lancaster lebanon iu13 solutions cubed: itinerant …...introduction welcome to itinerant time...
TRANSCRIPT
Lancaster‐LebanonIU13
SolutionsCubed:ItinerantTimeTrackerUserManual
8/7/2014
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
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
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.
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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
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
M
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
W
Workload,8,31Add students, 10 Create, 8 Save as, 13 Color codes, 17 Replicating, 12 Groups, 11, 12