With the transition of the PTAC program from DLA to the APEX program under DoD, the DLA Active filter is essentially obsolete. The functionality will be supported in Neoserra until 12/31/24..

In order for a client to be considered to be "DLA Active" on the DLA 1806 scorecard, the following criteria must be true:

• The client must have had at least 30 cumulative minutes of reportable contact/prep time before they are considered to be an active client.

or

• One or more contacts associated with a client record must have attended at least one DLA-funded training event before the client is considered to be an active client.

Note: Unlinking a contact who attended a DLA-funded event, from their client record will no longer qualify the client under this second criteria.

Furthermore, all clients must:

• Have expressly stated their intent to be a PTAC client. If the company has not provided their express intent to be a PTAC client then it is advised that you keep them in PRE-client status until such written intent is provided. Clients can provide their intent to be a PTAC client in a variety of different ways:
• Via hardcopy signature
• Via electronic signature on eCenter Direct
• On a training event sign-in page that includes the "intent" language

Please be aware that it is your responsibility to make sure that you have a valid signature on file for each DLA active client. Neoserra does not validate for this. In addition to the above criteria, it is, of course, also important that the Reportable? check box is selected on the counseling session/training event record.

Using the DLA Active Clients filter

Neoserra also has a specially calculated built-in client filter called "DLA Active Clients," which looks for all clients that have had at least 30 minutes of cumulative prep and contact time. You can use this filter to find all clients who meet the DLA 1806-T active client status and you can also use this filter to find all clients that do not meet this requirement:

Be sure to check the not check box and complete the date range, as appropriate. This will give you a listing of all active clients that do not meet the DLA Active Client criteria.

How do I find those clients that almost have had 30 minutes of counseling?

There may be times when you want to find those clients that are close to being active clients but have not yet met the criteria. In other words, you might want to find all clients that have had between 20 and 29 minutes of counseling as shown below:

The filter above includes two parameters. First of all, you will want to limit the search to just this current fiscal year. Secondly, you will want to use the special filter parameter titled "Cumulative Prep+Contact Time." You will enter your range of time to be used for the cumulative preparation and contact time. In the example above we used a minimum of 20 minutes, entered as .35 and a maximum of 29 minutes entered as .49. The filter will produce a list of counseling sessions conducted with clients that have been counseled just slightly less than 30 minutes. To get the actual ist of clients, you will now want to click on the "Unique Clients" link at the bottom of the screen.

Warning on the Attendee List

As discussed above, all DLA programs need to make sure that they have a signature on file from the client stating their intent to be a PTAC Client. Only clients with signatures on file should be counted on the DLA 1806 report. Of course, Neoserra does not know if you obtained a hard copy signature from the client, but it does know if there is no electronic signature on file. If an electronic signature is missing from a particular client record, then you will notice the following warning icon next to the respective training attendee:

The warning symbol indicates that there is no current eCenter Signature included on the client record. It will be up to you to confirm whether you have the necessary signature on file, or not. This symbol merely serves as a warning, Neoserra will still include the client on your DLA 1806 Active Client count. Note that this warning symbol will only be displayed on DLA funded events that have set their "Event registration information required" field to "Client + Agreement:"

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