Oregon DHS Staff Tools

VI. View Direct reports

10/20/16

A. Overview

View Direct is a mainframe system designed to gather information, store reports, and be available to all staff to view and print.

The local office is expected to locate and print their own reports as needed.

Most View Direct reports are available and updated monthly.

B. Entering the View Direct system

1. Logging into the system

To access View Direct follow these steps:

Log into the Mainframe;
Clear the screen
Type RD2;
<enter> for the menu screen;
In the Recipient ID field type HS (Branch Number). For example: HS1517;
In the Password field retype the branch number.

From this screen, staff may now access reports and versions of reports in the View Direct system.

2. Locating a report

There are three options to view a report from the Viewing Menu:

Press <enter> to scroll through all reports if the report name is unknown;
Enter the first three letters of the report, followed by a *. An asterisk allows a wild card search and choice from all reports of a specific type; or
Type the name of the report in the Report/Topic/Queue ID field and<enter>;

§ The Version field format is YYMMDD; this field can be left blank;

§ Verify the Display list of reports/topics field says Yes.

C. Navigation

Function keys and screen names do not appear on the bottom of View Direct screens. However, most of the function keys work the same way as in other areas of the Mainframe.

F1 (Help): Help is different because it is not field specific. Instead it shows information about all fields on the page. F1 is a good way to learn all of the functionality of the system;
F2 (Print): Print takes you to the Printing Menu;
F3 (End): End will back up one page or opens the Printing Menu if a page is marked for printing;
F4 (Menu): Returns to the Viewing Menu;
F5 (RFIND): Look again for a Find command;
F6 )Mark): Mark a page for printing;
F7 (UP): Page up/backward;
F8 (Down): Page down/forward;
F10 (Left): Page left;
F11 (Right): Page right;
F12 (Quit): Ends the viewing session totally.

D. Printing

There are several ways to print pages from View Direct. Before you start the print process, write down the printer’s four (4) character ID. The most common printing preferences are:

Marking individual pages to print;
Printing an entire report; or
Marking a block to print.

Marking specific pages to print

See full printing instruction on the APD Field Services webpage.

While on a page you want to print, press F6. This marks that page for printing;
Press F2 or F3 when finished marking pages to print;
At the Print Menu, enter the printer ID and press <enter> twice to print.
Note: A blank page and a summary page will be printed for each page you marked.

Printing a report for an entire office

On the Viewing Menu, type the local office number in the Section field, leave the Display Section Index marked Yes;
Press <enter>;
Select the desired report on the Reports Menu;
Press <enter>;
Select the version (date);
Press F2 for the Printing Menu;
In the page Output Limit field, enter a large number of pages, such as 99;
Press <enter> twice.

Note: The number of pages entered must be greater than the actual number of pages in the report.

Reports not sectioned by worker.

Some reports are state-wide and have no sections, while others are sectioned by office, but not worker ID.

If the report is sectioned by the worker, open the report to get the first and last worker ID for the local office on the report.

Enter the first worker’s ID after the branch number on the From line and enter the last worker’s ID after the branch number on the To line. For example:

FROM==> PAGE: 000001 OF SECTION: 2417AB

TO==> PAGE: @LAST OF SECTION: 2417E2

To determine the exact number of pages in a report to enter for printing

On the Viewing Menu, put the office number in the Section field;
Change the Display Section Index to Yes;
Press <enter>;
Select the desired report from the Reports menu;
Press <enter>;
Select the desired version (date);
Press <enter>;
The Report Section Index page will open displaying all worker ID’s and the number of pages for each one.

o Total the pages and note the number;

o Do not select a Worker ID;

o Press F2 to open the Printing Menu:

o Type in the 4-character printer ID;

o Enter the number of pages in the Page Output Limit field;

o Press <enter> twice and collect the report.

Printing a report for a specific worker ID

The procedure is exactly the same as for a whole office, except you put the worker ID after the branch number in the Section field.

Marking a block

This is similar to marking a page except you mark a series of pages and only get one cover sheet for the whole block;
On the command line of the first page put MA B and <enter>. (Note the space between MA B.) A message will appear which says MARKED 000001 PAGES -BLOCK PENDING;
Page through the report using <F8> for all the pages to print and type MA B once again on the command line, <enter>;
The new message will be Block Marked;
Select <F2> to return to the print menu and press <enter> twice.

E. Reports

View Direct reports are generally available every month. Below is a list of reports available and related to Aging and People with Disabilities (APD) and Area Agency on Aging (AAA) work. This list is not complete; for a complete list see View Direct.

1. Report ID

If performing a wild card search, use the first three letters recommend including a blurb on report ID and a brief explanation of the first three letters of the report ID for the most frequently used reports (helpful if performing wildcard search):

SJC = SELG related;
SJD = CBC payment system related;
SJH = CEP payment system related;
SJM = Financial reports related;
WCM = consumer maintenance related;
WFS = SNAP related;
WPP = Provider related.

2. View Direct report list

Number	Name	Use	Updated
SJF0810R-A	Potentially ineligible consumers no waivered services received.	Identifies consumers who may not be eligible for services due to not having services provided and money refunded.	Second Friday of the month.
SJM2505R-A	Active consumers reaching age 65	Identifies those consumers turning 65 in the month.	Between the 1st and 3rd of each month.
SJM4100R-E	CM consumers w/SE need resource code	Identifies consumer with shelter exception needs resource codes on case.	Between the 1st and 3rdof each month.
SJM4100R-F	SMB and SMF case over the income limit	Identifies SMB and SMF cases where the consumer’s adjusted income is over the income standard.	Between the 1st and 3rdof each month.
SJM4355R-A	SNAP cases due for recertification	Identifies SNAP cases expiring at the end of the next month.	Between the 1stand 3rd of each month.
SJM4300R-A	SNAP expirations with no recertification dates	Lists SNAP cases coded NRD with SSI.	Between the 1^st and 10^th of each month.
WCM0390R-C	Medical review/ delivery due or overdue	Identifies UCMS cases with medical due or overdue for a medical review.	Between the 12th and 14th of the month.
WCM0390R-E	Redeterminations coming due	Lists all currently coming due redeterminations by worker.	Approximately the 10^th business day of the month.
WCM0390R-F	Redeterminations to be mailed next month	Advises workers of upcoming redetermination.	Between the 12th and 14th of the month.
WCM0390R-G	Redeterminations due or overdue	Identifies UCMS cases with review dates coded on them due or overdue for a review.	Between the 12th and 14thof the month.
WCM3175R-V	CMS/SDX discrepancy reports	Identifies cases with discrepancies between the UCMS case and SSI information on BEIN.	1st of the month.
WCM3380R-B	UC discrepancies greater than 5 dollars	Identifies consumer s receiving UC checks and without UC coding on the case or with the wrong amount coded.	Between the 8thand 10thof the month.
WCM5135R-A	Consumers in aid paid pending CP/VP case status by BR/WKR	Lists persons with aid paid pending coding.	1st of the month.
WCM6200R-A	Case transfers from 5503 to APD branches	Lists case numbers for completed transfers.	1st of the month.
WFS3938R-A	FSMIS/CMS CROSS FILE cross file verified distribution list	Identifies cases with discrepancies between the FS case and the UCMS case.	Between the 7th and 9th of the month.
WFS4245R-A	SNAP NA certification	Identifies new cases certified but with an NA (nonpayment) status.	Between the 7th and 9th of the month.
WFS4245R-B	SNAP NA recertification	Identifies recertified cases certified but with an NA (nonpayment) status.	Between the 7th and 9th of the month.
WPP0330R-A	Active provider receiving ADC/SDSD benefits under-reported earnings	Identifies consumers who are also providers and do not have the provider income coded on their UCMS cases.	By the 12thof the month.
WPP0340R-A	Active provider associated with SNAP cases under reported earned income	Identifies consumers who are also providers and do not have the provider income coded on their SNAP cases.	By the 12th of the month.