Overview

The Reviewing Applications section is designed to step you through various procedures in order to edit applications, attachments, and move them to the review queue.

Locating an Application	Overrides
Editing an Application	Print Reports
Comments/Work Log	Moving Applications to the Review Queue
Views

From the Home tab, select Application Review.

Application Review provides a color-coded system to indicate the age of an application in the queue.
Green - 0 to <5 days
Yellow - 5 to 9 days
Red - >9 days

Locating an Application

Specific Applications or groups of Applications can be located utilizing a variety of search options.

Enter the search criteria in the Filter and Search group. The less information entered, the broader the search results.

Work Queue

Application ID

Reference #

Name Search

Exception Filter

Additional Search Options

Use the drop-down menu to select a specific work review queue. You may also select (All Queues). Work Queues are user-defined in Miscellaneous Setup.

Locates a specific application by Application ID.

Locates a specific application by Reference Number.

Locates a specific student by entering full or partial name.

Locates applications containing a chosen Exception (selected from drop-down menu).

Select the following options to include in the search:

Include Student Matches
Include Student Non-Matches
Include Meal Benefit
Include Economic Surveys
Include Scanned Apps
Include Online Apps
Include Keyed Apps

You may also select Find Application to open the Select an Application to Review window and enter search criteria. Select the correct application from the list and click Ok to view the application.

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Editing an Application

The Application Review can be accessed at any point. You should note that if you have previously made any edits or changes to a record and saved it, you will need to click on the Edit button and enter an edit reason to make additional changes. Additional fields in the application may also require a comment to be entered. These comment entries greatly assist with auditing by providing a details record of what changes were made and who conducted those changes.

Work Queues

Application Review Queues are established in Administration and Maintenance → Miscellaneous Setup → Application Review Queues. You may then establish a user-defined formula to automatically move applications into various queues for staff to compete daily operations. Default Queue is selected by default; however, you may use the drop-down menu to select (All Queues) or the queue you utilize on a regular basis. (e.g. You have three staff members who process Spanish applications and two staff members who process Zero-Income applications.)

Highlight the application from the list. Then, select Edit Application or double-click on the selected application. Specific applications can be located using the Search functions described above.
Click Edit.
Enter a Comment regarding the edit being made in the Comment Box (Required). Click Ok when you have finished entering comments.

Complete necessary application fields. When you are done, you may click Preview Approval to preview application statuses. Then, click Save Changes & Process before exiting.

Application Fields - Complete the following fields where applicable.

Problems - Work through issues to clear or verify information.

Once an application has had changes saved, problems may exist which prevent the application from completing the process. Refer to the Problems window in the lower left-hand corner to see why an application has been held for review. Some problems require action, such as Missing Income Frequency. Others require verification that the information reported on the application is accurate such as No Signature. For those problems, verify the information is correct and click in the box to place a checkmark to indicate the information is accurate.

Annual Income	Manual Review	Second Application, Increasing Benefits
Currently Declining Benefits	Missing Case Number Recipient	SNAP/TANF Application
DC Student	Missing Case Type	Special Circumstances
DC Students Mixed with Non-DC	Missing Household Members List	Student at CEP School
Duplicate Income	Missing Income	Student Income
Duplicate Student	Missing Income Frequency	Student is Inactive
Email Exists on Another Application	Missing Total Members	Student Not Found
Emancipated Minor	Multi-Child TANF	Suspicious Income (Low or High)
Foster Child	Multiple Students on Foster Application	Suspicious Total Members
In Verification	No Application Number	Too Many Zero Incomes
Invalid Adult SSN	No Signature	Total Income Mismatch
Invalid Case Number	Not Receiving Foodstamps	Total Members Mismatch
Invalid Income	Previous Application Already Scanned	Unmatched Students on Auto Economic Survey
Invalid Language	Second Application, Decreasing Benefits	Zero Income

Students - Complete the following fields where applicable.
Add a Student - Click on the asterisk * to add a student to the application.
Delete a Bad Student Row - In cases where a student row was imported and no data exists, you may remove the row by right-clicking and selecting Delete Student Row.
Convert Student to Household Member - In cases where an applicant has added a household member to the student field of the application, you may convert that person to a household member by right-clicking and selecting Convert to Household Member. All information associated with the "student" will be migrated to the Household Member section of the application.
Household Members - Complete the fields for each household member on the application that is not a current student.
Add a Household Member- Click on the asterisk * to add a household member to the application.
Delete a Bad Family Member Row - In cases where a family member row was imported and no data exists, you may remove the row by right-clicking and selecting Delete Family Member Row.
Convert Household Member to Student - In cases where an applicant has added a student to the household member field of the application, you may convert that person to a student by right-clicking and selecting Convert to Student. All information associated with the "household member" will be migrated to the Students section of the application.

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Comments/Work Log

This section allows you to track the history of a record.

While still in the Edit Application window, select the Comments / Work Log option. A list of all comments and actions regarding this record is displayed.
Complete necessary actions.
1. Add Comment
  Click Add Comment to add a new comment to the student record. Then, click Ok.
2. Log Action
  Click Log Action and select the correct action being performed from the list. Then, click Ok. New actions are created in Miscellaneous Setup → Work Log Types.
  
  Make changes to the comment and then click Ok.
3. Edit
  Select the comment you wish to make changes to and click Edit.
  
  Not all comments can be modified.
  
  Make changes to the comment. Then, click Ok.
4. Remove
  To remove a comment or work log, select the appropriate row and click Remove.

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Views

Open the application for editing as described in the Editing Applications section above.
Select an option from the View section.
1. Scanned Image
  Displays an image of the scanned application.
2. Raw Source
  Displays the raw data extracted from the application.
3. Information
  Displays information about the scan: General, Contact Info, Review/Processing Data, Scanned Application Data, Online Application Data, and Overrides.
4. Zoom to Phone
  Zooms to phone number field on the application.
5. Preview Approval
  Calculates a preview of the benefit level students on the application would receive "now."

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Overrides

Performing Overrides allows you to manually control student eligibility when special cases exist.

Zero-Income Expiration Date

Open the application for editing as described in the Editing Applications section.
Select Zero-Income Expiration Date.
Enter the Zero-Income Application Override date (only applicable if the application processes as Zero-Income). Then, click Ok.
Enter comments for manually extending zero-income expiration.

Attach DC Siblings

During application scanning, the ability to Attach DC Siblings is available if more than one student appears on a scanned application. This option allows DC Sibling attachment to occur during the early stages of processing students for meal benefits. If DC students exist on an application with non-DC students, you will be alerted in the Problem section.

Select the student you wish to attach to another DC student. Then, click Attach DC Siblings.
Enter a comment concerning attaching a DC status to the student. Then, click Ok.
The application will update the application by automatically saving changes and processing.
You may also view the status through Student Lookup and by viewing the student's record once the application has been completed.

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Print Reports

You may choose to print Application Details and Tracking reports for a student.

While viewing an application, locate the Print button and select the necessary report. You may Print or Export the report.

Application Details

From the Print option, select Application Details.
Establish report criteria. Then, click Ok.

Tracking

From the Print option, select Tracking.

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Moving Applications to the Review Queue

While still in the Edit Application tab, click Move to Review Queue.
Select the review queue where you would like to move the application. Then, click Ok.

Review Queues can be created in Miscellaneous Setup → Application Review.

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