Resources

For any questions or assistance with OTS, please contact your Regional Community Life Engagement Project Manager (CLE).

You are able to book a 30 minute session with your Regional CLE if you have any questions surrounding OTS. 

Resources to help you use the OTS:

1. Login User Guide - directions on how to sign in. 
2. User Guide - step-by-step instructions for using OTS. 
3. Frequently Asked Questions (FAQ) - answers to common questions about OTS. 
4. Questions and Sub-Questions - the questions that are asked within the system. 
5. OTS Definitions - a tool to assist you with understanding the definitions of the OTS questions. 
6. OTS Full Training PowerPoint - a detailed training going over the requirements of OTS. 
7. 15-day Pull Training PowerPoint - a training going over what is required for the 15-day pull. 
8. 15-day Pull Guidance - a tool to assist you get prepared for the 15-day pull. 
9. Statewide Webinar Training 9-2-25 PowerPoint - a high level training and preparation for the upcoming Reporting Period. 

Trainings Available:

Important Updates:

1.  Updates on the Place on the Path Community Employment (PPCE) as of 2/23/2026

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Attention:

We're making PPCE data entry easier, more accurate, and secure. Here's what you need to know:

What's Changing:

• PPCE data entry has moved from CRM-IDS/ImagineIS to Salesforce.
• You can now enter PPCE information directly on a person's account in Salesforce.
• Coming soon: Future functionality will allow you to enter PPCE within the OhioISP or on a person's account in Salesforce.

Data Safety and Accuracy

All corrected historical PPCE data for 2023-2025 will be placed in Salesforce.

• PPCE Data Upload Schedule:
  • DODD will upload corrected PPCE data on 3/5, 3/19, and 4/2.

Historical PPCE data: If you want your historical data to be stored and used for analysis and reporting, please use the tool provided by Brittco or enter your information directly into Salesforce. This step is optional, but if your historical information is not entered and verified; it will not be included in DODD's data and will not be reported in OTS data or other reporting.

• Brittco Users: Please use the tool provided by Brittco to enter your historical PPCE data then send the information to Joseph.VanHorn@dodd.ohio.gov and Amanda.Brooks@dodd.ohio.gov.

OR

• Enter historical PPCE data in Salesforce if you prefer to update directly.
• Ensure staff who will enter PPCE values have the correct roles assigned (Data Entry Specialist or Assigned Case Manger). Permissions for additional roles are currently under development. 

Please know that participating in sharing data is optional, but note that if you choose not to participate, your data will not be represented in DODD's report out in analysis or OTS

Steps for Salesforce Entry:

Internal Users (DCs):

1. Navigate to the Person's Account in the Salesforce environment
2. Click the dropdown menu in the top right of Person Account Record
3. Click 'Create New'
4. Select the appropriate PPCE value (Place 1,2,3,4)
5. Enter the start date
6. Click 'Save'
7. To view the PPCE section, click on the OhioISP tab in the Person's Account and scroll down to the PPCE section.

External Users (CBs, Private ICFs):

1. Navigate to 'Contacts' (you can also use the search bar in navigation bar to select a person and go to step 4)
2. Use the list view dropdown to select 'All Individuals'
3. Select a person with lived experience
4. Click the dropdown menu in the top right of the Account Record
5. Click 'Create New'
6. Select PPCE then click 'Continue'
7. Select the appropriate PPCE value (Place 1,2,3,4)
8. Enter the start date
9. Click 'Save'
10. To view the PPCE section, click on the Related tab in the Account Record and scroll down to the PPCE section

We appreciate your continued patience and understanding as we work to improve this process and ensure accurate PPCE data across the system.

If you have any questions, please reach out to Joseph.VanHorn@dodd.ohio.gov and Amanda.Brooks@dodd.ohio.gov.

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2. Updates on ImagineIS Decommissioning as of 2/19/26

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Attention:

County Boards (CBs), Intermediate Care Facilities (ICFs), and Developmental Centers (DCs) staff that use the ImagineIS system. We have decommissioned ImagineIS as of February 19, 2026. Here's what you need to know:

• ImagineIS was decommissioned on February 19, 2026.
• After February 19:
  • Access ImagineIS files through IDS by going to a person's record and clicking View Documents.
  • For PPCE historical data, contact your vendor or email policydatateam@dodd.ohio.gov.

What This Means:

The ImagineIS application is no longer available to you or your agency. Your agency may have documents, reports, and other materials that have not been saved outside of ImagineIS. We want to ensure you that you are still able to access this information through CRM-IDS. A blue tile will be within your applications that states "IDS" so that you can continue entering demographic information, Level of Care, and other important data.

To access your ImagineIS documents, you will do the following:

1. Navigate to CRM-IDS (click on the blue tile 'IDS')
2. Click on 'Individuals' on the left-hand navigation pane
3. Enter a person's name in the 'Quick Find' search box in the right-hand corner of your screen
4. Select the person (double click the row)
5. At the top of the screen, you will see a 'View Documents' folder, click the button
6. You will then be taken to your County/Facility SharePoint which houses your documents from ImagineIS

If you have any questions or need assistance, please reach out to the Call Center at 1-800-617-6733.

Thank you for your attention to this important matter and for your continued commitment to quality service delivery.

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Recorded Trainings and Screen Casts: