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8/7/2014
Lancaster‐LebanonIU13
SolutionsCubedSystemAdministratorTrainingManual
SolutionsCubed:TrainingTeam–SolutionsCubedAdministratorManual PageiCopyright©2012PropertyofLancaster‐LebanonIntermediateUnit13 8/7/2014
TableofContents
Introduction................................................................................................................................................................1 InitialSetup.................................................................................................................................................................2 GettingStarted...........................................................................................................................................................3
LoginInstructions......................................................................................................................................3 TimeOutInstructions.............................................................................................................................3
MyDashboard–HomepageViews...................................................................................................................4 ItinerantTimeTrackerDashboardView.........................................................................................4 MedicalACCESSDashboardView.......................................................................................................5 DefaultDashboard.....................................................................................................................................5
OverviewofMenuOptions...................................................................................................................................6 AdminMenu................................................................................................................................................................6
ScreenNavigation......................................................................................................................................6 Agencies.........................................................................................................................................................7 BillingAgreements....................................................................................................................................8 Departments................................................................................................................................................9 Disciplines..................................................................................................................................................10 Disposition.................................................................................................................................................11 DistrictandDistrictBuildings...........................................................................................................12
Districts.............................................................................................................................................................12 DistrictBuildings..........................................................................................................................................13 DocumentTypes......................................................................................................................................13 LocationTypes.........................................................................................................................................14 MACoSignerAssignment....................................................................................................................15 MAReasons...............................................................................................................................................16 ProgramCodes.........................................................................................................................................18 ProgressIndicators................................................................................................................................18 Providers....................................................................................................................................................21
UploadingProviders...................................................................................................................................21
SolutionsCubed:TrainingTeam–SolutionsCubedAdministratorManual PageiiCopyright©2012PropertyofLancaster‐LebanonIntermediateUnit13 8/7/2014
ManuallyAddingProviders......................................................................................................................21 AssignProviderDisciplineandParaeducator/Delegate.............................................................22 AssignSecurityGroups..............................................................................................................................24 AssignProviderCaseloads.......................................................................................................................25 SchoolYears..............................................................................................................................................25 SecurityConsole......................................................................................................................................26
HigherLevelSecurity..................................................................................................................................26 HierarchyGroupsforStaff........................................................................................................................26 SecurityGroups.............................................................................................................................................28 ProvidePermissions...................................................................................................................................28 MenuAccess....................................................................................................................................................28 PageAccess.....................................................................................................................................................29 StudentAccess...............................................................................................................................................30 ProviderAssignment..................................................................................................................................32 ServiceTypes............................................................................................................................................33 TeamRoles................................................................................................................................................33 TreatmentCodes.....................................................................................................................................34
VieworEditaTreatmentCode..............................................................................................................35 DisableaTreatmentCode.........................................................................................................................36 AddingaNewTreatmentCode...............................................................................................................37
StudentMenu..........................................................................................................................................................38 AddingStudents......................................................................................................................................38
UploadingStudents......................................................................................................................................38 ManuallyAddingStudents........................................................................................................................38 StudentInfo...............................................................................................................................................38 Demographics...........................................................................................................................................39 EducationPlan.........................................................................................................................................40
AddingaNewEducationPlan.................................................................................................................41 RevisinganEducationPlan......................................................................................................................41 NewAnnualEducationPlan....................................................................................................................42
SolutionsCubed:TrainingTeam–SolutionsCubedAdministratorManual PageiiiCopyright©2012PropertyofLancaster‐LebanonIntermediateUnit13 8/7/2014
StudentEducationPlansArchiving......................................................................................................43 AddingServices.............................................................................................................................................43 Team.............................................................................................................................................................45
MassEditFeatures................................................................................................................................................46 MassEdit–Demographic....................................................................................................................46 MassEdit–EducationPlans..............................................................................................................49 MassEdit–Teams..................................................................................................................................50
Reports.......................................................................................................................................................................52 GeneratingaReport...............................................................................................................................52 ExportingandPrintingReports.......................................................................................................53
SolutionsCubedReports....................................................................................................................................54 AdHocReports........................................................................................................................................54
Caseload............................................................................................................................................................54 Demographics................................................................................................................................................54 MAReview.......................................................................................................................................................55 Providers..........................................................................................................................................................55 RelatedServices............................................................................................................................................55 RelatedServicesProviders.......................................................................................................................55 ServiceLogsCost..........................................................................................................................................55 ServiceLogsDetail.......................................................................................................................................55 Workloads........................................................................................................................................................56 AdminReports.........................................................................................................................................56
DataIntegrityAudit.....................................................................................................................................56 BillingReports..........................................................................................................................................56
BusinessPlusExport....................................................................................................................................56 FeedingTeamServices...............................................................................................................................56 ProfessionalServices..................................................................................................................................56 ProfessionalServicesbyStudent...........................................................................................................56 ProfessionalServicesExport...................................................................................................................57 ProfessionalYearly......................................................................................................................................57
SolutionsCubed:TrainingTeam–SolutionsCubedAdministratorManual PageivCopyright©2012PropertyofLancaster‐LebanonIntermediateUnit13 8/7/2014
ServicesByDistrict......................................................................................................................................57 StudentAddressListing.............................................................................................................................57 ClassEnrollmentReport......................................................................................................................57 DayDetailReport....................................................................................................................................58 EducationPlanDatesReport.............................................................................................................58 HoursSummaryReport.......................................................................................................................58
Requesttounapprovedservicelogs....................................................................................................59 LogReports...............................................................................................................................................63
MALogCo‐Sign..............................................................................................................................................63 MALogReport...............................................................................................................................................63 ProviderLogReport....................................................................................................................................64 ServiceLogStatus........................................................................................................................................65 SignedLogs......................................................................................................................................................66 UnapprovedLogs..........................................................................................................................................66 UnsubmittedLogs........................................................................................................................................66 MAReports................................................................................................................................................66
BatchBilling....................................................................................................................................................66 BatchBillingDetail......................................................................................................................................67 HeldEntries....................................................................................................................................................67 HeldExportDetails......................................................................................................................................67 NewReview....................................................................................................................................................67 UnresolvedBatchEntry.............................................................................................................................67 PrintDailyNotesReport......................................................................................................................67 ProviderCaseloadReport...................................................................................................................68 StudentAttendanceReport................................................................................................................68 StudentListingReport..........................................................................................................................68
Index...........................................................................................................................................................................69
SolutionsCubed:TrainingTeam–SolutionsCubedAdministratorManual Page1Copyright©2012PropertyofLancaster‐LebanonIntermediateUnit13 8/7/2014
INTRODUCTIONWelcometoSolutionsCubed.SolutionsCubedisaproductofLancaster‐LebanonIntermediateUnit13(IU13),aleadingeducationserviceagencyinPennsylvania.Harnessingtheexpertiseofitseducatorsandtechnicalspecialists,theSolutionsCubedSoftwareSerieswasdesignedbyserviceprovidersforserviceproviders.IU13continuestosupportSolutionsCubedwithproductdevelopmentandtechnicalassistance.SolutionsCubedisacomprehensivesoftwaresolutiondesignedforeducationalpersonnel.ItincludesItinerantTimeTracker,MedicalACCESS(MA)software.
ItinerantTimeTrackerisatoolforserviceproviderstorecordservicetimedeliveredtostudents.ItinerantTimeTrackercanaggregatethisstudentandstaffdatatoproducebillingreports,staffcaseloadinformation,andprepareinformationforMAbilling.
MedicalACCESSisamodulethatfunctionsinconjunctionwithItinerantTimeTracker.StaffcanusetheMAmoduletomanagestudenteligibility,saveanddocumenttheapprovalprocess,andbatchprocessproviderservicelogsforeasyuploadingtotheSchool‐BasedACCESSProgram(SBAP)statewidecontractor’swebsite.
SolutionsCubedisasecure,web‐basedsystemthatcompilesinformationfrommanysourcestoproducereportsforanalysisanddecision‐making.Additionally,SolutionsCubedconvenientlydocumentsneededinformationforMAelectronicsubmission,customerinformationandbilling,andinformationrequiredforfederal/statemandates.SolutionsCubedisanenterprisesolutionthatstreamlinesprocesses,increasesefficiency,andimprovesaccuracy.Note:Allstudentandstaffinformationdisplayedwithinthismanualisfictitious.
SolutionsCubed:TrainingTeam–SolutionsCubedAdministratorManual Page2Copyright©2012PropertyofLancaster‐LebanonIntermediateUnit13 8/7/2014
INITIALSETUPAppropriatelyconfiguringSolutionsCubedforeachorganizationiscriticaltosuccessfulprogramimplementation.Sinceconfigurationisvitallyimportant,pleasecontacttheSolutionsCubedSupportTeamatLancaster‐LebanonIU13withanysetupquestions:(717)606‐1714.Thewebticketsystemcanalsobeusedforspecificquestionsrelatedtosetupandconfiguration(pleaserefertotheWebHelpDeskTicketSystemInstructionsdocumentforfurtherdirections).InitialsetupofSolutionsCubedincludes:
Loadingstudentsandstaffby:o Enteringdatamanually.o UploadingfromaconfiguredCSV/MicrosoftExceltemplatefile.
Creatingandassigningstaffsecurityrights. Creatingschooldistrictsanddistrictbuildings. Configuringmenudropdownoptions,including:
o BillingAgreements.o Disciplines.o Disposition.o InstructionalAreas.o ProgramCodes.o ProgressIndicators.o ServiceTypes.o SchoolYears.
Thismanualincludesinstructionsforcompletingallofthesesetuptasks.Althoughsomeoftheseconfigurationoptionscanbechangedlater,mostoftheseoptionsarerequiredtobeproperlyconfiguredbeforeserviceprovidersbegintousethesystem.TheSolutionsCubedSupportTeamatLancaster‐LebanonIU13willprepopulatemostoftheadministrativesettingswithinitialsystemsetupsoadditionalconfigurationmaynotberequired.Note:SomeconfigurationoptionsmaynotbeneededbyalloftheSolutionsCubedmodules.Althoughthereissignificantoverlap,certainsettingsandconfigurationsonlyapplytoItinerantTimeTrackerorMedicalACCESS.Whenpossible,anarea’sapplicationtoonlyonemodulewillbenotedwithinthismanual.
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Description:Thedescriptionisamandatoryfieldforeachprogressindicator.ThedescriptionisdisplayedonProviderWorkloadsandonvariousreports.Thisneedstobeaprovider‐friendlytermthatidentifieseachprogressindicator.
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