CCMS Help Wizards

Add or Update Parent/Guardian Information – Use this wizard to add or update parent/guardian information.
Add or Update Provider Holidays/Days Off – Use this wizard to add or update provider holidays/days off.
Add or Update Provider Household Members – Use this wizard to add or update provider household members.
Add or Update Provider Location Rates – Use this wizard to add or update provider location rates.
Add or Update Provider Record Information – Use this wizard to add or update provider location information.
Box Tracking – Use this wizard for help with box tracking.
Cancel a Case in the Future – Use this wizard to cancel an approved case in the future
Closeout a Provider from a Case – Use this wizard to closeout a provider from a case.
Convert a Word Document to PDF – Use this wizard to help you convert a word docuemnt to PDF, downloading the free microsoft add-in if needed.
Create a Broadcast Message – Use this wizard to create a broadcast message.
Create a Confidential Case – Use this wizard to create confidential cases when the DHS employee is either the client or provider.
Create a New Team – Use this wizard to create a team.
Create a PIQA Case Sample – Use this wizard to create a PIQA case sample.
Create or Update a Case Note – Use this wizard to create or update a case note.
Create or Update a Parent Co-Pay – Use this wizard to create or update a co-pay.
Create or Update a Provider Note – Use this wizard to create or update a provider note.
Create or Update a Service Authorization – Use this wizard to create or update a service authorization.
Create or Update a Training Request – Use this wizard to create or update a training request.
Create or Update a Work Item Note – Use this wizard to search for and create a work item note - no first draft.
Create, Approve, & Refer a Work Item – This wizard will help you Search View, and Create a Work Item.
Determine Eligibility – Use this wizard to determine confirm eligibility.
Document Grace Period Information – Use this wizard to document grace period information - previously job search.
Generate and Print a Document – Use this wizard to generate and print a document.
Link Two or More Cases – Use this wizard to link two or more cases together.
Manually Create a Work Item – Use this wizard to create a work item.
Process a Policy Clarification Work Item – Use this wizard to create a Policy Clarification Work Item.
Process a Sanction Work Item – Use this wizard to create or update a sanction.
Process a Service Request Work Item – Use this wizard to create a Service Request Work Item.
Process a Subpoena Work Item – Use this wizard to create a client or provider subpoena.
Process a Violation Referral Work Item – Use this wizard to create a client or provider Violation Referral.
Process an Appeal – Use this wizard to create or update an appeal.
Process an Application Checklist – Use this "check-off" list to assist you with processing an application on CCMS.
Process an Attendance Exemption Work Item – Use this wizard to process an Attendance Exemption Work Item.
Process an Audit Work Item – Use this wizard to create an audit request for a case or provider.
Process an Overpayment Work Item – Use this wizard to create or update an overpayment.
Search for a Case – Use this wizard to search for a case.
Search for a Document – Use this wizard to search for a document.
Search for a Provider – Use this wizard to search for a provider.
Search for a Task and Mark as Complete – Use this wizard to search, view, and mark a task.
Search for a Work Item – Use this wizard to search and view a work item.
Search For and Update a CCMS User – Use this wizard to search for and update a user.
Search For and Update a Security Role – Use this wizard to search for and update a security group.
Search For and Update a Team – Use this wizard to search for and update a team.
Search the City of Chicago Database – Use this wizard to search the City of Chicago database.
Set-Up or Update Routing Information – Use this wizard to set-up or update routing information.
Stop Mass Delivered Mail – Use this wizard to stop (mass delivered) generated documents from being distributed to clients and providers after you have created them.
Transfer Case Job Aid
Understanding the CCMS Dashboard – Use this wizard for help in using the CCMS Dashboard.
Update Reminder Information – Use this wizard to update reminder information.
Upload a Document to CCMS – Use this wizard to upload a document and associate with a case, provider, or Work Item.
Validate a Document – Use this wizard to validate a document.
View and Dismiss a Reminder – Use this wizard to view or dismiss a reminder.
View and Update the Document Checklist – Use this wizard to view and update the document checklist.
View or Add/Update a Verification Record – Use this wizard to view, add, or update a verification record.
View or Update Case Information – Use this wizard to view or update case information.
View or Update Child Care Arrangement Information – Use this wizard to view or update child care arrangement information.
View or Update Family Information – Use this wizard to add or update family information.
View or Update Income Information – Use this wizard to view or update income information.
View or Update School, Training, or Activity Information – Use this wizard to view or update school, training, or activity information.
View or Update Work Information – Use this wizard to view or update work information.
View TANF RSP Documents in CCMS – Use this wizard to link a clients CCMS case to their TANF case so information between the two can be easily found.