Calculate Estimated Eligible Caseload

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The Calculate Estimated Eligible Caseload screen is used to enter estimated eligible numbers from external agencies for each county to derive a number of possible eligible people available to be served by this WIC program.

Calculate Estimated Eligible Caseload screen

Screen Access

Display the Participant List screen > On the Activities menu, select the Calculate Estimated Eligible Caseload menu option.

Interface Initialization

Upon initial display of the screen, the following occurs:

The title bar text is set to "Calculate Estimated Eligible Caseload".

The Clinic drop-down list box is visible, enabled, and initially blank as the default.

The data grid is initially blank.

The New Month button is visible and enabled.
The Month drop-down list box is enabled and blank.

The OK button is visible and enabled as the default.

The Cancel button is visible and enabled as the default.

Screen Elements

Unless otherwise stated below, all controls on the Calculate Estimated Eligible Caseload screen are visible and enabled when:

The screen is active.

If one or more special conditions exist that affect a control on the Calculate Estimated Eligible Caseload screen, the condition(s) are documented for that specific control below.

Clinic drop-down list box

Select the clinic for which to manage estimated eligible caseload data in the Clinic drop-down list box.

It will be filled with the SERVICESITEID and SERVICESITENAME for all clinics in the SERVICESITE table sorted by SERVICESITEID. It defaults to blank.

Calculate Estimated Eligible Caseload editable data grid

View the information in the Calculate Estimated Eligible Caseload editable data grid.

Enter estimated eligible population data for each clinic in each county displayed.

Upon selection of a clinic in the clinic drop-down list box, the data grid will be cleared and a row will be placed in the data grid for each County within the County table for the selected Clinic in the clinic drop-down list box. Data from the ELIGIBLEESTIMATE table will be placed in the data grid with each county row for the selected clinic and month. The rows of the data grid will sort first by County name column in alphabetical ascending order. Integer values may be entered in the Eligible columns. The maximum size of the Eligible columns will be nine (9). The control will allow numeric only. The mask for the Eligible columns will be "###,###,###". The maximum size of the Percent column will be five (5). The mask for the Percent column will be "###.##%". The entry columns is enabled for editing if the Fiscal Year has not been closed. If the Fiscal Year has been closed, the entry columns will be view-only.

NOTE: Only months that fall within an open fiscal year are open for editing. If the selected Month falls within a closed fiscal year, the data displayed in the Calculate Estimated Eligible Caseload data grid is not available to be updated.

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

County column

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

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

Census Eligible column

This column contains a masked edit box for each record displayed within the editable data grid. Enter or update the total number of eligibles predicted by census reporting for the selected month.

The title of the column is set to "Census Eligible". The information displayed within the column is editable.

State Pgm Eligible column

This column contains a masked edit box for each record displayed within the editable data grid. Enter or update the number of eligibles predicted by state programs for the selected month.

The title of the column is set to "State Pgm Eligible". The information displayed within the column is editable.

Other Tribe Eligible column

This column contains a masked edit box for each record displayed within the editable data grid. Enter or update the number of eligibles predicted by other tribes for the selected month.

The title of the column is set to "Other Tribe Eligible". The information displayed within the column is editable.

State Agency Eligible column

This column contains a masked edit box for each record displayed within the editable data grid. Enter or update the number of eligibles predicted by the local agency for the selected month.

The title of the column is set to "State Agency Eligible". The information displayed within the column is editable.

Total Un-served Eligible column

This column displays the total number of eligible participants that are not served for each record displayed within the data grid.

The title of the column is set to "County". The information displayed within the column is read-only. This value is calculated (Census Eligible minus State Pgm Eligible minus Other Tribe Eligible minus State Agency Eligible)

Total Un-served Percent column

This column displays the total percentage of participants that are not served for each record displayed within the data grid.

The title of the column is set to "County". The information displayed within the column is read-only. This value is calculated (Total Un-served Eligible divided by Census Eligible)

New Month button

Click the New Month button to add a new month and close the previous month.

It has a mnemonic of "N".

Upon selection of the New Month of button:

The Add Calculated Estimated Eligible Caseload Month screen will be displayed.
Upon return from adding a new accounting month (YYYYMM), the new calculate eligible caseload month will be added to the Month drop-down list box and selected. The data grid will be cleared and refreshed.

Month drop-down list box

Select the month to display caseload data for that month in the data grid in the Month drop-down list box.

Upon selection of a clinic, it will be filled with all available eligible dates (ESTIMATEDT) from the ELIGIBLEESTIMATE table in descending chronological (CCYYMM) order by accounting period for the clinic in the clinic drop-down list box. The display format will be MM/CCYY. The value defaults to the most recent date for the selected clinic. It defaults to empty upon initial display when no clinic is selected. The user can view caseload data for other months by selecting a month.

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 Participant List screen displays when the button is clicked.

Cancel button

Click the Cancel button to close the screen without processing or saving data.

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

The Participant List screen displays when the button is clicked.

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
Clinic	·	ELIGIBLEESTIMATE	SERVICESITEID - An assigned code identifying the service site within the agency.	·
County	·	ELIGIBLEESTIMATE	County - A state-assigned identifying code for the county of the service site location.	·
Month	·	ELIGIBLEESTIMATE	ESTIMATEDT - The accounting month/year the estimated un-served eligible population was calculated. YYYYMM Varchar 6	·
State Census Eligible	·	ELIGIBLEESTIMATE	CENSUSELIGIBLE - The total number of eligible population taken from the external state census reporting.	·
State Program Eligible	·	ELIGIBLEESTIMATE	STATEPGMELIGIBLE - The total number of eligible population taken from the external State WIC program (OK, NM) reporting.	·
Other Tribes Programs Eligible	·	ELIGIBLEESTIMATE	OTHERTRIBESELIGIBLE - The total number of eligible population taken from the other external tribes programs reporting within the state (OK, NM).	·
State Agency Eligible	·	ELIGIBLEESTIMATE	STATEAGENCYELIGIBLE - The total number of eligible population taken from the State Agency program reporting.	·
Total Estimated Un-served Eligible	·	ELIGIBLEESTIMATE	ESTIMATEDUNSERVEDELIBIBLE - The calculated balance of the eligible population estimated un-served.	·
Percent Un-served	·	ELIGIBLEESTIMATE	ESTIMATEDUNSERVEDPERCENT - The calculated percent of the balance of the eligible population estimated un-served to the State Census reporting.	·

Software Version: 2.40.00