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CONNECTIONS Clues Published in the CONNECTIONS News for Users are available by subject below.

General Hints

CPS

FAD

FSS

PHR

Progress Notes

Security . Webstar . Worker Maintenance

Build 18 "Quick Tips"...

We have received a variety of "Quick Tips" and "How To's" from current users of the system and we have decided to share these very useful hints.

Did You Know...

Closing a case in CONNECTIONS does NOT automatically close the associated WMS case. The WMS case must be closed manually after the CONNECTIONS case has been closed. Therefore, you can close the case in CONNECTIONS when services end but keep the WMS case open long enough for outstanding bills to be paid without additional FASPs becoming due! If the case remains open and the child still appears to be in placement, there will be a requirement for a casework contact for that child as well as AFCARS information.

Similarly, recording the child's discharge (M990) and closing the track in CCRS (M999) when services end will not affect the ability to pay outstanding bills and will increase the accuracy of time-in-care statistics.

Did You Know...

That it is not necessary to create a new Visitation Plan in CONNECTIONS in order to change the plan brought forward from the previous FASP? For example, if the visitations are increasing from bi-weekly to weekly, the change can be made in the active Visitation Plan. To do this, access the visiting plan tab (from the Visiting Plan node in the FASP) and highlight the appropriate row on the grid. The information from that plan will populate the data values. You can make the necessary changes and save the updated plan. This will result in the updated plan going forward. It is important to avoid creating a duplicate plan, because creating a new plan and having both plans “active” implies that both plans are occurring and will result in multiple plans displaying on your FASP print out.

Note: You can use the visitation plan that is in the current FASP or if the current FASP has been approved and you want to change the visiting plan, you will need to launch the next FASP due, if available for launch, or launch a Plan Amendment if the next FASP is not yet available.
Did You Know...

That WMS Services applications that have not been processed within 90 days of the last transaction date are at risk of being system withdrawn. Once the application is withdrawn, it will no longer be available; therefore it is important that the WMS case be opened within this 90-day window. Since WMS Services applications must be created through CONNECTIONS, in order to create a new WMS application after the 90 days, the FSS would need to be closed and a new FSS opened. This would allow the worker to create a new WMS application.

(Please note that if it becomes necessary to open a new FSS, the new FSS should be merged with the closed FSS).
Did You Know...

When an FSS/CWS stage is progressed to a CCR stage; the WMS case needs to be maintained. If the freed child was the only child tracked in the WMS case, that case should be closed. If there are other tracked children in the WMS Services case who continue to receive services, the child who is freed for adoption should be deleted from the active WMS Services case and a new WMS case should be opened. The freed child's CCRS track should be closed when the child is deleted or when the WMS case is closed. Once the new WMS case has been opened, the child's CCRS track should be re-opened using a tracking indicator of Y. The supplemental registration should reflect the CID date from the child's previous track. The track start date should be the day after the M999 was posted closing out the child's previous track.

Did You Know...

The due date for the first reassessment FASP (for all program types: placement, preventive, protective) has been changed to 210 days from the CID. This change has been made in order to bring the completion of this FASP into compliance with the timeframe prescribed in the permanency law. This alters the FASP cycle as we currently know it. The initial FASP is due 30 days from CID (unless indication of a CPS report is the CID trigger, then it is due seven days from CID). The Comprehensive FASP is due 90 days from CID. The first Reassessment FASP is due 210 days from CID. The second Reassessment FASP is due 6 months from the first Reassement FASP. All subsequent FASPs are due every six months thereafter. The first Service Plan Review for children in foster care and for children placed by a court, directly in the custody of a relative or other suitable person pursuant to Article 10 of the Family Court Act, is to be held in conjunction with the Comprehensive FASP (if the CID was triggered from a removal) or in conjunction with the 90 Day Update Plan Amendment (if a removal occurred after the CID was established). A permanency hearing satisfies the requirements for a Service Plan Review if the permanency hearing is held and completed within six months of the previous Service Plan Review.

Did You Know...

To close a duplicate CPS case (DUP) users should highlight the case in your Assigned Workload with the type of DUP, click on the Options drop down and select Intake Priority/Closure from the list. On the Intake Priority/Closure window click on the drop down arrow for the Reason Closed field, select Closed Duplicate Report from the drop down list. The Save pushbutton does not enable. Once you have completed the closure reason click on the File menu and select Save and Close from the drop down list. The case will no longer appear on your Assigned Workload. Refer to Module 7 of the Build 16 Training for CPS caseworkers Step-by-Step.

Did You Know...

When submitting for approval, users should not change the Due date of the approval under the To Do Data section. The To Do list displays To Do's with dates due within 7 days from Today's date. If approvers are expecting to see a To Do, they may advance the To date field on their To Do list using the Dates section (Approvers should consider advancing the To date on the To Do list window four weeks out.)

Did You Know...

that a casework contact with a foster parent may be recorded using the selections from the following fields:
Type: Casework Contact
Family Participant/Focus: Child about whom the casework contact is made
Other Participant: Foster/Adoptive Parent

Did You Know...

that you can review a series of Progress Notes on line without having to open each individual note?

To do this, you would search for the set of notes you want to review, choose Select All and then choose Print. This will generate a Print Preview view of the set of notes. Closing the Print preview window will cancel the print request. In addition, users can select the notes they want to read by holding down the 'Control' button and clicking on each note individually (either before or after searching) and view the notes through Print Preview.

General Quick Tips

New Case Managers Added to CONNECTIONS

Please remember when you add new staff to CONNECTIONS who will work in the Family Services Stage that they need their Office/Unit/Worker ID added to WMS. This ID may be passed to WMS in the CONNECTIONS/WMS Interface (by saving demographic changes or by pressing the WMS SYNCH button). If your WMS ID is not known to WMS, reports may not print to the appropriate printer and the data in WMS may be compromised. Your WMS Coordinator can add your ID to WMS.

Closing and Reopening Cases in CONNECTIONS

There are occasions when a CONNECTIONS case must be closed and reopened for administrative reasons (e.g. close and reopen a case to correct a CID date, close protective case and reopen a preventive case in New York City). When this occurs it is important to relate the individuals in the new case to the existing Person ID and merge the new case with the closed case number. It is also very important that there is communication between the staff with a role in the case prior to the case closing. The Case Manager should make sure that the staff with a role in the case are aware that the case will be closed and reopened. It is also important to note that all "To Do's" related to a case are deleted when the case is closed, and will disappear from the To Do lists of staff who were assigned to the case when it is closed.

More than 1,000 Progress Notes in a case

When a case has more than 1,000 progress notes and users attempt to enter more, an error message appears, no progress notes display and subsequently, users can't enter a new note. As a temporary work-around, we ask that users filter the notes (select a small date range that will return the notes you want to view) and then they will be able to add a new note.

Select All Option

Any FAD Home Study narrative that was created prior to the implementation of Build 15 was converted as an "Event". The information contained within these Home Study narratives can be copied and pasted from the converted Home Study into the FAD Record Summary. Once the FAD Record Summary is approved and frozen the user then has the option of either choosing the "New" or "Use Prior" pushbutton on any subsequent Home Study.

Computer Shutdown and Restart

It's helpful to shutdown and restart your computer occasionally in order to clear the system memory. Over time, information that is stored temporarily on your computer can slow down system performance. When you Shutdown and Restart the computer, information that has been stored on the computer's temporary file is removed, improving system response time.

Workload Refresh

Use Refresh often if you have the Assigned Workload window open for a long time to see if new cases have come in. Access Refresh from the Options pull-down menu at the top of the window. When you access other windows from the Assigned Workload window, like the Task List, the system automatically refreshes the Assigned Workload window.

Person Search

A CONNECTIONS Person Search can be done either phonetically or as an exact search. A phonetic search, based solely on a name, is generally a good first search. It will return a broad set of results and is likely to include the intended person. To narrow a phonetic search, you can add search criteria or parameters, for example, sex, date of birth, or ethnicity. An exact search is more narrow. In an exact search, the results will be limited according to the specific criteria entered. An exact search is useful when you know specific identifiers about an individual, like a Person ID number, and know that they have been entered into the system.

Copying and Pasting

In CONNECTIONS, as in other Windows-based applications, you can use the Copy and Paste functions to duplicate information without retyping it. This is handy for transferring notes from a Microsoft Word document into a Word document within CONNECTIONS, or copying information from one location to another within CONNECTIONS. You can copy and paste only in those windows where your security profile allows you to maintain information.

Be careful when using the copy and paste functions so that information is not inadvertently lost or misplaced.

Hot Key Method for Copying and Pasting

If an Edit drop-down menu is unavailable on a window where you want to copy and/or paste, you can use the following "hot key" method to copy and paste:

  1. Highlight the text you want to copy.
  2. Press the Ctrl and C keys on your keyboard at the same time. The highlighted text is copied onto the Windows "clipboard."
  3. Click on the location where you want to paste the text.
  4. Press the Ctrl and V keys on your keyboard at the same time. The copied text is pasted next to your cursor.
Locating Selection from Drop-Down Menus

CONNECTIONS uses drop-down menus to assist you in locating the correct selection for a field. For example, in the "Person Detail" window, there are several fields (ethnic, language and religion) that have drop-down menus. For many of these drop-down menus a shortcut may be used.

Steps for locating your selection:

  • Click on the drop-down arrow in the appropriate field;
  • Enter the first letter of the desired selection; if necessary click on the drop-down arrow to locate your choice.

FAD Quick Tips

Post Build 15: Reauthorization of a FAD Home and Inputing Medical Exam Dates for Foster Parents in the Home

Question: If a FAD home is due for reauthorization in the month of May 2002 for example, but the medicals exam dates for the foster parents in the home are on a different cycle than the reauthorization cycle (for example: every two years, so that the medicals are due in January 2003) will the system close the home as a result of the medical date edits implemented in Build 15?

Answer: No, the system will not automatically close the FAD home. The time that the system will check for valid medical dates is at the point of recertification. The system will not check homes in an ongoing way and close them if the medical exam date is not current. Only when the recertification is due will the system look for the medical exam dates. In order to recertify the FAD home the system will require medical dates for the foster parents.

Copying and Pasting into a Home Study Document
  • From the Task List window, click on the Maintain Licensing Information task and click on the "Detail" button;
  • In the F/A Home License window, click on the "Home Study" button. This brings you to the Microsoft Word document. If your agency has a Home Study template, or you have progress notes to be inserted into the Microsoft Word document, click on the gray scroll bar button on the right side of the window until you reach "Section IV: Other";
  • In "Section IV: Other", after the "End of protected section", click in the body of the document to position the cursor in the area in which you will insert the text;
  • Hold down the "Ctrl" (Control) key, located under the "Shift" key, on the bottom left section of your keyboard and press the "Esc" (Escape) key, located at the top left corner of the keyboard, at the same time. This action will open a small square box called the Task List;
  • Click on "Program Manager" to highlight it and then click on the "Switch To" button. This brings you to the "Program Manager" window;
  • In the "Program Manager" window double click on the "Main" icon. Double click on the "File Manager". The "File Manager" defaults to the "C" drive. If the document is on a disk, click on the "A" button to change to the "A" drive;
  • Once you have highlighted the file, double click to open the file. Click at the beginning of text to be copied and press the "Ctrl" key to highlight the entire document. Alternatively, click at the beginning of the text you want to copy into the Home Study and click on the left mouse button, slowly dragging the cursor in the window until you have highlighted the text to be copied
  • Once the text is highlighted, click on "Edit" on the menu bar. From the drop-down menu click on "Copy". This temporarily places the copied text on a clipboard;
  • Click on "Window" on the menu bar. From the drop-down menu click on alphanumeric named file. This brings you to the Home Study document;
  • Make sure that your cursor is where you want the text to appear. Click on "Edit" in the menu bar. From the drop-down menu click on "Paste". The copied text will now appear in the Home Study document;
  • Click on "File" on the menu bar. From the drop-down menu click on "Close". This brings you to the F/A Home License window. An "x" appears next to the Home Study button. Click on "Save" to save the information in the Home Study. This will bring you back to the Task List.
Copying and Pasting into a Reauthorization Document
  • From the Task List window, click on the Reauthorization task and click on the "New" button;
  • In the Output launch Reauthorization window, click on the Document button. This brings you to the Microsoft Word document. To copy an Agency Reauthorization form or progress notes into this Microsoft Word document, click on the gray scroll bar button on the right side of the window until you reach the area in which you want to insert the text;
  • Once the section is located after the "End of Protected Section" click in the body of the document to position the cursor in the area in which you will insert the text;
  • Hold down the "Ctrl" (Control) key, located under the shift key, in the bottom left corner of the keyboard and press the "Esc" Escape key, located at the top left corner of the keyboard, at the same time. This opens a small square box called the Task List;
  • Click on "Program Manager" to highlight it and then click on the "Switch To" button. This brings you to the "Program Manager" window;
  • In the "Program Manager" window, double click on the "Main" icon. Double click on the "File Manager". The "File Manager" defaults to the "C" drive. If the document is on a disk, click on the "A" button to change to the "A" drive;
  • Highlight the desired file and double click to open the file. Click at the beginning of the text to be copied and press the "Ctrl" (Control) key to highlight the complete document. Alternatively, click at the beginning of the text you want to copy into the Home Study and click on the left mouse button, slowly dragging the cursor in the window until you have highlighted the text to be copied;
  • Once the text is highlighted, click on "Edit" on the menu bar. From the drop-down menu click on "Copy". This temporarily places the copied text on a clipboard;
  • Click on "Window" on the menu bar. From the drop-down menu click on alphanumeric named file. This brings you to the Home Study document;
  • Make sure that your cursor is where you want the text to appear. Click on "Edit" in the menu bar. From the drop-down menu click on "Paste". The copied text will now appear in the Home Study document;
  • Click on "File" on the menu bar. From the drop-down menu click on "Close". This brings you to the "Output Launch window-Reauthorization". An "x" appears next to the Home Study button. Click on "Save" to save the information in the Home Study. This returns you to the Task List.

Important reminder: You must still "Save and Submit" the F/A Home License window and the Output Launch Reauthorization window to your supervisor for approval.

Copying and Pasting Address and Phone Information
  • After entering the first person information from the tasks associated with the "Person List" window, create the second person by clicking on "New" in the "Person List" window. Enter the name of the person. CONNECTIONS will conduct a person search. Upon completion of the search, click on "New". Enter necessary information in the "Person Detail" window and click on "Save" when completed;
  • Once the person is saved for the FAD Home and you have returned to the "Person List" window, select the first person for whom the address information has already been entered in the "Address/List Detail" window;
  • Click on "Options" from the menu bar of the "Person List" window, and click on the "Address/ List Detail". Select the current primary address by clicking on it in the list at the top of the window;
  • To copy the information, click on "Utilities" from the menu bar in the "Address/List Detail" window and click on "Copy Address Info". Click on the "Cancel" button to return to the "Person List" window;
  • From the "Person List" window, select the new person for whom the address information is needed;
  • Click on "Options" from the menu bar of the "Person List" window, and click on "Address/List Detail";
  • To paste the desired information, click on "Utilities" from the menu bar in the "Address/List Detail" window and click on "Paste Address Info". Click on the "Add" button and do the CODE-1 address check. Click on the "Save" button to return to the "Person List" window.

Important reminder: You can use the same process for phone information using the Phone/List Detail Option.

Steps for Alt/Tab Between the F/A Home License Window and Microsoft Word
  • From the Task List, click on the "Maintain Licensing Information" task and click on "New" or "Detail;
  • In the "F/A Home License" window click on the "Home Study" button;
  • To Alt/Tab between the Home Study document and the "F/A License" window hold down the "Alt" key, located next to the space bar and then press lightly on the "Tab" key, located next to the letter "Q" key. As you press the "Tab" key a rectangular box appears on the screen. When the CONNECTIONS Toolbar rectangle appears let go of the "Alt/Tab" keys.
Printing FAD Letters

Have you ever tried to print a FAD approval letter and could not print? If foster parents were never entered in the home and identified as such, the system does not allow the approval letters to be printed. You would automatically get a message that directs you to enter the names of the foster parents via "Maintain Person" before you could proceed. You then have to go to the Person Detail window for the individual foster parents to fill in necessary demographic information and print your letter.

Did You Know... For FAD Workers

Did You Know...

That all foster children over the age of eighteen years who reside in foster boarding homes are to be entered into the household composition of the foster family in the FAD Record Summary. This action will generate a person ID for that youngster. The dates that the fingerprints were sent and fingerprint results received should also be entered.

Did You Know...

There are two types of Event Lists in CONNECTIONS-one for a stage and one for a case. Each Event List contains a list of CONNECTIONS tasks and case/stage-related activities that have been completed or are in progress. Events appear on the list, for example, when you receive a new assignment, or when your supervisor approves or rejects an item you've submitted.

You can use the Event List to keep track of the progress of work on a stage and, in some situations, to view details of particular events. The Event List is also the primary method for viewing comments recorded in a supervisory approval, and for accessing information on closed cases.

Did You Know...

Events in CONNECTIONS can also be viewed as a printed report. The Event History Report contains events for a stage or a case. You can also search for events that match specific criteria. To search for events take the following steps:

  1. Click on the WORK button on the CONNECTIONS Toolbar.
    The Assigned Workload displays.
  2. Write down the Case ID number from the stage for which you want to view the Event List.
  3. Click on the CASE button on the CONNECTIONS Toolbar.
    The Case Search Criteria window displays.
  4. Enter the Case ID number into the Case ID field.
  5. Click on the Search button.
    The Case List displays the case that matches the search criteria.
  6. Click on the case to select it.
  7. Click on the Events button. The Event List displays for the selected case.
Did You Know...

There are three types of To-Do's in CONNECTIONS.

Alert: Alert To-Do's are created by CONNECTIONS to notify workers that something has happened or needs to happen. For example, you are sent an Alert To-Do when you receive a new assignment. Alert To-Do's are identified by an "A" in the Type column of a To-Do List. You can delete Alert To-Do's at any time. Because they are not directly task-related, you cannot navigate directly from Alert To-Do's to task-related windows.

Reminder: Reminder To-Do's are created by CONNECTIONS users and are not related to a task from the Task List. You might create this kind of To-Do to remind yourself of an upcoming appointment. You can also send Reminder To-Do's to other people. Reminder To-Do's can be deleted at any time. Reminder To-Do's are identified by an "R" in the Type column of a To-Do List. Because they are not directly task-related, you cannot navigate directly from Reminder To-Do's to task-related windows.

Task: Task To-Do's can be either system- or user-generated to notify workers that there is a task they must complete. Task To-Do's are identified by a "T" in the Type column of a To-Do List. Task To-Do's cannot be deleted. The only way to remove a Task To-Do from your Staff To-Do List is to complete the Task.

An example of a system-generated Task To-Do is one reminding you to complete a Safety Assessment by a particular due date. You can navigate to task-related windows from a Task To-Do by selecting it from the list and clicking on the Navigate… button.

Did You Know...

That To-Do's can be sorted to make them easier to use. The Staff To-Do List can be sorted by date, by case, and by the name of the person who created the To-Do. The Case To-Do List can be sorted by date, by the name of the person who created the To-Do, and by the name of the person to whom the To-Do is assigned. To sort To-Do's:

  1. Click on the Sort drop-down menu from either To-Do List.
  2. Click on a sort command to indicate how you want to sort the list.

The To-Do List displays in the order of the selected sort command.

Did You Know...

The buttons that appear near the bottom of most windows serve as shortcuts to frequently performed functions or frequently visited windows from that window. The functions available through these buttons are also found on drop-down menus. Some examples of these buttons are:

  • Cancel: ignores any changes, closes the window, and returns to the previous window.
  • Close: appears when no changes could have been made to information on the window. It closes the window and returns to the previous window.
Did You Know...

The columns on the Assigned Workload window provide an abbreviated view of relevant information about each stage assigned to you. Examples of these are:

  • Role: displays a code defining your role in the assigned stage. "P" in the Role column indicates that you are the Primary worker for the stage. "S" in the Role column indicates that you are the Secondary worker for the stage.
  • Case ID and Stage ID: the Case ID and the Stage ID numbers are unique, system- generated identification numbers assigned to cases and stages, respectively.
Did You Know...

To access events for all stages in a case you can highlight a stage on the Assigned Workload, click on the Options drop-down menu and select Case Summary. From the Case Summary window, select a stage and click on the Events button. The Event List displays for the selected stage.

CPS Quick Tips

Did You Know... For CPS Workers

Did You Know...

A report made that describes the same incident(s), involing the same subjects and child(ren), occurring within the same time frame as a previously made report, and that does not include any new allegations, is considered a duplicate report. Duplicate reports are usually made by different reporters. This type of report displays on the Assigned Workload with the label "DUP" in the Type column.

Duplicate reports are merged with the original case by the SCR and thereby receive the same Case ID number as that of the original report. Unlike an initial or subsequent report, a duplicate report is not progressed to an investigation in CONNECTIONS. A duplicate intake stage is closed, using the Intake/Priority Closure window, after it has been accepted and received by the local district.

Did You Know...

That to close a Duplicate Report you have to:

  • click the WORK button on the CONNECTIONS toolbar. The Assigned Workload displays
  • click on the desired stage with "DUP" in the Type column
  • click on the Options drop-down menu and select Intake/Priority Closure. The Intake/Priority Closure window displays
  • click on the drop-down arrow for the Reason Closed field and select Close Duplicate Report from the list
  • click on the File drop-down menu and select Save and Close. The Intake/Priority Closure window closes. The stage name witha type of "DUP" no longer displays on the Assigned Workload
Did You Know...

At times a reporter will provide the SCR with additional information that is relevant to a CPS case that is either open or under investigation. An Additional Information (ADD INFO) contains no allegations and may include more identitying details such as names, addresses, birth dates, relationships or other information related to the case. Since and ADD INFO contains no allegations, it is not classified as a report. The SCR transmits an ADD INFO to the local district. The information displays on the Assigned Workload with "ADD" in the Type column.

An Additional Information is merged with the original case by the SCR and thereby receives the same Case ID number as that of the original report. An Additional Information is not progressed to the Investigation stage in CONNECTIONS. An Additional Information Intake stage should be closed, using the Intake Priority Closure window after it has been accepted and reviewed by the local district.

Did You Know...

That to close an Additional Information you have to:

  • Click on the WORK button on the CONNECTIOPNS toolbar. The Assigned Workload displays.
  • Click on the desired stage with "ADD" in the Type column.
  • Click on the Options drop-down menu and select Intake Priority Closure. The Intake Priority Closure window displays.
  • Click on the drop-down arrow for the Reason Closed field and select Close Additional Information from the resulting list.
  • Click on the File drop-down menu and select Save and Close. The Intake Priority Closure window closes. The stage name with "ADD" in the Type column no longer displays on the Assigned Workload.
Did You Know...

There are Reports available in CONNECTIONS to help you manage your workload. The Open Caseload Inquiry Report (OCI) is a workload management report that is available in CONNECTIONS for all CPS workers, supervisors, and managers. The worker level OCI can be accessed by any CPS worker who has an assigned workload in CONNECTIONS. The Report will list work that is coming due and overdue in each Investigation Stage. It can be used, along with the CONNECTIONS To-Do's to help manage caseload activity. The OCI is easy to access! Just click on the Reports Menu on the Assigned Workload to launch the Report. Then click on the Reports Icon on the Toolbar to retrieve the Report. Unit supervisors can also access the OCI for workers in their units by going through the Unit Icon to each worker's assigned workload.

Did You Know...

The OCI Management report is actually made up of three Separate Reports. The Open Case Inquiry Management Report is a snapshot of each worker's caseload. It lists all the open cases on a given caseload, and a Safety Assessment and Investigation Conclusion for each Intake Report (stage). It also flags any Investigation Stage in which a Safety Assessment and/or Investigation Conclusion is overdue. The Open Case Inquiry Monthly Management Summary Report provides an aggregate count of open Investigation Stages. The OCI Investigation Statewide Total Report (due in December 2001 or January 2002) is a statewide report that provides data on different levels of aggregation. It is useful in monitoring overall program performance. These three management reports are only available to individuals designated by the district's Implementation Coordinator. They are run in a monthly batch. The OCI Reports are described in more detail in the Step by Step Guide for CPS Workers in the CONNECTIONS Public Folders.

Did You Know...

Having an Implied Role in a case allows CPS workers to access all past cases listed on an IRI Report even if a case was open in another district. Implied role access will give you access to open/closed, in district/out of district cross reference cases when you go through an open case with a common individual on your workload. (Workload/tasks/maintain person/person list/select common person/options/ case list/events/detail for specific event).

Did You Know...

If you are a secondary worker on a stage, you may receive an assignment that has been progressed to the Investigation stage, but not yet accepted. You will need to accept or reject the stage whenever you see the Accept/Reject buttons enabled (in black text, not gray).

Did You Know...

There are two types of Event Lists in CONNECTIONS-one for a stage and one for a case. Each Event List contains a list of CONNECTIONS tasks and case/stage-related activities that have been completed or are in progress. Events appear on the list, for example, when you receive a new assignment, or when your supervisor approves or rejects an item you've submitted.

You can use the Event List to keep track of the progress of work on a stage and, in some situations, to view details of particular events. The Event List is also the primary method for viewing comments recorded in a supervisory approval, and for accessing information on closed cases.

Did You Know...

Events in CONNECTIONS can also be viewed as a printed report. The Event History Report contains events for a stage or a case. You can also search for events that match specific criteria. To search for events take the following steps:

  1. Click on the WORK button on the CONNECTIONS Toolbar.
    The Assigned Workload displays.
  2. Write down the Case ID number from the stage for which you want to view the Event List.
  3. Click on the CASE button on the CONNECTIONS Toolbar.
    The Case Search Criteria window displays.
  4. Enter the Case ID number into the Case ID field.
  5. Click on the Search button.
    The Case List displays the case that matches the search criteria.
  6. Click on the case to select it.
  7. Click on the Events button. The Event List displays for the selected case.
Did You Know...

There are three types of To-Do's in CONNECTIONS.

Alert: Alert To-Do's are created by CONNECTIONS to notify workers that something has happened or needs to happen. For example, you are sent an Alert To-Do when you receive a new assignment. Alert To-Do's are identified by an "A" in the Type column of a To-Do List. You can delete Alert To-Do's at any time. Because they are not directly task-related, you cannot navigate directly from Alert To-Do's to task-related windows.

Reminder: Reminder To-Do's are created by CONNECTIONS users and are not related to a task from the Task List. You might create this kind of To-Do to remind yourself of an upcoming appointment. You can also send Reminder To-Do's to other people. Reminder To-Do's can be deleted at any time. Reminder To-Do's are identified by an "R" in the Type column of a To-Do List. Because they are not directly task-related, you cannot navigate directly from Reminder To-Do's to task-related windows.

Task: Task To-Do's can be either system- or user-generated to notify workers that there is a task they must complete. Task To-Do's are identified by a "T" in the Type column of a To-Do List. Task To-Do's cannot be deleted. The only way to remove a Task To-Do from your Staff To-Do List is to complete the Task.

An example of a system-generated Task To-Do is one reminding you to complete a Safety Assessment by a particular due date. You can navigate to task-related windows from a Task To-Do by selecting it from the list and clicking on the Navigate… button.

Did You Know...

That To-Do's can be sorted to make them easier to use. The Staff To-Do List can be sorted by date, by case, and by the name of the person who created the To-Do. The Case To-Do List can be sorted by date, by the name of the person who created the To-Do, and by the name of the person to whom the To-Do is assigned. To sort To-Do's:

  1. Click on the Sort drop-down menu from either To-Do List.
  2. Click on a sort command to indicate how you want to sort the list.

The To-Do List displays in the order of the selected sort command.

Did You Know...

The buttons that appear near the bottom of most windows serve as shortcuts to frequently performed functions or frequently visited windows from that window. The functions available through these buttons are also found on drop-down menus. Some examples of these buttons are:

  • Cancel: ignores any changes, closes the window, and returns to the previous window.
  • Close: appears when no changes could have been made to information on the window. It closes the window and returns to the previous window.
Did You Know...

The columns on the Assigned Workload window provide an abbreviated view of relevant information about each stage assigned to you. Examples of these are:

  • Role: displays a code defining your role in the assigned stage. "P" in the Role column indicates that you are the Primary worker for the stage. "S" in the Role column indicates that you are the Secondary worker for the stage.
  • Case ID and Stage ID: the Case ID and the Stage ID numbers are unique, system- generated identification numbers assigned to cases and stages, respectively.
Did You Know...

To access events for all stages in a case you can highlight a stage on the Assigned Workload, click on the Options drop-down menu and select Case Summary. From the Case Summary window, select a stage and click on the Events button. The Event List displays for the selected stage.