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DISCOVE RE R Re porting Syste m DI SCOVE RE R F AQ s Wha t - - PowerPoint PPT Presentation

DISCOVE RE R Re porting Syste m DI SCOVE RE R F AQ s Wha t I s DI SCOVE RE R? Who c a n use it? Whe re c a n I a c c e ss it? Whe n c a n I use it? Why use it? 2 Wha t is Disc o ve re r? I


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SLIDE 1

DISCOVE RE R Re porting Syste m

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SLIDE 2

2

DI SCOVE RE R F AQ’ s

  • Wha t I

s DI SCOVE RE R?

  • Who c a n use it?
  • Whe re c a n I

a c c e ss it?

  • Whe n c a n I

use it?

  • Why use it?
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SLIDE 3

3

Wha t is Disc o ve re r?

  • I

t is Ora c le re po rting so ftwa re tha t g ive s info rma tio n a b o ut wha t is in OWCMS. I f it is no t in OWCMS, Disc o ve re r c a nno t re po rt it

  • T

he re a re pre -de sig ne d (c a nne d) re po rts tha t ha ve a lre a dy b e e n pre pa re d b y the sta te . T ho se re po rts c a n b e run a s is o r c a n b e mo difie d b y sta ff

  • Disc o ve re r a lso ha s the c a pa b ility to re po rt da ta

tha t the use r re q ue sts fro m sc ra tc h (a d-ho c )

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SLIDE 4

4

Wha t info rma tio n c a n b e re po rte d b y Disc o ve re r?

  • Disc o ve re r re po rts info rma tio n o n pa rtic ipa nts tha t is

e nte re d into OWCMS

  • T

his da ta c a n b e vie we d a t the pa rtic ipa nt, c a se ma na g e r, lo c a l o ffic e , WI B o r sta te le ve l

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SLIDE 5

5

Who c a n a c c e ss Disc o ve re r?

  • Anyo ne who ha s a ro le in OWCMS ha s a c c e ss to

Disc o ve re r

  • T

he Disc o ve re r Que ry o r Re po rt le ve l a c c e ss is no lo ng e r de te rmine d b y the ro le o f the OWCMS use r

  • Disc o ve re r Re po rts c a n b e sha re d b e twe e n

diffe re nt use r ro le s

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SLIDE 6

6

Whe re c a n I find Disc o ve re r?

  • Disc o ve re r re po rts c a n b e a c c e sse d within OWCMS

unde r the re po rts me nu ite m. T his is the sug g e ste d wa y tha t yo u a c c e ss the se re po rts

  • Disc o ve re r L

E

  • r WI

A Ad-ho c Re po rt ta ke s yo u to the ‘ PL US’ pa rt o f Disc o ve re r http:/ / disc o ve re r.o wdsa .o hio .g o v/ disc o ve re r/ a pp/ c o nne c tio n? e ve nt=displa yCo nne c tio ns&c lie ntT ype =plus

  • Yo ur lo g -in is c o mpute r spe c ific – if yo u g o to a

diffe re nt c o mpute r yo u ha ve to c re a te lo g -in o n tha t c o mpute r

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SLIDE 7

7

Whe re do e s the Disc o ve re r info rma tio n c o me fro m?

  • I

f it is no t in OWCMS, Disc o ve re r c a nno t re po rt it “I f it is no t in OWCMS, it didn’ t ha ppe n!”

  • Disc o ve re r info rma tio n c o me s fro m the OWCMS

re po rting da ta b a se

  • T

he re po rting da ta b a se is a se pa ra te da ta b a se fro m the “live ” pro duc tio n da ta b a se . I f the da ta wa s “live it wo uld slo w do wn the e ntire syste m.

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SLIDE 8

8

Whe n is the da ta a va ila b le fo r re po rts?

  • Da ta tha t is e nte re d in OWCMS will b e se e n the

fo llo wing da y in Disc o ve re r re po rts

  • T

he da ta is upda te d nig htly whe n the re po rting da ta b a se is re fre she d fro m the pro duc tio n da ta

  • T

he re fre sh is usua lly c o mple te b y 8:00 AM o f the b e g inning o f the b usine ss da y

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SLIDE 9

9

Why Use Disc o ve re r?

  • Disc o ve re r c a n b e use d to ma na g e yo ur c a se lo a d
  • Disc o ve re r c a n g ive yo u the sta tus o f individua ls
  • Disc o ve re r c a n upda te yo u o n the ir o utc o me s
  • Disc o ve re r c a n te ll yo u wha t wa s do ne a nd whe n
  • Disc o ve re r info rma tio n c a n b e fo rma tte d into re po rts a nd

e xpo rte d

  • Disc o ve re r pro vide s info rma tio n o n pe rfo rma nc e
  • Allo ws yo u to wo rk sma rte r no t ha rde r
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SLIDE 10

10

DI SCOVE RE R Glo ssa ry T e rms Pa g e 6

  • He lps to unde rsta nd

DI SCOVE RE R T e rmino lo g y

  • Sc a n thro ug h the list
  • Be ing fa milia r will he lp

in the ‘ Cre a te a Re po rt’ pa rt o f tra ining

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SLIDE 11

11

WI A Disc o ve re r Re po rts Glo ssa ry

  • Ad-ho c Re po rt: I

n the OWCMS re po rt me nu the Ad-ho c re po rt me nu ite m lo a ds the Disc o ve re r so ftwa re fo r OWCMS re po rting

  • Busine ss Are a s: re pre se nt ho w re la te d info rma tio n is g ro upe d

Disc o ve re r ha s 2 b usine ss a re a s: WI A a nd L E

  • Co nditio ns: Are sta tic , de fine d c irc umsta nc e s tha t limit the

info rma tio n re q ue ste d fro m the re po rting da ta b a se tha t

  • pe ra te the sa me wa y e ve ry time a q ue ry is ra n
  • Co nne c tio n: Cre a ting a link fro m the c o mpute r yo u a re o n to

yo ur da ta a nd file s in Disc o ve re r

  • E

xpo rt: T

  • se nd the wo rkshe e t o ut to a diffe re nt pro g ra m, suc h

a s Mic ro so ft E xc e l fo r ma nipula tio n in tha t pro g ra m

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SLIDE 12

12

WI A Disc o ve re r Re po rts Glo ssa ry

F

  • lde rs: I

nfo rma tio n fro m e a c h b usine ss a re a is the n sto re d in fo lde rs. Curre ntly, tho se fo lde rs re pre se nt ta b le s in the re po rting da ta b a se . I te ms: Re pre se nts spe c ific line s o f info rma tio n in a fo lde r L E

  • r WI

A ‘ Ad-ho c Re po rts: Cre a te yo ur o wn re po rts b a se d o n ite ms yo u se le c t. L E

  • r WI

A ‘ Ca nne d Re po rts: Re po rts tha t ha ve a lre a dy b e e n c re a te d b ut c a n b e mo difie d o r run a s is fo r yo ur ne e ds. Pa g e I te ms: An e a sy wa y to filte r wo rkshe e ts witho ut filte ring b y c o nditio ns.

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SLIDE 13

13

WI A Disc o ve re r Re po rts Glo ssa ry

Que rie s: T his the re q ue st yo u ma ke o f Disc o ve re r whe n a sking fo r spe c ific info rma tio n. T a b le : Ho w da ta is displa ye d in Disc o ve re r. Co lumns with he a ding s a c ro ss the to p o f the pa g e de fine wha t da ta is displa ye d T he da ta is

  • rg a nize d like a spre a dshe e t.

Wo rkb o o k: is a sing le wo rkshe e t o r a c o lle c tio n o f wo rkshe e ts who se fo rma t is sa ve d to the re po rting da ta b a se . Wo rkshe e t: is the da ta tha t is g e ne ra te d whe n a q ue ry is run. I t c o nta ins info rma tio n re trie ve d fro m the re po rting da ta b a se o n ite ms in the q ue ry.

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SLIDE 14

14

Ho w is the da ta in Disc o ve re r o rg a nize d?

  • Disc o ve re r da ta is sto re d in ta b le s b e hind the

sc e ne s

  • T

a b le s a re c urre ntly displa ye d a s fo lde rs in the Disc o ve re r whe n se le c ting da ta fo r re po rts

  • I

f a da ta ite m is linke d to a diffe re nt da ta ite m in a diffe re nt ta b le the ite ms in tha t o the r ta b le c a n b e displa ye d a s pa rt o f the sa me re po rt

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SLIDE 15

Ho w is the da ta in Disc o ve re r o rg a nize d?

  • No t a ll ta b le s o r da ta b a se s a re linke d to g e the r
  • Se pa ra te Da ta b a se s – I

f se le c t da ta o ut o f o ne the se da ta b a se s yo u will no t b e a b le to se le c t da ta

  • ut o f a ny o the r da ta b a se s
  • WI

A se e ke r Re la te d

  • Mini-I

nc umb e nt Wo rke r

  • Mini-Se e ke r
  • Ra pid Re spo nse
  • Jo b -I

n

15

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SLIDE 16

Ho w is Disc o ve re r da ta displa ye d in re po rts?

  • Da ta is displa ye d in the re po rts in a spre a dshe e t

fo rma t

  • Da ta is o rg a nize d b y c o lumns a c ro ss the to p a nd

da ta o n e a c h individua l is displa ye d in ro ws

  • T

his da ta is ve ry e a sily e xpo rte d into a n E xc e l spre a dshe e t due to this fo rma t.

16

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SLIDE 17

Pla n yo ur re po rt b e fo re yo u sta rt it!

  • K

no w wha t yo u wa nt b e fo re yo u sta rt – At a minimum c o nside r the fo llo wing q ue stio ns b e fo re c re a ting yo ur re po rt

  • Who a re yo u trying to g e t info rma tio n a b o ut?
  • Wha t do yo u wa nt to kno w a b o ut the m?
  • Wha t time pe rio d do yo u wa nt fo r yo ur da ta ?
  • I

s lo c a tio n impo rta nt? L

  • c a l Are a – Offic e
  • I

s the re o the r limita tio ns tha t yo u wa nt?

17

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SLIDE 18

Simple r is b e tte r!

  • Yo ur re po rts will b e mo re a c c ura te if yo u try to a nswe r o ne o r

two q ue stio ns with the da ta in yo ur re po rt!

  • I

t is b e tte r to ha ve mo re re po rts tha t g ive b e tte r da ta !

  • As yo u a dd mo re da ta ite ms to the re po rt yo u ma y re duc e

the numb e r o f ro ws o f da ta tha t ma tc h a ll o f the re q uire me nts yo u a re re q ue sting – Whe n yo u c ro ss ma jo r ta b le s tha t ta b le ma y re stric t the numb e r o f ro ws in yo ur re po rt to the ite ms tha t a re mo st re stric tive in the ta b le

18

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SLIDE 19

Who – Ca se Ma na g e me nt & Re po rting Da ta b a se

– I ndividua ls – Na me , Se e ke r I D, SSN – Se e ke r I D – WI A Pro g ra m – Adult, DW, Olde r Yo uth, Yo ung e r Yo uth, a nd mo re , mo re , mo re – Co unting pe o ple o r c o unting se rvic e s – Ve ts – Ve t Sta tus vs Ve ts De ta ils – Ra pid Re spo nse – Se lf-Se rvic e – Mini Se e ke r a nd L imits – Da te o f I nitia l Se rvic e vs Se rvic e Da te – I nc umb e nt Wo rke r – T ra de – inc lude d in WI A – Cla ima nt Sta tus – Curre nt Cla ima nt Sta tus vs UI Sta tus a t I nta ke – Spe c ia l Pro g ra ms – Spe c ia l Gra nt Offic e vs WI A Pro g ra m

19

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SLIDE 20

Wha t da ta will b e in yo ur re po rt

  • a . Co re , I

nte nsive , T ra ining , Yo uth – Se rvic e T ype vs Se rvic e De sc riptio n

  • b . De mo g ra phic s
  • i. Ge nde r
  • ii. Ag e – to da y – a t inta ke
  • iii. Disa b le d
  • iv. Ra c e – Se e ke r Ra c e - Multi-Ra c e
  • v. E

duc a tio n L e ve l

  • vi. E

duc a tio n Sta tus

  • vii. Offe nde r
  • c . Pa rtic ipa nts – who is a pa rtic ipa nt/ e nro lle e
  • d. Se e ke r Sta tus – Pro g ra m Sta tus ( Clo se d, Co mple te d,

De nie d, E lig ib le , E nro lle d, E xpire d) vs Se e ke r Sta tus (Ac tive , Ope n, E xite d)

20

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SLIDE 21

Wha t da ta will b e in yo ur re po rt

  • e . E

xite rs – Se e ke r Sta tus vs Se e ke r E xit Da te / Clo se Da te

  • f. E

mplo ye d Pe rfo rma nc e – Po st E xit a nd Wa g e s – E mplo ye d Q1, Q2, Q3. Q4 – So urc e s a nd timing

  • g . Jo b Pla c e me nt – L
  • c a l Da ta o nly
  • h. Cre de ntia ls/ Ce rtific a te s – Po st E

xit a nd Wa g e s

  • i. Co mple te rs – Se rvic e s- Se rvic e / Ac tivity Outc o me Re sult
  • j. Pla nne d E

nd Da te Re po rt – Se rvic e s – Pla nne d E nd Da te

  • K

. L

  • w I

nc o me / Pub lic Assista nc e – Ba sic I nta ke – Adult L

  • w

I nc o me / Pub lic Assista nc e Re c ipie nt – Se e ke r Pub lic Assista nc e De ta ils

21

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SLIDE 22

Whe n did this a c tivity ha ppe n

  • a . Ac tua l Sta rt Da te s (Se rvic e s)
  • b . Ac tua l E

nd Da te s (Se rvic e s)

  • c . Ac tua l Sta rt/ E

nd Da te vs Pa rtic ipa tio n Da te vs Pro g ra m Sta rt\E nd Da te s

  • d. Se e ke r E

xit Da te s

  • e . Dislo c a te d Wo rke r Da te

22

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SLIDE 23

L

  • g in to OWCMS AND Disc o ve re r
  • L
  • g -in to OWCMS
  • Go to Re po rts me nu a nd se le c t WI

A Ad Ho c Re po rts

  • T

his will o pe n a ne w sc re e n to c re a te a Disc o ve re r c o nne c tio n – if yo u ha ve a po p-up b lo c ke r this windo w will no t o pe n!

  • Se le c t Cre a te Co nne c tio n
  • F

ill in Na me (wha te ve r yo u wa nt) Use r Na me – Pa sswo rd – a nd Da ta b a se (da ta b a se is sc tr.wo rld )

  • Se le c t Apply
  • Will re o pe n pa g e with yo ur Na me – Clic k o n yo ur

Na me a nd the syste m will re q ue st yo u to re -e nte r yo ur pa sswo rd –E nte r pa sswo rd a nd se le c t Go

23

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SLIDE 24

24

I nitia l DI SCOVE RE R Cho ic e s

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SLIDE 25

25

DI SCOVE RE R Da ta I te ms

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SLIDE 26

Ava ila b le Da ta I te ms

  • Ye llo w fo lde rs re pre se nt ta b le s
  • No n-I

nde nte d fo lde rs a re ma jo r fo lde rs

  • I

nde nte d ta b le s a re sub fo lde rs

  • F
  • lde r Na me s will b e simila r to me nu ite ms in

OWCMS

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SLIDE 27

K E Y F I E L DS I N DI SCOVE RE R

  • K

e y file s in Disc o ve re r do c ume nt

  • WI

A Disc o ve re r Da ta b a se fie lds do c ume nt Mo st Co mmo n fo lde rs use d a re Se e ke r Da ta ’ , ‘ Pro g ra m E nro llme nt’ , ‘ Se rvic e s’ , ‘ Po st E xit’ , a nd “Jo b Pla c e me nt’

Afte r se le c ting some ite ms for a re port othe r fie lds ma y be c ome una va ila ble to se le c t. T he da ta e le me nt you ha ve se le c te d is not linke d to your se le c te d ite ms. T

ho se will displa y a s g ra ye d o ut da ta e le me nts. Yo u ma y ha ve to se le c t a no the r da ta e le me nt tha t is linke d. T he ke y da ta fo r WI A re po rts is “WIA Prog ra m” in the ‘Prog ra m E

nrollme nt’ fo lde r

  • r ‘ Pro g ra m Affilia tio n’ I

f yo u wa nt to c o unt se e ke rs yo u will ne e d to inc lude Se e ke r I D in yo ur re po rt

Blue F la shlig ht o n Se le c t is e xtre me ly he lpful to find da ta E

le me nts I t o pe ns a se a rc h fe a ture fo r da ta ite ms - T he Blue F la shlig ht is yo ur frie nd!

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SLIDE 28

Se le c t Da ta I te ms fo r yo ur re po rt

  • Se le c t da ta ite ms fro m the “Ava ila b le ” side

(hig hlig ht)

  • Yo u c a n se le c t multiple ite ms b y using shift o r

c o ntro l

  • Clic k o n rig ht a rro w to se nd it to the se nd the da ta

ite m to the “Se le c te d” side to ma ke it pa rt o f the re po rt

  • I

f yo u wa nt to no t use a da ta ite m yo u ha ve se le c te d yo u c a n hig hlig ht it a nd c lic k o n le ft a rro w to se nd it b a c k to the “Ava ila b le ” side

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SLIDE 29

L imiting Da ta - Co nditio ns

  • I

f yo u do no t limit the re po rt yo u will g e t da ta fo r the who le sta te fo r e ve ryo ne who is the pro g ra m – it is hig hly unlike ly wha t yo u wa nt

  • Co nditio ns is o ne wa y to limit the da ta yo u will se e

in yo ur re po rt

  • Yo u will no t g e t wha t yo u wa nt if yo u do n’ t

unde rsta nd c o nditio ns

  • Co nditio ns a re vie we d in the middle o f the ta b in

the Se le c t I te ms se c tio n

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SLIDE 30

CONDI T I ONS

  • Be lo w the “Ava ila b le ” pa ne fo r da ta ite ms is a Ne w

b utto n whic h will le t yo u c re a te a ne w c o nditio n o r c a lc ula tio n – I t will b ring up a ne w sc re e n whe re yo u will ne e d to ma ke thre e de c isio ns (I do n’ t wo rry a b o ut na ming the c o nditio n o r the de sc riptio n, I le t the syste m do it)

  • I

te m – Wha t da ta ite m do yo u wa nt to L imit?

  • Co nditio n – Wha t is the limiting fa c to r to b e use d?
  • Va lue s – Wha t va lue s will b e use d a s a n o utc o me ?

– Must b e e xa c tly like o utput in re po rt unle ss wildc a rd (%) is use d with Co nditio n suc h a s “L ike ”

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SLIDE 31

31

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SLIDE 32

32

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SLIDE 33

Co nditio ns – I te m

  • Wha t da ta ite m do yo u wa nt to L

imit?

  • I

t is typic a lly will b e o ne o f the da ta ite ms yo u ma de a s pa rt o f yo ur re po rt

  • I

f yo u se le c t the dro p do wn a rro w a nd it will g ive a list o f ite ms to se le c t fro m

  • I

t is po ssib le to se le c t mo re tha n ite m to limit

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SLIDE 34

34

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SLIDE 35

Co nditio ns – Co nditio n

  • Co nditio n – Wha t is the limiting fa c to r to b e use d?

– a . Co nditio n – i. = a nd I n (use d with te xt) – ii. <> no t use d o fte n (use d with da te s) – iii. > (use d with da te s) – iv. < (use d with da te s) – v. <= (use d with da te s) – vi. >= (use d with da te s) – vii. L ike – with wildc a rd % (use d with te xt) – viii. I s Null (use d with da te s a nd te xt) – ix. I s No t Null (use d with da te s a nd te xt) – x. No t I n (use d with te xt) – xi. Be twe e n (use d with da te s) – xii. No t Be twe e n with da te s (use d with da te s)

  • xiii. No t L

ike (use d with te xt)

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SLIDE 36

CONDI T I ONS

CONDI T I ONS L I MI T T HE OUT PUT OF YOUR SPRE AD SHE E T – T HI S I S A GOOD T HI NG – “=“ DAT A HAS T O BE E XACT L Y T HE SAME AS I N T HE OUT PUT – “BE

T WE E N” DAT

A WI L L BE BE T WE E N T WO SPE CI F I E D CRI T E RI A – “< or

>”

DAT A (typic a lly da te s) WOUL D BE GRE AT E R T HAN OR L E SS T HAN SPE CI F I E D CRI T E RI A – “L

IKE ” CAN BE

USE D WI L DCARD T O A RANGE OF DAT A (WI L DCARD (%) CAN BE VE RY HE L PF UL WI T H T HI S L I MI T E R)

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SLIDE 37

Co nditio n – Va lue s

  • Va lue s –
  • i. L

ist o f Va lue s – Sing le Va lue vs Multiple Va lue s

  • ii. Da te s a nd Ca le nda r
  • iii. I

f yo u do n’ t ha ve e ithe r o f the se yo u will ha ve to ma nua lly type in yo ur limit – it will ha ve to b e e xa c tly like yo ur o utput b e c a use it do e sn’ t ma tc h yo ur spre a dshe e t will b e b la nk b e c a use it’ s a stupid c o mpute r

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SLIDE 38

Ge ne ra l Co nditio n I nfo rma tio n

  • Co nditio ns c a n b e turne d o ff a nd o n b y a dding o r

re mo ving the c o nditio n witho ut a c tua lly de le ting the c o nditio n itse lf – rig ht c lic k o n the c o nditio n in the c o nditio n ta b to a dd o r re mo ve c o nditio n. Yo u will a lso ha ve the o ptio n to e dit the c o nditio n fro m this dro p do wn I f yo ur re po rt c o me s b a c k b la nk it is usua lly b e c a use yo u ha ve no t se t up yo ur c o nditio n c o rre c tly o r yo u ha ve c o nflic ting c o nditio ns -- Do no t pa nic -- Re mo ve c o nditio ns o ne b y o ne a nd se e if the re po rt runs. Onc e yo u find the c o nditio n tha t c a use s the pro b le m e dit it!

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SLIDE 39

39

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SLIDE 40

Ca rry-in ve rsus ne w pa rtic ipa nts

  • Ca rry-I

n vs Ne w pa rtic ipa nts

  • Be twe e n c o nditio n will no t g ive yo u c a rry ins – will

wo rk fo r pa rtic ipa tio n da te s a nd e xit da te s

– Ac tua l sta rt da te s tha t a re le ss tha n o r e q ua l to e nd o f the time pe rio d wa nte d – Ac tua l E nd da te s g re a te r tha n the b e g inning o f the pe rio d

  • r Ac tua l E

nd da te is null (yo u ne e d b o th a s pa rt o f o ne c o nditio n) – I usua lly inc lude the E lig ib ility – Pro g ra m Sta tus o f E nro lle d o r Clo se d (c a pture s c urre ntly e nro lle d o r e nde d during the time pe rio d)

40

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SLIDE 41

41

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SLIDE 42

T

  • ta l – Co unting individua ls
  • I

f yo u wa nt to c o unt ho w ma ny pe o ple a re in a spe c ific situa tio n the Se e ke r I D is the b e st individua l ide ntifie r we ha ve – na me s c a n b e the sa me a nd we o nly ha ve the la st 4 dig its

  • f the SSN
  • Se le c t the Ne w dro p do wn b e lo w the “Ava ila b le ” pa ne –

se le c t the T

  • ta l o ptio n
  • A ne w sc re e n c o me s up a nd Se le c t Se e ke r I

D a s the ite m yo u wo uld like to c o unt (I do n’ t wo rry a b o ut na ming my c a lc ula tio n)

  • Se le c t Co unt Distinc t a s the kind o f to ta l
  • L

e a ve the Gra nd T

  • ta l a t the b o tto m
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SLIDE 43

43

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SLIDE 44

44

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SLIDE 45

T

  • ta l – Co unting I

ndividua ls

  • I

f I a m c o unting individua ls I put Se e ke r I d a s my da ta ite m so I c a n find my c o unt e a sily a t the b o tto m o f the spre a dshe e t

  • Yo u c a n ha ve mo re tha n o ne T
  • ta l. Yo u c a n a lso

ha ve sub to ta ls

– Yo u c a n ha ve a Gra nd Ca lc ula tio n a nd ha ve a sub -to ta ls

  • n diffe re nt ite ms. T

his mig ht o c c ur whe n yo u wa nt a to ta l c o unt o f individua ls a nd a lso a c o unt o f individua ls b y c o unty, pro g ra m, type o f se rvic e , e tc .

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SLIDE 46

46

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SLIDE 47

47

T a b le L a yo ut

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SLIDE 48

48

T a b le la yo ut a llo ws yo u to de te rmine the o rde r

  • f yo ur da ta

I f yo u wa nt to mo ve a da ta ite m just c lic k, ho ld, a nd dra g it whe re yo u wa nt it. I t is tha t e a sy to mo ve da ta ite ms a ro und

DI SCOVE RE R T a b le L a yo ut

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SLIDE 49

49

So rt

  • T

he ne xt ta b a llo ws yo u to so rt the da ta in yo ur re po rt

  • Se le c t the Add b utto n o n the rig ht a nd the syste m will a dd a n

ite m to the pa ne . Se le c t the dro p do wn a rro w unde r “Co lumn” to se le c t the da ta ite m yo u wa nt to so rt o n. T he da ta ite ms a re in a lpha b e tic a l o rde r.

  • Yo u so rt hig h to lo w o r lo w to hig h
  • Yo u c a n so rt o n multiple ite ms b ut the ite m o n the to p will the

first so rt fo llo we d b y e a c h ite m unde r it

  • I

f yo u se le c t a sub -to ta l the syste m will a uto ma tic a lly do a g ro up so rt (it o nly sho ws the da ta ite m in the first ro w o f the c o lumn). T his is a nno ying b ut yo u c a nno t c ha ng e it.

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SLIDE 50

50

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SLIDE 51

51

SHARI NG RE PORT S

  • T

he wo rk tha t yo u ha ve do ne c a n b e sha re d e a sily with o the rs

  • Re po rts c a n b e sha re d b y g o ing to the F

ile me nu ite m a nd se le c t “Sha re ”

  • A b o x will c o me up a nd yo u c a n se a rc h fo r the

pe rso n yo u wa nt to sha re the re po rt with – it c a n b e a nyo ne who ha s a n a c c o unt in OWCMS

– F

  • r tho se in the ODJF

S syste m do no t pic k the ir na me tha t e nds with the la st 4 dig its o f the ir SSN – tha t id will no t wo rk a nd yo u will no t kno w it – it must b e the re No ve ll I D

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SLIDE 52

52

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SLIDE 53

E xpo rting yo ur Re po rt

  • Se le c t the F

ile me nu ite m a nd the n se le c t “E xpo rt” a nd fo llo w e a c h o f the ste ps tha t will a sk yo u to the type o f file fo rma t fo r e xpo rt, the na me yo ur re po rt, a nd a sk whe re yo u wa nt to sa ve it.

  • E

xc e l is a lmo st a lwa ys the c ho ic e fo r type o f E xpo rt

  • I

re c o mme nd sa ving a ll o f yo ur Disc o ve re r re po rts to

  • ne pla c e so yo u kno w whe re to find the m
  • I

do n’ t sug g e st yo u se le c t the “E xpo rt to HT ML ” o r “E xpo rt to E xc e l” o ptio ns b e c a use yo u will no t b e a b le to de te rmine whe re the file is sa ve d o r the na me o f the re po rt. T he syste m will just sa ve it a nd yo u the n ha ve to try to find it!

53

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SLIDE 54

54

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SLIDE 55

55

HOW CAN DI SCOVE RE R WORK F OR ME AT T HE L OCAL L E VE L ?

  • Ca n tra c k ne w a nd o ng o ing e nro llme nts
  • Pro vide a list o f se rvic e s g ive n, L

E a nd WI A

  • Pla c e me nt se rvic e s a nd a c tivitie s, L

E a nd WI A

  • Pe rfo rma nc e Outc o me s
  • De mo g ra phic da ta a b o ut pa rtic ipa nts
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SLIDE 56

56

WHO GE T S T HE I NF ORMAT I ON AND HOW I T I S USE D

  • Ca se Ma na g e rs a nd L

E Sta ff (CSR a nd Ve t)

  • Offic e Supe rviso rs o f WI

A a nd L E Sta ff

  • Offic e a nd One -Sto p Ma na g e rs
  • L
  • c a l Wo rkfo rc e I

nve stme nt Bo a rds

  • Are a WI

B’ s

  • Use d to mo nito r pro g re ss in me e ting me a sure s
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SLIDE 57

57

DI SCOVE RE R Pra c tic a l E xe rc ise s

1) Cre a te a DI SCOVE RE R Co nne c tio n 2) Ope n a n e xisting re po rt a nd ma ke c ha ng e s 3) I de ntify ite ms fro m b usine ss a re a to c re a te a re po rt 4) Se le c t ite ms a nd c re a te a ne w re po rt 5) Use fo rma ts, pa g e ite ms, c o nditio ns a nd pa ra me te rs to c ha ng e o r filte r re po rts 6) Add title s, da te , time a nd ide ntify c o nditio ns a nd pa ra me te rs 7) Na me a nd sa ve a re po rt 8) Sha re a re po rt a nd de mo nstra te e xpo rt pro c e ss

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SLIDE 58

58

Que stio ns ? ? ?

Ro b e rt Ha a s

614-466-9730 Ro b e rt.Ha a s@ jfs.o hio .g o v