Top Tips 9 IS Portal Tips & Tricks

Transcription

1 OPENING THE INCLUSION SUPPORT (IS) PORTAL To open the IS Portal services can open the Introduction Letter sent by their Inclusion Support Agency and click the web address listed. MOVING BETWEEN THE IS CASE & SERVICE SUPPORT PLAN (SSP) If you have used the Hyperlink to go from IS Cases to a SSP record you can go back to the IS Case by clicking the Browser back button or the Hyperlinked IS Case Id in the breadcrumb (top left above the SSP Id number in bold). SEARCHING FOR IS CASES Search Function Use the query button to search for a service by entering all or part of the service name in the Service Name box. If entering just part of the name, entering an asterisk * at the beginning and end of the word will bring up all services with that word in the service name. E.g. *College* will bring up all services with the word College in the name. (Remember the search function is case sensitive). Page 1 of 8

2 Searching for all IS cases for a service by using the CCB Approval ID Use the query button in the Inclusion Support Cases tab. Enter the service s CCB Approval ID in the query tab under Approval ID. This will display all IS cases for this service and all SSP ID s for each care environment. Advanced Query The IS Portal allows advanced queries to be done to identify cases by date of submission, region and status all in the one query. To complete an advanced query follow the steps below: 1. Click Query 2. Click Query Assistant the Query Assistance box will pop up 3. Click the down arrow to display available selections in fields in the first row Page 2 of 8

3 4. Select Submitted by Service, select Is After, type in dd/mm/yyyy (the date you type in will prescribe the day you want to search from for cases after that date). 5. In the second row click the down arrow and select Status, select Equals, and type in Submit for Endorsement (fields are case sensitive and need to be exact). 6. In the third row click the down arrow and select ISA Region, select Equals, and type in the name of your ISA Team Leader. Page 3 of 8

4 CHANGING THE IS CASE LIST VIEW To see more IS Cases in the list view highlight the last row showing and click See More rectangle with down arrow at top right of screen above the list. The arrows underneath the list can also be used to add extra cases to the list, one at a time. This function can also be used inside the IS Case to view more entries such as attendance days in the Care Week Profile tab. Page 4 of 8

5 Tailoring the columns displayed in your IS Case list view The columns displayed and the order in which they are displayed can be customised. Go to the Menu dropdown and click Columns Displayed. Use the arrows to remove, add and reorder. This new view will be saved in the system and your display will remain in this format, unless you change it again. Page 5 of 8

6 Changing the order of children listed children entered into the Children Tab can be listed in alphabetical order by using the arrows up or down next to the Last Name or First Name to change your view. ADDING SUPPORT HOUR RECORDS To add more entries in Support Hours/Care Week Profile the highlighted row can be copied by using the Menu dropdown & clicking Copy Record. Then you can edit field/s in copied record (eg Monday to Tuesday) and save your new record. Page 6 of 8

7 SORTING & CREATING EXCEL LISTS Step 1: Use the query button to sort by application status, region, service etc. Step 2: Create excel case lists use Menu drop down and click Export. Once in Excel, lists can be manipulated more easily and also saved, eg. IS Cases in the review period supported by a particular ISF. Page 7 of 8

8 FOR TECHNICAL ISSUES OR ERRORS ISFs can contact the IS Portal Helpdesk for technical assistance: T E inclusionsupportportalhelpdesk@deewr.gov.au The IS Portal Helpdesk may not be aware of technical issues unless ISFs let them know. The IS Portal Helpdesk only provides technical support to ISAs. Services should contact the CCMS Helpdesk for technical support. Page 8 of 8