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USER MANUAL - KIT Solutions Support Site

1. ONIVERSITY Of PITTSBURGH OFEFICE O F CuHitLvpb DEVELOPMENT USER MANUAL VERSION 1 5 september 2010 KIT Solutions LLC 5700 Corporate Dr Suite 530 Pittsburgh PA 15237 Ph 888 600 4777 Fax 412 366 7199 LIFTsupport kitsolutions net TABLE OF CONTENTS A PO 4 Recommended A e e Eo o ld a rh a dace ten lag 4 MEAN MN e O on II En asain d nei E usc dn cual shulticessunheedstaidlveanssaeeteg 5 A A eT ee eee 6 LANANG F QOS PPP POPE svete ican eh meme tn alc ert ecnsscen tar dem nsn cca decode deanna dc rere mn dea acneetnt deta aso ain thmen den aa tite eae atadan ea R 8 KUNO I AGG e OO ROA 9 A ae ee ee ee ee eee ete ee ee en eee 9 Dala Fields amp BUIN NA E AS A AAA ee ee E ee ee 10 PPP a eames dusdesantarace ce iusecsacks tease cesdueaeus dese apuuces sete teaesoatadesasta ene easececasueniaeasuinneett 10 alo C11 20 I a 0 eras een oR i RRR UR RR Aa ee Re Oe ene OE ee 10 OM ONAN BUNONS mondial 11 Adamonal AD ONCANON BULON Sarral ono anio alar inicien 12 Page Level Feat aia 12 LOGI AOC OC Udo 13 nn 0 e e 14 A Ea ECE eR oC eR oR en EER 14 MEMDENFTO MOS raid tallada daa 25 General ense EMO dana aida 33 PARANO A 37 cui ge nsec ca ste E Saud loa ea ae ioe eee 38 OUP ACV DES NONO y PRO PP e UE CO PO O 38 A E CE nT RO E eC nC eC EN 41 PUGS Secs Slt 0 E 90 CCP PE o E 7 PE OO 050 O O A Base A II esac net antl A 48 FRODOMS O ON PERO A E o o A cesta duae cysts 50 FRC DONS COPA PAS ES po o E mo A dod eati wide ca
2. Save Exit button when completed Note To exit this screen without saving any of the changes you have made click the cancer Cancel button a A O LIFT User Manual incompleted Completed This is a sample screenshot of the Staff Registration Listing Page This is a partial screenshot 57 KIT Solutions 2010 Staff Activities The Staff Activities module is used to collect information on the daily activities of staff members To enter a new Staff Activity record perform the following steps 1 Click Administration in the menu 2 Click Staff Activity in the sub menu 3 Select the staff member you wish to enter information for from the Select Staff dropdown list 4 Click the asasi Add Activity button 5 Enter in the appropriate data for each field ensuring that all required fields for saving are completed 6 Click the Save Exit button when completed Note To exit this screen without saving any of the changes you have made click the cancer Cancel button To edit a Staff Activity record perform the following steps 1 Click Administration in the menu 2 Click Staff Activity in the sub menu 3 Select the staff member you wish to enter information for from the Select Staff dropdown list Click the GO button Click the Edit button next to the record you wish to edit Make any changes needed to the form Click the Save Exit button when completed No
3. 5 Click the Export button to open the report A new window will open displaying the selected report To view Site Family Level reports All Site level staff perform the following steps Name nExtract_07 10 2010_09 10 20102010 09 28 xls Type Microsoft Excel Worksheet 1 60KB From kitservices3 kithost net Open se _ cca While files from the Intemet can be useful some files can potentially Y ham your computer if you do not trust the source do not open or save this file What s the risk This is a sample screenshot of the Site Family Reports Page This is a partial screenshot Tips e If the report does not open immediately for you you may have a pop up blocker on your computer To bypass the pop up hold down the CTRL key on the keyboard while selecting the report form the grid LIFT User Manual 51 KIT Solutions 2010 State Extracts The State Extracts module is used to create state extracts for state reporting centers Welcome tzani Logout B 3 Linking Information Families amp Technology Family Information Planning Service Reports Tools Administration 1 Click Reports in the menu State Extracts Helpful Links 2 Click State Extract in the sub menu 3 Select the type of report you wish to view print from the drop down menus i i i Select Form Please Select 4 Click the Export button A new window will open displaying the selected Select Reporting re p
4. Tips e This module has been added to LIFT for reporting to the County in the County FSC report Please ensure that this is used to track and record Trainings Technical Assistance that are requested and received Once the Training Technical Assistance record has been received you must edit the record and update the status to Received Only Trainings that have a status of Received will be counted in the County FSC report If Trainee is identified as Other the entry will not appear on the FSC County Report Only the Site Director is able to add any training technical assistance provided to your center LIFT User Manual 61 KIT Solutions 2010 To edit a Training Technical Assistance record perform the following steps oT oO iy Click Administration in the menu Click Training Technical Assistance in the sub menu Click Select next to the record you want to edit Make any changes needed to the form Click the Save button when completed Note To exit this screen without saving any of the changes you have made click the cancer Cancel button To enter the Received Training Technical Assistance details perform the following steps 1 en eo TO Click Administration in the menu Click Training Technical Assistance in the sub menu Click Select next to the record Change the Status to Received with the dropdown Enter in the appropriate data for each field ensuring that all required fields fo
5. volunteer group leader or instructor presenting a new group or activity atthe center Ages and Stages This form is used to collect information for Ages and Stages needs to be completed for any participating child It should be completed whenever a Ages and Stages is conducted and updated if the child is referred to Early Intervention Services This is a screenshot of the Service Landing Page Group Activity Description To collect information for classes and group activities provided at the Family Support Center use the Group Activity Description form E J E a Welcome training Linking Informati n Families amp Technology 1 Click Service in the menu Family Information Planning Service Reports Tools Administration 2 Click Group Activity Description in the sub menu Helpful Links Y PRETO 3 Click the 1002 Add Group Activity button to enter the details of the group activity This is a sample screenshot of the Group Activity Description Listing Page LIFT User Manual 38 KIT Solutions 2010 Linking Information Families amp Technology Family Information Planning Service Reports Tools Administration Group Activity Descrip ma Biden Merete hand Finish Button me A i Date Form Completed 7 mmiddiyyyy 4 Enter in the appropriate data for each field ensuring that all required fields for saving are completed Y Staff Name Pease Saat 5 Click the Finish button when completed Y O
6. yto PC Date Of Birth ASTITP Child Jan 1 1975 12 00AM i Staff First Name Staff Last Name Title Gerry Adams Supervisor Petete Note To exit this screen without saving any of the changes you have made click the cancer Cancel button This form should be updated 3 14 2011 MMIDD YYYY or when any change occurs in the information on this form This is a sample screen shot of the Enrollment Staff Member Edit Page LIFT User Manual 21 KIT Solutions 2010 Welcome training Linking Information Families EB Technology Save Exit Button PREIS TT TT ET To delete a Staff Member perform the following steps 1 Click Family Information in the menu 2 Click Enrollment in the sub menu 3 Click the Select button next to the appropriate Enrollment record n 4 Click the l Next button from the Enrollment record until you get to page hinms a mn encendia 5 Click the Delete button next to the corresponding staff member k ce a 6 A pop up dialogue box will ask if you are sure click the Ok button Note To exit this dialogue box without making any changes click the Cancel button 8 Click the Save Exit button when completed Note To exit this screen without saving any of the changes you have made click the cancer Cancel button Delete Button Staff First Name Staff Last Name Supervisor This form should be updated 3 14 2011 MMIDD YYYY or
7. Evaluator The permission level County should be assigned to those that will be adding new Family Centers also known as Organizations within the LIFT Application This permission has the County View for reports Data Export access to all centers and County Extract access Administrator Site Director The permission level Administrator should be assigned to those that will have read write access to all modules except Index Manager You will only have the ability to edit your own family center s Family enter Registration data Keep in mind that you will not be able add new family center This permission has Site Level view for county report data export access to all centers and the Site ability to submit center report Staff The permission level Staff has read access only for families that there are assigned to As identified in the Family Support Team table The main responsibility of this permission is to report data within the LIFT Application Organization Levels The Organization Level determines what tasks you will be performing within the LIFT application The different levels are Center and County Center The Center level is responsible for reporting data into the LIFT Application to be monitored by the County County The County level is responsible for monitoring and overseeing the data entry from the Center level The monitoring can be done through reports and Data Export LIFT User Manual 66 KIT Solutions 2010 Using the
8. 6 Click the Edit button next to the record you wish to edit 7 Make any changes needed to the form 8 Click the L Save button Note To exit this screen without saving any of the changes you have made click the Cancel button LIFT User Manual 35 Linking Information Families amp Technology Family Information Planning Service Reports Tools Administration Go Button Family from the dropdownlist and then click GO 99900084 Mason X Family Last Name Mason Exit Form Record This is a sample screen shot of the Service Exit Form Listing Page F a Welcome tzani B F Linking Information Families amp Technology Family Information Planning Service Reports Tools Administration Family LastName Mason Is the entire family going to stop receiving services from the program in which the Edit Button 01 Family Member Met Goals 9 10 2010 12 00 00 AM This is a sample screen shot of the Exit Form Edit Page This is a partial screenshot Mary Mason KIT Solutions 2010 To delete an Exit record perform the following steps Tg EA oa TS Click Family Information in the menu Click General Intensive Exit Form in the sub menu Select the Family you wish to delete a record for from the dropdown list Click the GO button Click the Delete button below the Exit Form Ex you wish to delete You will receive a confirmation message asking if you are
9. LIFT IS also displayed to the left of the links primary caretaker or head of household should be asked to provide this information for the entire family This form should be updated at any time when there is a change in any of the information collected on this form or every six months Logout button Profiles The profile is used to collect information about individual participants who are being enrolled This form should be updated when there is a change in information collected or every 6 months The profile also includes access to the Pregnancy Record Out of Home Placement Record and the Immunization Record LIFT User Manual 7 KIT Solutions 2010 a a E a Welcome training Linking Information Families amp Technology Family Information Planning Service Tools Administration Landing Pages Family Information The Landing Page is the main page of each of the seven sections Home Family Enrollment Information Planning Service Reports Tools and Administration of LIFT No data This form is to be completed to enrol a family member in either the General or the Intensive Services Program ofthe Family Support Center The is entered on the Landing Page The Landing Page contains the links for each lt a SCC CC module An example of a Landing Page is found below Profiles The profile is used to collect information about individual participants who are being enrolled This form should be updated when there is a change
10. Reports Viewer When using reports on the LIFT reports initially are viewed using a Report Viewer Once you have clicked the Show button you will then see a print preview screen This screen is used to ONLY VIEW the data you cannot print or save from this screen 1 Click the arrows 97 P PI to maneuver to other pages in the report Clicking the single arrow forward or backward will move the view to the next page or the previous page The arrows with the bar can move the report view to either the first or last page of the report 2 To move to a specific page in the report type in a page number into this field f7 and click the Enter button on your keyboard 3 The box with the label 100 can be used to change the level of magnification of the report To change the level click the black arrow on the right side of the blank and choose an appropriate percentage 4 To download the report select the type of file you want from the Select a format dropdown menu and click the e Export link 5 Click the Printer button to print a copy of the report LIFT User Manual of 1 100 Select a format Export z 17 Date Printed 425 2008 5 59 17 P ALLEGHENY CO OF HUMAN SE VICES ETS OFF Selecta Format services Print Button AMILY SUPPORT CENTER Export Button Center Training 11 Address Site Director Gerry Adams Report Period 01 01 2008 to 12 12 2008 Lead Agency Children s Hospital of Pit
11. Save Button Please Please Select Please Select 1320000101 Marhta Taylor 1320000102 John Taylor Other Speci This is a sample screenshot of the Group Activity Attendees Page This is a partial screenshot LIFT User Manual 44 KIT Solutions 2010 To delete an Attendee perform the following steps 1 Click Service in the menu 2 Click Group Activity in the sub menu 3 Click the ku Select button next to a record that needs edited 4 Click the Delete button next to the Attendee you wish to delete 5 You will receive a confirmation message asking if you are sure Click the OK button Note To cancel the deletion click the Cancel button LIFT User Manual 45 Welcome training Linking Information Families amp Technology Family Information Planning Service Reports Tools Administration Activity Date Activity ID Status Sehct Delete 07 30 2010 12345 Incomplete Select Button This is a sample screenshot of the Group Activity Listing Page Name Member Type Enrollment Status Delete Button 1320000101 Marhta Taylor Adult General Delete This is a sample screenshot of the Group Activity Attendees Page This is a partial screenshot KIT Solutions 2010 To enter Staff perform the following steps 1 Click Service in the menu 2 Click Group Activity in the sub menu 3 Click the Add Group Activity Attendance button if adding a new activity or click the
12. Select button next to a record that needs edited 4 Click the Add Staff button 5 Enter in the appropriate data for each field ensuring that all required fields for saving are completed 6 Click the Save button Note To exit this screen without saving any of the changes you have made click the Cancel button LIFT User Manual Welcome training DIET Linking Information Families amp Technology Family Information Service Tools Administration Add Group Activity Attendance Planning Reports Activity Date Activity ID Status 07 30 2010 12345 Incomplete 4 Select Button This is a sample screenshot of Group Activity Listing Page IET Welcome training Linking Information Families amp Technology Service Tools Administration Family Information Planning Reports Group Activity Attendance Lesa ha Group Activity Y Date of Group Activity 07 30 2010 mmidd yyyy Y Length of Activity 45 in minutes Class Program Group v_Class Activity Title Staff Save Button Lucca Add Staff Button tuto Staff Name Staff Title Gerry Adams Supervisor This is a sample screenshot of Group Activity Edit Page This is a partial screenshot 46 KIT Solutions 2010 Tips e To add additional staff click the pm Add Staff button again and follow the same instructions above e You do not have the ability to edit Staff If the Staff is incorrect you w
13. exit this screen without saving any of the changes you have made click the cancer Cancel button LIFT User Manual Linking Information Families amp Technology Family Information Welcome training Planning Service Reports Tools Administration Family ID Family 13200001 Taylor Incomplete 1 This is a sample screenshot of the Enrollment Listing Page First Last Social sie Name Name Security Marhta Taylor 123456789 John Taylor 123456780 Relationship to Cc AITITP Child Birth Date 1 Primary Caregiver Adult 04 27 1970 11 Son Child 06 02 2005 Male This is a sample screenshot of the Enrollment Edit Page This is a partial screenshot 20 KIT Solutions 2010 EMETA AR Mi Y Technology Save Exit Button nily information Planning Service Reports Tools Administration To enter a Staff Member perform the following steps 1 Click Family Information in the menu 9 Click Enrollment in the sub menu Please list below the other persons in the Household who are NOT enrolling in the Family Support Center at this time 3 Click the Select button next to the appropriate Enrollment record 4 Click the Next button from the Enrollment record until you get to page 7 of 7 Click the Luo Add Staff Member button 6 Enter in the appropriate data for each field ensuring that all required fields for saving are completed 7 Click the Save Exit button when completed
14. in some cases adding and editing are available at the top right of the page See the Data Fields and Button section for additional oe oo details on the function of these buttons Walk in Date 10 07 2009 mmddyy e f you clicked the Add button to enter new information into a form the IS Edit Form data fields will be blank MS BA e 1 A jo g Is this form being New Enrollment OY e When selecting the Select button to view existing data the Edit form data PP fields will display the data entered selected previously These fields may be Y Enrolment General Intense modified if needed Y stamPersons GenyAdame OOOO Family Information Planning Service Tools Administration Family Enrollment Information Name This is a sample screenshot displaying the Edit Form This is a partial screenshot LIFT User Manual 9 KIT Solutions 2010 Data Fields amp Buttons In LIFT there are several fields boxes and buttons that are used to collect store and organize data Here are some examples Type Preview Description Text Fiel iin the blank aka Text Box Drop Down Menu Please Select E aka Pull Down Menu peso Radio Button Selected Not Selected Check Boxes IM Selected I Not Selected Entering data into LIFT can be made easier by using the Tab key on the keyboard The tab key advances the cursor to the next data field You can go from the current field to the
15. open your Internet Explorer browser window Once the browser is open click the top toolbar option Tools and then go to Internet Options After the Internet Options window is available you will want to click on the Privacy tab at the top of the window You will notice while on the Privacy tab at the bottom will be a section on Pop Up Blockers If your Block Pop Ups checkbox is checked then click on the Settings button You can now add the LIFT link to the Allowed Sites list which the pop up blocker will ignore when trying to block pop ups from LIFT LIFT User Manual 4 KIT Solutions 2010 SYSTEM NAVIGATING LIFT is set up in such a fashion that moving from top to bottom of each page and in some cases section to section on the menu is the only approach to using the system You must start at Family Information filling in all the information that is required to save for Enrollment before moving on to Profiles Once these two modules are complete you are able to move on to Planning The Planning modules must be completed in the order that they appear on the menu starting with Goal Area Benchmark Summary and ending with Goal Plan and Activity Record In the Service section you must complete the Group Activity Description module before adding a Group Activity In addition some modules have two forms an initial and follow up that must be completed in order Continuing in this manner will ensure that all o
16. the Attendee section for instructions Staff is an additional form that can be completed within the Group Activity section This can be done clicking the Add Activity button See the Staff section for instructions LIFT User Manual 4 KIT Solutions 2010 To edit a Group Activity perform the following steps E m m Click Service in the menu Click Group Activity in the sub menu Click the k Select button next to the record you want to edit Make any changes needed to the form Click the J Finish button when completed Note To exit this screen without saving any of the changes you have made click the Cancel button To delete a Group Activity perform the following steps 2 3 4 Click Service in the menu Click Group Activity in the sub menu Click the Delete button next to the record you wish to delete You will receive a confirmation message asking if you are sure Click the OK button Note To cancel the deletion click the Cancel button LIFT User Manual 42 Welcome training IET Linking Information Families Technology Family Information Planning Service Reports Tools Administration Activity Date Activity ID Status 07 30 2010 12345 Incomplete 4 This is a sample screenshot of the Group Activity Listing Page a Linking Information Families amp Technology Welcome training Family Information Planning Service Reports Tools Administr
17. when any change occurs in the information on this form This is a sample screen shot of the Enrollment Staff Member Edit Page LIFT User Manual 22 KIT Solutions 2010 To re enroll an exited family perform the following steps oe I ES Click Family Information in the menu Click Enrollment in the sub menu Click the Luo Re Enroll Exited Family button Select the appropriate family from the dropdown and click the Go button Enter in the appropriate data for each field ensuring that all required fields for saving are completed Use the navigation buttons to move throughout the Enrollment process 7 pages to fill in each form Click the Save Exit button when completed Note To exit this screen without saving any of the changes you have made click the cancer Cancel button To Change Archive a family perform the following steps 1 Click Family Information in the menu 2 Click Enrollment in the sub menu 3 Click the Change Archive button next to the appropriate Family 4 You will receive confirmation click the OK button to archive the record 5 You will receive a message that the record was successfully archived Note To exit this screen without saving any of the changes you have made click the cancer Cancel button LIFT User Manual 23 Linking Information Families amp Technology Family Information Planning Service Reports Tools Administration Re Enroll Exited Family Lic i
18. 3 Click the ku Delete button next to the record you wish to delete 4 You will receive a confirmation message asking if you are sure Click the OK button DeleN 12345 Staff Incomplete Note To cancel the deletion click the Cancel button Delete Button Group Activity ID Activity Title Status This is a sample screenshot of the Group Activity Description Listing Page LIFT User Manual 40 KIT Solutions 2010 Group Activity To collect specific information on each group activity provided at the Family Support Center use the Group Activity form 1 Click Service in the menu Click Group Activity in the sub menu a Click the Add Group Activity Attendance Add Group Activity Attendance button to Family Information Planning Service Reports Tools Administration enter the details of the group activity 4 Enter in the appropriate data for each field ensuring that all required fields for saving are completed 5 Click the Finish button when completed Note To exit this screen without saving any of the changes you have made click the cancer Cancel button This is a sample screenshot of the Group Activity Listing Page Tips You must first save a class activity in the Group Activity Description module before saving a record in the Group Activity module Attendee is an additional form that can be completed within the Group Activity section This can be done by clicking the Add Goal button See
19. 6 Click Add Placement Record under the family member s name to enter edit their Out of Placement information Note When you identify a member as living in an Out of Home placement in the Enrollment form an Add Placement Record link will automatically be created on the Profile listing page 7 Enter in the appropriate data for each field ensuring that all required fields for saving are completed 8 Use the navigation buttons to move throughout the Out of Placement Record pages 2 pages to fill in each form 9 Click the Save and Exit button when completed Note To exit this screen without saving any of the changes you have made click the cancer Cancel button LIFT User Manual Welcome tzani Logout Linking Information Families E Technology Family Information Planning Service Reports Tools Administration Helpful Links Go Button 99900084 Mason Expand Details Button Anthony Mason 9990008404 9 Son Add Placement Record Welcome tzanil Logout Linking Information Families amp Technology Family Information Planning Service Reports Tools Administration Save and Exit Helpful Links Out of Home Placement Reco This form is used to collect information on any child family member who is placed in an out of home placement e g foster care juvenile detention etc this form should be completed upon enrollment if applicable or whenever a child is placed outside home 1 Chi
20. Member Profiles Listing Page Welcome training Linking Information Families amp Technology Family Information Planning Service Reports Tools Administration ember Profile E Cancel Button MemberID 1320000102 First Name John Last Name Taylor Enrollment Type Please Select y Y Date Form Completed 01 01 0001 v Staff Name Please Select y This is a sample screen shot of the Member Profiles Edit Page This is a partial screenshot 25 KIT Solutions 2010 Tips The Profile form pages within the form may be different based on the A T TP Child selection made when the Enrollment record was completed e f you need to make a status change to the record or just archive the record you must click the none Change Archive button next to the record on the listing page See the Change Archive Profile section for details To enter a pregnancy record perform the following steps 1 Click Family Information in the menu 2 Click Profiles in the sub menu 3 Select the Family you wish to enter information for from the Select Family dropdown list 4 Click the GO button 5 Click the button to maximize the family member details Note The becomes a and more details are displayed 6 Click Add Pregnancy Record under the family member s name to enter their Pregnancy information Note When you identify a member as being pregnant in the Enrollment form an Add Pregnancy Record link w
21. a change in information collected or every 6 months The profile also includes access to the Pregnancy Record Out of Home Placement Record and the Immunization Record This is a screenshot of the Family Information Landing Page HEN Linking Information Families amp Technology Welcome training Family Information Planning Service Tools Administration Family ID Family Status ES Change Archive 13200001 Taylor Incomplete 1 This is a sample screenshot of the Enrollment Listing Page 14 KIT Solutions 2010 4 Enter in the appropriate data for each field ensuring that all required fields for Family Enrollment Information saving are completed 3 5 Use the navigation buttons p 9 to move throughout the Enrollment process 7 pages to fill in each form 6 Click the Next button on the final page of the form when completed pupa Note To exit this screen without saving any of the changes you have made click the Is this form being NewEnrollment SU Cancel button completedasa NOW ENON Y Enrollment Type Walk In Date Y Date Form Completed Navigation Buttons General Intensive Y Staff Person s Gerry Adams Name This is a sample screenshot of the Enrollment Listing Page This is a partial screenshot Tips e Do not forget to add family members to the enrolled Family This can be done on page 2 of 4 or page 4 of 4 by clicking the e Add Family Member butto
22. arding the application LIFT gt Home Windows Internet Explorer BAX 5 v r http Jkitusers kithost net Support Default aspx alias kitusers kithost net support 4 X Pir File Edit View Favorites Tools Help y e de 0 LIFT gt Home A D dhe Page gt Gos gt gt a QI tal MT Qi re JDD At DILE 1 To reach the KIT Solutions Support Site click LIFT Support under the Helpful Home Contact Support Manual FAQs Evaluation Links section A window will open displaying the Support Site aiiai aii 2 To contact Support to ask a question report a bug or make a suggestion click A the Contact Support link ene aresuoces hos aea p pe coles paana ae a 3 To find this manual in an online version click the Manual link Contact Support Ifyou ned to contact Support to ask a question report a bug or make a suggestion click on the 4 To view frequently asked questions regarding the application click the FAQ link an od for a list of commonly asked questions that will help you use LIFT click the FAQ menu link and follow the instructions Done Internet 100 v This is a screenshot of the LIFT Support Site LIFT User Manual 65 KIT Solutions 2010 APPENDIX Permission Levels When selecting the permission levels it is important to remember that this is done to grant limit access to certain portions of the LIFT application The permission levels are County Administrator and Staff County
23. ata fields To change your PC monitor settings right click on the Desktop background and select Properties Next click on the Settings tab and move the Screen Resolution scroll bar to the right towards more to select 1024 X 768 resolution Click the OK button at the bottom of the window to make the change effective Note These instructions may not work if you are using a MAC Web Browser The web browser supported by LIFT is Microsoft Internet Explorer IE Mozilla Firefox Netscape Safari and other browsers may not be supported by LIFT They may function but not to design specifications We recommend users have the latest version of IE installed on their computer along with the updates provided by Microsoft which are released periodically Pop Up Blocker Modern computer security technology and usability features development have lead to pop up blocking Although this new feature of internet browsers toolbars and other 31 party managing software blocks hazardous and annoying pop ups sites like LIFT require pop ups to be able to function If your pop up blocker is enabled there is a possibility that LIFT may not function or appear properly You should either disable the pop up blocker while using LIFT while remembering to enable it if desired when not in LIFT or create exceptions for the pop up blocker This is cumbersome but may be easier than making exceptions to the pop up blocker To create exceptions for the pop up blocker
24. ation Delete Button Activity Date Activity ID Status 07 30 2010 Incomplete 4 This is a partial screenshot of the Group Activity Listing Page KIT Solutions 2010 T Welcome training Linking Information Families amp Technology Family Information Planning Service Reports Tools Administration To enter an Attendee perform the following steps mene 1 Click Service in the menu Add Group Activity Attendance 2 Click Group Activity in the sub menu 3 Click the Add Group Activity Attendance button if adding a new activity or click the Select button next to a record that needs merase edited Select Button Status Activity ID Activity Date Incomplete This is a sample screenshot of the Group Activity Attendees Page This is a partial screenshot LIFT User Manual 43 KIT Solutions 2010 Linking Information Families amp Technology Family Information Planning Service Reports Tools Administration Group Activity Attendance Helpful Lin 4 Group Activity v Date of Group Activity 07 30 2010 mrvddyyyy 4 Select an attendees name from the dropdown list a He is 5 Click the Save button when completed A Note To exit this screen without saving any of the changes you have made click the Cancel button Staff Name Staff Title Add Save all persons attending the activity class program group
25. e GO button Click Assessment Record under the child s name Note An assessment date will appear beside the Assessment Record Be sure to select the appropriate date when editing Make any changes needed to the form Click the Save Exit button when completed Note To exit this screen without saving any of the changes you have made click the cancer Cancel button To delete an Ages and Stages Record perform the following steps a Ye 1 Click Service in the menu Click Ages and Stages in the sub menu Select the Family you wish to delete a record for from the dropdown list Click the GO button Click the Delete button next to the Assessment Record you wish to delete You will receive a confirmation message asking if you are sure Click the OK button Note To cancel the deletion click the Cancel button LIFT User Manual Welcome training Logout Linking Information amp Technology Family Information Planning Service Reports Tools Administration records that have already been created for them Click on a record to edit it or click the add To select a family you wish to work on and click the GO button This will bring up a list of the 1 Go Button cor nd to a specific member Sel Family 13200001 Taylor 2 Assessment Record Add Assessment Record Assessment RecorMAssessment Date 07 17 2010 Incompleted John Taylor This is a sample screenshot of Age
26. e sub menu 3 Click the Select button for the Enrollment record you want to delete LIFT User Manual Welcome training L Linking Information Families amp Technology Family Information Planning Service Tools Administration En Family ID Family Status 13200001 Taylor Incomplete 1 Select Button This is a sample screenshot of the Enrollment Listing Page This is a partial screenshot 16 KIT Solutions 2010 4 Click the Delete button 5 You will receive a confirmation message asking if you are sure Click the OK button Note To exit this screen without saving any of the changes you have made click the cancer Cancel button To enter a family member perform the following steps 1 Click Family Information in the menu 2 Click Enrollment in the sub menu 3 Click the Select button next to the appropriate Enrollment record 4 Click the Lu Add Family Member button LIFT User Manual First Name Last Name Relationship to PC Date Of Birth AITITP Child Jan 1 1975 12 00AM This is a sample screenshot of the Enrollment Edit Page This is a partial screenshot Welcome training ET Linking Information Families amp Technology Family Information Planning Service Reports Tools Administration Family Enrollment Information a ninas hemnan Please list below ALL members of this family that are enrolling in the Family Support Program at this time and p
27. eb Resources Choose Category Family Support Agency for Healthcare Research and Quality Annie E Casey Foundation Building Family Assets pdf Business for Social Responsibility Welcome tzani Service Reports Tools Administration Multifaceted government sponsored site that includes evidence based practice clinical practice guidelines preventive services technology assessment and outcomes research Details promising approaches program models and resources for promoting asset development and supplement low wages Covers such topics as philanthropy volunteerism use of company influence and news and information about what corporations are doing in the area of social responsibility This is a partial screenshot of the Web Resources Landing Page KIT Solutions 2010 Tips e Clicking on the field name in a category field X will allow you to sort through the web sites by ascending or descending order e If the web site does not open immediately for you you may have a pop up blocker on your computer To bypass the pop up hold down the CTRL key on the keyboard while clicking on the web source link e To add additional web sites or modify existing ones speak to someone at the County level LIFT User Manual 54 KIT Solutions 2010 Library The Library section is a repository of additional documents to help Staff with the Family Support process Welcome tzanil Logo Linking Information am
28. eir password You will be required to change your password every 30 days LIFT User Manual 60 Logout Change Password Helpful Links Current Password New Password Confirm New Password Click Save to submit your new password Your change becomes effective immediately ave Save Button Save This is a screenshot of the Change Your Password Page KIT Solutions 2010 Training Technical Assistance The Training Technical Assistance module is used to add and track training and technical assistance that is needed by your center Welcome tzani Logout To enter a new Training Technical Assistance record perform the following steps 1 Click Administration in the menu 2 Click Training Technical Assistance in the sub menu 3 Click the ssstsinnatesmstsssistenes Add Training Technical Assistance eee ee pao y Add Training Technical MESAS Button gt 4 Enter in the appropriate data for each field ensuring that all required fields for e ae ee HE saving are completed au imanes ve a 5 Click the Save button when completed aN conte Cont Resouontieaton ami nece Note To exit this screen without saving any of the changes you have made click the cancer Cancel button Select Delete bas Forms Training 03 03 2003 Rec 01 01 2003 This is a sample screenshot of the Training Technical Assistance Listing Page
29. ers records raining Tachical Assistanc Vee he modula de 897 and EA irrg ag lee pes lance thal e headed by youi Gener Munoge Application Holy Sebtibup Lube Thai modul t moiy Mspbcabon l Derr sE This is a screenshot of the Administration Landing Page Family Center Registration The Family Center Registration module displays the Family Centers that are registered within the LIFT system You will only be able to view and modify your own Family Center To edit or view your Family Center record perform the following steps 1 Click Administration in the menu 2 Click Family Center Registration in the sub menu 3 Click Select button next to the appropriate Family Center you wish to edit view 4 If editing enter in the appropriate data for each field ensuring that all required 7 E fields for saving are completed N noes 5 Click the Save Exit button when completed 7 Mon View Heights Famiy Center oie Note To exit this screen without saving any of the changes you have made click the ens Cancel button e CHP Oakland Famiy Care Connection PP This is a sample screenshot of the Family Center Registration Listing Page LIFT User Manual 56 O KIT Solutions 2010 Staff Registration The Staff Registration module is used to register and maintain staff members within the LIFT system Click Administration in the menu Click Staff Registration in the sub menu Click the Add Staff button Enter
30. es required fields needed to COMPLETE the forrn Planning Service 11000001 Taylor w Relationship to P C DOB 04 27 1970 Member Name Ann Taylor 1100000101 John Taylor 1100000102 View Edit MN Change Archive Primary Caregiver 06 02 2002 Add Placement Record Immunization Form Immunization Form Out of Placement Placement Date Status Out of Placement Form Incomplete Linking Information Families and Technology mjones Home Log Of Administration cr wees Go Button Adult Incomplete Incomplete Delete Button This is a sample screen shot of the Member Profiles Listing Page This is a partial screenshot KIT Solutions 2010 To Change Archive a profile perform the following steps 1 Click Family Information in the menu 2 Click Profiles in the sub menu 3 Select the Family you wish to enter information for from the Select Family dropdown list 4 Click the GO button 5 Click the amp button to maximize the family member details 6 Click the Change Archive button 7 You will receive confirmation click the Lok OK button to archive the record 8 You will receive a message that the record was successfully archived Note To exit this screen without saving any of the changes you have made click the cancer Cancel button LIFT User Manual 32 LIET Linking Information Families Technology Family Information Planning Service Reports To
31. f the city name used by the United States Postal Service For example if the city Pittsburgh is entered with a zip code of 15201 the alternative address will show Arsenal as the correct city LIFT User Manual 24 KIT Solutions 2010 Member Profiles The Profile form is used to collect information about the individual participants who are being enrolled as intensive Click Family Information in the menu Click Profiles in the sub menu 3 Select the Family you wish to enter information for from the Select Family dropdown list Click the GO button 5 Click the button to maximize the family member details Note The becomes a and more details are displayed 6 Click the View Edit button for the member profile record you want to enter edit 7 Enter in the appropriate data for each field ensuring that all required fields for saving are completed 8 Use the navigation buttons to move throughout the Profile pages page numbers vary see Tips below to fill in each form 9 Click the Save Exit button when completed Note To exit this screen without saving any of the changes you have made click the cancer Cancel button LIFT User Manual Welcome training Linking Information Families amp Technology Family Information Planning Service Reports Tools Administration 06 02 2005 E Marhta Taylor 1320000101 1 Primary Caregiver 04 27 1970 Adult This is a sample screen shot of the
32. f the sections of the system have enough information to function correctly If certain sections have not been completed you will have difficulty completing other sections Although your information is temporarily saved when moving within a form you must save before moving onto the next module by either clicking on the Save Exit button or the Next button located at the top left of the edit page Computer Keys While entering information into a form several keys are helpful for moving the cursor from one information box called a data field to another The table below summarizes those keys Key Description Function The Cursor Points to desired location as The TAB key Moves the cursor to the next data field ES Hold down the SHIFT key and then press the TAB key Moves the cursor to the previous data field o The Control Ctrl key Enables blocked material to open due to pop up blocker s Use the MOUSE by pointing and clicking to move the cursor Moves the cursor by pointing and clicking LIFT User Manual 5 KIT Solutions 2010 Menu There are several ways to navigate through the system The top of every page includes links to the six main sections of LIFT Clicking on each link brings you the corresponding Landing Page and creates a sub menu containing links for the modules within the section The section of the system you are currently working in will be highlighted in the navigation bar at the top of the page 1 Main Menu Constant
33. following steps 1 Click Family Information in the menu 2 Click Enrollment in the sub menu 3 Click the LJ Select button next to the appropriate Enrollment record 4 Click the Select button next to the appropriate Family Member record that needs edited 5 Make any changes needed to the form 6 Click the Save Exit button when completed Note To exit this screen without saving any of the changes you have made click the cancer Cancel button LIFT User Manual np a Welcome training Linking Information Families amp Technology Family Information Planning Service Reports Tools Administration Family ID Family Status Aaarramiy Select Button 13200001 Taylor Incomplete MCIID First Last Social Relationship to Name Name Security PC AITITP Child 4 Primary Marhta Taylor 123456789 Caregiver Adult 04 27 1970 John Taylor 123456780 11 Son Child 06 02 2005 Male This is a sample screenshot of the Enrollment Edit Page This is a partial screenshot 19 KIT Solutions 2010 To delete a Family Member record perform the following steps 1 Click Family Information in the menu 2 Click Enrollment in the sub menu 3 Click the L Select button next to the appropriate Enrollment record 4 Click the Delete button next to the appropriate Family Member record that needs edited 5 You will receive a confirmation message asking if you are sure Click the OK button Note To
34. he LIFT Login Page Tips e The Username IS NOT case sensitive e The Password IS case sensitive LIFT User Manual 13 KIT Solutions 2010 FAMILY INFORMATION In Family Information the user is able to perform the following tasks 1 Enter edit and archive Enrollment records 2 Enter edit and archive Member Profile records Enter and edit Immunization Pregnancy and Out of Home Placement Records 3 Exit and archive a Member or Family Enrollment Enrolling a new family member into either the General or Intensive Services Program of the Family Support Center is done within the Enrollment module 1 Click Family Information in the menu 2 Click Enrollment in the sub menu 3 Click the lu Add Family button LIFT User Manual Welcome training len Linking Information Families amp Technology Family Information Planning Service Tools Administration Family Information Enrollment This form is to be completed to enroll a family member in either the General or the Intensive Services Program of the Family Support Center The primary caretaker or head of household should be asked to provide this information for the entire family This form should be updated at any time when there is a change in any of the information collected on this form or every six months Profiles The profile is used to collect information about individual participants who are being enrolled This form should be updated when there is
35. ii Family ID Family Status pa 13200001 Taylor Incomplete 1 This is a sample screen shot of the Enrollment Listing Page Linking Information Families amp Technology Family Information Planning Service Reports Tools Administration Chanae Archive Button Family ID Family Status 13200001 Taylor Incomplete 4 This is a sample screen shot of the Enrollment Listing Page KIT Solutions 2010 Verifying the Address The address information for both the family and the family member will now be verified using Group One software This software contains all addresses within Allegheny County In addition it aids in keeping the address information consistent throughout the application by maintaining abbreviations e g St Ave etc assigning Zip Code etc If an alternative address is displayed and you want to accept that address choose the address and click the Save Exit button lf an alternative address is displayed and you are certain that the address you ve provided is correct choose the Save without verifying option If you get a message stating The Address You Entered Is Invalid first click the Cancel button and review the address data entered for data entry errors If none are found choose Save without verifying when prompted to verify again Tips e In most cases the alternative address will be nearly identical to the one entered with the exception o
36. ill automatically be created on the Profile listing page LIFT User Manual 26 Family Information Planning Service Reports Tools Administration Select Family 13200001 Taylor pe Go Button John Taylor 1320000102 11 Son 06 02 2005 Child Marhta Taylor 1320000101 1 Primary Caregiver 04 27 1970 Adult Add Pregnancy Record a eee Add Pregnancy Record This is a sample screen shot of the Profile Listing Page KIT Solutions 2010 Welcome tzani Logout Service Reports Tools Administration Pregnancy Reco art 1 Helpful Links 7 Enter in the appropriate data for each field ensuring that all required fields for S Um Cancel Button saving are completed 8 Use the navigation buttons to move throughout the Pregnancy Record pages 3 MAM lt lt s lt ES pages to fill in each form Mothers First Name Lacey 9 Click the Save Exit button when completed CA nj Mothers Member ID 9990008601 Note To exit this screen without saving any of the changes you have made click the cancer Cancel button Y Pregnancy Record Number Enter 1 for the Members hr first pregnancy since enrolling atthe Family Support Center 2 for the next pregnancy and so on v Date Form Completed 09 27 2010 mm dd yyyy v Staff Name Please Select Y Enrolled as Pleace Salart vl This is a sample screen shot of the Pregnancy Record Edit Page This is a partial screenshot Tips e When you identify a me
37. ill need to delete the record and re enter the staff record To delete Staff perform the following steps 1 Click Service in the menu 2 Click Group Activity in the sub menu 3 Click the J Select button next to a record that needs edited 4 Click the Delete button next to the Staff you wish to delete 5 You will receive a confirmation message asking if you are sure Click the OK button Note To cancel the deletion click the Cancel button LIFT User Manual Welcome training L Activity Date Activity ID Status Delete 07 30 2010 12345 Incomplete Select Button This is a sample screenshot of Group Activity add Staff Page Delete Button Gerry Adams Supervisor Derete This is a sample screenshot of Group Activity Edit Page This is a partial screenshot Staff Name Staff Title 47 KIT Solutions 2010 Ages and Stages The Ages and Stages form is used to collect information from the Developmental Assessments completed for any participating child 1 Click Service in the menu o Click Ages and Stages in the sub menu Family Information Planning Service Reports Tools Administration 3 Select the Family you wish to enter information for from the dropdown list _ on G stein dei tner coil Sal 4 Click the 50 GO button 13200001 Taylor y J Click Add Assessment Record next to the child s name you wish to enter Add A ssessment Record information for E Note Only
38. in information collected or every 6 months The profile also includes access to the Pregnancy Record Out of Home Placement Record and the Immunization Record This is a screenshot displaying a Landing Page LIFT User Manual 8 KIT Solutions 2010 Listing Pages The Listing Page is the main page of each module within Family Information Planning Service and Administration The Listing Page contains either all data that has been entered for the module or a portion of the data that has been entered with links to view edit the previously recorded data in its entirety In addition the Listing Page includes the link s to the edit page s No data is entered on the Listing Page Data View The Data View displays the saved data in tables Multiple data is entered and saved es nen meee when a Data View Listing Page is available See the 3 Edit Form section for details on the Edit Form e Most Listing Pages include an Add button or link which takes you to the Edit Form and allows you to add a new record Once records have been added they will then be displayed in a table or grid and identified by a portion of the data that had been entered e The user has the ability to view and or edit individual records by clicking the LJ Select button next to the appropriate record name in the table Edit Forms The Edit Form contains the fields for entering and editing data The buttons for saving canceling deleting printing and
39. in the appropriate data for each field ensuring that all required fields for saving are completed 5 Click the Save Exit button when completed Note To exit this screen without saving any of the changes you have made click the cancer Cancel button a oY Tips Tools Administration Bethany Bauer Active incompleted Megan Caputo Active Completed Test Development Active incompleted Jennifer Haynes Active Completed Mason Jennings Active Completed Select Johnathan Klein Inactive Completed Taryn Nelson Active Completed This is a sample screenshot of the Staff Registration Listing Page The Is this staff currently on the payroll field is used for reporting to the County in the County FSC Report Please ensure that this is checked in order to submit your FSC Report lf a staff member leaves the center you must set their Account Status to Inactive so that he she will no longer be able to enter the LIFT system When first adding a staff it is suggested that you set their password status to Expired When the new staff logs in with the login name and password you chose they will immediately have to change their password To edit a Staff record perform the following steps Click Administration in the menu Click Staff Registration in the sub menu Click the ee Select button next to the staff record you want to edit Make any changes needed to the form Click the
40. isting record Allows the Search option to appear where the user can search by Family and Family ID Clicking Go searches the application database for existing data Allows the user to hide and or clear the Search function Archives a family for history purposes and to track changes in family information Reenrolls a family that has been exited Page Level Features Every page in the LIFT system includes a Help and Tip box The Help box contains the links for the FAQ page and the Technical Support page The Tip box displays the rules for fields required to save and required to complete If you would like to hide these and view the entire page click on the toggle help link To unhide the page level features click the link again Your viewing preference will be remembered throughout the system and from session to session LIFT User Manual 12 KIT Solutions 2010 LOGIN PROCEDURE Connect to the Internet using your Internet browser e g Internet Explorer In the Address location box type in the following address and press the Enter key on the keyboard Live Site Training demo Site https www familylift com Login aspx http demo kithost net Lift30 Login aspx Login fields To access LIFT s site 1 Enter your login information in the following fields Username Password and Username 27 Provider ID Password 2 Click the Submit Submit button Provider ID a Submit Button This is a screenshot of t
41. ld s First Name Mary Child s Last Name Mason Child s Member ID 9990008404 Child Enrolled As Please Select Y Staff Person s Name Please Select This is a sample screen shot of the Out of Home Placement Edit Page This is a partial Screenshot KIT Solutions 2010 Tips e Page two of the Out of Home Placement form must be updated when there is a change in the status of the child who has been placed out of home or when the expected date of the child s return to family has passed LIFT User Manual 30 KIT Solutions 2010 To edit a Placement record perform the following steps Click Family Information in the menu Click Profiles in the sub menu Select the Family you wish to enter information for from the Select Family dropdown list Click the GO button Click the button to maximize the family member details Note The becomes a E and more details are displayed Click Out of Placement Form under the family member s name to edit their Placement information Make any changes needed to the form Click the Save and Exit button when completed Note To exit this screen without saving any of the changes you have made click the cancer Cancel button To delete a Placement record perform the following steps Click Family Information in the menu Click Profiles in the sub menu Select the Family you wish to enter information for from the Select Family dropdown list Click the GO bu
42. lutions 2010 Liss p _ Linking Information Families amp Technology To edit a Progress Barrier record perform the following steps Ow O 1 Click Administration in the menu Click Progress Barriers in the sub menu select Delete O A w Click Select next to the record you want to edit ste ACO EM A szuate Make any changes needed to the form Select al n m Click the E Save button when completed an i f A A i ance County FSC Monthly Note To exit this screen without saving any of the changes you have made click the Cancel button iai msee NI gg traci n This is a sample screenshot of the Progress Barrier Listing Page oF pS E a Ly 5 p on Linking Information Families amp Technology Family Information Planning Service Reports Tools Administration a Helpful Links To delete a Progress Barrier record perform the following steps 1 Click Administration in the menu nae A o Progress tat ew 2 Click Progress Barriers in the sub menu soit a ee pte ee 3 Click Delete next to the record you want to delete Select q Delete Link CM 1 0 sas Select Delete County FSC Quarterly FSC Quarterly Barer Testbarter barrier This is a sample screenshot of the Progress Barrier Listing Page LIFT User Manual 64 KIT Solutions 2010 LIFT SUPPORT On the Support Site you will find information about how to contact Support an online version of this manual and frequently asked questions reg
43. mber as being pregnant in the Member Profile form an empty Pregnancy record will automatically be created on the Profile listing page Therefore you will only need to add new pregnancy records for subsequent pregnancies e Page three of the Pregnancy form must be updated when the member is no longer Pregnant LIFT User Manual 27 KIT Solutions 2010 Welcome training Logout To edit a Pregnancy record perform the following steps K r 2 3 Linking Information Families amp Technology Click Family Information in the menu Click Profiles in the sub menu Select the Family you wish to enter information for from the Select Family Select Family Go Button dropdown list cal Family Information Planning Service Reports Tools Administration Click the GO button Click the button to maximize the family member details Expand Details Button 11 Son 06 02 2005 Child Note The becomes a and more details are displayed Click Pregnancy Record under the family member s name to edit their Pregnancy information gnaney i ns Ap Make any changes needed to the form Pregnancy Record Click the Save Exit button when completed Note To exit this screen without saving any of the changes you have made click the cancer Cancel button Marhta Taylor 1320000101 1 Primary Caregiver 04 27 1970 Adult This is a sample screen shot of the Profile Listing Page To delete a Preg
44. n If you do not add any family members you will not be able to complete other forms within LIFT See the Family Member section for instructions e Staff Members is an optional form that can be completed within the Enrollment section This can be done on page 4 of 4 by clicking the Add Staff Member button See the Staff Member section for instructions LIFT User Manual 15 KIT Solutions 2010 To edit an Enrollment record perform the following steps 1 Click Family Information in the menu Click Enrollment in the sub menu Click the hu Select button for the Enrollment record you want to edit Make any changes needed to the form Click the Save Exit button or the E Next button if on the last page when completed Note To exit this screen without saving any of the changes you have made click the pouan Cancel button Pa A a Tips Linking Information Families amp Technology Family Information Planning Service Tools Administration Select Button This is a sample screenshot of the Enrollment Listing Page This is a partial screenshot Incomplete e f you need to make a status change to the record or archive the record you must click the Change Archive button next to the record on the listing page See the Change Archive a Family section for instructions To delete an Enrollment record perform the following steps 1 Click Family Information in the menu 2 Click Enrollment in th
45. n the form is completed Note To exit this screen without saving any of the changes you have made click the cancer Cancel button Tips Family Information Planning Service Reports Tools Administration Family Enrollment Information a 0 IEA A Please list below ALL members of this family that are enrolling in the Family Support Program at this time and provide the requested information for each family member Start with the primary caregiver then add other adults and children If child children in this family are in Out of Home Placement AND are going to be enrolled in the Family Center please be sure to list them below MCI ID Date Enrolled o A Y First Name ho as Y Last Name no ss ts Social Security Number Y Date of Birth zn amide Y Se Bi C Male C Female Search Button C Both This is a screenshot of the Add a Family Member Edit Page This is a partial screenshot e f No record was found in the MCI database once Save is selected the new family member will be added to the Family Member data grid and while assigning the family member a unique MCI ID and inserting him her into the MCI database e f Potential matches are listed but it is determined that none of the potential matches is the family member you are trying to add try to correct the family member data and retry the Search LIFT User Manual 18 KIT Solutions 2010 To edit a Family Member record perform the
46. nancy record perform the following steps E a r 2 3 Linking INSAN Families E Technology Click Family Information in the menu Family Information Planning Service Reports Tools Administration Click Profiles in the sub menu Go Button iene Select the Family you wish to enter information for from the Select Family d d li t elect Family 99900086 Marlin rOPAOWA IISI so Click the GO button Expand Details Button Click the button to maximize the family member details g Lacey Marlin 9990008601 1 Primary Caregiver 05 23 1965 Adult Note The becomes a and more details are displayed Click the button next to the Pregnancy Record under the family members name Click the Save Exit button when completed Note To exit this screen without saving any of the changes you have made click the dl Cancel Delete Button Pregnancy Record Due Date Status Pregnancy Record 12 25 2010 Incomplete This is a sample screen shot of the Profile Listing Page LIFT User Manual 28 KIT Solutions 2010 To enter a Placement Record perform the following steps 1 Click Family Information in the menu 2 Click Profiles in the sub menu 3 Select the Family you wish to enter information for from the Select Family dropdown list Click the GO button 5 Click the amp button to maximize the family member details Note The becomes a E and more details are displayed
47. ols Administration Helpful Links Select Family 99900084 Mason E YD Are you sure you want to archive this record Chanae Archive Button jn 9990008404 9 Son 02 05 1995 This is a sample screen shot of the Archive Confirmation message This is a partial screenshot KIT Solutions 2010 Welcome tzani Logout General Intensive Exit Form Whenever a family or family member stops receiving services or when a family is transferred from general to intensive or vice versa the Exit Form must be completed Click Family Information in the menu o LES Click General Intensive Exit Form in the sub menu Select the Family you wish to add a record for from the dropdown list Family Information Planning Service Reports Tools Administration Click the GO button Helpful Links et PA A a A new record will appear Click the Add Exit Form link next t the Family name Go Button y from the dropdownlist and then click GO 99900084 Mason 7 6 Click the newly created Exit Form record Exit Form Exit Date a lf exiting the entire family select Yes from the drop box for the question Is the entire family going to stop receiving services from the program in which they are currently enrolled i Enter in the appropriate data for each field and click the Save button b lf exiting an individual member select No and click the Add Exiting Member button This is a sample screen shot of
48. ort Period Please Select FE Export Button This is a screenshot of the State Extracts Page Tips e If the report does not open immediately for you you may have a pop up blocker on your computer LIFT User Manual 52 KIT Solutions 2010 TOOLS In Tools the user is able to perform the following tasks 1 View web resources related to family support 2 View Library documents related to family support Web Resources The Web Resources area provides a list of helpful websites related to Family Support Center issues Lies 5 Click Tools in the menu Click Web Resources in the sub menu Select a category from the Choose Category dropdown list ee ANA ES Click on the Web Resource link to open the web site Note The link is the underlined Web Resource 6 Anew window will open displaying the web site you selected LIFT User Manual Browse the Web Resource list for the web site you would like to visit 93 Let Linking Information Families amp Technology Family Information Planning Tools Web Resources Welcome tzani L Service Reports Tools Administration This section includes a list of helpful website addresses related to Family Support Center issues Library The library contains additional documents to help Staff with the Family Support process This is a screenshot of the Tools Landing Page Linking Information Families amp Technology Family Information Planning W
49. orts Landing Page County Extract At the county level use this module to create your county extract for the County warehouse Welcome tzani Logout Dg To view and or print the County FSC report All Site level staff perform the following steps me Family Information Planning Service Reports Tools Administration 1 Click Reports in the menu a _ 2 Click County Extract in the sub menu D 3 Select the type of report you wish to view print from the drop down menus AA os o a 4 Click the E Export button A new window will open displaying the selected A report This is a sample screenshot of the County FSC Report Page This is a partial screenshot Linking Information Familles amp Technology Tips e If the report does not open immediately for you you may have a pop up blocker on your computer To bypass the pop up hold down the CTRL key on the keyboard while selecting the report form the grid e This report could take several minutes to load please be patient LIFT User Manual 50 KIT Solutions 2010 Prevention Diversion Extract At the center use this module to create your Prevention Diversion Extract for Prevention Diversion reporting centers 4 LS 1 1 Click Reports in the menu nistration 2 Click Prevention Diversion Extract in the sub menu 3 Select the appropriate data from the dropdown lists 4 Enter the specific dates into the Start Date and End Date fields as mm dd yyyy
50. ot KIT Solutions 2010 Progress Barriers To add and track the monthly highlights progress success and barriers of your center use the Progress Barriers module To enter a new Progress Barrier record perform the following steps 1 Click Administration in the menu 2 Click Progress Barriers in the sub menu 3 Click the ss esressener Add Progress Barrier button 4 FSC Quarterly Progress j ia a OS MEGAN PROGRESS 8 23 2007 Enter in the appropriate data for each field ensuring that all required fields for Add Progress Barrier Button saving are completed si yl ji Select Delete County FSC Quarterly Barrier Test barrier 8 8 2007 gt Click the Save button when completed Select Delete County FSC Monthly Highlight test character length 1 1 2007 Note To exit this screen without saving any of the changes you have made click the dl Cancel button ee ava aa hee c SRT Select Delete County FSC Quarterly Progress progress 10 10 2007 This is a sample screenshot of the Progress Barrier Listing Page Tips This module has been added to LIFT for reporting to the County in the County FSC report and to the State in the State FSC report and Fatherhood Initiative report Please ensure that this is used to record Progress Barriers that occur e Only the Site Directoris able to add any progress barriers to your center LIFT User Manual 63 KIT So
51. p Technology 1 Click Tools In the menu Family Information Planning Service Reports Tools Administration 2 Click Library in the sub menu Helpful Links 3 Click Select button next to the document you wish to view qa on 4 A new window will open displaying the selected document In Acrobat Adobe General Intensive Criteria pdf Life Enhancement Action Plan 5 Click the print button to print the document ARA 6 Click the disk button Ito save the document Staff Contact Service Code Definitions 7 Click the amp d in the upper right hand corner to close the document LIFT Data Dictionary LIFT User Manual This is a screenshot of Library Landing Page Tips e If the report does not open immediately for you you may have a pop up blocker on your computer To bypass the pop up hold down the CTRL key on the keyboard while clicking the Select button LIFT User Manual 55 KIT Solutions 2010 ADMINISTRATION Family Information Planning Servico Keports lols Pubrincistratiogy In Administration the user is able to perform the following tasks Adminisiration Fam b Lenin Hegishatbieni 1 View Enter Family Center information A A Sail 2 Enter and edit all Staff members Administrator only Edit self Staff information o AENEAN 3 Enter and edit Staff Daily Activity records ps 4 Change Password pos AMAN 5 Enter and edit Training Technical Assistance records nes 6 Enter and edit Progress Barri
52. previous field by holding Shift and pressing Tab Shift Tab You can also navigate through the fields by using the mouse Required Fields There are two types of required fields 1 Fields required for the form to be saved and 2 Fields required to gain a Complete status for the form 1 Fields required for the form to be saved Required fields to save are marked with a check mark and shaded purple e g First Name All required fields to save must be completed or you will not be able to save the data entered for the module you are working in If you try to save before completing all of the required fields to save you will receive a message that informs you of the field s vacant of data and you will not be able to save that form until the field s has data Note If the State Reporting Required check box is checked on the first page of the Enrollment form the fields required to save will change throughout the system 2 Fields required gaining a Complete status for the form Fields required to complete the form are marked with an asterisk and shaded yellow e g Wa k n Date These fields do not affect your ability to save but are necessary to gain a status of Complete for the form Forms will be considered Incomplete until all of these types of required fields are filled The status of each form will be displayed on the listing page LIFT User Manual 10 KIT Solutions 2010 Edit Form B
53. r saving are completed Click the s Save button when completed Note To exit this screen without saving any of the changes you have made click the cancer Cancel button LIFT User Manual 62 LIET Linking Information Families amp Technology Family Information Planning Service Reports Tools Administration 06 10 2007 Outreach and Marketing Training 06 10 2007 Received MIS Forms Training 06 10 2007 Received e Conflict Resolution Mediation Rp 01 01 2007 Training Select 01 01 2009 Select Delete MIS Forms Training 03 03 2003 Human Resources Training 01 01 2007 This is a sample screenshot of the Training Technical Assistan CLS Linking Information Families amp Technology 01 01 2003 01 01 2007 ce Listing Page Family Information Planning Service Reports Tools Administration 06 10 2007 Case Management 01 01 2007 Outreach and Marketing Training 06 10 2007 Received MIS Forms Training 06 10 2007 Received 01 01 2009 Support Principles 01 01 2009 Received 01 01 2010 Received Conflict Resolution Mediation Training 01 01 2007 Received Select MIS Forms Training 03 03 2003 Received Human Resources Training 01 01 2007 01 01 2003 01 01 2007 This is a sample screenshot of the Received Training Technical Assistance Details Page This is a partial screensh
54. registered children will appear on the Ages and Stages Listing page soli Taste aca This is a screenshot of the Ages and Stages Landing Page J a E T Welcome training Logout Linking Information amp Technology Family Information Planning Service Reports Tools Administration 6 Enter in the appropriate data for each field ensuring that all required fields for saving are completed 7 Use the navigation buttons to move throughout the Assessment Record 3 Ages and Stages Lenin a ici pages to fill In each form Child s Name John Taylor n Family ID 13200001 8 Click the Save Exit button when completed e ies Child s Date of Birth 06 02 2005 Note To exit this screen without saving any of the changes you have made click the dl Cancel button Child s Parent Guardian Y Date of Screening 07 17 2010 mmiddlyyyy Y Next Screening Date ASQ Inaazionin mmddyy This is a screenshot of the Ages and Stages Assessment Record Edit Page Tips e Part Il of the Ages and Stages Record must be updated when the child has been referred to Early Intervention 3 question Which agency was the child referred to On page 2 of 3 LIFT User Manual 48 KIT Solutions 2010 To edit an Ages and Stages Record perform the following steps Sl gt SY o gt Click Service in the menu Click Ages and Stages in the sub menu Select the Family you wish to enter information for from the dropdown list Click th
55. rganization Name ho Note To exit this screen without saving any of the changes you have made click the Cancer Cancel button Edi vi CT Y Class Activity IDF CT Date Class Group Begins mmiddiyyy Frequency of Classes Number of classes sessions This is a partial screenshot of the Group Activity Description Edit Page Tips e You must now define the class activity type e g Parent Support Group for the purpose of reporting to the County through the monthly quarterly and annual Family Center Report LIFT User Manual 39 KIT Solutions 2010 Welcome training Linking Informati n Families amp Technology To edit a Group Activity Description perform the following steps Family Information Planning Service Reports Tools Administration 1 Click Service in the menu Click Group Activity Description in the sub menu Click the k Select button next to the record you want to edit Make any changes needed to the form Group Activity 1D Activity Titie Status Click the J Finish button when completed 12345 Stat Incomplete Note To exit this screen without saving any of the changes you have made click the Cancel button ot oe oe 1 Welcome training Linking Information Families amp Technology To delete a Group Activity Description perform the following steps See ION SPS MARANA ROPES 90 1 Click Service in the menu 2 Click Group Activity Description in the sub menu
56. rovide the requested information for each family member Add family Member Start with the primary caregiver then add going to be enrolled in the Family Center plea First Last Social Relationship to Cit gt esses Name Name Security AJTITP Child Birth Date 1 Primary Marhta Taylor 123456789 Caregiver Adult 04 27 1970 Female John Taylor 123456780 11 Son Child 06 02 2005 Male This is a sample screenshot of the Enrollment Listing Page This is a partial screenshot KIT Solutions 2010 5 Enter or select the First Name Last Name Date of Birth and Sex of the family member from the appropriate fields 6 Click the Search button to verify that the family member is unique Note Entering the First Name Last Name Date of Birth and Sex of the family member will produce the most likely match a If a family member is unique a message indicating that No record was found in the MCI database will appear Click the OK button lf there are potential matches based on the data entered in the initial fields First Name Last Name Date of Birth and Sex of the family member a data grid with each potential match will appear Verify a match with an existing client in the MCI database by clicking the Select button next to the client s record 7 Enter in the appropriate data for each field ensuring that all required fields for saving are completed 8 Click the Save Exit button whe
57. s and Stages Listing Page Welcome training Logout Linking Information Families amp Technology 49 Family Information Planning Service Reports Tools Administration To view edit and add records select a family you wish to work on and click the GO button This will bring up a list ofthe selected familys members and records that have already been created for them Click on a record to edit it or click the add link to add a record to a specific member Select Family 13200001 Taylor 7 Go Button John Taylor Add Assessment Record Delete Button Assessment Record Assessment Date 07 17 2010 Incompleted pes This is a sample screenshot of Ages and Stages Listing Page KIT Solutions 2010 REPORTS Linking information Families amp Technology Family Information Planning Service Reports Tools Administration In Reports the user is able to perform the following tasks ae Reports 1 Download and save State Extracts State Reporting centers only State Extracts 2 Download and save County Extracts County only hi cove tela ie vod t eat your ta exista for ee recono ca County Extract 3 Download and save Prevention Diversion Extract At the county level use this module to create your county extract for the County warehouse Prevention Diversion Extracts At the center use this module to create your Prevention Diversion Extract for Prevention Diversion reporting centers This is a screenshot of the Rep
58. sure Click the OK button Note To cancel the deletion click the Cancel button t 1 record LIFT User Manual 36 LIET TES Linking Information amp Technology Family Information Planning Service Reports Tools Administration Helpful Links Family LastName Mason Is the entire family going to stop receiving services from the program in which they are currently enrolled Yes Mary Mason Delete Button 01 Family Member Met Goals 9 10 2010 12 00 00 AM Delete This is a sample screen shot of the Service Exit Form Listing Page KIT Solutions 2010 PLANNING Under Construction LIFT User Manual 37 KIT Solutions 2010 SERVICE Els _ Linking Information Families amp Technology Family Information Planning Service Reports Tools Administration In Service the user is able to perform the following tasks Service Group Activity Description 1 Enter and ed it G rou p Activity De scri pti on This form is used to collect information for classes and activity groups provided atthe Family Support Center Itis to be completed by any staff _ member volunteer group leader or instructor presenting a new group or activity at the center 2 Enter and edit Group Activity Group Activity Attendance 3 Enter and ed it Ag e S and St ag e S This form is used to collect information on each group activity provided at the Family Support Center Itis to be completed by any staff member
59. te To exit this screen without saving any of the changes you have made click the cancer Cancel button 2 RA LIFT User Manual Linking itoring Remnilles amp Technology Family Information Planning Service Reports Tools Administration Staff Daily Activity Sheet Select Staff Bethany Bauer 8011 Report Writing Time spent writing various reports articles for the Newsletter etc 11 20 2008 Add Activity Button Awesome activity 60 9982 Staff time spent on service visit at another location 11 20 2009 ifdjalskfjewa 25 This is a sample screenshot of the Staff Activities Listing Page select star Go Button 11 20 2008 Newsletter etc Awesome activity 60 Edit Button 9982 Staff time spent on service visit at another location 11 20 2009 ikifdjalskfjewa 25 This is a sample screenshot of the Staff Activities Listing Page KIT Solutions 2010 To delete a Staff Activity record perform the following steps 1 Click Administration in the menu 2 Click Staff Activity in the sub menu seect sett Go Button 3 Select the staff member you wish to delete information for from the Select Staff dropdown list 4 Click the GO button 5 Click the Delete button next to the record you wish to delete 6 You will receive a confirmation message asking if you are s
60. tes testeedeaunciadyaceten aaudceustadean 50 A O A 50 Prevention DIES Examinar A 51 o II O Oe 52 NOS aeaa a E E OS 53 A a A a A 53 Web Resource ios 53 EIDA en E N seem sn cocuenepusaa tana eee nee 55 AONDE TAIO A Mere noe mel em tt Rar ee rT EDEN eeu eA OH OT SRO RP aC SERRE aC ee ae eee eee ne er 56 Famy Cemer Realities 56 LIFT User Manual 2 KIT Solutions 2010 Sn PP oe E 57 Sa ACIN ks ee er ae en ne Rn EE E et ERE RE REP EEN Ee ae CC ENCE ENR Or nee ect nna 58 ASS SWO Caceres LE o cece na tease an aac ses este cece eet acter acto a tecent aot cade E 60 Malin GFECMMIGAWASSIStANICS aaron cnt rei id chaed aE daticeeitepangsniete 61 A AAA OO EA 63 EIEEE 0 0 y O APR UU o tear A A re Tn Re eC AE een ee ence rene ee Re ener 65 A o o S Cagnsmenel sheets susdeasestce Aavenmetuades 66 Permi SSIOnN LEVE Seona tes atu datauneatedanientcbeateatetenicndaiaraasatnaannetanuaneabwnentata 66 fa lalo A CA A E E E ee eee ee eee eee ner eee nee 66 SING the Repons VW A N Geuloude tanga 67 LIFT User Manual 3 KIT Solutions 2010 TIPS FOR USING THE SYSTEM EFFECTIVELY Recommended Computer Settings Screen Resolution You will get the best screen layout if you set your PC monitor settings to 1024 X 768 pixels or larger If your screen resolution is smaller i e 800 X 600 pixels everything on the screen will appear larger But if you use 800 X 600 pixels you will have to scroll more both up 4 down and left amp right to access all the d
61. the Service Exit Form listing page LIFT User Manual 33 KIT Solutions 2010 Welcome tzanil Logou Linking Information Families amp Technology Family Information Planning Service Reports Tools Administration 7 Enter in the appropriate data for each field ensuring that all required fields for saving are completed Family LastName Mason 8 Click the Save button Is the entire family going to stop receiving services from the program in which they are currently enrolled Yes Note To exit this screen without saving any of the changes you have made click the inna Cancel button Exit Entire Family Staff Name Please Select Save Button entire family leaving by exit code de Please Select This is a sample screen shot of the Service Exit Form This is a partial screenshot Tips You must click the Finish button after saving a record in order to delete and or archive all of the family and or member records If transferring a family you will only have to edit their enrollment type in the Enroll Form This can be done on page 2 of 7 LIFT User Manual 34 KIT Solutions 2010 To edit an Exit record perform the following steps Click Family Information in the menu Click General Intensive Exit Form in the sub menu Select the Family you wish to add a record for from the dropdown list Click the GO button Click the Exit Form Exit FoniExit Dste record you wish to edit a PIN a
62. tsburgh Contact Phone 412 244 6032 23 Teen Single Families 1 Total of families enrolled Families Parents Parents on TANF a Intensive 2 0 0 O b General 0 0 0 O c Total 2 0 0 0 Ages Ages Ages Ages 2 Total of children enrolled 0 5 6 12 13 17 18 22 This is a sample screenshot of the Site Family Report This is a partial screenshot 67 KIT Solutions 2010
63. tton Click the button to maximize the family member details Note The becomes a E and more details are displayed Click the button next to the Out of Placement Form under the family member s name You will receive a confirmation message asking if you are sure Click the OK button Note To exit this screen without saving any of the changes you have made click the cancer Cancel button LIFT User Manual 31 miones Home Log Off Planning Service Administration Enrollment Profiles General Intensive Exit Form al Ti pe FAQs LIFT Support Tip Y This check indicates reqired fields needed to SAVE the form This star indicates required fields needed to COMPLETE the form Profiles Select Family 11000001 Taylor Relationship to P C DOB 04 27 1970 Member Name Ann Taylor 1100000101 E John Taylor 1100000102 View Edit Arola Primary Caregiver 06 02 2002 Add Placement Record Immunization Form Immunization Form Status Out of Placement Placement Date Out of Placement For ormation co same Go Button Adult Incomplete Incomplete Status Completed Out of Placement Form inki Families and Technology This is a sample screen shot of the Member Profiles Listing Page This is a partial screenshot Expan FAQs LIFT Support Tip Y This check indicates reqired fields needed to SAVE the form This star indicat
64. unchanging Displays the six main modules 2 Submenu Varies depending on which Main Menu category is selected 3 Landing Page Varies depending on which Submenu category is selected 4 Listing Page Varies depending on which Submenu category is selected Welcome training Welcome training Linking Information Families amp Technology Linking Information Families amp Technology Family Information Planning Service Tools Administration Family Information Planning Service Tools Administration Welcome eny County Support Centers 3 Landing Page Welcome Events Family ID Family Status Listing of current Events This will have a pop up window of a full months calendar of events 13200001 Taylor Incomplete This is a screenshot displaying the Main Menu 1 and a Landing Page 3 4 Listing Page This is a sample screenshot displaying the Sub Menu 2 and a Listing Page 4 LIFT User Manual 6 KIT Solutions 2010 5 i NES T Welcome training F User currently Amily Information Planning Service logged in Linking Information PN ilies amp Technology Link to Home page Above the Main Menu provides links to EE of the system or back to the home oe T a Enrollment page by clicking on SUL In the upper left corner The user currently logged This form is to be completed to enroll a family member in either the General or the Intensive Services Progra into
65. ure Click the OK button Note To cancel the deletion click the Cancel button Delete Button 8011 Report Writing Time spent writing various reports articles for the Newsletter etc Awesome activity 60 9982 Staff time spent on service visit at another location 11 20 2009 ikifdjalskfjewa 25 This is a sample screenshot of the Staff Activities Listing Page Tips e You may also edit and delete sessions when in edit mode by following the same instructions above LIFT User Manual 59 KIT Solutions 2010 Change Password The Change Password module also allows the user to change the password on the account they are currently logged into To change your password perform the following steps Click the 1s SL a E Click Administration in the menu Click Change Password in the sub menu Enter the Current Password for the account Enter the password you would like to use in the New Password field Re type the new password in the Reenter New Password field Save button when completed You will receive a confirmation message informing you that the password was changed successfully Tips Your new password will become effective immediately upon saving It is important to remember that passwords are case sensitive Passwords can be any combination of letters numbers and or characters When a new staff member logs in they will immediately have to change th
66. uttons Information is entered and edited through the Edit Forms For additional details on Edit Forms see the Edit Forms section The table below summarizes the buttons used to enter edit information in an Edit Form Special buttons are provided to move within edit pages when needed In such cases they are found at the top left side of the page and allow the user to either move to the Next page or move to the Previous page In addition to these navigation buttons a Save and Exit button will appear on all pages with the exception of the final page to allow you to save your current work and exit the form The Finish button will appear when you are on the last page of the form When you have completed the form click on the Finish button and it will take you to the listing page of the section you are working in Examples of these buttons are found below Must be clicked first to add new family to an Edit Form Must be clicked first to add new family members to a family in an Edit Form Must be clicked to edit a record Must be clicked to access the previous or next page of a form Removes information from the application database Cancels the Add or Edit without saving information entered Adds the information entered on an Edit Form to the application database peoga E LIFT User Manual 11 KIT Solutions 2010 Additional Application Buttons Below are some additional buttons that may appear within a form Reviews the MCI database to find an ex

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