The Overview Screen

The Overview Screen is the first screen to display when you launch the application.

At the top of the Overview Screen is the blue Title Bar, which displays on every screen. The Title Bar displays the application name (CFSR Data Management Application). It also displays the name of the person or review team whose USB key started the application and the Period Under Review (PUR).

The three buttons on the right-hand side of the Title Bar allow you to minimize, reduce, or close the display window. Note that closing the display window also closes the application.

The remainder of the Overview Screen contains the Menu Bar, the Record Summary Grid, and, at the bottom, the Navigator Bars, which include the Unanswered Questions Navigator and the Unresolved Comment Navigator.

Menu Bar

The light-blue Menu Bar displays immediately below the Title Bar. Like the Title Bar, it displays no matter where you are within the application.

There are seven options available on the Menu Bar, most of them drop-down menus. These options are: Overview, OSRI, SIG, Reports, Data Management, Admin, and Exit. Note that the SIG and Admin menus are not available to Reviewers and will appear grayed-out on the screen.


Clicking Overview will return you immediately to the Overview Screen from anywhere in the application. Be sure to save any work before clicking here.


The OSRI Menu offers five options concerning OSRI records: Edit Cases, Add New Case, Delete Existing Case, Show Comment Navigator, and Show Unanswered Questions Navigator.


The SIG Menu offers five options: Edit Interviews, Add New Interview, Delete Existing Interview, Advanced Navigation Mode, and Show Unanswered Questions Navigator. Note that this menu is not available to Reviewers.


The Reports Menu offers access to the wide variety of reports that the application can generate.
It features numerous submenus from which you can select multiple report formats. You can also print and save reports as HTML files from this menu.

See Module 6.9: Reports for more information about using the Reports Menu.

Data Management

In addition to providing a variety of options for backing up, transfering, and restoring records on the tablet, the Data Management Menu also provides information on the current version of the application.

See Module 6.6.1: Data Management Menu for more information about using the Data Management Menu.


The Admin Menu is not available to Reviewers. It offers functions for site leaders and system administrators to manage the database and USB keys.

See Module 6.6.2: Admin Menu for more information about using the Admin Menu.


Clicking Exit will exit the application and return you to the desktop. You will be asked to confirm this selection. Be sure to save all work before you exit the system.

Record Summary Grid

Most of the Overview Screen is reserved for the Record Summary Grid, which summarizes all of the OSRI and SIG records currently stored on the tablet. The currently selected case will be highlighted in blue.

Each record summary is divided into seven columns, which are labeled in the gray bar at the top of the grid. When the Record Summary Grid displays more than one record, you can sort them by clicking this gray bar. The seven columns of the Record Summary Grid are: ReviewSite, ReviewTeam, Instrument, Record, Completeness, QA Status, and Action.

Information on the first four columns is detailed here. For information on the Completeness, QA Status, and Action columns, click the links below.


This column lists the Review Site to which the record is assigned.


This column lists the Review Team (for OSRI records) or Interviewer (for SIG records) responsible for the record.


This column identifies whether the record is an OSRI or SIG.


This column displays the case name. For OSRI records, bracketed information indicates whether the record is a Foster Care (FC) or In-Home Services (IH) case.

Completeness Column

This column shows how much of each record has been completed. For OSRI records, this summary involves three sections: Facesheet, OSRI, and Rating Documentation. Each section is summarized with both a ratio (12 out of 12, for example) and a percentage (100 percent) that refers to how many questions in that section have been answered. Also listed is a ratio showing how many of the record’s 23 items have a rating.

For SIG records, the Completeness column shows only the total percentage of questions that have been answered.

Note that the Rating Documentation number only reflects the number of Main Reason questions that have been answered and does not include follow-up questions.

QA Status Column

The QA Status column shows the current status of the record. There are seven possibilities
accessible here through a drop-down menu. The first six, Record Created, Ready for QA Review, QA Review Complete, Ready for Debriefing, Ready for State QA Review, and State QA Review Complete, are for OSRI records. The seventh, Interview Record Complete, is used for SIG records.

You can change a record’s QA Status by clicking the down arrow and selecting a new QA Status from the menu. A pop-up window will display confirming that the QA Status change was successful, and the record’s new QA Status will display in the column. Changing a record’s QA Status is an integral part of the overall Quality Assurance process.

Once data transfers begin for a record, if you float the cursor over that record’s QA Status, a pop-up window will open to indicate that record’s transfer history. This is a quick way of viewing how many data transfers that record has undergone.

Action Column

The Action column contains an Edit button, which opens for editing that OSRI or SIG record. OSRI records will open to their Face Sheet, while SIG records will open to their first Core Question.

For Local Site Leaders who have downloaded OSRI records to their tablets to perform a Quality Assurance Review, the Action column’s Edit button will be replaced by a QA Review button. Clicking this button will open that record’s Completed Case Report, which the Local Site Leader will then use to review and comment on the case.

Note that floating the cursor in this column will open a pop-up window of the record’s Transfer History just as is the case with the QA Status column.