The Generate Participants for Chart Audit Report screen is available in the following application module:
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State Office |
Contents Show
The Generate Participants for Chart Audit Report screen is used to select criteria for printing the Participants for Chart Audit Report OPR051 (Output).
For detailed information about the system output generated, see Participants for Chart Audit Report OPR051 (Output).
The Generate Participants for Chart Audit Report screen is available in the following application module:
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State Office |
Generate Participants for Chart Audit Report screen
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Interface InitializationUpon initial display of the screen, the following occurs:
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Unless otherwise stated below, all controls on the Generate Participants for Chart Audit Report screen are visible and enabled when:
The screen is active.
If one or more special conditions exist that affect a control on the Generate Participants for Chart Audit Report screen, the condition(s) are documented for that specific control below.
Complete the information in the Servicing Entities group box.
This group box includes controls that allow you to specify the servicing entities to be included on the report. The title text of the group box is set to "Servicing Entities". The following controls are included in the group box:
Report by group box
This radio button group includes controls that allow you to specify the selection criteria of the generated 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:
Clinic radio button
Select this radio button to limit the data included on the report by a specific clinic.
Agency radio button
Select this radio button to include data for all clinics within the agency currently selected in the Agencies list box on the system output.
Agencies list box
This list box contains all agencies within the state. Click a program in this list box to highlight it. Multiple selections are allowed.
Clinics list box
This list box contains all clinics within the selected agencies. Click a program in this list box to highlight it. Multiple selections are allowed.
The control is enabled when:
The Clinic radio button is selected.
Enter or select the fiscal year to include in the generated report in the Federal Fiscal Year spin control.
One of the two most-recent fiscal years can be selected. Selection of the increment or decrement buttons of the spin control will increase or decrease the value by one (1).
Complete the information in the Total Sample Size group box.
This group box includes controls that allow you to specify the total sample size of participants to be included on the report. The title text of the group box is set to "Servicing Entities". The following controls are included in the group box:
Percent of Participants radio button and text box
Select this radio button to include a percent of participants in the generated report.
Enter the percent of participants to be included in the generated report in this text box. It allows the entry of numeric characters only. The maximum number characters that can be entered in the text box is three (3) characters.
The control is enabled when:
The Percent of Participants radio button is selected.
The value entered must be between one (1) and one hundred (100). If it is not, when the screen is processed the system displays the E0062 standard error message.
Number of Participants radio button and text box
Select this radio button to include a number of participants in the generated report.
Enter the number of participants to be included in the generated report in this text box. It allows the entry of numeric characters only. The maximum number characters that can be entered in the text box are nine (9) characters.
The control is enabled when:
The Number of Participants radio button is selected.
The value entered must be between one (1) and 999,999. If it is not, when the screen is processed the system displays the E0062 standard error message.
Complete the information in the WIC Categories group box.
This group box includes controls that allow you to specify the WIC categories of the participants to be included on the report. The title text of the group box is set to "WIC Categories". The following controls are included in the group box:
Infant check box
Check this check box to indicate that infants are to be included on the generated report.
Child check box
Check this check box to indicate that children are to be included on the generated report.
Pregnant check box
Check this check box to indicate that pregnant participants are to be included on the generated report.
Breastfeeding check box
Check this check box to indicate that breastfeeding participants are to be included on the generated report.
Non-breastfeeding check box
Check this check box to indicate that non-breastfeeding participants are to be included on the generated report.
Min. Percent text box
Enter the minimum percent of participants to be included in the generated report. It allows the entry of numeric characters only. The maximum number characters that can be entered in the text box is three (3) characters.
The control is enabled when:
A WIC Category check box is selected.
The Percent of Participants radio button is selected.
Min. Number text box
Enter the minimum number of participants to be included in the generated report. It allows the entry of numeric characters only. The maximum number characters that can be entered in the text box is nine (9) characters.
The control is enabled when:
A WIC Category check box is selected.
The Number of Participants radio button is selected.
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.
Save as Spreadsheet radio button
Select the Save as Spreadsheet radio button to save the system output as an Excel file after it is generated.
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 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.
If the Save as Spreadsheet radio button is selected, a Windows Save File As screen displays when the OK button is clicked. Select the folder and enter the file name to save the Excel 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 Excel 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.
When the screen is processed, all participants of the specified WIC Categories associated with the specified Servicing Entities who attempted a certification or were certified for at least one day during the specified Federal Fiscal Year are included in the randomizing routine.
For each Min. Percent or Min. Number value specified, participants included in the randomizing routine are chosen at random until the minimum threshold is met or no more participants of the associated WIC category remain.
Once all minimum requirements are met as indicated above, the remaining participants included in the randomizing are chosen at random until the Total Sample Size is reached or no more participants remain in the randomizing routine.
Each participant's inclusion in the report is determined by their certification history. Only certifications that start or end during the selected Federal Fiscal Year should be used for the determination.
The certification start date (CertContact.CertStartDate) is used to determine when a certification was started. The certification end date (CertContact.CertEndDate), certification termination date (CertContact.CertTermDate), and certification ineligibility date (CertContact.CertIneligibleDate) are used together to determine when a certification was ended.
For a participant that has more than one certification started or in effect during the selected Federal Fiscal Year, only the participant's most recent certification record is used.
The agencies and clinics selected for the report should be compared against the values stored in each participant's certification record (CertContact.AgencyID and CertContact.ServiceSIteID).
The WIC Categories selected for the report should be compared against the values stored in each participant's certification record (CertContact.CertWICStatus).
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NOTE: If enough participants were not included in the randomizing routine to fulfill the specified Total Sample Size value or any specified Min. Percent or Min. Number values, no messages are displayed and the report is generated as if there had been enough participants to meet the requirements. |
It does not have a mnemonic. Its keyboard shortcut is the Esc (escape) key.
The Generate Reports screen displays when the button is clicked.
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.
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
