Creating a Contact – No KEES Case

This functionality should only be used if a KEES case does not exist.

Complete the following:

  1. Click the KEES icon to start outside of the context of a case. The KEES home page displays.

  2. Select Contact Log from Utility Navigation.  The Contact Log Entry window opens.

  3. Select the person or entity that made the contact from the Contacted By drop-down menu.  The Contacted By drop-down menu selection tailors the contact log fields to the user’s circumstances. The variable fields for the remainder of the contact log displays.

NOTE:  Select Agency when communicating between DCF and the Clearinghouse or vice-versa.

  1. Select the appropriate value from the Contact Type drop-down menu.

NOTE: Select Email when communicating between DCF and the Clearinghouse or vice-versa.

  1. Select the office that should receive the task from the Location drop-down menu.

NOTE: It is critical to complete the Location field as this step impacts a user’s ability to search for tasks on the Task Inventory page.

  1. Enter any additional known information in applicable fields based on the value selected from Contacted By.

  2. Select the Agency from the drop-down menu.

  3. Select the appropriate Category and Contact Reason from the drop-down menus. See Contact Log Categories and Contact Reasons, Contact Log Tasks 10.15.2019 for help with choosing the correct values.

  4. Click the Work Completed During Contact check box, if appropriate.

NOTE: The Work Completed During Contact check box should be checked if the user completes the work at the time of the contact.  If the check box is selected, a task is not generated for another user.

  1. Click the Add button if additional Contact Reasons should be added.

NOTE: The Add button allows the user to select additional contact reasons for the same consumer while only creating one task.  When the user clicks the Add button, a new row of blank fields display for Agency, Category, Contact Reason, and Work Completed During Contact to be completed appropriately.

  1. Click the Save button when the information has been entered correctly. When the user clicks the Save button, the contact log entry is saved and applicable tasks are generated where necessary.