Generate Caseload Management Projection System Report

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The Generate Caseload Management Projection System Report screen is available in the following application module:

State Office

Generate Caseload Management Projection System Report screen

Screen Elements

Unless otherwise stated below, all controls on the Generate Caseload Management Projection System Report screen are visible and enabled when:

If one or more special conditions exist that affect a control on the Generate Caseload Management Projection System Report screen, the condition(s) are documented for that specific control below.

Month drop-down list box

  Select the month the report covers in the Month drop-down list box.

This is a read-only drop-down list box. The drop-down list box contains all months from the Reference Dictionary, which are displayed as options in calendar month order. It defaults to the month value of the CLOSEMONTHENDDT column of the PROCESSCONTROL table. A selection is required in this control.

Year masked edit box and spin control

  Enter or select the year the report covers in the Year masked edit box and spin control.

The masked edit box only allows the entry of numeric digits. The maximum size of the control is four (4) digits. The masked edit box defaults to the year value of the CurrentMonthEndDt column of the ProcessControl table. Selection of the increment or decrement buttons of the spin control increases or decreases the value by one (1). The month/year entered must be less than the values used by the month-end process.

If the Month/Year entered is greater than the month/year value of the CurrentMonthEndDt column of the ProcessControl table, when the OK button is clicked the system displays the E0043 standard error message.

Report By radio button group

  Select an option in the Report By radio button group.

This radio button group includes controls that allow you to filter the data displayed on the system output. The title text of the radio button group is set to "Report By". A selection is required in this radio button group. The following radio buttons are included in the group:

Agency radio button

Select this radio button to include data for all clinics within the agency currently selected in the Agency drop-down list box on the system output.

State radio button

Select this radio button to include data for all clinics in all agencies across the state on the system output.

All radio button

Select this radio button to include all data on the generated system output.

When the All radio button is selected, the Send to Printer radio button is automatically selected as the default in the Report Destination radio button group.

Agency drop-down list box

  Select the agency to include in the generated system output in the Agency drop-down list box.

The drop-down list box contains all agencies within the state as included in the agency table of the Reference Dictionary. The options in the drop-down list box are sorted numerically in ascending order by AgencyID. The options in the drop-down list box are formatted as follows: {Agency.AgencyID + Agency.AgencyName}. The drop-down list box defaults to blank when enabled.

Report Destination radio button group

  Select an option in the Report Destination radio button group.

This radio button group includes controls that allow you to specify the destination of the generated system output. The title text of the radio button group is set to "Report Destination". A selection is required in this radio button group. The following radio buttons are included in the group:

Display on Screen radio button

Select the Display on Screen radio button to display the system output on your computer's monitor after it is generated. A report printer must currently be defined for your workstation.

Send to Printer radio button

Select the Send to Printer radio button to send the system output to the report printer currently defined for your workstation after it is generated. Printers are specified on the Default Printers screen.

Save as PDF radio button

Select the Save as PDF radio button to save the system output as a PDF file after it is generated.

OK button

  Click the OK button to generate the system output.

It is the default button for the screen.

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

Depending on the selection in the Report Destination radio button group, one of the following occurs when the OK button is clicked:

• If the Display on Screen radio button is selected and a default printer has not been selected for the workstation, the system displays the Default Printers screen. If the user does not select a printer and clicks the Cancel button, a standard error message (E0051) displays. Upon dismissal of the standard error message, the user is returned to the Generate Reports screen. Otherwise, the system output is displayed on your computer's monitor after it is generated.

• If the Send to Printer radio button is selected and a default printer has not been selected for the workstation, the system displays the Default Printers screen. If the user does not select a printer and clicks the Cancel button, a standard error message (E0051) displays. Upon dismissal of the standard error message, the user is returned to the Generate Reports screen. Otherwise, the system output is sent to the report printer currently defined for your workstation after it is generated.

• If the Save as PDF radio button is selected, a standard Windows Save File As screen displays when the OK button is clicked. Select the folder and enter the file name to save the PDF file and click the OK button. When clicked, the system saves the file to the selected folder as the specified filename. Or, click the Cancel button to dismiss the Windows Save File As screen without saving the PDF file.

The system output is generated and the Generate Reports screen displays when the button is clicked. Some reports can take a bit of time to generate. For these reports, a progress bar displays when the button is clicked.

Cancel button

Click the Cancel button to close the screen without generating the system output.

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

The Generate Reports 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.

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Software Version: 2.40.00