State of hawaii departement of education

Role: Agency

The users in this role will be responsible for:

• Managing Agency Contact SVM access

• Reviewing Requests for Provider (RFP)

• Printing RFPs

• Approving Billable Log records

• Submitting records for payment

Agency Request for Provider (RFP) Review

Navigation: Service Mgmt > RFP Management tab> Search > Open

Agencies will review and print RFPs in Active, Authorized and Inactive status. The Agency may mark reviewed records as Agency Viewed (AV) by selecting a record and clicking the “Agency Reviewed” button.

Demonstration:

• Access for review and Print Requests for Provider (RFP)

Tasks:

None

Agency Approve Billable Logs

Navigation: Service Mgmt > Billable Log tab> Ready for Agency Approval > Go

Agency Admin users will review and approve Billable Logs for submission to the DOE. This action signals to the DOE that the records are ready for DOE Approval.

Tasks:

• Filter Agency records on the Billable Log tab

• Utilize the “Ready for Agency Approval” task view to retrieve and approve Billable Log records

Agency Approve a Billable Log Record

Navigational Workflow:

1. Login to eCSSS with appropriate security rights.

2. Select Service Mgmt from the eCSSS Home screen:

3. Select the Billable Log tab:

4. Select Ready for Agency Approval in the Select Task View drop-down list. Click Go.

5. Check the Filter Results checkbox and select your Agency in the Agency drop-down list. Click the Filter button.

    

6. Select the record you would like to review and click Open to examine record details. Close the record when done.

    

   
   

7. Check the box next to the record(s) you would like to approve and click the Agency Approved button:

   1. In this example, check all records displayed for your test student

8. Click OK to confirm the approval.

Check data entered:

c   In “General” Task View, the AA column for the records you approved displays an “X”

*** STOP HERE ***

DOE CONTINUES WORKFLOW

Agency Submit Hourly Records for Payment

This action applies to records that have been DOE Approved and the records’ status was set to VALIDATED.

Navigational Workflow:

1. Login to eCSSS with appropriate security rights.

2. Select Service Mgmt from the eCSSS Home screen:

3. Select the Submit for Payment tab:

4. Select Submit Hourly Records for Payment in the Select Task View drop-down list. Click Go.

5. Check the Filter Results checkbox and select your Agency in the Agency drop-down list. Click the Filter button.

6. Optionally, select the first record in the filtered list and click the Open button to review the record.  Check the box on the left of the record you want to Submit. Click the Submit for Payment button.

   
   

7. Review the records in the Submit for Payment Confirmation screen and click the OK button.

Check data entered:

c   In “General” Task View, the record(s) you submitted display “Approved” in the Status column

Submit Flat-Rate Records for Payment

Navigational Workflow:

1. Login to eCSSS with appropriate security rights.

2. Select Service Mgmt from the eCSSS Home screen:

3. Select the Submit for Payment tab:

4. Select Submit Flat-Rate Records for Payment in the Select Task View drop-down list. Click Go.

5. Check the Filter Results checkbox and select your Agency in the Agency drop-down list. Click the Filter button.

   6.      Select the first record in the filtered list and click the Openbutton to review a record records in the Aggregate Log screen. Click Close when you have finished your review.

6. Check the box on the left of the record you want to Submit. Click the Submit for Payment button.

    

7. Review the records in the Submit for Payment Confirmation screen and click the OK button.

Check data entered:

c   In “General” Task View, the record you submitted displays “Submitted” in the Status column