Authorization Rollover

Use this procedure to deselect authorizations from the FY rollover which normally occurs the first or second weekend in May. The current SFY is defaulted for fiscal year so the existing authorizations for the SFY in an authorized or suspended status are shown by default.
If the Locality is not displayed by default then select the locality.
The Worker ID can be entered to filter results only by a specific worker assigned to the case.
The authorization status can be entered if you wish to filter results only by either authorized or suspended status.
Vendor ID or Case # can also be entered to filter results by a specific vendor or case.
Effective Begin Date can be entered if the search results should be filtered by only those having a specific effective begin date or later.
Use the filter results icon at the bottom of the page to show all authorization results on one page.
After deselecting the authorizations which should not be rolled over to the new fiscal year, click Update before navigating to another page or your changes will not be saved.

Process Steps:

From the Left Navigation menu, click Authorization Management, then Authorization Rollover.

The Authorization Rollover page displays with the authorizations checked in the checkboxes.

If no authorizations are found for entered search criteria, the message No records returned will display.
If an authorization returned in the Authorization Rollover Results is associated with the Locality of the worker, then the checkbox will be enabled. However, if an authorization returned in the Authorization Rollover Results is associated to a different Locality than the worker, the checkbox will be disabled.

Upon selecting Update and the authorization is rolled over for the current fiscal year, the checkbox will be disabled for the authorization and the worker will receive an Update Successful message on top of the screen.

An existing authorization is searched for and marked/unmarked for fiscal year rollover.

Updated 04/17/2017