CCMS Training Material Reference Guide

CCMS Function

Application

Helpful Training Material:

  • Process a New Child Care Application Job Aid
  • Email, Fax and Submit Online Job Aid
  • Processing a New Application Web-based Training

Case Information 

Helpful Training Material:

  • Add or Update Family Information Wizard
  • Add or Update Parent/Guardian Information Wizard
  • Create a Confidential Case Wizard
  • Create or Update a Case Note Wizard
  • Create or Update a Parent Co-Pay Wizard
  • Create or Update a Service Authorization Wizard
  • Document Grace Period Information Wizard
  • Search for a Case Wizard
  • View or Add/Update a Verification Record Wizard
  • View or Update Case Information Wizard
  • View or Update Child Care Arrangement Wizard
  • View or Update Income Information Wizard
  • View or Update School, Training, or Activity Information Wizard
  • View or Update Work Information Wizard

City of Chicago

Helpful Training Material:

  • Search the City of Chicago Database Wizard

Customer Service

Helpful Training Material:

  • Process an Appeal Work Item Job Aid
  • Process an Attendance Exemption Work Item Wizard
  • Process an Overpayment Work Item Job Aid
  • Process a Policy Clarification Work Item Wizard
  • Process a Training Request Work Item Wizard
  • Process a Service Request Work Item Wizard

Dashboard

Helpful Training Material:

  • Create a Broadcast Message Wizard
  • Understanding the CCMS Dashboard Wizard

Documents 

Helpful Training Material:

  • Email, Fax and Submit Online Job Aid
  • Search for a Document Wizard
  • Generate and Print a Document Wizard
  • Validate a Document Wizard
  • Forms Job Aid
  • Documents & Work Items Web-based Training

Duplicate Case 

Helpful Training Material:

  • Resolve a Duplicate Case Job Aid

Eligibility 

Helpful Training Material:

  • Determine Eligibility Wizard
  • View and Update the Document Checklist Wizard

Overpayment 

Helpful Training Material:

  • Process an Overpayment Work Item Job Aid

PIQA 

Helpful Training Material:

  • PIQA Field Review Job Aid
  • Process an Audit Work Item Wizard
  • Process a Sanction Work Item Wizard
  • Process a Subpoena Work Item Wizard
  • Process a Violation Referral Work Item Wizard

Provider Information 

Helpful Training Material:

  • Add or Update Provider Holidays/Days Off Wizard
  • Add or Update Provider Household Members Wizard
  • Add or Update Provider Record Information Wizard
  • Add or Update Provider Location Rates Wizard
  • Create or Update a Provider Note Wizard
  • Closeout a Provider from a Case Wizard
  • Search for a Provider Wizard
  • Provider Management Web-Based Training

Redetermination 

Helpful Training Material:

  • Processing a Redetermination Job Aid

Reminder 

Helpful Training Material:

  • Update a Reminder Information Wizard
  • View or Dismiss a Reminder Wizard

Reports 

Helpful Training Material:

  • Reports Crosswalk Job Aid
  • Create/View Report Job Aid

Routing & Security 

Helpful Training Material:

  • Create a Team Wizard
  • Search for and Update a Security Group Wizard
  • Search for and Update a Team Wizard
  • Search for and Update a User Wizard
  • Set-Up or Update Routing Information Wizard
  • Box Tracking Wizard

Scanning 

Helpful Training Material:

  • Scanning Documents Using Kofax Job Aid

Shared Case

Helpful Training Material:

  • Create a Shared Case Job Aid

Tasks 

Helpful Training Material:

  • Tasks Crosswalk Job Aid
  • Search, View and Mark a Task Wizard

Transfer Case 

Helpful Training Material:

  • Transfer a Case Job Aid

Work Item 

Helpful Training Material:

  • Work Items Job Aid
  • Create a Work Item Wizard
  • Create or Update a Work Item Note Wizard
  • Search for a Work Item Wizard
  • Documents and Work Items Web-Based Training