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WINNIE User Tips
The following are tips, reminders, questions, and lessons learned from local agency staff currently using WINNIE.
TOPICS: Benefit Issuance | Certification Mode | Where is...? | Screen Real Estate | Scheduler | Signature Pad| Use the Enter Key for Navigation Shortcuts
Benefit Issuance
Cannot Issue Benefits to Infant Before First Birthday
In WINNIE, a food package based on an age category change cannot be issued until the date of that birthday. The birthday must be on or after the Printed First Date to Use (PFDTU) to receive the food package. This is most impactful for infants turning one year old. They will no longer be able to receive the child food package unless the PFDTU of the benefit set is on or after their first birthday.
Certification Mode
Bloodwork Requirement
In Certification Mode, a red box shows next to the Bloodwork requirement for all participants. For most participants, you will need to select the “CPA Determined not due for bloodwork” option when not completing the requirement. However, for infants less than 9 months old for whom Bloodwork is never required you will be able to complete the cert without opening the Bloodwork page.
Switching Folders
In Certification Mode, you are still able to switch to another household member’s folder. When you select them from the Participant Menu, WINNIE will automatically close Certification Mode and open the other member’s Participant Folder. You can switch back to the member who was being certified and select Resume Certification to open Certification Mode again.
Do Not Have to Save Auto-Generated Food Prescription
In Certification Mode you do not have to save the auto-generated Food Prescription. You are required to open the Food Prescription page since that initiates the creation of the food prescription, but once the page has been opened the system will create the food packages for any age category changes occurring during the next certification period, the Save button will be disabled unless any changes are made to the default food package, and you will receive the checkmark.
Where is...?
Where is the Household ID?
In WINNIE, the Household ID no longer displays at the top of each page of the Participant Folder. It can only be found in the following places:
- Demographics page at the top of the Household Demographics panel on the left.
- Manage eWIC Account page to the right of the Primary Cardholder.
- Participant Menu, which can be opened on every page. The Household ID is found at the bottom next to “Other Household Members”. However, if there is only one member in the household, the Household ID does not display in the Participant Menu.
- Appointment Details modal. If appointments are scheduled for individuals, the Household ID (and all other appointment information) is found by single-clicking on the scheduled appointment. For Household appointments, the Household ID displays on the scheduled appointment.
Where is Add Member? (Updated 7/16/24)
We can add a member from both the Participant Search page and from within the Participant Folder. There is an Add Member icon on the participant card in Participant Search, as well as the first option in the Participant Menu in the Participant Folder. Two notes: 1. We can Add a Member to a participant who still belongs to Statewide in WINNIE. 2. If there is only one member, such as a postpartum woman, and you need to add the infant, you should do so before starting Certification Mode for mom. Once the certification has been started, Add Member is disabled, so you can’t prescreen the baby and you won’t be able to link mom and baby during mom’s cert. You can only link once the baby has been prescreened.
Screen Real Estate
Zoom Settings
WINNIE uses a lot more screen real-estate and requires a lot more scrolling when at 100%. You may want to change your browser zoom to 67% or 75% for ideal viewing of the different WINNIE pages. To change your zoom, once in WINNIE, click the ellipses icon (3, either horizontal or vertical, dots in the top right of the browser window) to open the Settings menu. Click the minus in the zoom section to decrease the size of the page content.
Task Bar Placement
The navigation sidebar on the left of each page in the Participant Folder is very long. If you are having trouble seeing the Begin Certification option at the bottom of the sidebar, you can collapse any of the sections of the sidebar OR you can try moving your taskbar from the bottom of your screen to the right. To do this, click on your taskbar and make sure there isn’t a checkmark next to “Lock all taskbars”. If there is a checkmark, click it to de-select it. Then simply click and drag your taskbar to the right edge of your monitor to position it vertically on the right. To make sure it doesn’t move, right-click and select “Lock all taskbars” to lock it to its new position.
Vertical Scroll Bars
You do not always have to mouse over to vertical scroll bars to use them if your mouse has a scroll button between the left and right click buttons. If you have this button and click on the page, you can use the mouse button to scroll up and down instead of mousing over to the scroll bar. (NOTE: the scroll button has two states: multiple lines or one screen at a time. “Multiple lines” is the default and is slower while the second makes the mouse much faster. You can toggle between the states by pressing the button.)
Scheduler
Open Scheduler Icon Not Displaying on Participant Card
When you click the Household ID link on the participant card on the Search page, WINNIE automatically selects Statewide and searches the Statewide database for all members of the household. While Statewide is selected, you cannot open the Scheduler and the Open Scheduler icon no longer displays on the participant card. If you only want all members of the household that belong to your Agency (and not those in Agency 88), you can simply click the Agency button and click the Search button (or press the Enter key). Once no longer searching Statewide, the Open Scheduler icon re-displays on the participant card.
Changed Clinic View is Retained
This is a reminder that when viewing other clinic schedules on the Scheduler page, if you change the Clinic at the top of the page, WINNIE will retain the newly selected clinic when you go back to the Participant Search page.
Edit Resources to Find More Quickly in Lists/Dropdown
One of the staff at the Pilot agency told us she edited her resources so that it was easier to select them from lists or dropdowns using hot keys. In HuBERT, all of her resources started with their position followed by their name (ex: RD-Carly). In WINNIE, she edited them so that the resources started with their name then position (ex: Carly-RD). This way, she can just type the first letter (ex: C) to quickly filter and select the resource (ex: Carly) when scheduling or creating her calendar.
Clinic Schedule for Staff
You can generate the clinic schedule for a single resource on both the Scheduler page (opens in Participant Folder) and the Clinic Schedule page (accessed from the Participant Search page). Click the “Generate Clinic Schedule” button then click the x on the far right of the dropdown to remove all resources scheduled for that date that are default populated. Click the dropdown or use hot keys to select the desired resource then click the OK button. The “Appointment Listing for
Signature Pad
Plug Directly into Computer
In general, we have found that the signature pad works best when plugged directly into the computer, as opposed to when plugged into the docking station (or port replicator).
Buttons Reversed on Signature Pad
When signing the signature pad, the Cancel and OK buttons have been reversed. The OK button being on the right in WINNIE may be more intuitive for users.
WINNIE
HuBERT
SWIPe
When a new version of SWIPe is installed, you (or your IT) will need to make sure the previous version is no longer installed. This will minimize any potential issues with the signature pad.
Use the Enter Key for Navigation Shortcuts
The Enter key on the keyboard can be used for many navigational shortcuts.
- Alerts modal – once you’ve reviewed the alert and if you don’t need to delete any of them, you can simply press the Enter key to close the Alerts modal.
- Demographics page – after any change on the Demographics page, you can press the Enter key to automatically save the change (as long as there aren’t any required fields that must be completed).
- Capture Signature for Card modal – you can press the Enter key to automatically select the correct button (either the “Capture Electronic signature” button when the modal first opens or the “Save Signature” button once the participant has signed the signature pad).
- Income page – after entering an Adjunctive Eligibility income, you must click the Update button. However, you can also simply press the Enter key and the Update button will be automatically selected by the system. The Pilot staff also found that you can click anywhere inside the Adjunctive Eligibility card and that will also automatically select the Update button.