PolicyQuest Quick Start Guide for DSD & Aging users

PolicyQuest Quick Start Guide Short instructions to get people the policy answers they need when they need them .

All users Search Steps 1) Navigate to CountyLink, select Policy Inquiries, then PolicyQuest. Or go directly to PolicyQuest. 2) On main page, select program area: CFS Programs, Disability Services Programs or Aging Programs. 3) Anyone can search by: a. Agency name b. Question number range (enter number before and number after) c. Date range d. Program(s) e. Any word(s) (available using advanced search) 4) After selecting/adding criteria, click search button. 5) Scroll down to view returned results. 6) Click on view details link to review posted question and answer. 7) Click return to search button and scroll down to review another result. Or, click clear search button to start another search using different criteria. Note: The system will not display unpublished questions and answers in a search.

How to login Users with access created by an admin may log in and submit questions, answer and approve questions, depending on security role.

Steps 1) Navigate to PolicyQuest. 2) Select the PolicyQuest library. Available options are Children Family and Services, Disability Services and Aging and Adult Services. 3) Click on the login button at top of screen. 4) Enter user name. 5) Enter password.

PolicyQuest Quick Start Guide for DSD & Aging users

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6) Select agency name. 7) Click login button. Important login notes • •

If you forget your user name or password, you may check the appropriate box and enter your email address. The reset temporary password will be sent to the email entered. You must log in within 30 minutes (double check time allowed) or you will need to resubmit request.

Agency user Agency users may search, submit questions and review answers after successful system login.

Submit a question Steps 1) 2) 3) 4) 5)

Click submit question button. Complete all fields on submission form Add a PDF attachment, as necessary, by clicking browse button. Click submit button. Record the question number that appears and/or keep confirmation email.

Review an answer Steps 1) 2) 3) 4)

Click on view link from current questions landing page. Review question details screen. Click return to list button at bottom of page when done with review. Click a different view link.

Agency admin Agency admins can do everything an agency user can do after successful system login. In addition, agency admins maintain PolicyQuest user accounts using the web application central security (WACS) system.

Add or edit a user account Refer to the WACS instructions on the Instructions screen in the PolicyQuest system for more information about WACS.


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DHS user DHS users can search, answer questions, approve answers and publish/post to the PolicyQuest library after successful system login.

Answer a question Steps 1) Begin at the question summary screen, click the edit link next to the question number. 2) Select the answer tab to enter your answer. 3) Select other details tab. a. Add other programs related to question. b. OK to publish, select yes or no. 4) Add notes as needed. 5) Select route for approval tab. a. Add message to approver (comments), include research details. b. Select approver from drop-down menu. c. Click the save button. 6) Click route for approval button.

Approve an answer Steps 1) 2) 3) 4) 5) 6) 7)

Select approve tab. Click edit link next to question number. Review answer and edit, as appropriate. On other details tab, review if appropriate to publish or not; add or deselect program(s). Add to notes tab, as necessary. Click the save button. Click approve button.

DHS admin DHS admins may also: • • • • • • •

Add or delete programs Manage search-related options of programs, making them active or inactive Assign programs to reviewers Obtain a list of in-process and completed questions from past 90 days Archive questions or mark them as obsolete Reassign questions to CFS, DSD or Aging divisions Reopen completed questions


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• • •

Void questions Add to note section and change OK to Publish on completed questions Generate data from additional reports

Security roles Login access required for each type of user security role detailed below:

User type

PolicyQuest

WACS

Agency admin

Yes

Yes

Agency user

Yes

No

DHS admin

Yes

Yes

DHS user

Yes

No

Public

No

No


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