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Iar validation environmentguide_20110517_iar_v0.1
1. Community Care Information Management
Integrated Assessment Record
(IAR)
IAR Validation Environment Guide
Easy Access
April 2011
2. Agenda:
IAR Validation Environment Easy Access
Welcome and Introductions
Objectives
Introduction to the Integrated Assessment Record
How to log in?
Learning to Upload Assessments and Search for Clients
View Assessment, Printing Reports and Interpreting
Error Messages
Wrap-up, and Q & A
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3. Learning Objectives
• Upon completion of the IAR training for
vendors/HSPs, participants will have an increased
understanding on how to:
– Log into the IAR
– Upload a submission file manually
– Search for the upload
– Understand the results and interpret event status
messages
– Search for a client and view the uploaded assessment
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4. Integrated Assessment Record
Introduction
• The Integrated Assessment Record (IAR) is a framework that
provides secure user account management, assessment information
and monitoring capabilities, and a seamless view of a person’s
assessment details
• The IAR environment allows vendors to test their applications in an
IAR setting that matches the one used by their HSP clients
• The purpose of this overview:
– Provide instruction on effectively using Uploader and Viewer role by:
• manually uploading assessment files for a test organization
• viewing upload audit reports
• searching and viewing uploaded assessments
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5. Getting Started
Advantages for using the IAR for testing are the ability to:
• Test vendor source system capacity to successfully upload manually and
through Web Service
• View response messages throughout submission process
• Validate search ability for client and assessment
• Identify discrepancies between source system and data feed
To gain access:
• Request user ID and Password via Support Centre e-mail iar@ccim.on.ca
• VendorsHSPs will receive URL to the validation environment:
https://iarvt.ccim.on.ca/concerto/Concerto.htm
• You will receive a unique user name and password that will not expire, and
does not require resetting
– Username is case-sensitive. Password is case-sensitive and at least 8 characters long
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7. IAR Log In (cont’d)
IAR Login Disclaimer Screen
• User must select “Accept” button to log into the IAR
• If you do not accept, click on the “Return to the login screen” link
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8. Uploading Test Submissions
Homepage for Vendors/HSPs
• VendorsHSPs will be set up with 2 roles: Uploader and Viewer
• Refer to Menu bar on the left side; start with Submissions
• “Uploader role” is responsible for submissions
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9. How to Manually Upload Files
• Menu Bar is on the left hand side of the IAR window and
is the primary navigation method
• Click on “Submissions” to expand menu
• Click on “Upload”
• The above screen will appear
Menu Bar
• Click on “Browse” and choose submission file you
• Each menu contains want to upload
one or more icons that
link you to specific • Once the file appears in the window, click “Upload”
areas on the site • Record the TX or transaction number
• Access to these links
depend on user access
privileges
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11. How to Search for the Upload
Once you have uploaded the file, IAR provides the following information:
• Record the Transaction ID (also referred to as the TX number)
• Return to Menu Bar, select “Review History”
• “Search Criteria” allows you to search for details of your upload
12. How to Search for the Upload
Three Easy Steps:
1. Click on “Review History”
2. If you noted the Transaction ID, enter it in the Transaction ID field
3. Can’t remember the Transaction ID? Click on Search adding no Search
Criteria (the search results will return all transactions)
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13. IAR Uploader Search Criteria
Enter the filter criteria and select the Search button or hit enter
• Audit Event ID: Unique ID for audit event • Assessment Version: i.e. for RAI-MH the
• Transaction ID: Internally generated values will be 2008, 2009 or 2010; for
identifier for submission tracking OCAN: 2.06, 1.0.2 and 2.1 - only available
• User ID: User ID of individual submitting file at assessment processing level
• Submission Method: Manual, SFTP or WS • Assessment Record Type: Record type of
the assessment - only available at
• Submission ID: Only available if wrapped by assessment processing level
submission wrapper
• Organization: Identifies the organization
• File Name: Name of uploaded file – only where assessment occurred
available for SFTP and manual upload
processes • Date Range: A date range for when the
event occurred
• Assessment ID: Assessment identifier –
only available at assessment processing • Error ID: Identifies an error message
level (Where no error has occurred, i.e.,
successful events, ERROR_ID will not
• Assessment Data Type: Assessment type populate)
of the form - only available at assessment
processing level • Error Type: Info, Warn or Error
14. Understand Results; Interpret Event Status Message
Upload Audit Report Screen – Search Results
Displays three audit records (event types) for each submission: Received Submission,
Upload Assessment and Store Assessment. For more information, click on Event
Status (either “success” or “fail”).
• Search criteria fields include:
– Time Zone
– Source Application: Application that was used or submitted to generate records
– Event Type: Values – Received Submission, Upload Assessment or Store Assessment
– Event Date: Date / time event occurred
– Event Status: Values – SUCCESS or FAIL
– Log Level: Values – INFO (Information), WARN (Warning), or ERROR
– Message: A message describing the audit record (event) where applicable
15. How to Interpret the Messages
Event type examples:
1. Received Submission
is based on the time-
stamp and identifies the
status of the initial
upload. Opening the
record will provide further
information as displayed
on the left.
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16. How to Interpret the Messages
Event type examples:
2. Process Submission is
based on the time-stamp
and identifies whether or
not the de-batching
process was successful.
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17. How to Interpret the Messages
Event type examples:
3. Store Assessment
is based on the time-
stamp and identifies
whether or not the
assessment successfully
loaded in the IAR.
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18. Error Message Examples
• Submission failed because Org ID in wrapper did not
match Org ID in assessment
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19. Error Message Examples
• Assessment unable to load because file was a duplicate of
an existing assessment
If all three events are successful, assessment document loads
into the Document Tree under the correct category and sub-
category folder for display to the ‘Viewer’ role
20. How to Print Upload Audit Reports
• Report results may be printed or saved in PDF format at any point
• Select Printer friendly Upload Audit Report in the bottom left
corner of the results section
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21. How to Print Upload Audit Report
(cont’d)
Sample Upload Audit Report
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22. How to Search for a Client
Getting Started IMPORTANT: Unlike source
• Go to Menu Bar - select “Person Search” software that provides a short
list with minimal search criteria
• Add Search Criteria re person to search
added, the IAR requires a
• 5 Easy Steps for Searching: minimum of the First and Last
– Step 1 Client Last Name Name correctly spelled.
– Step 2 Client First Name Common names such as “Mary
– Step 3 Client Gender Smith” may require more
criteria such as gender, health
– Step 4 Ontario Health Card Number
care number, date of birth, etc.
– Step 5 Date of Birth
23. How to Search for a Client (cont’d)
Helpful Hints:
• Web site for getting unique names for testing:
http://www.kleimo.com/random/name.cfm
• When training HSPs, stress the importance of only entering
demographic information in the source system – Do not allow for special
characters, alias, notes in the above criteria
24. Viewing Assessments
• Having completed Steps 1 through 3, click on “search” to see if the
search results turn up the client your submission contained
• If the assessment shows “successfully stored” with no matching client,
add more criteria – i.e., date of birth, health card number, etc.
• Once the client appears, select by clicking on the client
• Note: Vendors/HSPs will need to provide the first and last name
contained in the assessment as well as the Transaction ID when
requesting CCIM to do validation.
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25. Printing and Saving an Assessment in PDF
• To print a PDF of the assessment you uploaded, click on the “Print” icon
• You can view a summary of the assessment and print the same way
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26. Printing or Saving a PDF of Assessment
• Click on the “Save” or “Print” icon
