OOD Form 08 - CBA OTJS JRT WA - Troubleshooting Guide

OOD Form 08 - CBA OTJS JRT WA - Troubleshooting Guide

OOD Form 08 - CBA OTJS JRT WA

Form 8 only works for the following services: Community Based Assessment, On the Job Support, Job Readiness Training, Work Adjustment
This is the OOD Provider Form titled Form 08 - Monthly Placement

Form 8 major sources of data but really has quite a bit: Form, Group Activity Record, Protocol/Custom Plan Questions, Outcomes/Goals/Steps. 
Everything in Red font are automatic calculations on the excel sheet. 
NOTE: Throughout this document, "Merge Report" is used to refer to the Form 8 output. "Form" is used to refer to form creation within SETWorks. 

As a General Rule: 
If the data on the form is correct and is not appearing on merge reports - this is an engineering problem. Submit a Jira. 
If the data on the form matches the merge report but the content is wrong - this is a data entry problem. Refer to the form. 

Merge Report: Page 1

Most data appears as predefined query answers on the form from various parts of the site. 

Top Row: Generated from Settings > Provider Build > Provider Profile. 
Service Start Date: Generates from the earliest date range of the Activity Records that fall within that form date range. Will be the first entry on 4.
Service End Date: Generates from the latest date range of the Activity Records that fall within that form date range. Will be the last entry on 4.
Calculations: automatically calculates on the excel sheet. 

Troubleshooting: Refer to the manual entry on the form.


Merge Report: Page 2

All data appears as predefined query answers or through manual input. 

Troubleshooting: Refer to the manual entry on the form.

Merge Report: Page 3

All data appears from Outcome/Goals/Steps and Goal Types. 

State-specific language for Ohio: 
Outcome = Task
Goal/Steps = Step

Set-up within the Goals tab must be the following. 
1. Process Tasks by completing the text boxes.
2. Process Steps by selecting an authorization. 
3. Select a Task. 
4. Select a Type.
NOTE: You can only attach one Hard Skill # to a single task. More than one will attach the data incorrectly and appear on the merge report incorrectly. 
NOTE: Hard Skill # must be attached in numeric order in order to appear on merge report in numeric order.
NOTE: You can attach an unlimited number of Hard Skill Steps to the tasks. 
5. Type out your step. 
6. Select a start date. 
7. Select an end date. 






Steps that contain "2A" will be filtered out of the report. Any time "2A" is present the step will not appear on the finished merge report. 

Troubleshooting: 
1. Check your authorization. 
2. Check your Task and Type assignment within the Step window. 
3. Check your date range.  

Merge Report: Page 4 and will populate for many pages

Data appears from Activity Records and Protocol/Custom Plan Questions. 

Services Crosses Midnight: Appears as Yes or No 
Units: Automatically calculated in excel 
Hygiene/Dress through Self-Starter/Stays on Task: Processed as Protocol/Custom Plan Questions
NOTE: If there is not answer on the Activity Record for a Protocol/Custom Plan Question, the merge report defaults to NA.
Narrative: The consumer comment on the Group Activity Record for that individual. 

Troubleshooting: Refer to the Activity Record or Protocol/Custom Plan Questions.



Merge Report: Tasks Rating Grid (NO TASK)

Data appears from Activity Records and Outcomes/Goals/Steps. 

Ratings: I/A keys on the Activity Record
Narrative: Goal Comments concatenated except where [No Comment Needed] is typed

Troubleshooting: Refer to the Activity Record and Outcomes/Goals/Steps



Merge Report: Last Page or two

Data appears from manual form entry. 
Columns flex based on the service within the Authorization. 

Troubleshooting: Refer to the form. 



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