Schedule Group Education Class for Household

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The Schedule Group Education Class for Household screen is used to schedule a group education class for a member of the current household.

Schedule Group Education Class for Household screen

Screen Access

Display the Select Appointment to Schedule screen > Click Schedule Group Class.

Interface Initialization

Upon initial display of the screen, the following occurs:

The title bar text is set to "Schedule Group Education Class for Household (HOUSEHOLD.HOUSEHOLDID)".
The Schedule Group Education Class for Household menu is visible and enabled.

The Monthly Calendar pane displays the calendar for the current month and year.
The Monthly Calendar pane selects the current system day.
The system color-codes the calendar as defined under Screen Elements below.

The Date (month) drop-down list box is enabled and displays the current month.

The Date (year) drop-down list box is enabled and displays the current year.

The Clinic drop-down list box is enabled and displays the clinic selected during login.

In the Member Information group box:

The Member drop-down list box is disabled and displays the selected Member information (Member.StateWICID - Member.LastName, Member.FirstName Member.MiddleInitial).
The Issuance Frequency value label is disabled and displays the selected member's issuance frequency.
The Education Frequency value label is disabled and displays the selected member's education frequency.
The Education Method value label is disabled and displays the selected member's education method.

The Refresh button is visible and enabled.

The OK button is visible and enabled as the default.

The Close button is visible and enabled as the default.

The Scheduled Group Education Class Enrollment data grid initially displays the scheduled group classes for the current system date.

The first row in the data grid is initially selected as the default.

Screen Elements

Unless otherwise stated below, all controls on the Schedule Group Education Class for Household screen are visible and enabled when:

The screen is active.

If one or more special conditions exist that affect a control on the Schedule Group Education Class for Household screen, the condition(s) are documented for that specific control below.

Monthly Calendar pane

View the information in the Monthly Calendar pane.

Click a day on this calendar to select it. Class availability information for the selected day is displayed in the Scheduled Group Education Class Enrollment data grid. This calendar displays the month specified by the Date (month) and Date (year) lists.

The caption displays the Month and Year for the currently selected schedule. The minimum date allowed is the current system date and the maximum date allowed is the last day of the current month plus one year.

The calendar is color-coded to indicate the schedule availability as follows:

Holidays: Red
Business days: Yellow
Currently selected date: outlined in blue
Non-business days or days not defined: Gray
Current system date: Green
All time slots are scheduled for every available resource: Turquoise

Upon a change in the date selected on the calendar, the values in the Scheduled Group Education Class Enrollment data grid are refreshed.

Date (month) drop-down list box

Select the month to change the month displayed by the Monthly Calendar pane in the Date (month) drop-down list box.

The drop-down list box includes an entry for each month of the year in month order. Upon a change to the selection in the drop-down list box, the values in the Monthly Calendar pane and Scheduled Group Education Class Enrollment data grid are refreshed.

Date (year) drop-down list box

Select the year to change the year displayed by the Monthly Calendar pane in the Date (year) drop-down list box.

The drop-down list box includes an entry for the current year and the next year. Upon a change to the selection in the drop-down list box, the values in the Monthly Calendar pane and Scheduled Group Education Class Enrollment data grid are refreshed.

Clinic drop-down list box

Select the clinic to display class availability information for that clinic in the Scheduled Group Education Class Enrollment data grid in the Clinic drop-down list box.

The drop-down list box includes an entry for each Clinic in the SERVICESITE table associated with the selected Agency. Each entry displays as SERVICESITEIDE-SERVICESITENAME'. Upon a change in the Clinic selected, the values in the Monthly Calendar pane and Scheduled Group Education Class Enrollment data grid are refreshed.

Member Information group box

Complete the information in the Member Information group box.

This group box includes controls that allow you to select a household member and view their information. The title text of the group box is set to "Member Information". The following controls are included in the group box:

Member drop-down list box

Select a household member for which to schedule a class.

The drop-down list box includes an entry for each household member in the MEMBER table associated with the same HouseholdID and the currently selected AgencyID. Only those members who are assigned to the currently selected agency display in this drop-down list box. Each entry displays as 'StateWICID - LastName, FirstName MI'. Upon a change to the selection in the drop-down list box, the Issuance Frequency, Education Frequency, and Education Method value labels in the Member Information frame are refreshed.

Issuance Frequency text and value label

The value label displays the frequency description from the Reference Dictionary where category = 'ISSUEFREQ' and the ExternalID = the value in MEMBER.ISSUANCEFREQUENCY for the selected MEMBER.STATEWICID.

The information displayed is read-only. The value label displays in the inverse color of the screen.

Upon a change to the selection in the drop-down list box, the value label is refreshed.

NOTE: This control does not receive focus and is not included in the tab order of this screen.

Education Frequency text and value label

The value label displays the frequency description from the Reference Dictionary where category = 'FLLWUPFREQ' and the ExternalID = the value in MEMBER.FOLLOWUPFREQUENCYy for the household member selected in the Member drop-down list box.

The information displayed is read-only. The value label displays in the inverse color of the screen.

Upon a change to the selection in the drop-down list box, the value label is refreshed.

NOTE: This control does not receive focus and is not included in the tab order of this screen.

Education Method text and value label

The value label displays the education method description from the Reference Dictionary where category = 'NEMETHOD' and the ExternalID = the value in MEMBER.FOLLOWUPMETHOD for the household member selected in the Member drop-down list box.

The information displayed is read-only. The value label displays in the inverse color of the screen.

Upon a change to the selection in the drop-down list box, the value label is refreshed.

NOTE: This control does not receive focus and is not included in the tab order of this screen.

Scheduled Group Education Class Enrollment data grid

View the information in the Scheduled Group Education Class Enrollment data grid.

Click a group education class record in this data grid to perform additional functions. A class selected in this data grid will be scheduled when the screen is processed. This data grid displays class availability information as specified in Monthly Calendar pane and Clinic.

The data grid header displays the read-only text "Scheduled Group Education Class Enrollment:" plus ServiceSite.ServiceSiteName plus the date selected in the Monthly Calendar pane.

The data grid displays the values from the CLASSSCHEDULE and CLASSTYPE entities for the date selected in the Monthly Calendar pane. The entries in the data grid will be sorted in chronological order by the Class-Time attribute. The values on the data grid are read-only. A single selection can be made by the user. Double-clicking on an entry in the data grid sets the time for the selected class.

If the selected class is full, the system displays the E0121 standard error message.

If the member has an appointment scheduled for this time, the system displays the C0021 standard confirmation message. The options of Yes and No are available.

Click Yes, the class is scheduled.
Click No, the class is not scheduled.

If the member has a class scheduled for this time, the system displays the C0018 standard confirmation message.

The data grid consists of the following control(s):

Time column

This column displays the time of the record for each record displayed within the data grid.

The title of the column is set to "Time". The information displayed within the column is read-only.

Seats column

This column displays the number of seats available for each record displayed within the data grid.

The title of the column is set to "Seats". The information displayed within the column is read-only.

Enrollment column

This column displays the number of participants currently enrolled for each record displayed within the data grid.

The title of the column is set to "Enrolled". The information displayed within the column is read-only.

Topic column

This column displays the topic of the class for each record displayed within the data grid.

The title of the column is set to "Topic". The information displayed within the column is read-only.

Resource column

This column displays the resource for each record displayed within the data grid.

The title of the column is set to "Resource". The information displayed within the column is read-only.

Language column

This column displays the language spoken for each record displayed within the data grid.

The title of the column is set to "Language". The information displayed within the column is read-only.

Notes button

Click the Notes button to display any notes associated with the day selected on the Monthly Calendar pane.

The control is enabled when:

The day selected in the Group Education Class Monthly calendar has a note associated with it.

It has a mnemonic of "N".

Refresh button

Click the Refresh button to refresh the entries displayed in the data grid.

It has a mnemonic of "R".

OK button

Click the OK button to process the screen.

It is the default button for the screen, unless otherwise noted.

It does not have a mnemonic. Its keyboard shortcut is the Enter key.

The Confirm Class Enrollment screen displays when the button is clicked.

Close button

Click the Close button to close the screen.

It does not have a mnemonic. Its keyboard shortcut is the Esc (escape) key.

Processing

If data can be validated and saved on the screen, the following processes occur when the screen is processed:

A process to check for required controls as identified in the Data Map below is performed.
A process to check for valid entries as identified individually for each applicable control in Screen Elements above is performed.
A process to check for edits and cross edits as identified for each applicable control in Screen Elements above is performed.
If any checks or processes fail, a standard error message displays.

If no data can be validated and saved on the screen:

No cross edits are performed.
All values are considered legitimate.
No data is written to the database.

Data Map

The Data Map defines the values saved for all controls on the screen. If available, any additional notes or comments are displayed in the Notes column.

Control Label	Required	Table	Column	Notes
Monthly Calendar	·	·	·	·
Date (month)	·	·	·	·
Date (year)	·	·	·	·
Clinic	·	·	·	·
Member	X	·	·	·
Scheduled Group Education Class Enrollment	X	·	·	·

Software Version: 2.40.00