Web:Eligibility - Revision history

Jspenceratty: /* Context menu */

2020-08-11T17:05:09Z

Context menu

← Older revision		Revision as of 17:05, 11 August 2020
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	[[File:Screen Recording 2020-08-07 at 3.32.12 PM.mov]]		[[File:Screen Recording 2020-08-07 at 3.32.12 PM.mov]]

	The context menu has additional items available that relate to the ~~Callback~~ entry, including:		The context menu has additional items available that relate to the entry, including:

	# Activities		# Activities
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	## Calendar -- make a new calendar entry[[File:Screen Shot 2020-08-06 at 3.39.50 PM.png\|50px]]		## Calendar -- make a new calendar entry[[File:Screen Shot 2020-08-06 at 3.39.50 PM.png\|50px]]
	##Internal Message -- create a new Internal Message[[File:Screen Shot 2020-08-07 at 1.22.02 PM.png\|50px]]		##Internal Message -- create a new Internal Message[[File:Screen Shot 2020-08-07 at 1.22.02 PM.png\|50px]]
	## Eligibility Notes -- create ~~an Eligibility~~ Note[[File:Screen Shot 2020-08-07 at 3.38.03 PM.png\|50px]]		## Eligibility Notes -- create a Note[[File:Screen Shot 2020-08-07 at 3.38.03 PM.png\|50px]]
	#Additional Input		#Additional Input
	##Other Services -- create an Other Service record[[File:Screen Shot 2020-08-07 at 1.27.21 PM.png\|50px]]		##Other Services -- create an Other Service record[[File:Screen Shot 2020-08-07 at 1.27.21 PM.png\|50px]]
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	#Printing		#Printing
	##Form Letters -- print a form letter[[File:Screen Shot 2020-08-07 at 3.40.35 PM.png\|50px]]		##Form Letters -- print a form letter[[File:Screen Shot 2020-08-07 at 3.40.35 PM.png\|50px]]
	## Print -- print the ~~Eligibility~~ record[[File:Screen Shot 2020-08-07 at 3.42.53 PM.png\|50px]]		## Print -- print the record[[File:Screen Shot 2020-08-07 at 3.42.53 PM.png\|50px]]
	#Related Intake		#Related Intake
	##Callback -- Create or Review a Callback record		##Callback -- Create or Review a Callback record
	##Client -- Create or Review a Client record		##Client -- Create or Review a Client record
	##Online Intake -- review an associated Online Intake record (if any)		##Online Intake -- review an associated Online Intake record (if any)
	##Add new -- save the current entry and start a new ~~Eligibility~~ record		##Add new -- save the current entry and start a new record
	#Conflict Checks		#Conflict Checks
	##All Adverse and Applicant -- check all entries at once		##All Adverse and Applicant -- check all entries at once
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	##All People -- check for the applicant's name across multiple tables		##All People -- check for the applicant's name across multiple tables
	#Compliance and Errors		#Compliance and Errors
	##Error Check -- perform an error check on the ~~Eligibility~~ entry to show known and checked errors		##Error Check -- perform an error check on the entry to show known and checked errors
	#Difficult People		#Difficult People
	##Add Difficult Person -- add the applicant as a difficult person		##Add Difficult Person -- add the applicant as a difficult person
	##Search Difficult Person -- search the Difficult Person table for entries		##Search Difficult Person -- search the Difficult Person table for entries
	##Add Non-Client Difficult Person -- add someone else as a Difficult Person related to this ~~Eligibility~~ record		##Add Non-Client Difficult Person -- add someone else as a Difficult Person related to this record
	#Unlock Record		#Unlock Record
	##Unlock Record -- if another person was using this record and left it open, the record may be locked to editing; if you are sure it is safe to unlock it, you can unlock it for your use by clicking this button; a warning is shown that loss of data may occur if it isn't safe to unlock it when in use by another		##Unlock Record -- if another person was using this record and left it open, the record may be locked to editing; if you are sure it is safe to unlock it, you can unlock it for your use by clicking this button; a warning is shown that loss of data may occur if it isn't safe to unlock it when in use by another

Jspenceratty: /* Context menu */

2020-08-07T20:43:52Z

Context menu

← Older revision		Revision as of 20:43, 7 August 2020
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	The context menu is shown to the left. The items shown in a context menu will change depending on many factors, including whether the current record is saved.		The context menu is shown to the left. The items shown in a context menu will change depending on many factors, including whether the current record is saved.

	[[File:Screen Recording 2020-08-06 at 3.33.46 PM.mov]]		[[File:Screen Recording 2020-08-07 at 3.32.12 PM.mov]]

	The context menu has additional items available that relate to the Callback entry, including:		The context menu has additional items available that relate to the Callback entry, including:

	# Activities		# Activities
	## Time -- make a new time entry		## Time -- make a new time entry[[File:Screen Shot 2020-08-06 at 3.39.27 PM.png\|50px]]
	## Calendar -- make a new calendar entry		## Calendar -- make a new calendar entry[[File:Screen Shot 2020-08-06 at 3.39.50 PM.png\|50px]]
	##Internal Message -- create a new Internal Message		##Internal Message -- create a new Internal Message[[File:Screen Shot 2020-08-07 at 1.22.02 PM.png\|50px]]
	## Eligibility Notes -- create an Eligibility Note		## Eligibility Notes -- create an Eligibility Note[[File:Screen Shot 2020-08-07 at 3.38.03 PM.png\|50px]]
	#Additional Input		#Additional Input
	##Other Services -- create an Other Service record		##Other Services -- create an Other Service record[[File:Screen Shot 2020-08-07 at 1.27.21 PM.png\|50px]]
	##Document Tracking -- add or open files associated with the record		##Document Tracking -- add or open files associated with the record[[File:Screen Shot 2020-08-07 at 3.39.40 PM.png\|50px]]
	#Printing		#Printing
	##Form Letters -- print a form letter		##Form Letters -- print a form letter[[File:Screen Shot 2020-08-07 at 3.40.35 PM.png\|50px]]
	## Print -- print the Eligibility record		## Print -- print the Eligibility record[[File:Screen Shot 2020-08-07 at 3.42.53 PM.png\|50px]]
	#Related Intake		#Related Intake
	##Callback -- Create or Review a Callback record		##Callback -- Create or Review a Callback record
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	##All People -- check for the applicant's name across multiple tables		##All People -- check for the applicant's name across multiple tables
	#Compliance and Errors		#Compliance and Errors
	##Error Check -- perform ~~a conflict~~ check on the Eligibility entry to show known and checked errors		##Error Check -- perform an error check on the Eligibility entry to show known and checked errors
	#Difficult People		#Difficult People
	##Add Difficult Person -- add the applicant as a difficult person		##Add Difficult Person -- add the applicant as a difficult person

Jspenceratty at 20:31, 7 August 2020

2020-08-07T20:31:13Z

@@ Line 133: / Line 133: @@
 The context menu has additional items available that relate to the Callback entry, including:
-# Calls
+# Activities
-## Calls To Applicant -- records of calls made to the applicant, including the person making the call, the time and date of the call, and notes about the call; also displays prior entries[[File:Screen Shot 2020-08-06 at 3.37.56 PM.png|50px]]
+## Time -- make a new time entry
-## Calls From Applicant -- records of calls coming from the applicant, including the time and date of the call, and notes about the call; also displays prior entries[[File:Screen Shot 2020-08-06 at 3.38.08 PM.png|50px]]
+## Calendar -- make a new calendar entry
 ===Save/Stay and Save/Close===

Jspenceratty: /* Context menu */

2020-08-07T20:07:52Z

Context menu

@@ Line 136: / Line 136: @@
 ## Calls To Applicant -- records of calls made to the applicant, including the person making the call, the time and date of the call, and notes about the call; also displays prior entries[[File:Screen Shot 2020-08-06 at 3.37.56 PM.png|50px]]
 ## Calls From Applicant -- records of calls coming from the applicant, including the time and date of the call, and notes about the call; also displays prior entries[[File:Screen Shot 2020-08-06 at 3.38.08 PM.png|50px]]
 ===Save/Stay and Save/Close===

Jspenceratty: /* Relationship to Other Records */

2020-08-07T19:55:06Z

Relationship to Other Records

← Older revision		Revision as of 19:55, 7 August 2020
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	==Relationship to Other Records==		==Relationship to Other Records==

	Using selections in the Content Menu, you can create associated records, including ~~Eligibility~~, Client, Conflict, Internal Messages, Time, Calendar, Difficult Person, and Other Services. In many instances where the associated record has the same information (e.g., name, telephone number), that information is automatically transferred to the new record.		Using selections in the Content Menu, you can create associated records, including Callback, Client, Conflict, Internal Messages, Time, Calendar, Difficult Person, and Other Services. In many instances where the associated record has the same information (e.g., name, telephone number), that information is automatically transferred to the new record.

Jspenceratty: /* Expanding/Collapsing Sections */

2020-08-07T19:52:31Z

Expanding/Collapsing Sections

← Older revision		Revision as of 19:52, 7 August 2020
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	To expand a collapsed section, click on its header. To collapse an expanded section, click on its header. Multiple sections can be expanded at the same time.		To expand a collapsed section, click on its header. To collapse an expanded section, click on its header. Multiple sections can be expanded at the same time.

	~~[[File:Screen Recording 2020-08-06 at 3.16.22 PM.mov]]~~

	===Context menu===		===Context menu===

Jspenceratty: /* Conflict Information */

2020-08-07T19:52:04Z

Conflict Information

← Older revision		Revision as of 19:52, 7 August 2020
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	The fourth section holds conflict information about the applicant. This section contains the following items:		The fourth section holds conflict information about the applicant. This section contains the following items:

	# ~~Non-adverse Spouse Name~~		# Conflict entries
	# ~~Address~~		# Notation indicating whether conflicts have been checked
	~~# Phone~~
	~~# Gender~~
	~~#Birth date~~
	~~# Adults and Children~~
	~~# Citizenship check and status~~
	~~#Legal Issue County~~
	~~#Office~~
	~~#Unit~~
	~~# Know about~~
	~~# Checked on Earned Income Tax Credit~~

	[[File:Screen Recording 2020-08-07 at 2.10.54 PM.mov]]		Add adverse parties using the "Add adverse parties" section. Adverse parties already entered will show above that at the top of this section.

			[[File:Screen Recording 2020-08-07 at 2.50.47 PM.mov]]

	==Use of the Form==		==Use of the Form==

Jspenceratty: /* Income Assets Information */

2020-08-07T19:47:16Z

Income Assets Information

← Older revision		Revision as of 19:47, 7 August 2020
Line 103:		Line 103:

	[[File:Screen Shot 2020-08-07 at 2.44.02 PM.png\|200px]]		[[File:Screen Shot 2020-08-07 at 2.44.02 PM.png\|200px]]

			===Conflict Information===

			The fourth section holds conflict information about the applicant. This section contains the following items:

			# Non-adverse Spouse Name
			# Address
			# Phone
			# Gender
			#Birth date
			# Adults and Children
			# Citizenship check and status
			#Legal Issue County
			#Office
			#Unit
			# Know about
			# Checked on Earned Income Tax Credit

			[[File:Screen Recording 2020-08-07 at 2.10.54 PM.mov]]

	==Use of the Form==		==Use of the Form==

Jspenceratty: /* Agency Referral Information */

2020-08-07T19:44:24Z

Agency Referral Information

@@ Line 38: / Line 38: @@
 [[File:Screen Recording 2020-08-07 at 2.10.54 PM.mov]]
-===Agency Referral Information===
+===Income Assets Information===
-The third section of the Callback entry (Agency Referral Information) holds additional information about referring this caller to other Agencies who may be of assistance to the caller.  This section contains the following items:
+The third section holds income and assets information.  This section contains the following items:
-# Agency 1
+#Income Entries (and total)
-# Agency 2
+#Asset Entries (and total)
-# Agency 3
+#Expense Entries (and total)
-[[File:Screen Recording 2020-08-06 at 3.11.26 PM.mov]]
+[[File:Screen Recording 2020-08-07 at 2.34.33 PM.mov]]
 ==Use of the Form==

Jspenceratty: /* Callback Information */

2020-08-07T19:13:33Z

Callback Information

← Older revision		Revision as of 19:13, 7 August 2020
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	[[File:Screen Recording 2020-08-07 at 2.06.36 PM.mov]]		[[File:Screen Recording 2020-08-07 at 2.06.36 PM.mov]]

	===~~Callback~~ Information===		===Applicant Information===

	The second section ~~of the Callback entry (Callback Information)~~ holds ~~additional~~ information about the ~~original contact with the caller~~. This section contains the following items:		The second section holds information about the applicant. This section contains the following items:

	# ~~Staff person taking the call~~		# Non-adverse Spouse Name
	# ~~The office associated with the entry~~		# Address
	# ~~The unit associated with the entry~~		# Phone
	# ~~A linked case entry (if any)~~		# Gender
	# ~~The caller's phone number~~		#Birth date
	# ~~The language preferred by the caller~~		# Adults and Children
	# ~~Whether a TDD is necessary~~		# Citizenship check and status
	~~# Best time to call~~		#Legal Issue County
	~~# Whether an emergency is involved~~		#Office
	# ~~Whether the client was called back~~		#Unit
	# ~~Whether a call series was completed~~		# Know about
	# ~~The number of calls to and from the caller~~		# Checked on Earned Income Tax Credit
	# ~~Whether citizenship has been verified~~
	# ~~Status of citizenship~~
	~~# Notes (together with the ability to use canned notes, standard questions, and a zip code locator)~~

	[[File:Screen Recording 2020-08-06 at 3.05.16 PM.mov]]		[[File:Screen Recording 2020-08-07 at 2.10.54 PM.mov]]

	===Agency Referral Information===		===Agency Referral Information===