BCW SAR7 Processing

Step 1:
1. In the External Referral Data window, open the Search for Received Documents window:
  1. Select SAR7 in Type field.
  2. Select Received in Status field.
  3. Click on [Search].
Step 2:
1. Write down each case number that shows the Status of Received.
Step 3:
1. Highlight the first row.
  1. Click on [All Documents].
Step 4:
1. In the Imaged Document List window:
  1. Highlight each row of images individually using these steps until all images have been downloaded.
  2. Click on [Download].
  3. In the pop up bar, click [Save as],
  4. Open Applications and click T Drive,
  5. Open IDM folder,
  6. Open Periodic Reporting,
  7. Click New Folder
  8. Type in case number,
  9. Open and click [Save] and close.
2. If there is no option to Download or save as a PDF:
  1. Make a copy,
  2. Open Applications,
  3. Open IDM folder,
  4. Open Periodic Reporting folder,
  5. Create a new folder,
  6. Enter case number as file name and save and close.
3. Continue onto next document and repeat steps 1-4.
  1. Save to correct case number if multiple downloads are for the same case.
4. Change Status to Imaged/Printed, this will trigger TMT.
  1. Click on Assigned User,
  2. Enter your User ID and click on [Search],
  3. Highlight your name and click [Select].
5. Complete step 4 for all rows.
6. Note: BCW SAR 7’s submitted by Code for America may be received in an incorrect month resulting in a pop up message of “No data found for the entered search criteria.” in the Search for Periodic Reports window. Expand the Month/Year From field to one month prior to BCW SAR 7 received date to find the valid BCW SAR 7.
Step 5:
1. Document number of BCW SAR 7 and SAR 7 Upload in BCW log daily.
2. BCW documents that are erroneously uploaded by the client under the incorrect label (MC RRR, CW RRR, Verification), send e-mail to overseeing task team OMC and Lead.

BCW SAR7 Processing

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