Edit Assigned Caseload

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The Edit Assigned Caseload screen is used to edit the assigned caseload information for a clinic listed in the grid on the Assigned Caseload screen.

The Edit Caseload Assigned screen allows the user to specify the assigned caseload for a clinic or an agency, depending on the value of the CASELOAD_BY_SERVICESITE state business rule:

If CASELOAD_BY_SERVICESITE = "Y", the screen is used to specify the assigned caseload for clinics.
If CASELOAD_BY_SERVICESITE = "N", the screen is used to specify the assigned caseload for agencies.

Edit Assigned Caseload screen

Screen Access

Display the Assigned Caseload screen > Select a record in the Assigned Caseload data grid > Click the Edit button.

Interface Initialization

Upon initial display of the screen, the following occurs:

The title bar text is set to "Edit Assigned Caseload".

All fields are enabled and default to zero (0) or a previously saved value.

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 Edit Assigned Caseload screen are visible and enabled when:

The screen is active.

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

Agency/Clinic value labels

View the identification number and name of the clinic or agency that was selected in the Assigned Caseload data grid on the Assigned Caseload screen.

Pregnant masked edit box

Enter the number of pregnant clients assigned to the clinic in the Pregnant masked edit box.

It allows the entry of numeric characters. The mask for the masked edit box is "#,###,###".

Breastfeeding masked edit box

Enter the number of breastfeeding postpartum clients assigned to the clinic in the Breastfeeding masked edit box.

It allows the entry of numeric characters. The mask for the masked edit box is "#,###,###".

Non-breastfeeding masked edit box

Enter the number of non-breastfeeding postpartum clients assigned to the clinic in the Non-breastfeeding masked edit box.

It allows the entry of numeric characters. The mask for the masked edit box is "#,###,###".

Children masked edit box

Enter the number of child clients assigned to the clinic in the Children masked edit box.

It allows the entry of numeric characters. The mask for the masked edit box is "#,###,###".

Infants masked edit box

Enter the number of infant clients assigned to the clinic in the Infants masked edit box.

It allows the entry of numeric characters. The mask for the masked edit box is "#,###,###".

Total Assigned Caseload masked edit box

Enter the total number of clients assigned to the clinic in the Total Assigned Caseload masked edit box.

It allows the entry of numeric characters. The mask for the masked edit box is "#,###,###".

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 Assigned Caseload 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 Assigned Caseload 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	·	ASSIGNEDCASELOADSS / STATUSASSIGNEDCASELOADSS	ServiceSiteID	CASELOAD_BY_SERVICESITE = "Y" to enable assigned caseload by Clinic.
Agency	·	ASSIGNEDCASELOAD / STATUSASSIGNEDCASELOAD	AgencyID	CASELOAD_BY_SERVICESITE = "N" to enable assigned caseload by Agency.
Pregnant	X	STATUSASSIGNEDCASELOADSS	WICStatus / AssignedCaseload	CASELOAD_BY_SERVICESITE = "Y" to enable assigned caseload by Clinic.
·	·	STATUSASSIGNEDCASELOAD	·	CASELOAD_BY_SERVICESITE = "N" to enable assigned caseload by Agency.
Non-breastfeeding	X	STATUSASSIGNEDCASELOADSS	WICStatus / AssignedCaseload	CASELOAD_BY_SERVICESITE = "Y" to enable assigned caseload by Clinic.
·	·	STATUSASSIGNEDCASELOAD	·	CASELOAD_BY_SERVICESITE = "N" to enable assigned caseload by Agency.
Infants	X	STATUSASSIGNEDCASELOADSS	WICStatus / AssignedCaseload	CASELOAD_BY_SERVICESITE = "Y" to enable assigned caseload by Clinic.
·	·	STATUSASSIGNEDCASELOAD	·	CASELOAD_BY_SERVICESITE = "N" to enable assigned caseload by Agency.
Breastfeeding	X	STATUSASSIGNEDCASELOADSS	WICStatus / AssignedCaseload	CASELOAD_BY_SERVICESITE = "Y" to enable assigned caseload by Clinic.
·	·	STATUSASSIGNEDCASELOAD	·	CASELOAD_BY_SERVICESITE = "N" to enable assigned caseload by Agency.
Children	X	STATUSASSIGNEDCASELOADSS	WICStatus / AssignedCaseload	CASELOAD_BY_SERVICESITE = "Y" to enable assigned caseload by Clinic.
·	·	STATUSASSIGNEDCASELOAD	·	CASELOAD_BY_SERVICESITE = "N" to enable assigned caseload by Agency.
Total Assigned Caseload	X	ASSIGNEDCASELOADSS	TotalAssignedCaseload	CASELOAD_BY_SERVICESITE = "Y" to enable assigned caseload by Clinic.
·	·	ASSIGNEDCASELOAD	·	CASELOAD_BY_SERVICESITE = "N" to enable assigned caseload by Agency.

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Software Version: 2.40.00