Manually Updating the Review Document Status

When an application form is received in place of a review form sent from KEES the document does not have the barcode required to automatically update the Review and IR/12 Month Reporting page. When this happens the user must manually update the Review and IR/12 Month Reporting record.

To Manually Update the Review Document Status

1. Access the case through Person Search or enter the Case Number in the quick search field from Task Navigation and click Go.

2. Select Eligibility from Global Navigation. Select Reporting from Local Navigation. The Review and IR/12 Month Reporting List page displays.

3. Click the Edit button for the program being reviewed. The Review and IR/12 Month Reporting Detail page displays.

4. Select Received from the Document Status drop-down menu.

5. Leave the Report Status as Incomplete.  This is updated when EDBC is ran with the appropriate Run Reason.

6. Select a value for the question Is the review application signed? from the This Report drop-down menu.

7. Click the Save and Return button. The Review and IR/12 Month Reporting List page displays.