BSHD and MCO Data Analyst CSS User Guide...BHSDSTAR BHSD/MCO Data Analyst CSS User Guide Version 1.1...
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BHSDSTAR BHSD/MCO Data Analyst CSS User Guide Version 1.1 BHSD User Guide Page 1 of 11 User Guide-BSHD/MCO CSS Data Analyst Version 1.1 Updated 5/19/2017
Transcript of BSHD and MCO Data Analyst CSS User Guide...BHSDSTAR BHSD/MCO Data Analyst CSS User Guide Version 1.1...
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BHSD/MCODataAnalystCSSUserGuideVersion1.1
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UserGuide-BSHD/MCOCSSDataAnalyst
Version1.1Updated5/19/2017
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TableofContents1. PurposeandIntroduction....................................................................................................................31.1 Introduction.................................................................................................................................3
2. LogInandAccountSettings................................................................................................................32.1 ToLogIn:.....................................................................................................................................32.2 ToeditProfileSettings:................................................................................................................42.3 ToeditPassword:........................................................................................................................42.4 TocontactBHSDManagementviaEmail:...................................................................................52.5 ToLogout:....................................................................................................................................6
3. ManageAccounts................................................................................................................................63.1 ToAddaNewAccount:...............................................................................................................63.2 ToEditanAccount:......................................................................................................................7
4. FollowUps...........................................................................................................................................74.1 ToTakeActiononaFollowUp:...................................................................................................8
5. Reports................................................................................................................................................85.1 ActivityReport:............................................................................................................................95.2 CallTimeReport:.........................................................................................................................9
6. ExportSurvey.....................................................................................................................................106.1 ExportCallActivityDetail:.........................................................................................................106.2 ExportAdultorFamilySurveys:.................................................................................................11
7. Questions...........................................................................................................................................11
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1. PurposeandIntroduction
1.1 IntroductionThisdocumentdescribesthebasicsofnavigatingintheBHSDSTARCSSmoduleincludingloginandrunningreportsofsurveyresults.
2. LogInandAccountSettings2.1 ToLogIn:
1. Fromthedesktopdouble-clickyourinternetbrowsertolaunch.(Forbestresultswerecommend
GoggleChromebutotherbrowsercanalsobeused.)
2. Enterbhsdstar.org/inthebrowserwindowandpresstheEnterbutton.
3. ClickCSSLoginbutton.4. ClickUsernamefieldandenteryourusername.5. PresstheTabkeyorclickinthePasswordfieldandenteryouruserpassword.6. ClickLoginbutton.
7. CSSDashboardscreenwithSurveyandUserNameisdisplayed.
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Tip:ThisscreencanbeviewedatanytimebyClickingHomeintheupperrightcornerofthescreen.
2.2 ToeditProfileSettings:
1. ClickonyourloggedinNameintheupperrightcorner.2. ClickProfileSettings.
3. Clickthefieldyouwanttoeditandenternewinformation.4. ClickSave.
2.3 ToeditPassword:
1. ClickonyourloggedinNameintheupperrightcorner.
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2. ClickProfileSettings.3. Clickchangepassword.4. Enterlastpassword.5. Enteranewpassword.6. Re-enterthenewpassword.7. ClickSave.
2.4 TocontactBHSDManagementviaEmail:Tip:Neversendaclient’snameinthefreetextsectionoftheemail-refertothembytheirIDnumber.1. ClickonyourloggedinNameintheupperrightcorner.2. ClickContactBHSDManagement.
3. Enteradescriptionoftheproblemorquestion.4. ClicktheClientcheckboxandenterclientIdifthisisrelatedtoaspecificclient.5. ClickSend.
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2.5 ToLogout:
1. ClickonyourloggedinNameintheupperrightcorner.2. ClickLogout.
3. ManageAccountsFromtheHomescreen:
1. ClickManageAccountstab.2. CSSusersaredisplayed.
3.1 ToAddaNewAccount:
1. ClickAddaNewAccount.2. NewUserformisdisplayed.
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3. EnteraTitle(optional).4. EnteraFirstName.5. EnteraLastName.6. EnteraMiddleName(optional).7. EnteraPhonenumber(optional).8. EnteranEmailAccount.9. Profileoptionwillbepre-selected.Nootheroptionsareavailable.10. EnteraUserCode.InstructionsforUserCodearedisplayedtotherightofthescreen.11. SelectaTrainingDate.12. SelectaGroup.13. CheckSpeakSpanishoptioniftheCSSUserspeaksSpanish.14. EnteraPassword.15. Re-TypePassword.16. ClickSave.Youwillneedtosendthenewly-createduserhis/hercredentials.Aftersuccessfullylogginginforthefirsttime,thesystemwillprompttheusertochangehis/herpassword.
3.2 ToEditanAccount:
1. ClickEditnexttothedesiredaccount.2. Editthedesiredfield(s).3. ClickSave.
Youwillneedtonotifytheuserofanychangesmadetohis/heraccount.
4. FollowUps FromtheHomescreen:
1. ClickFollowUpstab.2. Clientswhorequirefollow-upactionaredisplayed.
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4.1 ToTakeActiononaFollowUp:
1. ClickEditnexttodesiredClient.2. SelectanActionfromthedrop-downlist.3. ClickSave.
5. ReportsFromtheHomescreen:
1. ClickReports.2. Reportsscreenisdisplayed.
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5.1 ActivityReport:
1. ClickAgeGroupdrop-downandclickAll,Adult,orCaregiver.2. ClickGetBydrop-downandclickEntityorSurveyor.3. ClickGetReport.4. Reportisdisplayed.
Tip:Youcanrerunthereportwithnewcriteriabyclickingthedrop-downstomakeyourselectionsandthenclickingRunReport.
5.2 CallTimeReport:
1. ClickReports.2. ClickAgeGroupdrop-downandclickAll,Adult,orCaregiver.3. ClickGetReport.4. Reportisdisplayed.
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Tip:Youcanrerunthereportwithnewcriteriabyclickingthedrop-downtomakeyourselectionandthenclickingRunReport.
6. ExportSurvey
FromtheHomescreen:
1. ClickExports.2. Exportscreenisdisplayed.
6.1 ExportCallActivityDetail:
1. ClickAgeGroupdrop-downandclickAll,Adult,orCaregiver.2. ClickExport.
3. Systemdisplaysdownloadwindow.
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4. ClickOpenorSave.
6.2 ExportAdultorFamilySurveys:
1. ClickExport.
2. Systemdisplaysdownloadwindow.3. ClickOpenorSave.
