Replace Local Agency Headers and/or Footers on Document Templates
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1 Presenter: Renetta Walk SSIS Version 12.1 Replace Local Agency Headers and/or Footers on Document Templates Worker Mentor Meeting February 21, 2012 Replace a Header or Footer Document Template Creators can replace one header and/or footer with another header and/or footer without requesting a data fix: Once a Headers/Footers template is changed, the change becomes effective from that date forward. Workgroup documents created and finalized prior to a replacement will retain the original header/footer. Hint: Use Setup State Templates>Change Headers/Footers, or replace by changing an individual template. 2 1
2 Replace Headers/Footers on Local Agency Templates Document Template Creators can: Change a header and/or a footer on Active Local Agency templates. Example: Your agency decides to relocate its Childrenʹs Mental Health staff to a new address. You can now change the letterhead on individual templates related only to Children s Mental Health services. 3 Replace the Header on a State Template Document Template Creators can: Change the First Page Header on an individual State Template that requires a local agency header. Example: Your agency previously associated a blank header to the CPS Notice of Determination and would now like to use agency letterhead as the document header. Hints: You do not need to associate a header on State templates that did not require a header in the past. You do not need to re-associate headers to State templates that you have already associated to in the past. 4 2
3 Replace the Header on a State Template Recommendation: Create an Agency notification process to provide information to case workers identifying which templates were changed. 5 Replace Headers and/or Footers on Active Local Agency Templates Template List 6 3
4 To Replace Headers and/or Footers on Active Local Agency Templates 1. Highlight an active Local Agency template in the Template List grid. 2. Select the First page header, Subsequent header, First page footer and/or Subsequent footer drop down menus to select the replacement header and/or footer. 3. Click Save. 7 Replace the First Page Header on an Individual State Template Template List 8 4
5 To Replace the First Page Header on an Individual State Template 1. Highlight a State template in the Template List grid. 2. Select a First Page header and select the replacement header. 3. Click Save. 9 Refreshing Headers/Footers New Feature Available for Workers who Create Documents and/or Service Plans 10 5
6 Refresh Headers/Footers on Documents and Service Plans Case Workers: Can refresh a header and/or footer on a document or service plan that is in Draft status Should receive notification, from your agency s Document Template Creator to identify which templates received a new header and/or footer Do not need to select Refresh Headers/Footers if the document/service plan was created as desired. 11 Refresh Headers/Footers on Documents Chronology Folder Action Menu 12 6
7 Refresh Headers/Footers on Service Plans Service Plans Folder Action Menu 13 To Refresh a Header and/or Footer on a Document and/or Service Plan 1. Access the Action menu from the Chronology or Service Plans folder. 2. Select Refresh Headers/Footers. 14 7
8 Refresh a Header and/or Footer on a Document or Service Plan Hints: The Refresh Headers/Footers feature is only available on Draft status documents/service plans created prior to a Header/Footer change by the Document Template Creator. The Refresh Headers/Footers feature is disabled for Finalized documents as well as Active, Inactive or Discarded service plans. 15 Refresh a Header and/or Footer on a Document or Service Plan Hints: If a worker Finalizes a document and/or Activates a service plan right away, he/she does not need to select the Refresh Headers/Footers option. Workers who want to refresh the header and/or footer on documents/service plans, no longer in Draft status, must copy the document/service plan first, in order to select the Refresh Headers/Footers option. 16 8
9 Workflow Case Worker creates a Document or Service Plan (Remains in Draft Status). 17 Workflow Document Template Creator Replaces Header and/or Footer and sends notification to agency staff. 18 9
10 Workflow Refresh Headers/Footers option is Enabled for the Case Worker. 19 Workflow Case Worker receives notification with the name of the template that was changed from Document Template Creator
11 Workflow Case Worker determines if they need to refresh the headers and/or footers on a Document and/or Service Plan. 21 Workflow If a New Header/Footer is needed on the Document/Service Plan: If a New Header/Footer is NOT needed on the Document/Service Plan: The Case Worker must select the Refresh Headers/Footers option. No Action Needed
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