Investigations Quick Guide for Area Office Read Only Users

This document is meant for use by the following roles: Area Office Investigations Read Only, Human Services Coordinator, and Human Services Coordinator Supervisor.

Viewing Documents from the Switchboard
The following documents can be opened in read only mode from the switchboard:

•	Action Plan/Resolution
•	Administrative Review  (Area Office Investigations Read Only)
•	Appeal Information
•	Facility Complaint Review Form (Human Svcs Coordinator Supervisor)
•	Investigator Title 19 Form  (Area Office Investigations Read Only)

Screen Name: Switchboard
Steps:

1.	Click QM
2.	Click Investigations
3.	Click Data Entry

To search for a particular case:

4.	Click Search

Viewing the Process Management Screen
The process management screen allows the user to view the current status for all open cases or intakes.  This screen can be used to manage the workload of a user, view all cases in a particular status, or view the latest status of a particular case (or set of cases).

Screen Name: Process Management
Steps:

1.	Click QM
2.	Click Investigations
3.	Click Process Management

Note, closed cases do not appear on the process management screen.  To view a closed case, you must search for the case from the switchboard.

Printing Information from HCSIS – Where to go

Printable Summary Screen (QM>Investigations>Printable Summary)	
DPPC Intake (Human Svcss Coordinator and Human Svcs Coordinator Supervisor Only)	
Investigations Notices List Screen (QM > Investigations > Notices)
	
Decision Letter 	
Disposition Letter 	
Public Log Report  	
Investigation Report	
Action Plan Resolution Report	
Facility Complaint Review and Action Report (Area Office Investigations Read Only)	
Investigations Reports List Screen (QM > Reports > Reports Request)
	
Action Plan/Resolution Report	
Investigations Case Listing Report	
Investigations Counts Report 	
Investigations Outstanding Summary Report 	
QE Provider Investigation Report	

To View Alerts
Screen Name: Pending Alerts
Steps:

1.  Click Home
2.  Click Alerts 

Alert Audience
	Alert Subject/Title	Alert Trigger	Hyperlink Destination	
Human Svcs Coord . and Human Svcs Coord Supervisor	Disposition Entered
	User enters disposition information and clicks Finalize on the Disposition Screen.
	Investigations Notices	
Human Svcs Coord . and Human Svcs Coord Supervisor	Disposition Changed	User enters disposition information and clicks Finalize on the Disposition Screen.	Investigations Notices	
Area Office Invest. Read Only	Decision Letter Issued	User enters the date of the decision letter.	Investigations Notices	
Human Svcs Coord . and Human Svcs Coord Supervisor	Investigation Report Extension Filed	User enters extension information and clicks Save and Continue on the Report Extension screen.	Switchboard	
Human Svcs Coord . and Human Svcs Coord Supervisor	Action Plan/Resolution Issued	User clicks the Issued button of the Action Plan/Resolution screen.	Switchboard	
Human Svcs Coord . and Human Svcs Coord Supervisor	Revised Action Plan/Resolution Issued	User clicks the Issued button of the Action Plan/Resolution screen for a case with an appeal that resulted in a revised Action Plan.	Switchboard	
Area Office Invest. Read Only	Intake to Existing Case	User clicks the Link Intake to Case button on the Involved Parties screen.	Switchboard	
Human Svcs Coord . and Human Svcs Coord Supervisor	Case Assignment has been changed	User changes the Investigation Office or the Area/Facility on the Case Assignment screen and clicks Save or Save and Continue.	Switchboard