Main Menu

Commands for CaMS functions are located on the Main Menu Bar. For easy access, most frequently used commands also appear as icons on the Tool Bar.

Menu topics on the Main Menu Bar (when nothing is open on the screen):

  • File
  • Activities
  • Case Load Listing
  • Documents
  • Tickler
  • Reports
  • Admin
  • Help

File

To access File Menu:

Click: File

or

Press: Alt-F

The following menu items appear under File:

Exit - Allows you to exit from CaMS (See Logoff of CaMS)

Click: Exit, or

Press: Alt+F4, or

Click: X in upper right-hand corner, or

Click:Exit Toolbar Button

Activities

To access Activities Menu:

Click: Activities, or

Press: Alt+C

The following menu items appear under Activities:

Contact/Consumer Search Allows you to search the local or statewide database by consumer name, Social Security Number of Case ID.

Click: Contact/Consumer Search, or
Press: S

Case - New Allows you to create a case on the CaMS database.

Click: Case
Click: New, or
Press: C
Press: N

Case - Open

Allows you to display a case (already known on database) to the screen. See Open Case topic to find out how to perform this task.

Click: Case
Click: Open, or
Press: C
Press: O
Contact - New Allows you to create a contact record on the CaMS database. See Create Contact Record topic to find out how to perform this task.

Click: Contact
Click: New, or
Press: T
Press: N

Contact - Open Allows you to display a contact record (already known on database) to the screen. See Open Contact topic to find out how to perform this task. Click: Contact
Click: Open, or
Press: T
Press: O
Economic Need Calculation – Calculation (Outside a Case) Allows you to complete an economic need calculation outside of a case. See Economic Need Calculation: Outside A Case topic to find out how to perform this task. Note: You cannot save this calculation. Click: Economic Need Calculation
Click: Calculation, or
Press: N
Press: C

Templates – Create Template

Allows you to create and save an IPE Template for future use. See Template: Create from Main Menu topic to find out how to perform this task.

Click: Templates
Click: Create Template, or
Press: T twice
Press: C

Templates – Search Template

Allows you to search IPE Templates. See Template: Template Search Function topic to find out how to perform this task.

Click: Templates
Click: Search Template, or
Press: T twice
Press: S

Vendor/Service Search Outside a Case Allows you to complete a search of the vendor/service file. See IPE, Vendor/Service Search topic to find out how to perform this task.

Click: Vendor/Service Search, or
Press: V

View/Maintain Organizations Allows an organization to be added to the statewide organization file and/or allows organization information to be updated or viewed, locally. Click: View/Maintain Organizations, or
Press: O

SOC List

This is a reference list of all the SOC codes available to be used on IPE’s in CaMS.

Click: SOC List, or
Press: L

Case Load Listing

The next item on the Menu Bar is Case Load Listing/Identify/View Cases.

To access Case Load Listing/Identify/View Cases:

Click: Case Load Listing, or

Press: Alt-L from the Keyboard

Click: Identify/View Cases, or

Press: I on the Keyboard

Please see Case Load Listing topic to find out how to perform this task.

Documents

The next item on the Menu Bar is Documents.

To access Documents:

Click: Documents, or

Press: Alt-D from the Keyboard

The following menu items appear under Documents:

Forms/Letters

See Forms/Letter List topic for list of documents available in CaMS

Click: Forms/Letters, or Press: F

Document Request - New

This choice is disabled on the Main Menu.

N/A

Document Request - Open

See Document Request topic to find out how to perform this task.

Point at: Document Request, or
Press: D
Click: Open, or
Press: O

Mail Merge

This choice is disabled on the Main Menu.

N/A

Edit Spellcheck Dictionary

Allows the user to control which words are in their personal Spellcheck Dictionary.

Click Edit Spellcheck Dictionary or
Press: E

Ticklers

The next item on the Menu Bar is Ticklers. The Tickler has two options, New or Open.

To access Ticklers,

Click: Tickler, or

Press: Alt-T from the Keyboard

The following menu items appear under Ticklers:

New

This choice is disabled on the Main Menu.

N/A

Tickler Listing

Allows the user to retrieve Ticklers on cases. See Ticklers topic to find out how to perform this task.

Click Tickler Listing, or
Press: L

Print Ticklers

This choice is disabled on the Main Menu.

N/A

Reports

The Reports item on the Menu Bar is disabled.

Admin

The Admin item on the Menu Bar is disabled unless the user has Admin rights.

Help

To access Help:

Click: Help, or

Press: Alt-H from the Keyboard

The following menu items appear under Help:

Help Topics

Transfers user to the CaMS On-Line Help Topics available on the VR Internet.

Click Help Topics, or
Press: H, or
Press: F1 Function Key, or
Click: Help Toolbar Button

About

Provides information about the version, build number and date of current release of CaMS.

Click: About, or
Press: A