CONNECTIONS Common Functions Guide CONNECTIONS Training Project SUNY Training Strategies Group This material was produced under a contractual agreement with: CONNECTIONS Training Project Training Strategies Group Office of the Provost and Vice Chancellor of Academic Affairs State University of New York Copyright © 2007 by SUNY Training Strategies Group CONNECTIONS: Common Functions TABLE OF CONTENTS The Content of this Guide ....................................................................................................... 1 Features of this Guide............................................................................................................. 1 CONNECTIONS Basics ................................................................................................. 2 What is the CONNECTIONS System? ............................................................................................ 2 Logging On to Your Computer ......................................................................................................... 3 Launching CONNECTIONS............................................................................................................. 3 Closing CONNECTIONS and Logging Your PC............................................................................. 4 Support Tools................................................................................................................................... 5 OCFS CONNECTIONS Intranet Site ...............................................................................................5 Online Help ......................................................................................................................................5 The Enterprise Help Desk................................................................................................................7 Switching Between CONNECTIONS and Applications on Your Local Desktop.............................. 8 Switching Between Open Windows While in a Citrix Session ......................................................... 8 Copying and Pasting........................................................................................................................ 9 Hot Key Method for Copying and Pasting........................................................................................ 9 The CONNECTIONS Toolbar ............................................................................................... 10 Using CONNECTIONS Toolbar Buttons........................................................................................ 10 CONNECTIONS Security............................................................................................................... 11 Managing Your Workload...................................................................................................... 12 The Assigned Workload................................................................................................................. 12 Stages, Types and Roles............................................................................................................... 13 Using Staff and Case To-Do Lists......................................................................................... 15 Navigating from Task To-Do’s ....................................................................................................... 16 Reminder To-Do’s .......................................................................................................................... 17 The Event List ....................................................................................................................... 18 Event Status................................................................................................................................... 18 Navigating from the Event List ....................................................................................................... 20 The Child Protective Record Summary (CPRS) ................................................................... 20 Accessing the Child Protective Record Summary .........................................................................20 Viewing Information in the Child Protective Record Summary ......................................................22 The Foster and Adoptive Home Record Summary (FRS)..................................................... 24 Accessing the FRS.........................................................................................................................25 Family Services Intake................................................................................................ 27 Creating an FSI..................................................................................................................... 27 The Family Services Intake Window..................................................................................... 29 Stage Progression to a Family Services Stage..................................................................... 30 Family Services Stage ................................................................................................ 32 Stage Types.......................................................................................................................... 32 Accessing the FSS................................................................................................................ 33 ii The Family Services Stage Window ..................................................................................... 36 Maintaining Person Information................................................................................. 38 Finding Information about a Person in CONNECTIONS....................................................... 38 Routes to the Person Search Window .................................................................................. 38 Conducting Person Searches in a CPS Stage .............................................................................. 41 Conducting Person Searches in a FAD Stage............................................................................... 41 Conducting Person Searches in an FSI Stage .............................................................................. 41 Conducting Person Searches in an FSS Stage............................................................................. 42 Revising Search Criteria ................................................................................................................ 43 Viewing Detailed Information .........................................................................................................43 Maintaining Address and Phone Information ........................................................................ 44 The Person Detail Window ............................................................................................................44 The Maintain Address Window ......................................................................................................44 The Maintain Phone Window .........................................................................................................46 The Maintain Primary Address and Phone Window ......................................................................47 Adding or Relating a Person in a Stage................................................................................ 48 Staff Search from the CONNECTIONS Toolbar ............................................................................ 52 Progress Notes............................................................................................................ 54 Security Information .............................................................................................................. 54 Recording Progress Notes.................................................................................................... 55 The Progress Notes Tab................................................................................................................ 56 Searching for Progress Notes........................................................................................................ 58 The Progress Notes Detail Window ...................................................................................... 60 Saving Progress Notes ..................................................................................................................67 Viewing Progress Notes................................................................................................................. 68 Modifying Progress Notes.............................................................................................................. 68 Adding an Addendum to a Frozen Note......................................................................................... 68 Printing Progress Notes .................................................................................................................69 Completing Progress/Contact Notes in the FRS................................................................... 70 Creating Reports in CONNECTIONS.......................................................................... 72 Generating, Viewing and Printing Reports............................................................................ 72 Reports........................................................................................................................................... 73 Appendix A: OCFS Security Guidelines..................................................................