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Migrant Student Information Exchange (MSIX). Worklist Escalation & Reassignment. MSIX Webinar August 24, 2011. Session Overview. Introduction: What is a Worklist? Types of worklists Worklist Assignment Worklist Escalation Worklist Reassignment Demonstration
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Migrant Student Information Exchange (MSIX) Worklist Escalation & Reassignment MSIX Webinar August 24, 2011
Session Overview • Introduction: • What is a Worklist? • Types of worklists • Worklist Assignment • Worklist Escalation • Worklist Reassignment • Demonstration • Worklist Examples - What to do? Note: To ask a question during this webinar, please use the Q&A feature in the LiveMeeting and we will answer them at the end of the meeting. E-mail skarp@kearnswest.comwith any questions or problems you may be experiencing.
What is a Worklist? • Worklists contain links to the items that have been assigned to a Data Administrator for processing • Worklists are assigned based on student enrollment records and the levels of Data Administrators (District, Regional, and State) established for a given state • There are 4 Types of Worklist entries • Near Matches • Validate Merge (Near Match) • Validate User Initiated Merge • Validate User Initiated Split • Data Administrators determine whether the student records associated with a worklist entry are for the same student or separate students.
Worklist Escalation Overview Validate worklist items will be automatically approved after the full escalation timeframe is reached, regardless of any reassignment back to District or Regional levels.
Worklist Reassignment • A single worklist entry can be assigned to one or multiple Data Administrators at any given time • A single worklist entry can only be assigned to Data Administrators at the same “level” (District, Region, or State) • Users can only reassign a worklist item “down” or to the same level • Worklist (re)assignment happens real-time • Validate worklist items will be automatically approved after the full escalation timeframe is reached, regardless of any reassignment back to District or Regional levels.
Demonstration Worklist Reassignment
Points to Remember When Resolving Worklists • All worklists are intended to answer the same question: “Are these records for the same student?” • Data does not need to be identical for the records to be for the same student • States do not need to “agree” upon differing data elements • States can continue to provide new and updated data for students after worklists are resolved • Worklist resolution decisions can be reversed later using the User-Initiated Merge and Split functions