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LancasterLebanon IU13 Solutions Cubed: Itinerant Time Tracker User Manual 8/7/2014

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Page 1: Lancaster Lebanon IU13 Solutions Cubed: Itinerant …...INTRODUCTION Welcome to Itinerant Time Tracker, one of the components of Solutions Cubed.Solutions Cubed is a product of Lancaster‐Lebanon

Lancaster‐LebanonIU13

SolutionsCubed:ItinerantTimeTrackerUserManual

8/7/2014

Page 2: Lancaster Lebanon IU13 Solutions Cubed: Itinerant …...INTRODUCTION Welcome to Itinerant Time Tracker, one of the components of Solutions Cubed.Solutions Cubed is a product of Lancaster‐Lebanon

SolutionsCubed:ItinerantTimeTrackerUserManual PageiCopyright©2012PropertyofLancaster‐LebanonIntermediateUnit13 8/7/2014

TableofContentsIntroduction................................................................................................................................................................1 

GettingStarted...........................................................................................................................................................2 

LoginInformation................................................................................................................................................2 

TimeOutInstructions.......................................................................................................................................3 

KeyElementsofMyDashboard.........................................................................................................................4 

StudentSearch...........................................................................................................................................................5 

StudentInformationTabs.....................................................................................................................................7 

StudentInfoTab...................................................................................................................................................7 

DemographicsTab...............................................................................................................................................7 

EducationPlanTab.............................................................................................................................................7 

TeamTab.................................................................................................................................................................7 

ConfiguringWorkloads..........................................................................................................................................8 

CreatingaWorkload...........................................................................................................................................8 

AddingStudentstotheWorkload..............................................................................................................10 

CreatingGroups.................................................................................................................................................11 

AddingStudentstoanExistingGroup.....................................................................................................11 

RemovingStudentsfromGroups...............................................................................................................12 

ReplicatingStudents........................................................................................................................................12 

AddingorDeletingStudentsfromaWorkload....................................................................................12 

DeletinganEntireWorkload.......................................................................................................................12 

SavingaCopyoftheWorkload........................................................................................................................13 

ServiceLogData.....................................................................................................................................................14 

GeneratingaDailyServiceLog....................................................................................................................14 

StudentColorCodes.............................................................................................................................................17 

SubmittingServiceLogs.....................................................................................................................................18 

ManageServiceLogs........................................................................................................................................18 

Submit/SubmitAll............................................................................................................................................19 

Resubmit/Comments......................................................................................................................................19 

MALogSign(ElectronicSignature)...............................................................................................................20 

MALogCo‐Sign..................................................................................................................................................22 

Page 3: Lancaster Lebanon IU13 Solutions Cubed: Itinerant …...INTRODUCTION Welcome to Itinerant Time Tracker, one of the components of Solutions Cubed.Solutions Cubed is a product of Lancaster‐Lebanon

SolutionsCubed:ItinerantTimeTrackerUserManual PageiiCopyright©2012PropertyofLancaster‐LebanonIntermediateUnit13 8/7/2014

Reports.......................................................................................................................................................................24 

GeneratingaReport.........................................................................................................................................24 

ExportingandPrintingReports..................................................................................................................25 

ItinerantTimeTrackerUserReports.......................................................................................................26 

EducationPlanDates..................................................................................................................................26 

LogReports–MALogReport.................................................................................................................26 

LogReports–ProviderLog......................................................................................................................27 

LogReports–ServiceLogStatus...........................................................................................................28 

PrintDailyNotes...........................................................................................................................................29 

ProviderCaseload........................................................................................................................................30 

Glossary.....................................................................................................................................................................31 

Index...........................................................................................................................................................................32 

Page 4: Lancaster Lebanon IU13 Solutions Cubed: Itinerant …...INTRODUCTION Welcome to Itinerant Time Tracker, one of the components of Solutions Cubed.Solutions Cubed is a product of Lancaster‐Lebanon

INTRODUCTIONWelcometoItinerantTimeTracker,oneofthecomponentsofSolutionsCubed.SolutionsCubedisaproductofLancaster‐LebanonIntermediateUnit13(IU13),aleadingeducationserviceagencyinPennsylvania.Harnessingtheexpertiseofitseducatorsandtechnicalspecialists,theSolutionsCubedSoftwareSerieswasdesignedbyserviceprovidersforserviceproviders.IU13continuestosupportSolutionsCubedwithproductdevelopmentandtechnicalassistance.

Thismanualprovidesinstructionabouttheprimaryfeaturesavailabletoitinerants,providers,managers,andotherpersonnel.ThismanualisintendedasareferenceforstaffduringandaftertrainingontheuseofItinerantTimeTracker.TheItinerantTimeTrackerisasecureweb‐basedsystemthatgeneratesreportsforMedicalACCESS(MA),schooldistrictbilling,managementdecisions,andfederal/statereporting.Thissoftwaresolutionaccuratelytracksstudentservicesandstreamlinesprocesses,increasesefficiency,andimprovesaccuracy.

Note:Allstudentandstaffinformationdisplayedwithinthismanualisfictitious.

Page 5: Lancaster Lebanon IU13 Solutions Cubed: Itinerant …...INTRODUCTION Welcome to Itinerant Time Tracker, one of the components of Solutions Cubed.Solutions Cubed is a product of Lancaster‐Lebanon

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Page 6: Lancaster Lebanon IU13 Solutions Cubed: Itinerant …...INTRODUCTION Welcome to Itinerant Time Tracker, one of the components of Solutions Cubed.Solutions Cubed is a product of Lancaster‐Lebanon

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Page 7: Lancaster Lebanon IU13 Solutions Cubed: Itinerant …...INTRODUCTION Welcome to Itinerant Time Tracker, one of the components of Solutions Cubed.Solutions Cubed is a product of Lancaster‐Lebanon

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Page 8: Lancaster Lebanon IU13 Solutions Cubed: Itinerant …...INTRODUCTION Welcome to Itinerant Time Tracker, one of the components of Solutions Cubed.Solutions Cubed is a product of Lancaster‐Lebanon

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Page 9: Lancaster Lebanon IU13 Solutions Cubed: Itinerant …...INTRODUCTION Welcome to Itinerant Time Tracker, one of the components of Solutions Cubed.Solutions Cubed is a product of Lancaster‐Lebanon

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Page 10: Lancaster Lebanon IU13 Solutions Cubed: Itinerant …...INTRODUCTION Welcome to Itinerant Time Tracker, one of the components of Solutions Cubed.Solutions Cubed is a product of Lancaster‐Lebanon

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Page 11: Lancaster Lebanon IU13 Solutions Cubed: Itinerant …...INTRODUCTION Welcome to Itinerant Time Tracker, one of the components of Solutions Cubed.Solutions Cubed is a product of Lancaster‐Lebanon

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Page 12: Lancaster Lebanon IU13 Solutions Cubed: Itinerant …...INTRODUCTION Welcome to Itinerant Time Tracker, one of the components of Solutions Cubed.Solutions Cubed is a product of Lancaster‐Lebanon

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Page 13: Lancaster Lebanon IU13 Solutions Cubed: Itinerant …...INTRODUCTION Welcome to Itinerant Time Tracker, one of the components of Solutions Cubed.Solutions Cubed is a product of Lancaster‐Lebanon

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Page 14: Lancaster Lebanon IU13 Solutions Cubed: Itinerant …...INTRODUCTION Welcome to Itinerant Time Tracker, one of the components of Solutions Cubed.Solutions Cubed is a product of Lancaster‐Lebanon

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Page 15: Lancaster Lebanon IU13 Solutions Cubed: Itinerant …...INTRODUCTION Welcome to Itinerant Time Tracker, one of the components of Solutions Cubed.Solutions Cubed is a product of Lancaster‐Lebanon

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Page 16: Lancaster Lebanon IU13 Solutions Cubed: Itinerant …...INTRODUCTION Welcome to Itinerant Time Tracker, one of the components of Solutions Cubed.Solutions Cubed is a product of Lancaster‐Lebanon

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Page 17: Lancaster Lebanon IU13 Solutions Cubed: Itinerant …...INTRODUCTION Welcome to Itinerant Time Tracker, one of the components of Solutions Cubed.Solutions Cubed is a product of Lancaster‐Lebanon

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Page 34: Lancaster Lebanon IU13 Solutions Cubed: Itinerant …...INTRODUCTION Welcome to Itinerant Time Tracker, one of the components of Solutions Cubed.Solutions Cubed is a product of Lancaster‐Lebanon

SolutionsCubed:ItinerantTimeTrackerUserManual Page31Copyright©2012PropertyofLancaster‐LebanonIntermediateUnit13 8/7/2014

GLOSSARY Bimonthly:Everyothermonth Biweekly:Everyotherweek DirectTime:MinutesofdirecttimeprovidedtothestudentasindicatedbytheIEP Electronicsignature:Theverificationprocessofsigningandsubmittinglogswithout

needingtoprintthelogstopaper Hoursloggedtoday:Theprovider’stotaltimeenteredforthedayacrossallstudents ItinerantorProvider:UsersthattracktheirservicetimewithstudentsinItinerant

TimeTracker ITT:ItinerantTimeTracker MA:MedicalAccess Make‐upTime:Timethatisoverthedirecttimeforthespecificpurposeofrecouping

minutesmissedduringprevioussessions Minutesthismonth:Thetotalamountofdirecttimetheproviderhasenteredforthe

month MyDashboard:HomepageofItinerantTimeTracker Non‐studentrelatedminutes:Timeenteredbytheproviderfortasksthatdonot

relatetoaspecificstudent OverIEPTime:TimethatisbeyondtheindicatedIEPfrequency ProviderorItinerant:UsersthattracktheirservicetimewithstudentsinItinerant

TimeTracker Servicelog:Whereaproviderentersdataforaspecificstudent Servicelogsnotsubmittedforapproval:Completedservicelogsthatmustbe

submittedtoasupervisorforapproval SSP:SupportforSchoolPersonnel Today’sWorkload:Dailyschedulethatincludesstudentswhoarereceivingservices

Page 35: Lancaster Lebanon IU13 Solutions Cubed: Itinerant …...INTRODUCTION Welcome to Itinerant Time Tracker, one of the components of Solutions Cubed.Solutions Cubed is a product of Lancaster‐Lebanon

SolutionsCubed:ItinerantTimeTrackerUserManual Page32Copyright©2012PropertyofLancaster‐LebanonIntermediateUnit13 8/7/2014

INDEXD 

DailyNotes,16DirectTime,15,31

E Electronicsignature,31

H Hoursloggedtoday,31

I Itinerant,31

L LogOut,4

MA,31MALogSign,20

Signed Logs, 21 Make‐upTime,31Make‐UpTime,15Minutesthismonth,31MyDashboard,31

N Non‐studentrelatedminutes,31

O OverIEPTime,15,31

P Password,2PendingSubordinateServiceLogs,4Provider,31

R Reports,4,24

caseload, 30 Daily Notes, 29 Service Log Status, 28 Sort, 24 

Resubmit/Comments,4

S Servicelog,14,31

Color Codes, 17 Daily Notes, 16 Definition, 15 Not Submitted for Approval, 19 Notes, 16 Progress Indicators, 15 Service Type, 15 Time, 15 Treatment Codes, 15 

ServiceLogsSubmit, 18 

ServiceLogsNotSubmittedForApproval,4,31SSP,31

Demographics Tab, 7 Education Plan Tab, 7 Services Tab, 7 Team Tab, 7 

T Today’sWorkload,4

Workload,8,31Add students, 10 Create, 8 Save as, 13 Color codes, 17 Replicating, 12 Groups, 11, 12