Users Guide - dpw system information

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Transcript Users Guide - dpw system information

Table of Contents
Section 1. Revision Dates and Hyper-Links
Section 2. Basic Window / Desktop Icon – Windows 2000 Basics
Section 3. What is WebTS & Why are We Using It?
Section 4. WebTS Sign on Procedure
Section 5 Using WebTS
Back Button / Forward Button
Next Trans / Parameters / Xmit - Password Expiration
Copy / Cut & Paste Screens and Data Fields
Copy / Cut & Paste Screens and Data Fields – Resize
Error Message
Full Screen Mode
Overwrite / Insert Modes
Print Margins
Submit Button
Web TS and Accessory Manager Similarities
Web TS Session Usage
Section 6. Trouble Shooting
Section 7. MAPPER / APPMAP
Section 8. Glossary
Section 9. WebTS TIPS
Section 1:
Revision Dates and Hyper-Links
Last updated 11/27/2006
What’s New
Helpful Hints
Section 2:
Basic Windows
Refer to Desktop Icon
Windows 2000 Basics
Section 3:
What is WebTS &
Why are We Using It?
WebTS is the systems platform that enables you to use DPW CIS transaction
screens (provider screens, TPL screens,, etc.) using a Web based browser.
Previously, these screens were only accessible by using a software called ‘InfoConnect’ or ‘Accessory Manager’. To keep pace with current technology, we’ve
enabled these screens to be accessible using a web browser.
Info Connect/Accessory Manager is still available however it will eventually be
deleted from most users’ PCs. Now is the time to become familiar with WebTS.
Using WebTS in lieu of Info Connect/Accessory Manager will allow us time to correct
any problems that may occur before Info Connect/Accessory Manager
is taken off your PC.
NOTE: The switch from Info Connect/Accessory Manager to WebTS, DOES NOT
affect security. Proper authorization and permissions are still needed to allow users
access to appropriate transactions. Although you have the DPW CIS Transactions
I-con on your desktop that alone does not mean you may access any or all WebTS
Section 4:
WebTS Sign-On Procedure
To start the sign on process, you select the CIS Transactions Icon on your desktop by placing
the mouse pointer on the Icon and double clicking the screen shown below will appear.
Once you enter your, User I.D and Password, transmit by pressing
either the plus key or the enter key on your keyboard or by using
your mouse to click the Submit button. If your input data is correct
the next screen will be the Security Validation Successful Screen
If either the User ID or Password are input incorrectly you will receive the screen above
stating data input was not acceptable. This example indicates the password was
incorrect. The user simply re-enters the correct data and transmits.
Having successfully signed on, you may now select the menu that you want to work
from by clicking on the appropriate button. You may also type in a screen name on
the Next Trans data field, enter Parameters data if required and transmit.
As an example, if you selected CQMENU from the Security Validation Successful
Screen this is the screen that would be displayed.
The screen shown above would be displayed If you selected PVRMNU on the Security
Validation Successful Screen. Again this is done by using your mouse and placing the
cursor arrow on the PVRMNU button of the menu box and completing a single click.
X Button
Log Out Button
The user may end an active session by placing the mouse pointer on the Log Out Button and
depressing the left mouse button. The screen shown above will then be displayed.
You may also end an active session by clicking on the X Button located in the upper right corner of
the screen. You will not receive the screen shown above, the system will simply end the session.
Section 5:
Using WebTS
Back Button / Forward Button
Next Trans/Parameters/Xmit - Password Expiration
Copy / Cut & Paste
Copy / Cut & Paste Resize
Error Message
Full Screen Mode
Overwrite / Insert Modes
Print Margins
Submit Button
WebTS and Accessory Manager Similarities
WebTS Session Usage
Back Button / Forward Button
The ‘Back Arrow Button’ is a feature of Internet Explorer Software. When Internet Explorer is
active you may locate the ‘Back Button’ on the left hand side of the toolbar. You will see a grey
arrow pointing to the left . When you place the cursor over the arrow it will change to the color blue
and text “Back to CIS“ will appear, it is now active and can be used to take you back to a CIS menu
determined by the mode you are working in. The ‘Back Button’ works with the saved ‘URL’
address. The ‘URL’ address is displayed on the address line at the top of the screen. The ‘Back’
function can also be accomplished by depressing the ‘Alt Key’ and holding it down, then tabbing
the ‘Left Arrow Key’.
Back Arrow Button
The arrow pointing to the right is the ‘Forward Arrow’. This arrow will move you forward to the
previously active screen. When the ‘Forward Arrow’ is bold; this option is active, conversely when
the arrow is dim, it is inactive. When the ‘Forward Arrow’ is active you are able to go forward
through saved URL addresses. The ‘Forward’ function can also be accomplished by depressing
the ‘Alt Key’ and holding it down, then tabbing the ‘Right Arrow Key’.
Forward Arrow Button
NOTE: These two functions will move the user back from the current active screen to the previous
screen and then move the user forward to the previously active screen. These functions do not
move the user from field to field.
Next Trans/Parameters/Xmit - Password Expiration
The following is an OIM/CIS transaction showing the ‘Next Trans’ data field. When using OIM/CIS
transaction screens, if you want to enter a new transaction other than those shown on the active screen
place the cursor on the ‘Next Trans’ data field. Type in the new transaction designation, forward the
cursor to ‘Parameters’ and enter data if required then pass off to the ’Xmit’ field and transmit. The system
will initialize and make available the requested screen when the transmit function is complete.
Next Trans
Warning will
appear here.
Copy / Cut & Paste
Copy / Paste and Cut / Paste capabilities are available in WebTS. We are currently expanding
the ability to use these functions. This will be an ongoing expansion of system enhancements.
The Copy / Paste function is available in two forms consisting of the capability to copy an
entire screen and then to paste the entire screen on a Word document. Secondly, Copy /
Paste and Cut / Paste of single field data input elements on an action screen.
To complete the Copy / Paste Process of an entire screen image onto another document
follow the instructions below.
First the cursor must be placed in the screen Home position this is done by completing a “Shift
/ Home Key” combination. To activate the Copy process you should press the “Print
Screen/Sys Rq”, button. The screen image will now be placed on the clipboard. You may now
open a blank Word document and paste the image from the clipboard by using either of two
separate processes. Using the first method you may use a right click of the mouse which will
activate a drop down menu. The next step is to click on the Paste action within this drop down
menu. The second method would be for you to click Edit on the Standard Toolbar and then
click on the Paste action in that drop down menu. Remember each time a copy action occurs
it replaces what is currently on the clipboard with the new image.
To complete the Single Field, Copy / Cut and Paste process follow the instructions below.
Highlight the data input field to be copied or cut use Ctrl C to Copy and Ctrl V to paste . The
single data input field Cut / Paste is done by the use of Ctrl X to cut and Ctrl V to paste.
Copy / Cut & Paste - Resize:
The following steps may be used to resize Copy / Paste & Cut / Paste Images.
Resizing of the image on a Word doc. is available and may be accomplished by completing the
following process.
(1.) Place the cursor anywhere within the pasted image and left click the mouse.
(2.) Small black blocks will now appear on the perimeter of the image they will be located in the
middle of each side, top, bottom, and on the corners.
(3.) Place the cursor arrow over any one of these blocks and a double headed arrow will appear.
(4.) Click and hold the left mouse key and you will see a cross appear.
(5.) Continue to hold the left mouse key down, now move the mouse and you are able to expand
or diminish the size of the screen image.
(6.) Once the image size is modified to the user’s requirements the left mouse key should be
(7.) This process may be repeated or modified at any time to allow the user to change the screen
Error Messages
WebTS error messages are displayed either within an Applet Box on the screen or on
the bottom of the screen similarly to Accessory Manager. When a WebTS error
Applet Box is displayed you must place the cursor on the ‘OK Button’ within the
Applet Box and left click. If the ‘Submit Button’ is active you may continue, if the
‘Submit Button’ is inactive then you must use the ‘Back Button’ to continue.
In most instances you will go to the CQSQUE screen where you may resume
beginning with last screen shown as completed.
Note: Do not resume using the screen that generated the error message.
CIS Transactions error message will be located at the bottom of the screen image.
WebTS error messages will be located in an applet box within the screen image.
Note: See Slide 30 for Active Status versus Inactive Status.
This is an example of a WebTS input error message. (CIS)
Applet Box Error Message with Text
This is an example of a WebTS Transaction error message. (CIS)
Applet Box Error Message With no Text
Note: This notification applet should no
longer appear.
This example is a transaction error message that is not contained within an Applet Box
WebTS Error Message appearance is the
same as on Accessory Manager
CENMSG New Screen
CENMSG is a new multifunctional screen, that provides access to menus,
This screen is part of the screen flow when actual case transactions are
occurring. This is the screen that appears when modules have been completed.
It also displays error messages when screen activity has occured.
Full Screen Mode
To activate the full screen mode you place the mouse pointer on the
‘View Button’ and depress the left mouse button, this produces a drop down menu.
Now position the mouse pointer on Full Screen and depress the left mouse button,
you are now in Full Screen Mode.
To return to the default screen mode you place the mouse pointer on the
overlapping squares
in the upper left corner of the screen
and depress the left
mouse key.
Note: The F11 key should not be used to attempt to either go to full screen view or
the default view.
The various desktop settings that may be active on the PC at any one time and the
accompanying tool bars that are displayed may hide the ‘Submit Button’. If there
are no more than 3 toolbars displayed at once, you will be able to view the ‘Submit
Button’ in full screen mode.
This example is a screen that is not in Full Screen Mode. If it were in Full Screen
Mode the “Submit Button” located in the center at the bottom of the screen would
be visible. Notice there are four toolbars active on this screen view.
This slide is an example of the same screen in Full Screen Mode.
The Submit Button is now visible. On a non menu screen the Next Trans / Parameters
and Xmit will be visible as well. No scrolling is required to use the Submit Button.
Note there is now one active toolbar.
Overwrite / Insert Modes
There are two different modes available when keying data input on the screens. The
modes are ‘Overwrite’ and ‘Insert’.
When the Explorer window for WebTS is opened the system default is the ‘Overwrite
Mode’. When the ‘Overwrite Mode’ is active it can be identified by the letters ‘OVR’ on the
bottom of the screen. Specifically, the ‘OVR’ designation is located to the right of the
‘Submit Button’. If OVR is not displayed then the ‘Insert Mode’ is active.
It is easy to switch between the ‘Overwrite’ and ‘Insert modes’. On the keyboard there is a
key labeled ‘Insert’. Depress the key and watch the line on the bottom of the screen where
the ‘Submit Button’ is located. When ‘OVR’ is displayed and you depress the ‘Insert Key’,
‘OVR’ disappears and the ‘Insert Mode’ is activated. Depress the ‘Insert Key’ again and
‘OVR’ appears and is now the active mode.
If data changes are required, using ‘Insert Mode’ data may be inserted where the cursor is
located, without writing over existing data. When using the ‘Insert Key’ any data to the
right of the cursor will be moved to the right to allow for the newly keyed characters. When
the data field is full, all characters moved past the last character position in the field are
The ‘Overwrite Mode’ provides the user with “type over” existing data functionality
without moving any existing characters.
Insert Mode
OVR Mode
Print Margins
It is necessary to set the default margin settings when printing in WebTS. This is done by
clicking on File, Page Setup. The box will open that allows you to change the margins.
The margin settings are shown in the lower right-hand corner of the box. Set the Left and
Right Margins at 0.25. Click OK. This will set the margins as the default and will only
need to be done once.
To Print you can now click the picture of the printer that is located on the task bar.
Or, go to File, Print. This will open up the box for printing. Click Print.
If you do not know what your default printer is or if the print job does not print where
your work is normally printed, contact the Help Desk - (1-800-296-5335) or your Site
Submit Button
The ‘Submit Button’ is a rectangular box on the bottom of the screen with the word
Submit inside the box.
① The ‘Submit Button’ is considered active when the word Submit is bold.
② The ‘Submit Button’ is considered inactive when the word Submit is dim.
When the ‘Submit Button’ is active you can depress the enter key on the
keyboard and it transmits the data to the server. You can also use the mouse to
place the cursor on the ‘Submit Button’, depress the left button on the mouse to
transmit the screen data to the server.
If the ‘Submit Button’ is inactive you can try to tab the cursor to the ‘Submit
Button’ to make it active. If this does not work you will have to use the ‘Back
Button’ and start over.
WebTS and Accessory Manager
All operational modes (AP/CI/AECM/IMCW Maintenance/EDBC/Clerical
Maintenance/Client Notice/Caseload remain consistent with Accessory Manager
Management/Scratchpad/System Reference) remain consistent with Accessory Manager.
All menus remain consistent with Accessory Manager.
All screens remain consistent with Accessory Manager.
Full Screen View
Transmit with the Numeric + Key similarly as Accessory Manager did with Numeric – Key.
F-Key functions listed below remain consistent with Accessory Manager.
F1 - Field Help
F2 - Reserved
F3 - Message Help
F4 - Reserved
F5 - Break Conversation
F6 - New Page
F7 - Reserved
F8 - Cancel Transaction
F9 - Run ED/BC
F10 - Signoff
F11 - Case Alert
F12 - Case Note
F13 - TSA Queue
F19 - Create Next Budget Month
Field help terminology remains consistent with Accessory Manager.
System edits remain consistent with Accessory Manager.
Alert messaging remains consistent with Accessory Manager.
Notice terminology (Notice/Option/Type) remains consistent with Accessory Manager
WebTS Sessions Usage
Users will have simultaneous access to 2 Internet Explorer Sessions (screens) which are open to the
server. To access the user clicks on the DPW Transactions I-con on their Desktop, and the ‘Sign On
Screen’ will be displayed. The ‘Sign On Screen’ provides additional options to use when the Sign On
process is complete. See Instructions for Sign On procedures shown on Slides 6 thru 8.
When 2 sessions are opened, one session will become the active session. The other will be
minimized and put into idle mode and hidden behind the active session. Toggling from active to idle
is as easy as clicking on the other icon on the tool bar and the active versus idle modes will be
reversed. Session icons are displayed on the Windows Task Bar.
Inactive Session
Active Session
When you have a session open in the active window and you want to have another separate session
open in the active window, there are a two ways to switch sessions.
Option one, would be to depress and hold the ‘ALT’ key then depress the ‘TAB’ key. You will now
see a small window open on your screen listing all applications you have initialized. Each time you
depress the TAB key the outline will move to the next icon which now will be the active session
shown with the blue outline. Give this method a try!!!
Option two, would be to use the mouse, and position the cursor arrow on the application button
shown on the windows toolbar at the bottom of your screen. When you click on a particular button
that will now be the active window displayed on the screen.
NOTE: See‘ What’s New Link ’, Slide 3 for details to access Application Buttons in full screen mode
Application Buttons
Inactive session
Active session
Section 6:
Trouble Shooting
Help Desk phone number = 1- 800-296-5335
CIS Hotline telephone number = 1- 866-620-5057
Also See CIS Hotline Services
See Glossary in this tutorial.
See FAQ section in this tutorial.
Section 7:
Accessibility to the MAPPER and APPMAP databases are through the associated
Icons located on your desktop.
MAPPER and APPMAP Icons are Blue world globes see examples below:
When you left click on either Icon you will receive a screen that displays the title
‘Graphical Interface’. This screen provides a statement that it is opening the site
and it will auto pass-off to the sign-on screen that was used with Accessory Manager.
Upon completion of the sign-on process MAPPER / APPMAP processes have not
Note: MAPPER and APPMAP require the printing be done in landscape mode. See
Helpful Hints for instructions.
Section 8:
Active Desktop – A feature you use to make Web pages your desktop wallpaper.
Also see ‘Wallpaper.
Address – The location of a file. You can use addresses to find files on the Internet and your
computer. Internet addresses are also known as URLs. Also see Address Bar.
Address Bar – A method of opening files that are on the Internet on your computer. When
you type an address in the Address Bar, you open the file at that address.
Also see AutoComplete.
Applet – A small computer program written in the Java programming language. You can
download applets by using a Web browser. Applets must obey special rules that
make it difficult for the programs to do damage to your computer.
Application – See program description.
Arrow – See pointer description.
Attachment – A computer file electronically stapled to an e-mail message and is usually designated
by a paper clip image.
Auto Complete – A feature in the Address Bar. When you begin typing a previously
used address, this feature finishes the text before you could finish typing.
Bitmap – Little dots put together to make a black-and-white or color picture.
Browse – To navigate the Internet or the contents of your computer.
Browser – See Web browsing software description.
CD-ROM (compact disc read-only memory) – A high-capacity form of storage, also called a compact
disk or CD. You must have a CD-ROM drive to use
these discs. CD-ROMs don’t allow users to store
Client – A computer that connects to another, central computer called a server. A client computer
uses files, printers and other resources shared by the server. See also Server.
Control Panel – A group of tools you use to change hardware and software settings.
Cookie – A small chunk of information, stored on your computer by a Web site you have visited,
that’s used to remind that site about you the next time you visit.
Default – A predefined setting. For example, the double-click option is the default setting in Microsoft
Windows 98.
Desktop – Your workspace on the computer screen. See also Active Desktop.
Dialog Box – A window in which you provide information to a program.
Double Clicking – Placing your mouse cursor over the item you want to open and quickly clicking
on the left mouse button two times.
Host – A computer on the Internet.
Hostname – The name of a computer on the Internet.
Icon – A picture representing a program, disk drive, file, folder or other item.
Internet – A worldwide network of computers. If you have access to the Internet, you can retrieve
information from millions of sources, including schools, governments, business and
individuals. See also World Wide Web.
Internet Explorer – A popular Web browser from Microsoft that comes in Windows and Mac flavors.
Intranet – A private version of the Internet that lets people within an organization exchange data using
popular Internet tools, such as browsers.
IP (Internet Provider) Address – This is your internet provider and is your server identification. Your
IP Address can be found by double clicking on the DPW-OIM
Desktop Icon.
Java – A computer language invented by Sun Microsystems. Because Java programs can run on
any modern computer, Java is ideal for delivering application programs over the Internet.
Left Click – A single click of the Left Click mouse button initializes (starts) ancillary system operations
that require individual activation i.e., drop down menus, hyperlinks, arrows, buttons,
dragging, etc., and the common function of cursor placement.
Link – Text or picture that you click to jump from one location to another. The mouse pointer usually
changes to a hand when positioned over a link.
Log On – To identify yourself and gain access to a computer. To log on, you typically type a user name
and password.
Maximize – Single clicking an open program/application on the task bar to bring it back up.
Menu – A list of commands that appear at the top of most windows.
Minimize – When a program/application is hidden beneath another window. This is done by clicking
on the “–“ sign at the top right corner of the program application. This will then place the
proper application on the task bar. Single clicking the item on the task bar will maximize
the window. You can easily switch to a different window or program by clicking it’s taskbar
Mouse Pointer – An icon, typically an arrow, that appears on your screen and is controlled by the
movement of the mouse.
My Computer – A feature you can use to manage files stored on your computer or network drives. You
can also gain access to system tools from My Computer. The My Computer icon
appears on your desktop.
Network – Two or more connected computers. Networks are used for sharing
resources such as document, programs and printer. Also see
Workgroup description.
Offline – Not connected to a network or the Internet.
Password – A secret code used to keep access private. Be sure to pick one that’s
not crack able, preferably two randomly chosen words separated by a
number or special character. Never use a single word that is in a
dictionary or any proper name.
Pointer – See Mouse Pointer.
Profile – A collection of Windows settings for a specific user. Profile information
includes user settings such as color schemes, screen savers and desktop
backgrounds, so that multiple users can retain their own preferences.
Program – A group of instructions your computer uses to perform specific tasks.
For example, Microsoft Word is a word-processing program.
Programs are also applications.
Refresh – To redisplay the contents of a Web page or window.
Reverse Video – Occurs when the data in a data field is highlighted for the
cut/copy/paste process, the image will appear as a white
background with black lettering.
Right-Click – To click an item by using the secondary mouse button, which is
typically the button on the right. You can display a short cut menu by
right clicking on an item.
Server – A computer that controls users’ access to a network. A server stores and controls shared
resources that can be used by other computers, called clients. Also see Client.
Shortcut – An icon that links to a file or folder. When you double-click a shortcut, the original item
Shortcut Menu – The menu that appears when you right-click an object.
Shut Down – To use the Shut Down command, which prepares the computer to be turned off or
Taskbar – A tool you use to open programs and navigate your computer. Usually positioned at the
bottom of your screen, the taskbar contains the Start button, toolbars, a clock and other
Tool Tip – A brief description of a screen object. Tool Tips appear when you position the mouse
pointer over objects.
URL (Uniform Resource Locator) – See Address.
Wallpaper – The background on your desktop. You can select a background from bitmaps and HTML
documents included in Windows 98, or your can choose from your own files.
Web – See World Wide Web.
Web Browsing Software – Software you use to explore the Word Wide Web, HTML documents and
other information sources, Internet Explorer is the Web browsing software
included with Windows 2000.
Web Page – A location on the Word Wide Web, usually a part of a Web site. The term “Web Page” is
sometimes used to describe any HTML document.
Web Site – A group of related Web pages.
Window – The rectangular portion of your screen that displays an open program or the contents of
a folder or disk. You can have multiple windows open at the same time.
World Wide Web – The graphical, multimedia portion of the Internet. The Web is comprised of millions of
Web pages. To explore the Web, you use Web browsing software.
Also see Internet & Web Page.
– A tool that walks you through the steps of a complex task
Workgroup – A set of networked computers that typically share the same resources, such as printers.
A network can be comprised of many workgroups. Also See Network.
Section 9
Switches between active and inactive
Window sessions
Moves cursor to left, but doesn’t remove
any characters
Removes the character to the left of the
When your computer freezes( does not
allow activity ). Depress the Ctrl, Alt, and
Delete keys simultaneously; this will
reactivate your computer an allow you to
Copies characters in a data entry field.
Highlight the characters you want to
copy first then press the Ctrl & C keys at
the same time to complete the copy
Pastes characters that you copied into
a data-entry field. Position the cursor
in the data-entry field where you want
to paste, then press the Ctrl & V keys
at the same time.
Cuts characters in a data-entry field
(makes a copy of what you’ve
highlighted and removes it from the
field you copied from).
Removes the character to the right of
the cursor. If text is selected
(highlighted), it is deleted.
Moves the cursor to the right, but
doesn’t remove any characters.
Pressing this key will make a copy of
the entire screen as it looks on your PC
you can then paste this image into a
Word Document, etc.
Moves the cursor to the last unprotected
(data-entry) field on the screen.
Will position the cursor onto the first
unprotected (data-entry) field on the
Will take you back to previous data-entry
field on the screen.
Will move the cursor data-entry field to
another data-entry field.
Moves Cursor from current position to the
Xmit field, and Auto Transmits off of the
Transitions Typing mode from Overwrite
to Insert and from Insert back to Overwrite
The following individuals have played a significant role in the development of this
tutorial. They hope that their efforts will be a meaningful help to you and promote
your enhanced use of WebTS.
Jim Collins – Contractor (Info. Matrix) MAMIS
Mary L. Fischer – RN, MAFRE, OMAP, BFFSP, DMR
Loretta Gelbaugh – RN, BPS, MAPS, OMAP, BFFSP, Division of Medical Review
Bob George - BIS/ DADD
Al Heckman – Human Services Program Specialist, OIM, Division of Automation
Planning & Support
Terri Keefer – RN, MAFRE, OMAP, BFFSP, DMR
Jane W. Luppold – Administrative Assistant I, State Employees' Retirement System
(SERS), State College Regional Office
Jennifer McWilliams – MA Program Technician, OMAP, BFFSP, Pharmacy & Ancillary
Val Snow – MA Program Specialist, OMAP, BDCM, Reference File
Jean E. Stammel – RN, BS, MAFRE, OMAP, BFFSP, DMR, Program Exception
Raeann Yuslum – MA Program Technician Supervisor, OMAP, BDCM, DMCSS
Lynn Zinicola – Human Resource Program Specialist – OMAP - BLTCP