Web-enabled CIS Transactions User Guide

11/11/2017

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Contents

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• Background• Technical Information for Users

– Web Browsers– Java

• Home Page Overview and Site Navigation• Using CIS

– Signing-on– Executing CIS Transactions– Signing-off

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Background

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• The Pennsylvania Department of Human Services (DHS) has web-enabled its CIS application transactions to provide access for DHS employees, DHS contractors and DHS business partner users to help deliver human services to the most vulnerable Pennsylvania citizens.

• Requests to execute the web-enabled CIS transactions are submitted to the appropriate DHS Program Office coordinators for review and approval. Upon DHS approval, users are granted access to the CIS transactions and provided userid and execution instructions.

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Technical Information for Users

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Web Browsers1. The web-enabled CIS transactions can only be executed by a

web browser that allows execution of Java applets.A. Web browsers that support Java applets include:

I. Microsoft Internet Explorer 11.0II. Mozilla Firefox

B. Web browsers that will not execute applications with Java applets include:I. Google ChromeII. Microsoft Edge

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Technical Information for Users

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Java Versions• DHS has found that not all Java versions will properly

execute the web-enabled CIS transactions. DHS will test Java runtime versions, but DHS will not support all Java versions and has identified versions that do not work.

• Java is an open-source product and further information on Java and support for Java is available at http://www.java.com.

• DHS has prepared a list of Java versions that it has tested successfully with the web-enabled CIS transactions. The list is available by clicking on the ‘Java Versions’ link on the home page for the web-enabled CIS transactions.

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Home Page Overview

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The following slides provide an overview of the home page for accessing the DHS web-enabled CIS transactions.

The major sections of the home page are explained.

All of the links included on the home page are also explained to help users navigate through the site effectively.

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Home Page Overview

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A sample of the home page follows:

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Home Page Overview

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Major sections of the home page:DHS Logo

DHS Security Information

CIS Transaction

Links

User GuidesSelf-service for DHS Business

Partners

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Home Page Overview

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Major groups of links on the home page:DHS Home

Page

CIS Transaction

LinksUser Guide

LinksUserid Self-Service

links for DHS Business Partners

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Home Page Overview

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Detailed Information on the links on the home page:DHS Home Page:

http://www.dhs.pa.govThe link to the official PA

DHS web site.

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Home Page Overview

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Detailed information on the links on the home page:

CIS Transaction Links:‘User SIGN-ON’ is the

link to the sign-on transaction to access

CIS.

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Home Page Overview

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Detailed information on the links on the home page:

CIS Transaction Links:‘CIS Main Menu

(CISMNU)’ is the link to the main CIS menu

transaction.

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Home Page Overview

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Detailed information on the links on the home page:

CIS Transaction Links:‘CIS Primary Inquiries

Menu (CQMENU)’ is the link to the main CIS

menu for inquiry transactions.

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Home Page Overview

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Detailed information on the links on the home page:

CIS Transaction Links:‘PVR Menu (PVRMNU)’

is the link to the PVR menu for inquiry

transactions. (Not operational 10/12/16)

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Home Page Overview

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Detailed information on the links on the home page:

CIS Transaction Links:‘TXN Request’ is the link

to a page that allows entering any DHS

transaction name and data for execution.

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Home Page Overview

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Detailed information on the links on the home page:

CIS Transaction Links:‘PCH Processing’ is the

link to a page that allows entering any

DHS transaction name and data for execution.

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Home Page Overview

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Detailed information on the links on the home page:

CIS Transaction Links:‘User SIGN-OFF’ is the

link to the sign-off transaction to terminate

access to CIS.

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Home Page Overview

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Detailed information on the links on the home page:

User Guide Links:‘User Guide’ is the link to a self-study guide on using this site and the

CIS transactions.

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Home Page Overview

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Detailed information on the links on the home page:

User Guide Links:‘Java Versions’ is the link to the list of Java

versions that have been tested by DHS IT staff.

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Home Page Overview

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Detailed information on the links on the home page:

User Guide Links:‘Business Partner Self-

Registration Guide’ is the link to guide for DHS business partners for

requesting access to the DHS CIS application.

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Home Page Overview

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Detailed information on the links on the home page:

Self-Service links for DHS Business Partners

These links are only for DHS Business Partner users to allow them to

address issues with their DHS userid/password.

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Home Page Overview

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Detailed information on the links on the home page:

Self-Service links for DHS Business Partners‘New Users Self

Registration’ is a link to the application processes for

new DHS business partner users.

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Home Page Overview

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Detailed information on the links on the home page:

Self-Service links for DHS Business Partners

‘Forgot Userid’ is a link to the process for getting help

with a forgotten userid.

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Home Page Overview

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Detailed information on the links on the home page:

Self-Service links for DHS Business Partners

‘Forgot Password’ is a link to the process for getting

help with a forgotten password.

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Home Page Overview

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Detailed information on the links on the home page:

Self-Service links for DHS Business Partners

‘Edit Profile’ is a link to the process for updating a user profile by a DHS business

partner user.

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Home Page Overview

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Navigating back to the Home Page • Click on the browser’s ‘Back’ button or icon to redisplay

the DHS CIS transaction home page at any time.

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Using CIS

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• This section provides brief instructions on using the DHS web-enabled CIS transactions.

• Basic instructions on using CIS that are covered include:– Signing on – Executing CIS transactions– Signing off

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Using CIS – Signing On

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Overview• The DHS user sign-on transaction is executed first before attempting to execute any CIS transactions.• The user sign-on transaction authenticates the userid and password assigned to the user and identifies the categories of CIS transactions that the user is allowed to execute.• The user enters the userid and password provided by DHS to execute the CIS transactions. • The user must execute the user sign-on transaction to execute CIS even if the user is signed in to other DHS applications.

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Using CIS – Signing On

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Step-by-Step

1. Click on the ‘User SIGN-ON link.

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Using CIS – Signing On

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Step-by-Step 2. Enter your DHS userid here.

3. Enter your DHS password here.

4. Tab to the Transmit From Here and press the ‘Enter’

key.

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Using CIS – Signing On

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Step-by-Step 5. This screen is displayed after your userid and password has been

successfully authenticated

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Using CIS – Signing On

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Step-by-Step 6. Click on one of the six buttons to execute one of the CIS menu transactions

or Enter a CIS transaction code in the ‘Next Trans’

field and enter the appropriate data and press

the Enter key.

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Using CIS – Signing On

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Userid and/or Password Error Screen This screen is displayed if there is an error with either your userid, password, or both the userid and

password. Press the Enter key to retry

entering your userid and password.

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Using CIS – Executing CIS

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The Basics of Executing CIS Transactions• CIS transactions have a unique six character name.• Some CIS transactions accept additional data parameters.• CIS has menu transactions to help you navigate through the CIS application.• After entering the CIS six character name and data, press the Enter key to submit your request to the DHS system.• Detailed instructions on executing CIS transactions are provided by the DHS Program Office to its employees and business partner users.

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Using CIS – Executing CIS

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Keystrokes • You must position the cursor in the ‘Xmit’ field on the

screen before you press the Enter key to submit your CIS transaction request.– Shortcut – The ‘+’ key on the numeric keypad on a standard

101-key keyboard will move the cursor to the ‘Xmit’ field and then submit your CIS transaction request.

• Function keys are used by the CIS transactions to perform pre-defined transactions in the CIS application.– A list of the actions performed by the CIS function keys is

provided on the next slide.

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Using CIS – Executing CIS

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Function Keys Used by the CIS transactionsF1 - Field HelpF2 - ReservedF3 - Message HelpF4 - ReservedF5 - Break ConversationF6 - New PageF7 - ReservedF8 - Cancel TransactionF9 - Run ED/BCF11 - Case AlertF12 - Case NoteF13 - TSA QueueF19 - Create Next Budget Month

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Using CIS – Signing Off

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Overview• Each DHS user is required to execute the sign-off transaction after executing the CIS transactions to close out the user’s session with the DHS systems. • The DHS CIS sign-off transaction requires no data parameters.• The DHS CIS sign-off transaction will only sign the user out of CIS. The user will remain signed on to any other DHS applications that were being used.• Click on the browser’s back button to display the DHS CIS transactions home page.

– Click on the ‘User SIGN-OFF’ link to execute the DHS sign-off transaction.

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Using CIS – Signing Off

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• Navigating back to the CIS Home Page – Internet Explorer 11

Click on the browser’s ‘Back’ button to have the CIS transactions home

page displayed.

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Using CIS – Signing Off

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• Executing the DHS sign-off transaction

Click on the ‘User SIGN-OFF’ link to execute the DHS

sign-off transaction.

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Using CIS – Signing Off

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• The DHS sign-off transaction screen is displayed.

This is a sample of the DHS sign-off

transaction screen.