Investigations Quick Guide for Regional Office Read Only Users

This document is meant for use by the following roles: Regional Investigations Read Only Role, Regional QE Director, Regional Human Rights Specialist and Human Rights Specialist - Facility.

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

•	Action Plan/Resolution
•	Administrative Review
•	Appeal Information

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 (Regional Investigations Read Only and Human Rights Specialist - Facility)	
Action Plan / Resolution (Regional Investigations Read Only)	
Investigations Notices List Screen (QM > Investigations > Notices)
	
Decision Letter 	
Disposition Letter 	
Public Log Report  	
Investigation Report	
Action Plan Resolution Report	
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	
Reg. Invest. Read Only, Reg. QE Dir., Reg. HR Specialist and HR Specialist	Action Plan/Resolution Issued	User clicks the Issued button of the Action Plan/Resolution screen.	Switchboard	
Reg. Invest. Read Only, Reg. QE Dir., Reg. HR Specialist and HR Specialist	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	
Reg. Invest. Read Only, Reg. QE Dir., Reg. HR Specialist and HR Specialist	Action Plan/Resolution Finalized	User clicks the Finalize button of the Action Plan/Resolution Outcomes screen.	Switchboard