Screening and Assessment - Details

Use this process to enter details for screening and assessment purposes. 

Process Steps:

The Screening and Assessment Details page displays.

1. In the Dates section:

   • Enter the Effective Begin Date (required).

   • Enter the End Date, if applicable.

   • Enter the Reported On date (required).

   • Enter the Date Change Occurred.

   • Enter the Verification Received On date.

2. In the Screening and Assessment section:
   • Enter the Assessment Date (required).
   •  Enter the Assessment Type (required).
   • Select Yes or No from the Are there barriers to employment dropdown menu (required).
   • Select Verified Barrier to Employment (press and hold the CTRL key to select multiple selections in this field).
   • Enter the APR / POP Signed Date.
   • Select Yes or No from the SNAP Work Requirement dropdown menu.
   • Enter the Screening Offered Date (enabled only for VIEW).
   • Enter the Screened Date (enabled only for VIEW).
   • Enter the Screening Refused Date (enabled only for VIEW).
   • Enter the Screening Score (enabled only for VIEW).
   • Enter the Refereed for In-Depth Assessment Date (enabled only for VIEW).
   • Select Yes or No from the Is the client a Refugee dropdown menu (enabled only for SNAPET referrals).
   • Select Yes or No from the Is this client an ex-offender dropdown menu (enabled only for SNAPET referrals).
   • Select Yes or No from the Does the refugee client need an assessment dropdown menu (when ‘Is the client a refugee?’ is selected as ‘Yes’).
   • Select Yes or No from the Is this client an ex-offender dropdown menu (enabled only for SNAPET referrals).

3. Select Yes or No from the Is this client in EleVAte? dropdown menu (enabled only for SNAPET referrals).

4. Click Next.

5. Click Save + Continue (enabled when Does the refugee client need an assessment? is No).

Results of the Procedure:

The employment details of the customer are recorded.

Updated 04/25/2016