Quick Guide for Central Office Investigations

This document is meant for use by the following roles: Investigation Management and Investigation Staff at the Commonwealth Scope.

To Upload Intakes
At the present time, DPPC is sending the Intake File as an Email Attachment.  This file needs to be detached before proceeding.  Once the file is detached:

Screen Name: Investigations File Upload
Steps:

1.	Click Tools
2.	Click DPPC
3.	Click Investigations File Upload
4.	Step 1: Click Browse and Select the File that DPPC just sent
5.	Step 2: Click Attach File
6.	Step 3: Click Done

To Process a New Intake using Alerts
Screen Name:  Pending Alerts
Steps:  

1.	Click Home
2.	Click Alerts
3.	Click on the “A new Intake has been received from DPPC” link

Screen Name:  DPPC Intake Information
Steps: 

4.	Scroll to the bottom of the DPPC Intake Information screen
5.	Choose an Investigative Office from the drop down
6.	Click Assign
7.	Click Involved Parties

Screen Name: Involved Parties
Steps:  

8.	Select the Alleged Victim Radio Button
9.	Click View Prospective Matches
10.	Select the appropriate Prospective Matches Radio Button
11.	Click Link Above Individual

To Enter Nature of Allegation
Once a disposition has been created, the Nature of Allegation can be entered.

Screen Name: Switchboard
Steps:

1.	Click QM
2.	Click Investigations
3.	Click Data Entry
4.	Click Create under the Nature of Allegation header

Screen Name: Nature of Allegation
Steps: 

5.	Check boxes next to the appropriate Nature of Allegation(s)
6.	Click Save and Continue

To Create an Appeal
Screen Name: Switchboard
Steps:

1.	Click QM
2.	Click Investigations
3.	Click Data Entry
4.	Click Create or View/Update under the Appeal header

Screen Name:  Appeals Process
Steps:

5.	Enter mandatory information
6.	Click Save and Continue

To Enter an Appeal Decision
Screen Name: Switchboard
Steps:

1.	Click Investigations
2.	Click Data Entry
3.	Click Create or View/Update under the Appeal header

Screen Name:  Appeals Process
Steps:

4.	Enter mandatory information
5.	Check the boxes next to the appropriate documents to be updated
6.	Click Save and Generate Documents if documents need to be updated as a result of the appeal decision

To Search For A Case
Screen Name: Case Search
Steps:

1.	Click QM
2.	Click Investigations
3.	Click Data Entry
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	
Investigations Checklist	
Investigations Notices List Screen (QM > Investigations > Notices)
	
Decision Letter 	
Disposition Letter 	
Public Log Report  	
Investigation Report  	
Initial Response Report	
Action Plan/Resolution Report	
Facility Complaint Review and Action Report	
Investigations Reports List Screen (QM > Reports > Reports Request)
	
ACES Report	
Action Plan/Resolution Report	
Criminal Case Log Report	
Investigations Case Listing Report	
Investigations Counts Report 	
Investigations Outstanding Summary Report 	
Outstanding Cases 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	
Investigation Management and Investigation Staff	New Intake Received	A new Intake from DPPC is successfully loaded into HCSIS	Intake	
Investigation Management	Decision Letter Issued	User enters the date of the Decision Letter	Investigation Notices	
Investigation Management	Investigation Report Extension Filed	User enters extension information and clicks Save and Continue on the Report Extension screen	Switchboard