Use this procedure to add a secondary cardholder that is not a part of the family unit to an existing case.
From the Left Navigation menu, select Data Collection, then Case Action.
The Case Action page displays.
Enter the Case or Application or Screening Number or click the search icon and proceed to Search for Client to search for the case, application, or waiting list screening number (required).
Select Add member from the What action do you want to perform? dropdown menu.
Click Next.
The Case Action Confirmation page appears the first time you enter a case action.
Select Yes from the Do you wish to continue? dropdown menu.
Click Next.
The Household Information page displays.
Click Save + Continue.
The Household Address page displays.
Click Save + Continue.
The Client Household - Summary page displays.
Click Add Client.
The Client Information page displays. Complete all the required fields for an individual, proceed to Client Information.
Click Next.
The Client Household Status page displays.
In the Client Status Dates section:
Enter the Effective Begin Date of the client's status (required).
Enter the Reported On date for when the client's status was reported to the local department (required).
Enter the date the actual change occurred in the Date Change Occurred field (required).
Enter the date the verification was received in the Verification Received On field (required).
In the Client Household Status section:
Select Out of Household from the Household Status dropdown menu.
Select No from the Intend to return? dropdown menu.
Click Save + Continue.
Proceed to Client – Alias Names, if appropriate.
Proceed to View File Clearance – Results.
From the Left Navigation menu, select Household.
The Household Information page displays.
In the Cardholder Information section:
Select the name of the recently added adult from the Secondary Cardholder dropdown menu.
Select Active from the Secondary Cardholder Status dropdown menu.
Click Save + Continue.
Click the Stop Action icon at the top of the page (red square). This completes the current action of adding a member to the case.
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The secondary cardholder information is saved and sent to ECC. There is no immediate need to run eligibility for the new member because they are not in the family unit. Before eligibility can be run for the case all the information for the new member must be added including the relationship details and citizen demographics. |
A secondary card holder is added to the case.
Updated 05/02/2014
