Rev: 05/2016 Referral II of III

Referral Process Map —Create a Zippy ReferralPage 1

Scenario Manager File: [M02_S01] –Intake and Service Delivery.arc

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  1. Double click the Scenario Manager icon on your desktop.
  2. Click on [M02_S01] - Intake and Service Delivery.arc
  3. Click on Start Scenario
  4. Enter the Password$Good2go

CWS/CMS (Referral)

Create a Zippy Referral

Process Map

Rev: 05/2016 Referral II of III

Referral Process Map —Create a Zippy ReferralPage 1

Scenario Manager File: [M02_S01] –Intake and Service Delivery.arc

Process Map Overview

You will be using the Scenario Manager (SM) application along with the New User Curriculum for completing your Skill Building Exercises. Please be advised that SM is a stand-alone application i.e., it uses client information specific to each exercise that is stored on your hard drive. You are not connected to a network and therefore do not access the database. While every effort has been made to have SM appear and operate just as the Child Welfare Services/Case Management System (CWS/CMS) application does, SM is limited in scope to the particular exercise you are doing. Any reference to the Database (e.g. Save to Database or doing a Client Search) only involves data stored on your workstation intended to support the SM application.

This Process Map guides you through the New User Curriculum Skill Building Exercises (Referral Intake Module). Use this Process Map as a guide when you are working in the SM application. These maps can also be used as reference for the live application. Please check your county policies for processes that may differ.

In this Scenario you will complete the following:

Open Scenario Manager (SM) software and the corresponding scenario package

Create a new Referral Folder (Zippy Process) and complete the Referral Information pages within that folder

Perform a client search

Attach a client from a search

Complete Allegation page

OPEN CLIENT SERVICES


1.Click the Client Services application.

SELECT ZIPPY REFERRAL DISPLAY DEFAULT

2.Click on Window.
3.Select Zippy Referral Display Default.

CREATE A ZIPPY REFERRAL


4.Click the “+” under Referral Folder.
5.Complete all mandatory(yellow) and known fields on the Referral ID page tab.
6.Click the Reporter page tab.
7.Complete all mandatory (yellow) and known fields.
8.Click the Assignment page tab. / 9.Complete all mandatory (yellow) and known fields.

PERFORM CLIENT SEARCH


10.Click the Searchdrop-down menu.
11.Select Start Search.
12.Enter the search criteria.
13.Click OK.
14.Double click to open the client’s abstract.
15.Click Yes.
16.Verify that this is the correct client.
17.Click the Window drop-down menu.
18.Close the Client Abstract window and the Search Results window.

ATTACHING CLIENTS


19.Click the Attach/Detachdrop-down menu.
20.Select Attach Existing Client.
21.Select the client(s) to attach in the Attach this Client grid.
22.Click OK. /

REVIEW RELATED CLIENTS PAGE

23.Click on the Related Clientspage tab.
24.For existing/attached: Verify that the Relationships grid has been automatically populated by the CWS/CMS system.
25.For a new client: Complete the Relationships grid.

COMPLETE ALLEGATION PAGE

26.Click the Allegations page tab.
27.Complete all known fields.
SAVE TO DATABASE

28.Click the File drop-down menu.
29.Select Save to Database.
30.Click Exit CWS/CMS.

Rev: 05/2016 Referral II of III