View or Print a Form, Notice, or Letter

Periodically, you will need to print a form, notice, or letter regarding a case. Such documents include a semiannual review meeting letter, a case closure letter, the ongoing case closure checklist, JFS01610 Child's Permanency Planning Data Summary, and so on.

Letters generated from Ohio SACWIS include large top margins to accommodate your agency's letterhead. You can select the appropriate printer and tray from the PDF generated.

For more information, see View or print a work item document or View or print a standard report.

 

To print a document, 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 case ID Number link for the case you want to open. The Case Overview screen appears.

  4. Click the Forms/Notices link in the navigation bar on the left. The Maintain Forms/Notices screen appears.

  5. In the Forms/Notices field, select the document you want to print.

  6. Click the Select button. The Document History screen appears displaying each time this document was generated and saved to the Ohio SACWIS database.

  7. To print an existing document, click the appropriate ID link.

  8. Click the Generate Report button to print a new document. Documents appear in a PDF or Excel format.

  9. If a parameter screen appears, complete the fields. For example, a letter requires you to enter certain content.  

  10. Click the Generate Report button. The document appears in a PDF or Excel format.

  11. Click the Review Parameters button to change the report parameters.

  12. Re-enter the parameters, as needed.

  13. Click the Generate Report button. The document appears in a PDF or Excel format with the new parameters.

  14. To save the document to the Ohio SACWIS document history, click the Save button.

  15. To print the report, click the Print icon in the PDF or Excel tool bar. Do not use the printing function on your browser tool bar or menu.

  16. Click the Save icon on the PDF tool or Excel bar if you want to save the file for your own use. Remember, this does not save the document to the 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.