migrant student information exchange (msix)
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Migrant Student Information Exchange (MSIX). Worklist Escalation & Reassignment. MSIX Webinar August 24, 2011. Session Overview. Introduction: What is a Worklist? Types of worklists Worklist Assignment Worklist Escalation Worklist Reassignment Demonstration - PowerPoint PPT PresentationTRANSCRIPT
Migrant Student Information Exchange (MSIX)
Worklist Escalation & Reassignment
MSIX WebinarAugust 24, 2011
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Session Overview• Introduction:
– What is a Worklist?– Types of worklists– Worklist Assignment
• Worklist Escalation• Worklist Reassignment• Demonstration• Worklist Examples - What to do?
Note: To ask a question during this webinar, please use the Q&A feature in the LiveMeeting and we will answer them at the end of the meeting.
E-mail [email protected] with any questions or problems you may be experiencing.
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What is a Worklist?• Worklists contain links to the items that have been assigned
to a Data Administrator for processing• Worklists are assigned based on student enrollment records
and the levels of Data Administrators (District, Regional, and State) established for a given state
• There are 4 Types of Worklist entries1. Near Matches2. Validate Merge (Near Match)3. Validate User Initiated Merge4. Validate User Initiated Split
• Data Administrators determine whether the student records associated with a worklist entry are for the same student or separate students.
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Worklist Escalation Overview
Identify the District associated with the most recent closed enrollment
No
A Worklist item is generated
Does the student have
any enrollments?
Are any of the enrollments
open?
Yes Does the district have an associated
District Data Administrator?
Does the district have an associated
Regional Data Administrator?
Assign to State Data AdministratorNo No
Assign to District Data Administrator
Assign to Regional District Administrator
Yes Yes
No
Identify the District associated with the
enrollmentYes
District, Regional, & State
District & State
Regional & State
State only
1 week 1 week 1 week
1 week
1 week
2 weeks
2 weeks
3 weeks
District Level Regional Level State Level
Total Time to Auto-Validate
3 weeks
3 weeks
3 weeks
3 weeks
Validate worklist items will be automatically approved after the full escalation timeframe is reached, regardless of any reassignment back to District or Regional levels.
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Worklist Reassignment• A single worklist entry can be assigned to one or multiple
Data Administrators at any given time
• A single worklist entry can only be assigned to Data Administrators at the same “level” (District, Region, or State)
– Users can only reassign a worklist item “down” or to the same level
• Worklist (re)assignment happens real-time
• Validate worklist items will be automatically approved after the full escalation timeframe is reached, regardless of any reassignment back to District or Regional levels.
DemonstrationWorklist Reassignment
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Points to Remember When Resolving Worklists
• All worklists are intended to answer the same question: “Are these records for the same student?”
• Data does not need to be identical for the records to be for the same student
• States do not need to “agree” upon differing data elements• States can continue to provide new and updated data for
students after worklists are resolved• Worklist resolution decisions can be reversed later using the
User-Initiated Merge and Split functions
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Worklist ExamplesWhat would you do?
Questions?