running a Query Perform the following actions to run a report query and create a report. 1. Access the Welcome to Reflexx page, and then set up a data query. 2. Click the Report button in the bottom right corner of the Reflexx setup window. Result: Reflexx creates your report. Your data is displayed in a tabbed interface giving you different views of the data. The Counts tab is active. 3. Click each tab one at a time to view all report data. NOTE For detailed information on viewing and manipulating report data on the various tabs, refer to the Using Reflexx computerbased training course and the accompanying Using Reflexx User Guide. Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 32 of 68

Quick Data Export to a CSV File Exporting to a CSV file If you want to quickly export data from the EvaluationWeb database, use the Reflexx Quick Export to CSV feature described in this section.

Note that this method is faster than exporting data to an MS Excel, MS Word or PDF file because the data is not formatted when exported to a CSV file, therefore requiring less processing time.

37 Quick Data Export to a CSV File Exporting to a CSV file If you want to quickly export data from the EvaluationWeb database, use the Reflexx Quick Export to CSV feature described in this section. This feature exports your data to a.csv file, making the data available for import into Excel or into statistical programs such as SAS or SPSS. Note that this method is faster than exporting data to an MS Excel, MS Word or PDF file because the data is not formatted when exported to a CSV file, therefore requiring less processing time. Note: This section explains how to create a.csv file from a new report query. However, you can also create a.csv-formatted file from a saved query. To do so, click the Find Saved Report icon, and then locate and open the saved report query. This will take you to the Reflexx setup window, from where you can export the report s data. Follow the steps below to create a CSV file from a new query. Step 1. Access Reflexx, and then click the Export Data to CSV icon on the Welcome to Reflexx page. Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 33 of 68

38 Step Result: The Quick Export to CSV window displays. 2. Click the Create New Report icon in the Quick Export to CSV window. Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 34 of 68

39 Step Result: The New Report window opens. 3. Select a PS Report Type in the New Report window, and then click the Create Report button. Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 35 of 68

40 Result: The Reflexx setup window opens. 4. Set up a query in the Reflexx setup window. 5. Click the Export button near the bottom right corner of the setup window. Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 36 of 68

41 Result: The dataset is downloaded locally as a.csv file. Note: Depending on your browser, the file may download locally to your system s download folder, or your browser may open a Save window that you can use to manually save the file locally. Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 37 of 68

6. Click the arrow for the downloaded file to see file

Result: A data file opens, displaying the data that matches

You can save the file locally in the format you need.

42 6. Click the arrow for the downloaded file to see file options, and then click Open in the dropdown menu. Result: A data file opens, displaying the data that matches selections you made in the Reflexx report query. You can save the file locally in the format you need. Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 38 of 68

43 Saving a Report Query Saving a query Follow the steps below to save a Reflexx report query. Important: Saving a report query refers to saving the selections you make in the Reflexx report setup window. You are not saving the actual report data you get when you run the query. Therefore, if you were to set up a query, run it, and save it, and then run the saved query at a later date, you may likely see different data. This is because new data records may have been added to the database in the days between your two query runs. If you run a query and want to save the exact data snapshot you get at that specific time, then do a quick export to a.csv file or export your data to an MS Excel, MS Word, or.pdf file. Perform the actions below to save a report query. Step 1. Set up a report query in the Reflexx setup window. 2. Click File near the top left corner of the report menu bar, and select Save Report in the dropdown menu. Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 39 of 68

Result: The Save Report window opens. 3. Type a Name and Description in the Create new saved Report section of the window. 4. Click Save at the bottom of the window.

44 Result: The Save Report window opens. 3. Type a Name and Description in the Create new saved Report section of the window. 4. Click Save at the bottom of the window. Result: The window closes and the report is saved to EvaluationWeb. Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 40 of 68

45 Viewing a Saved Report Perform the actions below to view a saved report. Step 1. Click File in the menu bar, and select Find Saved Report in the dropdown menu. Result: The Find Saved Reports window opens. continued Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 41 of 68

46 Step 2. Click the arrow next to the My Reports folder. Result: The folder expands and lists the report names that have been saved. continued Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 42 of 68

47 Step 3. Click the name of the report you would like to view. Result: Information about the report displays on the right side of the Find Saved Reports window. continued Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 43 of 68

48 Step 4. Click Open Report near the bottom of the Find Saved Report window. Result: The report s setup window opens. continued Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 44 of 68

49 Step 5. Click Report near the bottom right corner of the setup window to run the report query. Result: Reflexx creates the report and displays the report data in a tabbed interface, with the Counts tab active. Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 45 of 68

50 Exporting Data to MS Excel, MS Word, or PDF Exporting to Excel, Word, or PDF Follow the steps below to export data to Microsoft Excel, Microsoft Word, or to a PDF file. Reminder: Exporting data to an Excel, Word, or.pdf file requires extra processing time because the data is formatted. For quicker exporting. export data to a.csv file. This is quicker because the data in a.csv file is not formatted. Step 1. Set up a data report query. 2. Run the report query. Result: Your report opens in a tabbed interface with the Counts tab active. 3. Do one of the following: Continue to the next step to export from the Counts, Computations, Graphs, or Print All tabs. Skip to Step 5 to export from the List tab. Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 46 of 68

You do not need to complete the remaining steps.

51 4. Click the Export to PDF, Export to Excel or Export to Word button at the bottom of the Counts, Computations, Graphs, or Print All tabs Result: The data is exported in the file format you chose. You can save this file on your computer. You do not need to complete the remaining steps. Note: Instead of the dropdown file button seen in the screenshot above, you may see a dialog box. The file may also be downloaded directly to your computer s Downloads folder. Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 47 of 68

5. Click the Export to PDF, Export to Excel or Export

52 5. Click the Export to PDF, Export to Excel or Export to Word icon near the top right corner of the List tab. Result: An Export Options window opens. 6. Select options in the Export Options window, and then click the Export button. Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 48 of 68

53 7. Result: The data is exported locally in the file format you chose. Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 49 of 68

Click the Agency Data button in the menu on the EvaluationWeb landing page. 2.

54 Viewing Agency Data Other EvaluationWeb Functions View agency data Follow the steps below to view data associated with your agency. Step 1. Click the Agency Data button in the menu on the EvaluationWeb landing page. 2. Click the View Agency Intervention Information button. continued Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 50 of 68

55 Step Result: Information about your agency displays. Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 51 of 68

56 Changing Your Password Changing password Follow the steps below to change your EvaluationWeb password. Note: You may change your password no more than once every six days. Step 1. Click Other in the menu on the landing page. 2. Click Change Password. Result: the Change Password window displays. continued Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 52 of 68

57 Step 3. Type your Old Password, your New Password, and then Confirm New Password in the Change Password window. 4. Click Submit. Result: A verification message confirms your password has been changed. 5. Click OK to close the dialog box. Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 53 of 68

58 Setting Default Responses Setting defaults You can set up your data-entry windows so that certain items have particular responses already selected whenever you go to the windows. You would do this for items which often have the same response for many of your HIV Testing forms. If you set up default responses for various form items, you still have the ability to change the responses whenever you are entering data into a form. Follow the steps below to set default responses in your data-entry windows. Step 1. Click Other in the menu on the left side of the EvaluationWeb landing page. 2. Click the Set Defaults button. Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 54 of 68

59 Step Result: The defaults selection window opens in a tabbed interface, with the Client Defaults tab active. 3. Type or make selections for each item that you would like to set a default for. Note: If you do not want a default response set for an item, leave it blank. Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 55 of 68

60 Step 4. Click Set Defaults at the bottom of the window. Result: A Data Submitted dialog box opens. 5. Click OK to close the dialog box. 6. Click the Testing Defaults tab. 7. Type or make selections for each item that you would like to set a default for in the Testing Defaults tab. Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 56 of 68

Step 8. Click the Set Defaults button. Result: A Data Submitted dialog box opens. 9. Click OK to close the dialog box. 10. Click the Client Risk Defaults tab. 11.

61 Step 8. Click the Set Defaults button. Result: A Data Submitted dialog box opens. 9. Click OK to close the dialog box. 10. Click the Client Risk Defaults tab. 11. Type or make selections for each item that you would like to set a default for in the Client Risk Defaults tab. Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 57 of 68

62 Step 12. Click the Set Defaults button at the bottom of the window. Result: A Data Submitted dialog box opens. 13. Click OK to close the dialog box. Result: You have finished setting default responses. Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 58 of 68

Viewing Administrator Messages Viewing messages EvaluationWeb administrators may periodically send messages about the system to EvaluationWeb users. Follow the steps below to view these messages.

63 Viewing Administrator Messages Viewing messages EvaluationWeb administrators may periodically send messages about the system to EvaluationWeb users. Follow the steps below to view these messages. Step 1. Click Other in the menu on the left side of the EvaluationWeb landing page. 2. Click the View Messages button. Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 59 of 68

4. Click the View Message button for the message you would like to view.

64 Step 3. Result: The message window displays messages that have been sent to you. 4. Click the View Message button for the message you would like to view. Result: The message opens in a new window. Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 60 of 68

65 Step 5. Click the x in the upper right corner of the message window to close it after reading the message. Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 61 of 68

66 Printing Form Labels Printing Form Labels Agencies and health departments who use paper HIV Testing forms can print labels for the forms from EvaluationWeb. Follow the instructions below to print form labels. Step 1. Click Other in the menu on the left side of the EvaluationWeb landing page. Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 62 of 68

67 Step 2. Click the Print Form Labels button. Result: The form labels selection window displays. Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 63 of 68

68 Step 3. Select print settings for your labels. 4. Click Print at the bottom of the window. Result: A downloads selection window opens. Note: The Downloads window may look different than the one shown above depending on which Web browser you use. Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 64 of 68

Print your labels from the task bar in the Adobe Reader.

69 Step 5. Click Open in the Downloads window. Result: A PDF document displaying your labels opens. Print your labels from the task bar in the Adobe Reader. Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 65 of 68

Emailing the EvaluationWeb Administrator Emailing administrator Follow the instructions below to send an email to the EvaluationWeb administrator when you need assistance. Step 1.

70 ing the EvaluationWeb Administrator ing administrator Follow the instructions below to send an to the EvaluationWeb administrator when you need assistance. Step 1. Click Administrator near the lower left corner of the EvaluationWeb landing page. Result: An Administrator message window opens. continued Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 66 of 68

71 Step 2. Type your message in the Message section of the window, and then click the Send button. Result: A confirmation dialog box opens and your message is sent. 3. Click OK in the confirmation box to close it. Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 67 of 68

72 Logging Out of EvaluationWeb Logging Out Click the Logout button near the bottom left corner of the EvaluationWeb landing page to end your EvaluationWeb session and log out of the system. Entering and Managing Data in EvaluationWeb for CDC Program Announcement PS Page 68 of 68

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