My Workload Dashboard

This tab displays a summary of the open incidents and complaints that have documents which require the user's attention. The Documents Requiring My Attention grid distributes documents based on their due date and groups documents by program office and incident/complaint type (individual incident/site level incident). Documents will only be included in this grid if they are in a 'Not Started/Created' or 'In Progress' status and if they have been assigned to the logged-in user or one of the user's organizations.

Notes: Incident and complaint types will only be included in this grid if they have at least one document which requires the user's attention. The timeline grouping of the documents is determined by comparing the current date and time to the date and time the document is due. In cases when a revision to a document is required (i.e. marking an investigation or incident report as 'Not Approved'), a new document is created. The new document will have a new due date and a new corresponding timeline group. When a report extension is requested, the document due date is updated on the dashboard and its corresponding timeline group may change.

• Creation Date - This is the date when the alert was generated.
• Message - This is the text of the alert.
• Hyperlink - This link takes the user to the related incident or complaint.
• Expiration Period - This is the amount of time that the alert will be active, after which time, it will be purged from the system.

This panel allows users to limit the information that appears in the Documents That Require My Attention and the Detail Summary panels. This panel shows only the filters that are applicable for the logged in user. For example, users that only have access to the OLTL program office will not see BSASP-specific filters. Some filters will show no options until an option is chosen in a different filter category as there are dependencies between the two.

Users can apply the following types of filters:

• Program Office: This filter contains a list of all of the program offices that the user can access. When this filter is modified, only the incident and complaint documents filed for the selected program office are displayed.

• Organization: This filter contains each organization that the user belongs to. When this filter is modified, users will only be able to see documents that have been assigned to the selected organization or to the specific logged in user. If the user has filtered out one of their program offices, any organizations that belong to that program office will be removed from this list. This field will be blank for providers.

• Waiver/Program: This filter contains each waiver/program that is related to the user's program office(s). When this filter is modified, users will only be able to see incidents or complaints that have been assigned to the selected waiver/programs. If the user has filtered out one of their program offices, any waiver/programs that belong to that program office will be removed from the list.

• Incident/Complaint: This filter allows users to determine whether they want to see incident documents, complaint documents or both. If the program offices selected do not use one of these work products, it will not appear as a filter.

•  Incident/Complaint Types: This filter contains a list of all of the incident or complaint types that are related to the user's program office. The list is controlled by the Program Office, Waiver/Program and Incident/Complaint filters that are currently selected. When this filter is modified, only the documents related to the selected incident/complaint types are displayed.

• Document Type: This filter contains a list of all of the incident/complaint document templates as opposed to the names of the actual documents. This list is determined based on the selections in the incident/complaint filter. When this filter is modified, only the incidents or complaints where the selected document type is assigned to the user or to the user's organization are displayed.

• Document Name: This filter contains a list of all of the actual document names (i.e. Incident First Section, Incident Final Section, etc.). This list is determined based on the selections in the incident/complaint filter. When this filter is modified, only the incidents or complaints where the selected document type is assigned to the user or to the user’s organization are displayed.

• County: This filter contains a list of all of the counties in Pennsylvania. When users modify this filter, they will be able to view any incidents or complaints associated with the selected county. This filter pertains to the residential county for individual incidents and the service location county for site level incidents.

• County/Joinder: This filter contains a list of all of the County/Joinder programs used by ODP-ID/A. When users modify this filter, they will be able to view any incidents associated with the selected County/Joinder within their region. This filter pertains to the funding County/Joinder of the individual (individual incidents) and the reviewing County/Joinder of the service location (site level incidents)

          Note: This field will only appear for ODP-ID/A regional staff.

• Incident Point Person: This filter contains a list of all of the incident point persons associated with the user's organization(s). When this filter is modified, only the incidents or complaints where the selected point person is assigned are displayed.

Note: This filter is available for providers, SC Entities, and State Center users.

•  Incident Created By: This filter contains a list of all of the people who are able to create incidents within the user's organization(s). When this filter is selected, only the incidents or complaints created by the selected person will display.

Note: This filter is available for providers, SC Entities, and State Center users.  

When a user clicks one of the summary links in the Documents Requiring My Attention section, detailed information about the related incident/complaint documents is displayed in this section.

(The user can click an ID hyperlink to access the Incident or Complaint Detail screen and begin working on the incident or complaint.) The following information is included in the Detail Summary panel:

• ID: The unique ID number for an incident or complaint.
• MCI: The unique ID number for the individual. This column will be blank if no MCI is associated with the incident or complaint, for example when the individual is a temporary consumer.
• Individual Name: The first and last name of the individual associated with the incident or complaint. This column will be blank if there is not an individual associated with the incident or complaint.
• Filing Organization: The name of the organization that filed the incident.
• County: The residential county for the individual/service location county associated with the incident or complaint.
• Primary Category: The primary category chosen during classification for the incident or complaint.
  Note: This column will be blank for any incident or complaint that has not yet been classified.

• Document: The name of document requiring the user's attention.

• Due Date: The date the document is due.

• Type: The type of incident or complaint.

Note: State Center users which possess the necessary role to perform Management Reviews will see incidents across all State Centers in this section.