Application / Screening Summary and Maintain Application / Screening

Use this procedure to verify that the customer’s information and programs entered during the registration process are accurate. It is also used to assign the application or waiting list screening to a case worker.

Process Steps:

The Application Screening Summary page displays:

 

  1. In the Application / Screening Summary section:

  2. In the SNAP Interview Details section:

  1. In the TANF Interview Details section:

  1. In the Worker Assignment section:

  1. Click Save + Assign to send the case to the desired worker, or click Auto Assign to send the case to the local department default worker for the requested benefit program.
    Note: The VaCMS will assign the case using the following hierarchy if the customer is applying for multiple programs:

 

The Application Converted to Change or Application Converted to Renewal checkbox will be pre-checked if you associated the application to an existing case during File Clearance. You cannot manually select this box if the application was not previously marked for conversion during File Clearance. You can deselect the box if Convert Application To was selected in error.

 

Results of the Procedure:

The current application or waiting list screening has been assigned to a case worker. At this point, the application or waiting list screening has been registered and is in read-only mode.


Updated 04/25/2016