Iar validation environmentguide_20110517_iar_v0.1


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Iar validation environmentguide_20110517_iar_v0.1

  1. 1. Community Care Information Management Integrated Assessment Record (IAR) IAR Validation Environment Guide Easy AccessApril 2011
  2. 2. Agenda: IAR Validation Environment Easy Access Welcome and Introductions Objectives Introduction to the Integrated Assessment Record How to log in? Learning to Upload Assessments and Search for Clients View Assessment, Printing Reports and Interpreting Error Messages Wrap-up, and Q & A2
  3. 3. Learning Objectives • Upon completion of the IAR training for vendors/HSPs, participants will have an increased understanding on how to: – Log into the IAR – Upload a submission file manually – Search for the upload – Understand the results and interpret event status messages – Search for a client and view the uploaded assessment3
  4. 4. Integrated Assessment Record Introduction • The Integrated Assessment Record (IAR) is a framework that provides secure user account management, assessment information and monitoring capabilities, and a seamless view of a person’s assessment details • The IAR environment allows vendors to test their applications in an IAR setting that matches the one used by their HSP clients • The purpose of this overview: – Provide instruction on effectively using Uploader and Viewer role by: • manually uploading assessment files for a test organization • viewing upload audit reports • searching and viewing uploaded assessments4
  5. 5. Getting Started Advantages for using the IAR for testing are the ability to: • Test vendor source system capacity to successfully upload manually and through Web Service • View response messages throughout submission process • Validate search ability for client and assessment • Identify discrepancies between source system and data feed To gain access: • Request user ID and Password via Support Centre e-mail iar@ccim.on.ca • VendorsHSPs will receive URL to the validation environment: https://iarvt.ccim.on.ca/concerto/Concerto.htm • You will receive a unique user name and password that will not expire, and does not require resetting – Username is case-sensitive. Password is case-sensitive and at least 8 characters long5
  6. 6. IAR Log in Screen6
  7. 7. IAR Log In (cont’d) IAR Login Disclaimer Screen • User must select “Accept” button to log into the IAR • If you do not accept, click on the “Return to the login screen” link7
  8. 8. Uploading Test SubmissionsHomepage for Vendors/HSPs • VendorsHSPs will be set up with 2 roles: Uploader and Viewer • Refer to Menu bar on the left side; start with Submissions • “Uploader role” is responsible for submissions8
  9. 9. How to Manually Upload Files • Menu Bar is on the left hand side of the IAR window and is the primary navigation method • Click on “Submissions” to expand menu • Click on “Upload” • The above screen will appearMenu Bar • Click on “Browse” and choose submission file you• Each menu contains want to upload one or more icons that link you to specific • Once the file appears in the window, click “Upload” areas on the site • Record the TX or transaction number• Access to these links depend on user access privileges9
  10. 10. How to Manually Upload Files (cont’d)10
  11. 11. How to Search for the UploadOnce you have uploaded the file, IAR provides the following information: • Record the Transaction ID (also referred to as the TX number) • Return to Menu Bar, select “Review History” • “Search Criteria” allows you to search for details of your upload
  12. 12. How to Search for the UploadThree Easy Steps: 1. Click on “Review History” 2. If you noted the Transaction ID, enter it in the Transaction ID field 3. Can’t remember the Transaction ID? Click on Search adding no Search Criteria (the search results will return all transactions)12
  13. 13. IAR Uploader Search CriteriaEnter the filter criteria and select the Search button or hit enter• Audit Event ID: Unique ID for audit event • Assessment Version: i.e. for RAI-MH the• Transaction ID: Internally generated values will be 2008, 2009 or 2010; for identifier for submission tracking OCAN: 2.06, 1.0.2 and 2.1 - only available• User ID: User ID of individual submitting file at assessment processing level• Submission Method: Manual, SFTP or WS • Assessment Record Type: Record type of the assessment - only available at• Submission ID: Only available if wrapped by assessment processing level submission wrapper • Organization: Identifies the organization• File Name: Name of uploaded file – only where assessment occurred available for SFTP and manual upload processes • Date Range: A date range for when the event occurred• Assessment ID: Assessment identifier – only available at assessment processing • Error ID: Identifies an error message level (Where no error has occurred, i.e., successful events, ERROR_ID will not• Assessment Data Type: Assessment type populate) of the form - only available at assessment processing level • Error Type: Info, Warn or Error
  14. 14. Understand Results; Interpret Event Status MessageUpload Audit Report Screen – Search ResultsDisplays three audit records (event types) for each submission: Received Submission,Upload Assessment and Store Assessment. For more information, click on EventStatus (either “success” or “fail”).• Search criteria fields include: – Time Zone – Source Application: Application that was used or submitted to generate records – Event Type: Values – Received Submission, Upload Assessment or Store Assessment – Event Date: Date / time event occurred – Event Status: Values – SUCCESS or FAIL – Log Level: Values – INFO (Information), WARN (Warning), or ERROR – Message: A message describing the audit record (event) where applicable
  15. 15. How to Interpret the Messages Event type examples: 1. Received Submission is based on the time- stamp and identifies the status of the initial upload. Opening the record will provide further information as displayed on the left.15
  16. 16. How to Interpret the Messages Event type examples: 2. Process Submission is based on the time-stamp and identifies whether or not the de-batching process was successful.16
  17. 17. How to Interpret the Messages Event type examples: 3. Store Assessment is based on the time- stamp and identifies whether or not the assessment successfully loaded in the IAR.17
  18. 18. Error Message Examples • Submission failed because Org ID in wrapper did not match Org ID in assessment18
  19. 19. Error Message Examples• Assessment unable to load because file was a duplicate of an existing assessment If all three events are successful, assessment document loads into the Document Tree under the correct category and sub- category folder for display to the ‘Viewer’ role
  20. 20. How to Print Upload Audit Reports • Report results may be printed or saved in PDF format at any point • Select Printer friendly Upload Audit Report in the bottom left corner of the results section20
  21. 21. How to Print Upload Audit Report (cont’d)Sample Upload Audit Report21
  22. 22. How to Search for a ClientGetting Started IMPORTANT: Unlike source• Go to Menu Bar - select “Person Search” software that provides a short list with minimal search criteria• Add Search Criteria re person to search added, the IAR requires a• 5 Easy Steps for Searching: minimum of the First and Last – Step 1 Client Last Name Name correctly spelled. – Step 2 Client First Name Common names such as “Mary – Step 3 Client Gender Smith” may require more criteria such as gender, health – Step 4 Ontario Health Card Number care number, date of birth, etc. – Step 5 Date of Birth
  23. 23. How to Search for a Client (cont’d)Helpful Hints:• Web site for getting unique names for testing: http://www.kleimo.com/random/name.cfm• When training HSPs, stress the importance of only entering demographic information in the source system – Do not allow for special characters, alias, notes in the above criteria
  24. 24. Viewing Assessments • Having completed Steps 1 through 3, click on “search” to see if the search results turn up the client your submission contained • If the assessment shows “successfully stored” with no matching client, add more criteria – i.e., date of birth, health card number, etc. • Once the client appears, select by clicking on the client • Note: Vendors/HSPs will need to provide the first and last name contained in the assessment as well as the Transaction ID when requesting CCIM to do validation.24
  25. 25. Printing and Saving an Assessment in PDF • To print a PDF of the assessment you uploaded, click on the “Print” icon • You can view a summary of the assessment and print the same way25
  26. 26. Printing or Saving a PDF of Assessment• Click on the “Save” or “Print” icon
  27. 27. Wrap-up and Questions
  28. 28. Thank you!Project Support CentreContact InformationEmail: iar@ccim.on.caToll Free: 1-866-909-5600, option 8Website: www.ccim.on.ca