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FSP Data Analysis Training

FSP Data Analysis Training. This training was funded by the Mental Health Services Oversight and Accountability Commission (MHSOAC). Training Overview. Download FSP Data from DCR Import FSP Data to PLD Templates Generate Standard Reports Create New Reports. Reference Materials.

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FSP Data Analysis Training

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  1. FSP Data Analysis Training This training was funded by the Mental Health Services Oversight and Accountability Commission (MHSOAC).

  2. Training Overview • Download FSP Data from DCR • Import FSP Data to PLD Templates • Generate Standard Reports • Create New Reports

  3. Reference Materials • FSP DCR Data Dictionary (9/15/2011)

  4. Reference Materials • FSP DCR User Manual (completed 1/17/2012)

  5. Reference Materials • PLD Templates and User Manual (1/19/2012)

  6. Reference Materials • Application Notes (completed 4/5/2012)

  7. Downloading FSP Data from the DCR

  8. This Section Covers: • Downloading FSP Data Files • CSV Files • XML Files

  9. Download File Options • Users can download the data in two file forms: • XML (Extensible Markup Language) – 3 Files • PAF • 3M • KET • CSV (Comma Separated Values) – 4 Files • PAF Residential Fields • PAF Non-Residential Fields • 3M • KET

  10. Download Files • Log into ITWS and access the FSP DCR applicationTransfers menu to download FSP data

  11. Download Files • Select File Type • Select Form Type • Enter Date Range (optional)

  12. CSV Data File • Values are separated by commas • Can export into Microsoft Excel, Access, SPSS, SAS, etc.

  13. XML Data File • Values and data structure defined • Can import into Microsoft Access, SQL Server or other relational database supported environment.

  14. Importing CSV files into the Partner-Level Data Templates

  15. This Section Covers: • Overview of the PLD Templates • Browse Partner Data Template • Run Partner Report Template • Encryption of PLD Templates • Importing Data Extracts to PLD Templates

  16. PLD Templates Overview • Provides a Data Extract Warehouse • Facilitates Data File Import • Contains Pre-Defined Tables and Field Definitions • Contains an Automated Process for Replacing Old Extracts with New Extracts • Provides Form Layout of Each Partner’s Complete Data • Provides Reports of Each Partner’s Complete Data • Provides an Environment for Creating New Reports

  17. PLD Templates Overview • Interface for Importing and Viewing Partner Data

  18. Browse Partner Data Template

  19. Browse Partner Data Template • Four Ways to Access the BPD Template

  20. Run Partner Report Template

  21. Run Partner Report Template • Two Ways to Access the RPR Template

  22. Encryption Before importing data into the PLD Templates, you can encrypt the database with a password (Access 2010 or later)

  23. Importing New Data Extracts

  24. Importing New Data Extracts

  25. Importing New Data Extracts

  26. Importing New Data Extracts

  27. Importing New Data Extracts

  28. Importing New Data Extracts

  29. Importing New Data Extracts

  30. Importing New Data Extracts • You will be alerted here if there were errors in the import

  31. Importing New Data Extracts Repeat Step 3 until all CSV files are imported: • Import PAF Residential File into [DCR_PAFRes] table • Import PAF Non-residential file into [DCR_PAFnonRes] table • Import KET file into [DCR_KETs] table • Import 3M file into [DCR_3M] table

  32. Importing New Data Extracts • Very Important! Don’t forget to click button to Run Update.

  33. Generating Standard Reports in PLD Templates

  34. This Section Covers: • Using the Browse Partner Data Template • Browse All Partners’ Data • Find All Partners’ Data by Coordinator ID • Find a Partner’s Data – Search by ID • Find a Partner’s Data – Search by Name • Using the Run Partner Report Template • View Partner Report – Search by ID • Export PDF Report – Search by ID

  35. Browse Partner Data Template • Select a button and enter criteria to find partners

  36. Browse Partner Data Template

  37. Browse Partner Data Template • Sorting Partners

  38. Browse Partner Data Template • Finding Partners – Select a field to search in the partner information section

  39. Browse Partner Data Template • Data for the partnership is displayed in the tabs • 3Ms, Administrative Changes and all Domain Data • This image displays the 3M Data

  40. Browse Partner Data Template • Admin. Changes Tab Example

  41. Browse Partner Data Template • D1: Residential tab example

  42. Browse Partner Data Template • D2: Education example

  43. Browse Partner Data Template • D3: Employment

  44. Browse Partner Data Template • D4: Financial

  45. Browse Partner Data Template • D5: Legal

  46. Browse Partner Data Template • D6: Emergency

  47. Browse Partner Data Template • D7 & D8: Health and Substance

  48. Browse Partner Data Template • D9: Activities of Daily Living (ADL)

  49. Browse Partner Data Template • D10: Instrumental Activities of Daily Living (IADL)

  50. Browse Partner Data Template • Find All Partner’s Data for a Coordinator Button

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