Q:
What does it mean to reset a snapshot?
A: When a snapshot is reset, it deletes all current snapshots,
and creates one that shows the client’s information at
program entry. The information included in a snapshot
is the client’s demographics, income, and household member
information. It is important for the entry snapshot to
be correct because it is the basis for reporting. |
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Q: When should a snapshot be reset?
A: A snapshot should be reset when: |
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A client’s demographic information, income,
or number of family members was incorrectly entered or
was missing at program enrollment. |
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On the client roster, a client’s family type does not
match the total number of family members in the household. |
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A client is not showing up in a QPR report. |
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A family member who was never supposed to be enrolled
in a program was removed from the household, but he or
she still appears on reports. |
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The head of household was changed, but the change is
not reflected in the reports (only for non-HPRP programs). |
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A client was supposed to be enrolled in a program with
the rest of the family, but is not showing up on reports. |
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Q: What does it mean to add a new
snapshot?
A: When a new snapshot is created, it gives an updated
view of the information entered into the client’s record.
Creating a new snapshot is used to show progress clients
have made. |
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Q: When should a new snapshot be
created?
A: A new snapshot should be created when: |
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A client’s demographic information, income, or number
of family members has changed since program entry. |
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A baby is born in the family/a family member begins
staying with a family that is already enrolled in a program. |
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The client’s housing status has changed since entering
the program. |
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Q: What’s the difference between
resetting a snapshot and creating a new snapshot?
A: When a snapshot is reset, all other snapshots are deleted,
and the new snapshot becomes the program entry snapshot.
When a snapshot is created, it does not delete any other
snapshots, and it is used to show progress a client has
made while in the program. |
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Q: What’s the difference between
resetting a snapshot and deleting a snapshot?
A: Resetting a snapshot removes all other snapshot and
replaces them with one snapshot, while deleting a snapshot
erases the snapshot, and does not replace it with another
snapshot. |
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Q: If you edit income or demographic
information in a snapshot, will it also edit income information
in quick intake?
A: Changing the information in a snapshot will not change
the information in quick intake. All changes in client
data should be made in quick intake. Once this is completed,
the snapshot should be reset or a new snapshot should
be created. |
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Q: How do you jump from
the Demographics page to the Program Entry page with the
same client?
A: On the demographics page, select the client from the
household members list that you would like to take to
the Program Entry page. Click on the Go to Entry button.
To jump back to the Demographics page from the Program
Entry page, click on the button in the upper right hand
corner that has a picture of a person in it. |
