Documenti di Didattica
Documenti di Professioni
Documenti di Cultura
Table of Contents
Introduction to COPAs Monitoring Module ......................................................................................................................... 2
Logging onto COPA ................................................................................................................................................................ 2
The Monitoring Module Tabs................................................................................................................................................ 2
Plan a Visit .............................................................................................................................................................................. 3
Move a visit from Plan a Visit to New Visit ..................................................................................................................... 4-5
New Site Visit.......................................................................................................................................................................... 6
Update a Prior Site Visit...................................................................................................................................................... 7
Site Supervisor Verification ................................................................................................................................................... 8
Monitoring Reports ................................................................................................................................................................ 9
Site Monitoring .................................................................................................................................................................... 10
Key
Text that is underlined and bolded=A tab or field that you click
Bold text=A response option that you select
= A linkage from one field or tab to another
Go to https://grandstreet.mycopa.com/
Enter User Name and Password
Click the tab that says Monitoring
Plan a Visit
Schedule and categorize an upcoming visit for yourself or another EHSCCP staff member.
New Site Visit
Log a visit while in progress or after a visit.
Monitoring Reports>Site Visits Report by Auditor
Where you can see all of the visits you made or have planned and their statuses.
Site Monitoring
Where you can see the full log of all visits being made to partners or a filtered list of visits.
2
August 2016
Plan a Visit
You may want to do this for yourself, to let your supervisor or other colleagues know you have a visit planned and so they
can see details about the planned visit. You may also want to schedule a visit for a colleague.
1. Agency= Grand Street Settlement Early Head Start
2. Site=EHSCCP
3. Class=All Classes OR select the class
*You can only select one class at a time.
4. Department=the categorical reason for your visit.
*If you have a suggestion, please notify LS of the category to be added immediately. For now there is an Other
category to select if the reason does not match any of the drop down department names.
5. Program Model=EHS-CCP
6. Visit Type= E-mail, On Site Visit, Phone Call or Meeting
Select the type of contact you have with the provider for this visit. Meeting is for contact made during an inperson meeting held outside of the partners site. For example: contact made during a monthly provider meeting
at 319 Stanhope.
7. Auditor= yourself, or another EHSCCP staff for whom you are making an appointment. Be sure to select at least
one name as the auditor. (Select whoever will make the upcoming visit.)
8. Email Notification: Insert the email address of the EHSCCP staff member you would like to be notified of the visit.
The email will read:
A visit to EHS-CCP/**Department** with visit ID **Number** has been Made on **date**.
9. Date of Visit=MM-DD-YYYY
10. Time of Visit=HH:MM
11. Submit to save.
The planned visit will now appear under the Site Monitoring tab.
3
August 2016
To find and update a visit that has been planned via the Plan a Visit tab:
1. Click the Site Monitoring tab.
2. Select the planned visit you want to update.
1
.
2
.
3. Click the pencil next to Site Information.
3
.
Once youve clicked the pencil, COPA will switch to edit view. All of the information you entered under the
Plan a Visit tab will be pre-populated and ready for you to update.
4
August 2016
4
.
5
.
6
.
7
.
Once youve changed the status of the visit from Planned to New, Complete, In Progress, etc., made the updates
from your visit, and clicked Update, the visit will now appear in the Site Monitoring tab and Monitoring Reports
tab with the visit status you updated.
5
August 2016
The New Site Visit tab has many of the same fields as the Plan a Visit tab. Follow the instructions (Steps 1-10,
page 3) from the Plan a Visit section of this guide.
Repeat Steps 4-7 from page 5 of this guide to enter information in the Visit Status, Next Visit, and text fields
(Documents Reviewed, Reports Reviewed, and Comments). Click Submit to save.
Ignore the Staff Interviewed field.
Once youve clicked Update, the visit will now appear in the Site Monitoring tab and Monitoring Reports tab.
6
August 2016
3
4. Enter the date
5. Enter text to update.
6. Submit.
4
5
6
7
August 2016
2.
3.
4.
5.
Once a site supervisor submits verification and/or comments, the content can be seen on the Visit Summary tab.
8
August 2016
Monitoring Reports
1. Click the Monitoring Reports tab.
f
c
b
9
August 2016
Site Monitoring
When you click the Monitoring tab, Site Monitoring is the default sub-tab.
Like Monitoring Reports, Site Monitoring allows you to see information about all site visits made by EHSCCP staff
according to different characteristics. You can filter similar to Monitoring Reports.
*Many of the filter fields are not currently in use by EHSCCP.
10
August 2016