7.5 Packets - ASQ Online

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7.5 Packets

Packets are groups of documents that can be printed and mailed together to aid in the screening management of your program. There are three types of packets for Providers in ASQ Online: System Packets, Program Packets, and My Packets.

System packets are packets provided by the ASQ Online system. Program packets are packets that a Program Administrator can create and customize, and can be generated and downloaded by all users in the program. My Packets are packets that only you as a Provider can create, customize, and generate. No other system users will be able to view or generate any packets that you create.

7.5.1 View/Print Packets

The View/Print Packets page is where you will go to generate and download packets. Once a packet is generated, its corresponding task will be completed in the system. You can view all children that you have generated a packet for by clicking the Child List link next to the packet.

Clicking the View/Print Packets Quick Link on the Screening Management page will take you to a list of all system packets, program packets, and personal packets (“My Packets”). The first five packets will be listed, including the name of the packet, the questionnaire type (if applicable), and options to view the packet, generate the packet, and view the child list. My Packets will also include options to edit or delete the packets.

Use the Next button below the list of packets to scroll through all system, program, and personal packets available.

7.5.2 System Packets

System packets are packets provided by the ASQ Online system. These packets include groups of documents to aid you in completing the associated task. You can’t edit system packets; if you wish to customize a packet for your children and caregivers, you can create a personal packet (“My Packets”).

Below is a list of the system packets available in ASQ Online, and the documents that are included in each packet:

Viewing System Packets

You can view the contents of system packets, and preview the documents that make up the packet from the View/Print Packets page.

To view system packets:

Select Screening Management from the top navigation menu.
Select the View/Print Packets Quick Link.
Under the System Packets section, find the packet that you would like to view. Click the View link to the right of that packet.
On the Packet Details page, you can view the documents included in the packet, including the document name, the category (Screening, Follow-up, or Other), and the document type (For system packets, all documents will be system documents).
If the document has dynamic content that will automatically populate with program, caregiver, and child information, there will be a Download Preview link to the right of the document. You can click this link to view a sample of what the document will look like when you generate the packet.
If the document does not include dynamic content, there will be a Download link to the right of the document. You can click this link to view what the document will look like when you generate the packet.

7.5.3 Program Packets

Program Administrators can create customized program packets, which you can generate and download as a Provider. Program packets can include any system documents as well as any program documents created by the Program Administrator. (System documents are documents provided by the ASQ Online system, and program documents are documents that the Program Administrator has created.) Once a program packet is created, it will appear in the Program Packets section on the View/Print Packets page. From there, you can view the packet, generate the packet, and view a list of children for whom the packet has been generated.

7.5.4 My Packets

As a Provider, you can create customized packets to generate and download for the children to whom you are assigned. Personal packets can include system documents, program documents, and any personal documents that you have created. (System documents are documents provided by the ASQ Online system, program documents are documents that the Program Administrator has created, and personal documents are documents that you have created.) Once a personal packet is created, it will appear in the My Packets section on the View/Print Packets page. From there, you can view the packet, generate the packet, edit or delete the packet, and view a list of children for whom the packet has been generated.

7.5.4.1 Creating a Packet

To create a packet, you will name the packet, and add the documents. You can search for available documents to add to the packet by document name, questionnaire type, category (Screening, Follow-up, or Other), and document type (System, Program, or Personal).

To create a personal packet:

Select Screening Management from the top navigation menu.
Select the Create Packet Quick Link.
Enter a name for the packet in the “Packet name” field.
Select the documents to add to the packet, from the Available Documents section.

You can search for documents by document name, questionnaire type, category, and document type. To search within a column, begin typing the name of what you are searching for. ASQ Online will automatically pull up any documents fitting the information you have typed in the search field.
Click the Add link to the right of the document that you wish to add. You can add as many documents as you would like to your personal packet.

Once you have added the documents to the packet, you can change the order in which they will appear when the packet is generated, by dragging the documents. To drag the documents, click and hold the arrow icon to the left of the document, and move the document to the desired position.
If you would like to remove a document from the packet, click the Remove link to the right of the document.
When finished, click the Create button.

This packet will appear under My Packets on the View/Print Packets page.

7.5.4.2 Viewing, Editing, & Deleting a Personal Packet

Viewing Personal Packets

You can view the contents of personal packets, and preview the documents that make up the packet from the View/Print Packets page.

To view personal packets:

Select Screening Management from the top navigation menu.
Select the View/Print Packets Quick Link.
Under the My Packets section, find the packet that you would like to view. Click the View link to the right of that packet.
On the Packet Details page, you can view the documents included in the packet, including the document name, the category (Screening, Follow-up, or Other), and the document type (System, Program, or Personal).
If the document has dynamic content that will automatically populate with program, caregiver, and child information, there will be a Download Preview link to the right of the document. You can click this link to view a sample of what the document will look like when you generate the packet.
If the document does not include dynamic content, there will be a Download link to the right of the document. You can click this link to view what the document will look like when you generate the packet.

Editing & Deleting Personal Packets

To edit or delete a personal packet:

Select Screening Management from the top navigation menu.
Select the View/Print Packets Quick Link.
Under the My Packets section, find the packet you would like to edit or delete.

To edit the packet, click the Edit link to the right of the packet. Make any desired changes to the packet and then click the Update button.
To delete the packet, click the Delete link to the right of the packet.

7.5.5 Generating & Downloading Packets

Generating a packet will serve two purposes. First, it will automatically complete the task associated with that packet. Second, it will allow you to download the packet as a PDF file, so that you can print and mail it to the caregiver.

To generate a packet:

Select Screening Management from the top navigation menu.
Click the View/Print Packets Quick Link.
Locate the packet you would like to generate and click the Generate link.
Locate the child for whom you would like to generate this packet and click the Download link.
When the packet has finished generating, click the Download File link. You can then open the PDF file or save it to your computer.

When you click the Generate link next to a packet, you will be taken to a page where you select the child or children for whom you would like to generate this packet. You will see four tabs and multiple search fields to assist you in quickly and easily locating the children for whom you are generating the packet.

The four tabs are: Screenings Due, Tasks Due, Child Profiles, and Completed Screenings.

Once a packet has been generated and downloaded it will be available for a limited time under Recent Bulk Prints via the Quick Links in Screening Management.

7.5.5.1 Generating Packets via the Screenings Due Tab

The Screenings Due tab will list all screening tasks that are scheduled to be sent out to caregivers. Once you generate the packet for a child listed under Screenings Due, that task will move to Screening Tasks Completed (a screening task is completed when the packet has been generated).

The Screenings Due list includes the due date, the child name, the child DOB, questionnaire, type, previous questionnaire, and previous result. You can easily search through the list of screenings due and narrow it down by using the Search field at the top of the page. You can search by due date, child DOB, child name, child ID, child alt. ID, type, questionnaire, previous questionnaire, and previous result. To search, begin typing what you are searching for in the corresponding text field and ASQ Online will automatically pull up any results matching your search.

When you have located the child for whom you would like to generate this packet, click the Download link to the right of the child’s name. The file will run and then a Download File link will appear. Click this link and a pop-up window will appear and you can choose to open or save this PDF file.

Once you download the packet and refresh the page, ASQ Online will update the Screenings Due list – the child you have generated the packet for will no longer be listed under Screenings Due. This will help you keep track of which children you still need to generate screening packets for.

7.5.5.2 Generating Packets via the Tasks Due Tab

The Tasks Due tab will list all non-screening tasks that are due for completion. Once you generate a packet for a child listed under the Tasks Due tab, the task will move to Tasks Completed (a task is completed when the corresponding packet has been generated).

The Tasks Due list includes the due date, the child name, the child DOB, the task type, the previous questionnaire, and the previous result. You can easily search through the list of tasks due and narrow it down by using the Search field at the top of the page. You can search by due date, child DOB, child name, child ID, child alt. ID, task type, previous questionnaire, and previous result. To search, begin typing what you are searching for in the corresponding text field and ASQ Online will automatically pull up any results matching your search.

If you are generating a packet that includes screening documents, you have the option to customize the interval. If the packet includes screening documents (such as a questionnaire), you will see a Customize link to the right of the child. Clicking this link will pull up a pop-up box, which includes the recommended interval. If you would like to use the recommended interval in order to generate a blank questionnaire for the next screening for the child, click the Use Interval button. If you would like to generate the packet with a screening that has already been completed for the child, you can select the interval (including the date the child was screened) from the “Completed Screening” drop-down menu, and click the Use Screening button. The packet will then generate with the completed screening for that child.

Once you download the packet and refresh the page, ASQ Online will update the Tasks Due list – the child you have generated the packet for will no longer be listed under Tasks Due. This will help you keep track of which children you still need to generate task packets for.

7.5.5.3 Generating Packets via the Child Profiles Tab

The Child Profiles tab will list all of the Child Profiles to which you are assigned. This tab will allow you to generate a packet for a child who doesn’t necessarily have a screening or non-screening task scheduled for completion.

The Child Profiles tab lists the child name, the child DOB, the previous questionnaire, the previous result of that questionnaire, and the date the questionnaire was last sent. You can search for specific children by date last sent, child DOB, child name, child ID, child alt. ID, previous questionnaire, and previous result. You can also choose to search for only those children that have not had materials sent to them.

If you are generating a packet that includes screening documents, you have the option to customize the interval. If the packet includes screening documents (such as a questionnaire), you will see a Customize link to the right of the child. Clicking this link will pull up a pop-up box, which includes the recommended interval. If you would like to use the recommended interval in order to generate a blank questionnaire for this child’s screening, click the Use Interval button. If you would like to generate the packet with a different screening interval, you can select that interval from the drop-down menu and click the Use Interval button.

Once you generate the packet and download the file, the date in the “Date Last Sent” column will update with the date you generated the packet.

7.5.5.4 Generating Packets via the Completed Screenings Tab

The Completed Screenings tab will list all completed screenings of all of your assigned children, regardless of whether they had associated tasks. You can use this tab to download a screening packet that includes the completed questionnaire. (NOTE: The completed questionnaire will only be attached to a related screening packet that includes a questionnaire document.)

The Completed Screenings tab lists the screening date, the child name, the child DOB, the questionnaire, the result (Above, Monitoring, or Below), and the date the materials were last sent to the caregiver. You can search for specific children by date last sent, screening date, child DOB, child name, child ID, child alt. ID, questionnaire, and result. You can also choose to search for only those children that have not had materials sent to them.

Once you generate the packet and download the file, the date in the “Date Last Sent” column will update with the date you generated the packet.

7.5.6 Viewing the Child List

If you wish to see a list of all children for whom you have generated a packet, you can click the Child List link to the right of that packet. The Child List page will show you each child for whom that packet has been generated, the child’s date of birth, and the date the packet was generated for that child.

You can also search for specific children by date generated, child DOB, child name, child ID, and child alt. ID.

To view a packet’s Child List:

Select Screening Management from the top navigation menu.
Select the View/Print Packets Quick Link.
Locate the system, program, or personal packet with the child list you would like to view.
Click the Child List link to the right of the packet.