Use this procedure to update client information, address information, and family information for an application or waiting list screening in the VaCMS.
From the Left Navigation menu, select Application / Screening, then Maintain Application / Screening, then Search Application Screening:
The Search Application Screening page displays.
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The more information entered into the search page, the more refined the results. Search using incomplete data, such as the first three letters of a person’s first and last name, if the exact information is not known. |
In the Application / Screening Search section:
Enter the First Name (One letter minimum).
Enter the Last Name (One letter minimum).
Enter the SSN.
Enter the Application / Screening #.
Enter the Case Number.
Select the Source.
Select the Processing Status.
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Always use a letter "T" in front of the number when entering an application or waiting list screening number in the Search Criteria section. |
Click Search:
Search results display in the Application / Screening Search Results section.
Click the edit icon next to the Application Screening # in the Application Screening # column for the applicant name that changes are being made to.
The Maintain Application – Application page displays:
Make changes in the Registration Information section as appropriate.
Make changes in the Applicant section as appropriate.
Make changes in the Contact Information section as appropriate.
Click Save + Continue.
The Maintain Application - Address page displays.
If address changes are needed:
Make changes in the Address Information section as appropriate.
Click Get Locality.
The Matching Address Results page displays.
If a potential matching address exists:
Review the potential matches.
Click the radio button of the matching address.
Click Populate Locality.
Click Add.
If there are no potential matching addresses:
The Matching Address Results page displays no results.
Click Cancel.
Select Locality.
Click Add.
Click Save + Continue.
The Maintain Client – Summary page displays.
If making a change to client information:
Click the edit icon next to the applicant name in the Applicant column.
The Maintain Client page displays:
Make changes in the Client Name section as appropriate.
Make changes in the Demographic Information section as appropriate.
Make changes in the Other Information section as appropriate.
Click Next.
Click Next.
The Maintain Program Summary page displays.
If changes are needed:
Click the edit icon next to Child Care in the Program column:
The Maintain Program – Program page displays.
Change the Form Type if appropriate.
Change the Application / Screening Date if appropriate.
Change the Wait List Screening Request if appropriate.
Change the selection in the Requesting Child Care column if appropriate.
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The Requesting Child Care column is used to identify those clients that are part of the child care request. Uncheck any household member that is not part of the child care request. A checkbox must be selected for at least one household member. |
Click Next.
The worker has successfully completed the search and updated the application or waiting list screening.
Updated 06/26/2014
