The system does not save a report or document to the history in the Ohio SACWIS database until you instruct it to. This way, you can review the document for correctness and re-generate it if necessary before it is permanently saved.
Most documents, for example, JFS forms and reports, statistical reports, checklists, letters, notifications, and Medicaid cards, are considered "reports" in Ohio SACWIS. A report is any document the system generates by pulling information from the Ohio SACWIS database.
Generally, there are several ways to generate a report or document from the system. Some examples of generating reports are:
On the Home
page, click the Administration
tab, and then the Reports
tab. The Reports tab allows
you to generate statistical reports that display current information
from multiple records in the system. Reports can be generated whenever
a worker at the State or agency requests it.
Examples: Intake Statistical Report by Geographic Location,
Agency Contracts Report, Foster Care Maintenance Rates, Agency Contracts,
Eligibility Determination / Redetermination Due Report.
See: View or print a standard
report.
From
the Case Overview or Provider Overview screens; click
the Forms/Notices link in
the navigation bar on the left. This link displays the letters, forms,
and notifications that are generated for a case or provider.
Examples: Close Letter to Parent/Guardian, District Notice Report,
JFS 01443 - Child's Education Information, Notice to the Court. The
Document Details screen appears.
Click Generate
Report. Provide required details
requested.
From the JFS
04280/04281 tab on the Financial
tab. These reports are generated for JFS 04280 Expenditure and Statistical
Reports.
Examples: JFS 04280 Expenditure Report, JFS 04281 Statistical
Report.
See: View or print a work item
document
From specific work items
throughout SACWIS. These reports are usually generated for items such
as the I.E. Safety Assessment.
One way to save a form, letter, report or other document is to generate it and save it to the document history in Ohio SACWIS.
The system does not save a report
or document to the history in the Ohio SACWIS database until
you instruct it to. This way, you can review the document for correctness
and re-generate it if necessary before it is permanently saved.
When you save a report or document to the Ohio SACWIS database, it becomes part of a permanent history and is available for other workers to view and print.
To save a document to the Ohio SACWIS database, click the Save button that appears in the lower-left portion of the screen. When you click Save, you are returned to the originating screen, so it might be easier to print the document before you save it.
Many SACWIS statistical and list reports can also be saved into Excel. This allows the report information to be sorted in various ways.