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Revised March 12, 2014



Navigation

How do I navigate in Case Actions?

 

What is a summary page?

 

How do I expand or collapse a section on the page?

 

How do I add details?

 

How do I delete entered details?

 

How do I change information on a detail entry?

 

How do I re-verify an item that has the same verification code?

 

What are the action buttons at the top of the page used for?

 

What do the icons on the page mean?

 

How do I view a specific error or warning message?

 

How do I enter a remark?

 

How do I enter a remark when there are no client details?

 

Can I change a remark if I make a mistake?

 

Where do Remarks display in ACES Mainframe?

 

Where did the fields on the ACES MISC screen go?

 

How do I put a case in SPA?

 

How do I take a case out of SPA?

 

If I put a case in SPA using Case Actions, can I remove the SPA in ACES Mainframe?

 

What happens to the case if the system shuts down unexpectedly?

 

I am having issues with viewing the entire page, what can I do?

 


 

How do I navigate in Case Actions?

 

·         The primary method of navigating is to use the Navigation pane on the left side of the tool and click on the desired section.  The selected section then appears in the pane to the right.

 

·         The Navigation pane can be expanded or collapsed as needed.

 

·         The page that you are currently on displays with a grey highlight.

 

·         In addition to the Navigation pane, action buttons at the top of the page can be used to page forward and backward through the tool. These actions buttons can also be accessed by right-clicking the mouse or pressing Shift+F10.

 

What is a summary page?

 

·         A summary page is used to view a summary of data entered for the entire household for the section you are on.  Most summary pages are categorized into sections that can be expanded or collapsed for the desired view.  From the summary page you can add, delete or change specific details for all household members.

 

How do I expand or collapse a section on the page?

 

·         To expand or collapse sections on a summary or detail page, click on the section bar. 

 

How do I add details?

 

·         Detail information such as income, shelter, or resources can be added from anywhere within Case Actions.

 

·         To add client detail information, take the following steps:

 

1.    Select the Add icon at top of the page.

 

2.    In the pop-up window select the detail section you want to update.

 

3.    Select the client from the drop down menu that the information is for.

 

4.    Click the Next > button.

 

5.    Enter the detail information. 

 

o    Click the Delete icon at the top of the page to exit a detail page without an entry.

 

·         Click the Add icon again to add additional detail information or click a section on the Navigation pane to return to a summary page. 

 

·         When the Add icon is selected while in a details section, the pop-up window defaults to the same detail section and client.

 

How do I delete entered details?

 

·         A detail can be deleted by doing one of the following actions:

 

o    On the summary page, select the checkbox   to the right of the specific detail.  

 

o    Click on the individual detail, such as the car on the Vehicles/Vessels page. This opens a detail page specifically about that item.  Click the red   at the top of that detail page.

 

·         Deleted items appear on the summary page with a line though the information.

 

·         When the interview or change data is committed, deleted entries are no longer visible.

 

·         Before data is committed, you can delete and undelete items.

 

How do I change information on a detail entry?

 

·         To change information on a detail entry, click the detail line on the summary page.  The detail page displays and changes can be made.

 

How do I re-verify an item that has the same verification code?

 

·         To re-verify an item with the same verification code, you must change the verification code to a different one and then change it back to the original verification code.

 

·         To accept all verification codes on the page that are not changing, click the re-verification icon   at the top of the page.

 

What are the action buttons at the top of the page used for?

 

·         The action buttons at the top of the page are used to:

 

o    Navigate to the next topic 

 

o    Navigate to the next detail within a summary page 

 

o    Navigate to the previous detail within a summary page 

 

o    Return to summary 

 

o    Add details 

 

o    Delete details 

 

o    Accept detail verifications   

 

o    Add remarks when none currently exist 

 

o    Add remarks when entries exist 

 

o    Add narrative 

 

o    Refresh page data 

 

o    Place session on hold (SPA) 

 

o    Cancel Session 

 

o    Access online help pages 

 

What do the icons on the page mean?

 

·         Icons have been added to the page to quickly determine any field that may contain:

 

o    An error message 

 

o    A warning message 

 

o    An interface cross-match 

 

·         If an error or warning appears on a page, that section is also indicated on the Navigation pane. 

 

How do I view a specific error or warning message?

 

·         To view an error or warning message, select the field next to the icon.  The specific message then appears above the field explaining the error or warning.

 

How do I enter a remark?

 

·         Select the remark icon   to display the remarks section for a client. 

 

·         The remarks will default to the client whose name appears on the detail page.

 

·         All remarks entered for this client display. 

 

o    You can add, delete or change a remark created during this session. 

 

·         When historical remarks exist for the client, the following remark icon  displays. 

 

How do I enter a remark if there are no client details?

 

·         To enter a remark for a client with no details, take the following the steps:

 

1.    Follow the steps in How do I add details? to access the client details page.

 

2.    Select the delete icon   at the top of the page to inactivate the details section.

 

3.    Select the add remarks icon   to enter remarks.

 

Can I change a remark if I make a mistake?

 

·         Remarks don’t automatically save to the database after you leave the page.  They are only saved once you commit the interview or change to the database. 

 

·         You can change or delete a remark entered during a current session at any time prior to committing the data.

 

Where do remarks display in ACES Mainframe?

 

·         Most remarks display behind the ACES screen matching the area where Case Actions were entered.  Some remarks are not saved to the same area.

 


NOTE:

When remarks are entered for client Citizenship/Alien information, the remarks save behind the DEM1 screen instead of the ALAS screen in ACES mainframe.


Where did the fields on the ACES MISC screen go?

 

·         Case Actions does not have an equivalent to the MISC screen. All of the fields still exist but are displayed in more logical locations.  See the chart below to find out where the fields from MISC screen can be found in Case Actions.

 

Field

Case Action page

EPSDT Info

Currently not in Online Interview.  Defaults to “Y” in ACES.

Retro Med

Currently not part of Online Interview.

Date Report Recd

Currently not part of Online Interview.

Report Cmplt

Currently not part of Online Interview.

Report Gd Cause

Currently not part of Online Interview.

Calc Elig Ind

Currently not part of Online Interview.

Trial Elig Ind

Currently not part of Online Interview.

Expdtd Srv

Assistance Units AND Review.

Discovery Date

Assistance Units

Elig Review Complete

Currently not part of Online Interview.

Auto Reassign Override

Assistance Units

SLAM Ind

Assistance Units

Elig Rvw Rcvd

Currently not part of Online Interview.

Review Send AFB

Currently not part of Online Interview.

Delay Reason Code

Pending Applications

SOP Extension Date

Pending Applications

Application Override Date

Assistance Units

ABD Area

Currently not part of Online Interview.

Inquiry Date

Part of aces.online scheduling during application screening.

User

Part of aces.online scheduling during application screening.

Appt Date

Part of aces.online scheduling during application screening.

Appt Type

Part of aces.online scheduling during application screening.

Appt Bgn Tm

Part of aces.online scheduling during application screening.

Appt End Tm

Part of aces.online scheduling during application screening.

L Name/Appt Remarks

Part of aces.online scheduling during application screening.

Next Review

Part of aces.online scheduling during application screening.

 

How do I put a case in SPA?

 

·         To put a case in SPA, select the Place session on hold icon   at the top of the page.


NOTE:  If you exit the interview using the X in the upper right hand corner of your browser or click the Cancel Session icon , the case is NOT placed in SPA and all newly entered information is lost.

How do I take a case out of SPA?

 

·         If a case was put in SPA from online interview, the Held Scratch Pad Area (SPA) page displays the next time you access the case using the Start Interview link. 

 

·         From the SPA page, select the Resume session – Keep SPA data button to remove the SPA and continue updating the case.  To delete all the data previously entered and start over select the New session – Delete SPA data button.

 

If I put a case in SPA using Case Actions, can I remove the SPA in ACES Mainframe?

 

·         A case put in SPA using Case Actions can only have the SPA removed through Case Actions.

 

·         A case put in SPA using ACES Mainframe can only have the SPA removed through  ACES Mainframe.

 

What happens to the case if the system shuts down unexpectedly?

 

·         If you are in a case and your computer shuts down unexpectedly or your session closes without warning, the case is automatically placed into SPA.  Once you return, see How do I take a case out of SPA? for steps to remove the case from SPA.

 

I am having issues with viewing the entire page, what can I do?

 

·         Sometimes in Case Actions if the entire page isn’t viewable, you are forced to scroll more often or the page appears blurry.  This is normally caused if your window is not maximized fully or your screen resolution is set too low.  Case Actions is designed to work best at your monitors default resolution.

 

·         If you are experiencing issues, try one of the following:

 

o    Select the window Maximize button in the upper right hand corner of your session.

 

o    If this does not resolve your issue, check your windows resolution settings and change as needed.  The following monitor sizes are the most common.

 

¨        17” (4x3 ratio) – Change to 1024x768 resolution

¨        19” (4x3 ratio) – Change to 1280x1024 resolution

 


NOTE:

These settings can be adjusted to the resolution that you feel most comfortable with.

Case Actions appears somewhat blurry and the pages do not flow as well with the 800x600 screen resolution.  See OSD Tuesday Tip: Changing screen resolution in Microsoft Windows.

 

Modification Date: March 12, 2014