All new child support orders obtained October 1 thru September 30 of each year must be built on OSIS before the end of the grace period in order to receive credit on the 157. Performance on the 157 affects incentive dollars for our program.
This check can also help reduce the occurrence of overpayments/underpayments following actions like a modification.
Delays in building or updating orders have a negative impact on Performance Measure, as well as our customers.
For some offices with larger dockets, it may be a good practice to do this type of check quarterly.
Step 1
Open the OAH Case Manger OnBase
Step 2
Go to Docketing and select your Office code. Start with the first docket day for your office in October (or the desired day you want to start checking).
Create a report.
Click the “830 OAH Case Management” tab at the top of the page. Click the Filters button – the first button on the left of the ribbon.
In the left side panel under OAH Reports, select “Reporting – Dispositions/Actions By Office/Date.”
In the “Case Office Name” field, enter the office name.
In the “Docket Date” field, enter the first date in the date range you are searching. It should be October 1 of the prior year. On the right side of the words “Docket Date,” you will find an equals (=) sign. Click the sign and, in the dropdown menu, select greater than or equal to (>=).
Click on the words “Docket Date” and it will give you a second field. Here, enter the second date in the range you are searching. It should be September 30 of the current year. This time, change its equal sign to less than or equal to (<=).
You should see the word “Or” between the two docket date fields. Click it and change it to “And.” Press Search.
You will likely see a bar graph. Press “Display as Filter” on the right side of the ribbon at the top of the page. This will change it to the correct view. A new tab has appeared at the top of the page – the “Filter” tab. Click “Export to Excel” to create a new Excel spreadsheet with this report.
Step 3
Once you have opened your new Excel report, you can eliminate duplicate entries so that you only check each FGN once.
- Sort your FGN column smallest to largest or largest to smallest.
- Highlight the FGN column in your spreadsheet.
- Select Conditional Formatting in the Home Ribbon.
- Select Highlight Cell Rules
- Select Duplicate Values
Cases with duplicate entrees will appear in red. You can delete duplicates, only keeping the one with the most recent hearing date, by deleting a selected row. If an entry has the same hearing date (probably accidentally pasted a list twice) just delete one. As duplicates are deleted, the red highlighting will disappear from the entry that you kept.
Step 4
Once the list is cleaned up, you can add columns to keep notes or other information. It’s up to your office as to how detailed your review should be. You can also delete any columns that are not necessary.
At a minimum, a review should include checking to see if an order resulted from an action, within the time period, and if the obligation was built or updated.
An easy way to do this is to highlight the FGN from the Excel spreadsheet, and copy and paste in to OSIS.
Common places to review for each FGN are:
- HEARL
- OBLI
- Case log