Participant Activities menu
The Participant Activities menu provides access to functions that apply to the current client. It is enabled when the Participant Folder is active. If a sub-menu is available when hovering over or selecting a menu option, the sub-menu will automatically expand.
The Participant Activities menu is visible and enabled when:
It has a mnemonic of "P".
If you do not have sufficient permission to access a menu option on the Participant Activities menu, a standard error message (E0006) displays when the menu option is selected.
Unless otherwise stated below, all menu options on the Participant Activities menu are visible and enabled when:
If one or more special conditions exist that affect a menu option on the Participant Activities menu, the condition(s) are documented for that specific menu option below.
Print Participant Appointment Schedule menu option
Select this menu option to generate a report of the client's scheduled appointments.
The Generate Participant Appointment Schedule screen displays when selected.
It has a mnemonic of "I".
Breastfeeding menu option
Select this menu option to display the Breastfeeding sub-menu.
It has a mnemonic of "B".
Item Issuance History sub-menu option
Select this sub-menu option to view the history of breastfeeding-related items issued to the client. The sub-menu option is enabled when the sub-menu is active.
It has a mnemonic of "H".
Upon selection of the sub-menu option, a check is performed to determine whether the logged-on user has the appropriate permissions to view the screen. When the user does not have the appropriate permissions, a standard error message (E0006) displays.
Depending on the screen of the Participant Folder selected, the required entry edits and cross-edits for the controls on the screen are performed. These edits are defined in the respective sections for each screen.
The Breastfeeding Item Issuance History screen displays when selected if the user has the appropriate permissions and all edits are satisfied.
Peer Counselor Contacts sub-menu option
Select this sub-menu option to record peer-counselor contacts for the client. The sub-menu option is enabled when the sub-menu is active.
It has a mnemonic of "P".
Upon selection of the sub-menu option, a check is performed to determine whether the logged-on user has the appropriate permissions to view the screen. When the user does not have the appropriate permissions, a standard error message (E0006) displays.
Depending on the screen of the Participant Folder selected, the required entry edits and cross-edits for the controls on the screen are performed. These edits are defined in the respective sections for each screen.
The Breastfeeding Peer Counselor Contacts screen displays when selected if the user has the appropriate permissions and all edits are satisfied.
Review CPA-determined Follow-up Information menu option
Select this menu option to manage follow-up information for the client.
The menu option is enabled when:
When the menu option is selected, a check is performed to determine whether the logged-on user has the appropriate permissions to view the screen. When the user does not have the appropriate permissions, the system displays the E0006 standard error message.
Depending on the screen of the Participant Folder selected, the required entry edits and cross-edits for the controls on the screen are performed. These edits are defined in the respective sections for each screen.
The information on the screen is saved when all edits are satisfied and the CPA-determined Follow-up screen displays when the menu option is selected.
It has a mnemonic of "P".
Generate Notice to PBF Mom menu option
Select this menu option to generate a notice for partially breastfeeding mothers for the client.
The menu option is enabled when:
An official notification document for Partially Breastfeeding Greater than the Max is generated when the menu option is selected.
For detailed information about the system output generated, see Official Notification Document (Output).
It does not have a mnemonic.
Work with Another Household Member menu option
Select this menu option to open a Participant Folder for a member of the client's household.
When the menu option is selected, a check is performed to determine whether there are additional household members. If there are no other household members associated with the selected participant's household ID, the system displays the E0044 standard error message. Upon dismissing the standard error message, the user is returned to the participant's folder.
Depending on the screen of the Participant Folder selected, the required entry edits and cross-edits for the controls on the screen are performed. These edits are defined in the respective sections for each screen.
The information on the screen is saved when all edits are satisfied, and, if additional members are found with the associated household ID, the Work with Another Household Member screen displays when the menu option is selected.
It has a mnemonic of "W".
Manage Notes menu option
Select this menu option to manage notes for the client.
The Manage Notes screen displays when the menu option is selected.
It has a mnemonic of "N".
Manage Alerts menu option
Select this menu option to manage alerts for the client and members for the client's household.
The Manage Alerts screen displays when the menu option is selected.
It has a mnemonic of "L".
Print Participant Summary menu option
Select this menu option to generate a Participant Summary report for the client.
When the menu option is selected, if the participant does not have certification information, the system displays the E0027 standard error message.
The Produce Participant Summary screen displays when selected if the participant has certification information.
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NOTE: A Participant Summary report can only be generated for a client who has been certified for participation in the local WIC program.
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It has a mnemonic of "P".
Print Certification Notice menu option
Select this menu option to generate a Certification Notice document for the client.
It has a mnemonic of "P".
A Certification Notice document can only be generated for a client who has been certified for participation in the local WIC program. When the menu option is selected, a check is performed to determine whether the participant is in a valid certification period. If the participant is not in a valid certification period, a standard error message (E0041) displays.
The Certification Notice document is sent to the printer currently selected in the Documents drop-down list box on the Default Printers screen. If a Documents printer has not already been selected, a standard confirmation message (C0058) displays. The options of Yes and No are available. If the user clicks Yes, the system displays the Default Printers screen. If the user clicks No, the print attempt is cancelled and no notice is printed.
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If the Household.CorrespondenceLanguage = S (Spanish), the system generates the Certification Notice document in Spanish.
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If the Household.CorrespondenceLanguage = E (English) the system generates the Certification Notice document in English.
For detailed information about the system output generated, see Certification Notice (Output).
It has a mnemonic of "F".
It has a mnemonic of "C".
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Software Version: 2.40.00
