Quality Control Monitor permit auditors to assess accuracy of clients' documents required to receive housing acquired and processed by case managers.

1. Quality Control
Monitor
Software Requirements Specifications
Jasmine Monquie Lewis 11/29/16 Housing Authority of New Orleans

2. 1
QUALITY CONTROL MONITOR
SOFTWARE REQUIREMENTS SPECIFICATIONS
TABLE OF CONTENTS
Table of Contents...........................................................................................................................................................1
Overview........................................................................................................................................................................2
Product Description ....................................................................................................................................................2
Product Scope............................................................................................................................................................2
Business Rules .......................................................................................................................................................2
Application Overview......................................................................................................................................................3
I. Portals...............................................................................................................................................................3
II. Quality Control Review......................................................................................................................................4
File Details ..............................................................................................................................................................4
Processing ..............................................................................................................................................................4
Document................................................................................................................................................................4
Complete Review....................................................................................................................................................4
III. Review List........................................................................................................................................................4
IV. Error Report ......................................................................................................................................................4
V. Staff Report.......................................................................................................................................................4
VI. Statistical Report...............................................................................................................................................5
VII. User Registration ..............................................................................................................................................5
VIII. User Directory...............................................................................................................................................5
IX. Users.................................................................................................................................................................5
Application Process........................................................................................................................................................5
Quality Control Review...............................................................................................................................................5
Modification of Error Pending to Completion ..............................................................................................................5
User Access Control ......................................................................................................................................................6
Test Users ..................................................................................................................................................................9
Improvements ................................................................................................................................................................9
Tabs ...........................................................................................................................................................................9
Action Types...............................................................................................................................................................9
Reminders ................................................................................................................................................................10
Warnings ..................................................................................................................................................................10

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QUALITY CONTROL MONITOR
SOFTWARE REQUIREMENTS SPECIFICATIONS
OVERVIEW
Product Description
Quality Control Monitor permits auditors to access the quality of clients’ documents processed by case managers
required to receive housing.
Product Scope
The Quality Control Monitor is intended to replace the outsourced web application with a HANO redesigned and
redeveloped ASP/VB.Net web application.
The current application consist of the following business rules in relation to the four user types.
Business Rules
User Access Definitions
The following rules apply to administrators registering users:
1. An Admin must be an auditor and admin simultaneously.
2. An Admin should never be a staff member.
3. A Case Manager Supervisor can be an auditor and a staff.
4. A Case Manger can only be an auditor.
5. A Compliance Member can only be an auditor.
Case Manager
Staff (Auditee)
As a Case Manager, the following business rules apply:
1. Must be assigned to only one team.
2. Can only make corrections (change pending to complete) to their errors.
3. View their errors on the Review List.
4. Never perform a Quality Control Review.
5. Access to the Review List, Error Report and Statistical Report tabs.
Case Manager Supervisor
A Case Manager Supervisor can be both a staff member and an auditor.
Staff (Auditee)
1. A Case Manager Supervisor assumes the role of a Case Manager.
Auditor
While signed in as an auditor, the Case Manager Supervisor have the following business rules:
1. Perform a Quality Control Review on any case manager.
2. View and conduct an Error Report on any member of their team.

4. 3
3. View and conduct a Statistical Report on any case manager.
4. View and conduct a Staff Report on any member of their team.
5. A Case Manager can edit and delete errors any member of their team
Compliance
Auditor
As an auditor, the Compliance member have the following business rules:
1. Perform a Quality Control Review on any case manager.
2. View and select clients from the Review List to edit/delete their file details regarding errors in both the
Processing and Document tabs.
3. View, edit, delete and approve of error completion for any case manager on the Error Report.
4. View and conduct a Statistical Report
5. View and conduct a Staff Report
Administrator
An Administrator have the following business rules:
1. Perform a Quality Control Review on any case manager.
2. View and delete all Case Managers’ errors from the Review List
3. View, edit, delete and approve of error completion for any case manager on the Error Report.
4. View and conduct a Statistical Report
5. View and conduct a Staff Report
6. View and modify users on the User Directory
7. Register a new user
APPLICATION OVERVIEW
I. Portals
Quality Control (QC) Review
A Quality Control Review permits an auditor to submit an assessment of accuracy for clients’ documents obtained by
Case Managers.
Review List
The Review List displays an itemize record of Case Managers’ errors by individual clients.
Error Report
The Error Report displays each outstanding Case Manager’s error by clients’ names, comments, status and number of
days processed.
Staff Report
Took too long to display
Statistical Report
The Statistical Report displays the stats of error occurrences during a time frame.
User Registration
Registration permits an admin to add a new user to the system with their name, email, password, team, and user
classification. User classification is as follows auditee, auditor, admin and inactive.

5. 4
User Directory
The User Directory lists all users in the system and permits admins to manage users.
II. Quality Control Review
The Quality Control Review comprises of two sections: Processing and Document.
File Details
To begin a Quality Control Review an auditor must input the client’s File Details. A client’s File Details consist of the
following: first and last name, ID, name of staff who acquired the documents (usually the client’s case manager, review
date, action type, effective date and notes.
Action Type
Action Type is the form of submission an auditor is reviewing for, i.e. Leasing, Moves and Annual Reexamination.
Processing
The Processing Tab relates to the information needed to process a client. This tab consist of sub sections that an
auditor must review in relation to the client’s file. If the sub section does not contain any errors, an auditor must select
“No errors” or “Not Applicable” for that particular sub section.
Document
The Document Tab requires for a case manager to have all of the documents needed to process a client based on a
particular action type. Each sub section must have the “Reviewed” check box filled.
Complete Review
To complete a review, each Processing sub section must have either “No Errors” or “Not Applicable” selected and
each Document sub section must have “Reviewed” selected. Lastly, select the Complete Review button and the
auditor will be redirected to the Review List.
Errors
To add an error, the auditor must select the error type, Missing, Other or No Errors, followed by Details (a comment),
staff name and error status. Once the previous items are completed, the auditor selects the Add Error button.
III. Review List
The Review List is a detail record board of each error by client. The record board permits auditors to select clients to
view their quality control review. Each client record lists the number of total errors and the number of errors in each
section. Auditors can filter the Review List utilizing a form to view their desired clients’ information or by staff.
IV. Error Report
The Error Report lists the each individual error for all clients with errors grouped by the client name. It states the error,
the error details, completion status and number of days the error was processed. The auditor can manage the error
by changing its pending status to complete and modify its error details. In addition, the Error Report permits auditors
to select clients to view their quality control review.
V. Staff Report
Took too long to display

6. 5
VI. Statistical Report
The Statistical Report displays analytics for staff members in a specific time frame provided by the auditor to the form
filter.
VII. User Registration
An admin can register and manage users. The admin registers a user by including:
▪ Name, Username & Password
▪ Deactivate user
▪ Group Type
▪ User classification (Staff , Auditor and/or Admin)
▪ Inactivity Status
A user that is inactive cannot log into the system.
VIII. User Directory
The User Directory lists the users in the system, displaying the users’ name, username, group, type, admin and
inactive status. An admin is the only user that can view and manage users from the user directory.
IX. Users
The Quality Control Monitor consists of four users:
I. Case Managers
II. Case Manager Supervisors
III. Compliance
IV. Administrator
The Case Manager Supervisors have two logins, one as an auditee, referred to as staff, and secondly as an auditor.
To differentiate the user views as an auditee, the Case Manager Supervisor’s username as an auditee must attach
“staff” to the end of the name.
APPLICATION PROCESS
Quality Control Review
The Quality Control Review process for a new client leaving the waitlist is first, Eligibility and Screening and lastly,
Leasing. For continuing clients, the following action (review) types are preformed: Interim Reexamination, Annual
Reexamination, Moves, Port-In, Rent Reasonableness, and Selection from the Waitlist. Interim and Annual
Reexamination are performed more than the other review types.
Modification of Error Pending to Completion
The Modification of Error Pending to Completion process for a case manager is to use the Review List to identify their
errors inputted by the auditor and fix the client’s file to ensure the error no longer exists. Next, the case manager
changes their error from pending to complete. Lastly, the auditor reviews the client’s file to check if the error was
properly resolved and approves of the error completion. If the error was not accurately resolved by the case manager,
the Error Report’s Status will have a “D” meaning denied by the complete status. The Case Manager will have to fix

7. 6
the error in the physical file, modify the notes and change the completion date to the new date the error was fixed. Then
the auditor can approve of the error completion and the status will have an “A” for approved.
USER ACCESS CONTROL
Classification
of Users
User Type
User
Description
Function Privileges Portal Privileges
Auditee
Case
Manager
An individual
that collects
client’s info
and put into
Elite
✓ View errors that are only
assigned to their team
members
✓ Change error status from
pending to complete and
comment for any errors on my
team
Review List
✓ View only their errors
as a Case Manager
▪ Change error from
pending to
complete
Error Report
✓ View only their tem
errors and change error
status from pending to
complete
Statistical Report
✓ Can only run a report
on one self and all
members of their team.
Cannot select a
specific member of
their team to run a
report
Update User Info
✓ Modify name,
username and
password
▪ Instructed only to
edit password
Case
Manager
Supervisor
Assumes the
role of case
manager.
✓ View errors that are only
assigned to their team
members using the Review
List
✓ Change error status from
pending to complete and
comment for any errors on my
team

8. 7
Classification
of Users
User
User
Descriptio
n
Function Privileges Portal Privileges
Auditor
Compliance
An
individual
that
accesses
the
accuracy of
clients’
documents
retrieved by
case
managers.
✓ Conduct a Quality Control
Review on any case manager
✓ View and conduct an Error
Report on all teams
✓ View and conduct a
Statistical Report on all
teams
✓ Change error status from
pending to complete for a
Case Manager whom they
performed a Quality Control
Review
✓ Approve and/or Disapprove
of completed Case
Managers’ error corrections
whom they conducted a
Quality Control Review
✓ Modify name, username and
password
▪ Instructed only to edit
password
QC Review
✓ Conduct QC on any Case
Manager
Review List
✓ View any case managers
errors and view/edit the
Quality Control Review
File Details
✓ When an error is clicked,
ability to modify pending to
complete via the Edit Error
form
Error Report
✓ View all errors by anyone
✓ To approve of the error
completion for any case
manager, the auditor must
select edit to update the
error on the Error Report
Statistical Report
✓ Perform a report on
anyone
Staff Report
Took long to display
Case
Manager
Supervisor
The
supervisor
of a team of
case
managers.
✓ Conduct a Quality Control
Review on any case
manager
✓ View and run an Error
Report for their team
✓ View and run a Statistical
Report on all teams
✓ Modify name, username and
password
▪
▪ Instructed only to edit
password
QC Review
✓ Conduct QC on any Case
Manager
Review List
✓ View any case managers,
but have to click on errors
to edit/delete their specific
team members’ errors
✓ Cannot edit/delete other
team case manager errors
Error Report
✓ Only view and manage the
errors of all members of
their team but cannot view
the Quality Control Review
Staff Report
Took long to display
Statistical Report
✓ Perform a report on
anyone

9. 8
Classification
of Users
User
User
Description
Function Privileges Portal Privileges
Administrator
Director
or IT
An individual
that has
access to all
features of
the
application.
✓ Conduct a Quality
Control Review on
everyone
✓ View and run an Error
Report on all teams
✓ View and run a
Statistical Report on
all teams
✓ Manage users
✓ View User Directory
QC Review
✓ Conduct QC on any Case Manager
Review List
✓ View itemized list of errors by any
case manager
✓ Delete the file details based on an
error
Error Report
✓ View and manage (edit/delete)
errors’ grouped by clients.
✓ Edit error by approving error
completion as well as other info
Statistical Report
✓ View and filter stats on staff and
errors
Add User
✓ Register a new user with a name,
username, password, user
classification and active state
Staff Report
Took long to display
View Directory
✓ View and manage all users
Update User Info
✓ Modify name, username and
password
▪ Instructed only to edit password

10. 9
Test Users
The table contains the test users for the current Quality Control Monitor.
Name Username Password Group Classification
TEST Compliance testComp testComp Compliance Auditor
Jasmine Lewis jalewis jalewis MIS Auditor/Admin
TEST Case
Manager
testCaseStaff testCaseStaff Case Manager Staff
TEST Case
Manager Auditor
testCaseAuditor testCaseAuditor Case Manager
Supervisor
Auditor
IMPROVEMENTS
The current users and developer would like to implement the following improvements to better the user experience.
Tabs
Staff Report
Users would like to eliminate the Staff Report tab, since they are unable to use it and it does not have an impact on
their work. The following tabs are required to complete their work: QC Review, Error Report, Review List and
Statistical Report.
Action Types
Action Types to Maintain
The following action types used to conduct a Quality Control Review are needed:
Port In
Moves
Rent Reasonableness
Eligibility & Screening
Leasing
Annual Reexamination
Interim Reexamination
Selection form the Waitlist
Eligibility & Screening and Leasing
Reviewers would like to combine Eligibility & Screening with Leasing because both require many of the same
documents.
Optional Fields until Leasing Component
 Payment Standard
 Utility Allowance
 Tenant Rent

11. 10
Mandatory Fields for Eligibility & Screening
 Verification
 Calculation
 Occupancy
Fields Entered One Time
 Data Entry
 Other
Selection from the Waitlist
The following information must be added to this action type via the Processing tab:
 Lottery Number
o Did client have lottery Number? Yes/No
o If so, what is the number?
o Comments
 Special Admission
o Is a Special Admission? Yes/No
o Comments
 Port In
o Comments
 Other
Annual Reexamination
In the Annual Reexamination’s sub tab “Master Documents”, include these two sections Criminal Background
Screening Request and Criminal Background Determination.
Port In
A Port In is when a client moves from another city/state to New Orleans.
Include all of the information on both the Processing and Document tabs in Leasing to Port In.
Reminders
To assist Case Managers, a notification will be sent to them by email once an auditor completes a Quality Control
Review of their clients’ file. Instead of users using a username to sign in they will use their HANO email address.
Warnings
In addition to having an error tool, reviewers would like a Warning Symbol to highlight items that would not be an
error such as leaving out a client’s middle initial.