New DAITS Training and reference manual Start slide show Go to index

New DAITS

Training and reference manual

Start slide show Go to index

Index

• Log in• Control main screen• Search options• Case Information• Add Action Item• Edit Action Item• Information main

screen

• Upload Documents• Communication• Add Comment• Add Communication /

Transfer to email• Non-DOE action• Go to intro

This slide show

• This slide show will lead you through New DAITS.

• The screens are mostly animated

• The buttons will allow you to navigate through the slide show.

• At the end of each subject, the forward button will spin, indicating to click there

Go to indexGo to index


Click to continue

Log in

Use your email name (alias)[email protected]

Network password


Control

• Control will show you how to navigate through the main window

• Sorting columns by clicking on the header

• Refresh button to set the screen to start position


Click to continue

ControlSort ascending or descending by clicking on column header

Open list with Action Items under the cases

Number of days left for implementing the action item

Search optionsRefresh will delete all selections and show all cases as if you newly logged on


Search

• This slide will show how to search for specific cases

• Search on student information

• Decision Date / Due date / implementation days left

• ISC, SCE or District

• Action item

• Person responsible


Click to continue

Select person responsibleResult is all cases where the name is found either on case level for one specific action itemSelect on any combination of search options

Search

Different selection options availableSelect on (partial) student name or OSIS numberSelect on ISC, CSE or District

Select on decision dateDue date in interval


Case Information

• Student information, name, OSIS, Dob

• Parent information and name of lawyer

• Case information, compliance dates

• Sent case for approval to OLS

• Approved by OLS


Click to continue

Case information

Navigate to case information

Click to continue


Case informationGeneral information with regard to the case as received from the Impartial Hearing System

Student informationParent contact information and address

Impartial Hearing Office information

Case assignment and status information; changeable by implementation manager

This link will copy the address information to the clipboard. With ctrl-V or right mouse click you can paste it to e.g. MS-Word

This person gets an email notification when a case comes in (from IHS) or when the implementation manager is changed


Case workflow

When paralegal has finished entering action items, click this button. A notification will be sent to OLS. Action items are frozen and have status “waiting for approval”

The button Approve OLS appears. When OLS clicks this button, a timestamp will show when OLS approved, The action item status will be changed to approved.

1


Add action item

• Assign action item to person• Select action item type and subtype• Due is decision date +35; change when

necessary• Status start with open, changed automatically

with workflow• Detail is the action that should be taken as per

the order• Implementation comment allows for notes by

implementer


Click to continue

Add Action Item

Create new Action ItemSelect user from drop down list. An Action Item can only be assigned to a registered userThis text can only be changed by the paralegals

Details as described in hearing order

Due DatePre-populated with Decision Date + 35 daysComment on implementation; or the

alternative implemented

Add a Document opens a box that allows the user to browse for a document. In this screen a maximum of 5 documents can be added to an action item.Later is shown how more documents can be assigned to an action item

Date on which the action item was completed


Select action Item type from drop down listSelect action item subtype from drop down listNot all action item types have subtypes

Edit action itemDepending on the role assigned to a user it is determined which fields can be edited.


Click on Action item number to go to edit screen

Information

• When the mouse is moved over the action item number, the action item details will be shown

• When the mouse is moved over the implementation status the implementation comment is shown


Click to continue

InformationMouse over on action item number shows the action item details

Mouse over on the implementation status the implementation comment is shown


Uploaded documents

• Each night the decision documents are loaded from IHS into New DAITS

• Documents can be uploaded when entering or editing an action item

• Documents van be uploaded in the “upload document section”


Click to continue

Assign document to Action Item or case.

Documents assigned when creating an Action Item are also shown here

When action Item selected, ‘mouse over’ the icon will show the action item text

Uploaded Documents

Navigate to uploaded documents

CLICK

CLICK

Search and select document.PDF or .DOC

The hearing decisions are uploaded daily to the cases from the Impartial Hearing System. These files are shown separately


Communication

• Three types of communication

• Comment, either to case or action item

• Comment with email capability.

• Non-DOE action. Request to another party for documents or other actions


Communication

Navigate to Communication

CLICK

Click to continue


Add CommentSelect type of communication;Comment Internal comment to the caseCommunication Option to send text to email addressNon-DOE action Requests for information to non-DOE

parties

Assign comment to Action Item or Case


Enter up to 2000 characters for internal comments

Communication

• This function allows the user to write a comment which can be sent through email.

Click to continue

Add CommunicationSelect Communication

Assign to Action Item or caseEnter a valid email address

Enter comment / textThis text will be transferred to the email body

Text, this text can be transferred to the body of an email. With the above entered address in the to field

CLICK

[email protected]


Transfer to email

Click on email address An email will be created with the email address in the ‘TO’ Field and the text is transferred to the body.The subject will be filled with Case, Student Number and Student name


Non-DOE Action

• This function allows the user to log requests made to Non-DOE parties

• An outstanding request is shown on case level with an X in the main screen

• When there is an open request, the action item status in the main screen will show which party has a request outstanding.

Go to index

Non-DOE Action

Navigate to Communication

CLICK

Click to continue


Non-DOE Action


Select Non-DOE ActionAssign to Action Item or caseSelect party that has to actParent, Attorney, School or Other

Enter outreach attempt (1, 2,3)Select requested

document from box. Multiple selection possibleSelect date on which action was requested

When the Non-DOE Action has been completed, enter a date receivedPut a description of action or requested document in the comment / text box

Non-DOE action in main screen

CLICK

The X will be shown on the main screen as long as the Non-DOE action is not completed / received


An open Non-DOE action is shown in the main screen with an X. Click on the X to navigate to the Non-DOE action screen

The action item status shows which party has to take action

The End

• This was a reference / tutorial on the New DAITS

• Thank you for watching

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