Print a Specialized A/I Checklist

The specialized assessment/investigation checklist helps you keep track and complete each task in the tool before you submit it for approval.

To print a specialized A/I checklist, complete the following steps:

1. From the Home screen, click the Case tab.

2. Click the Workload tab. The Case Workload screen appears.

3. Click the ID Number link for the case you want to update. The Case Overview screen appears.

4. Click the Intake List link in the light-blue menu on the left. The Intake List screen appears.

5. Click the Reports link next to the relevant intake record. The Available Documents screen appears.

6. In the Generate Document field, select Assessment/Investigation Checklist from the drop-down list.

7. Click the Select button. The Document Details screen appears. It displays a history of each time the checklist was generated and saved to the Ohio SACWIS database.

8. To print an existing checklist, click the appropriate ID link. The checklist appears in a PDF file.

9. Or, click the Generate Report button for a new checklist. The checklist appears in a PDF file.

10. To print the checklist, select File, then Print in your browser menu.

11. To save the checklist to the document history in Ohio SACWIS, click the Save button in the lower-left area of the screen.

12. Click the Cancel button if you do not want to save the checklist.

13. If you opened an existing checklist, close the browser window to return to the previous screen.