Function |
Description |
|---|---|
Continue button |
Navigates the user to the next page listed in Task Navigation. Since not all pages in Task Navigation are utilized, it is best practice to not use the Continue button and instead use the links in Task Navigation to move from page to page. |
View button |
Allows the user to view records in a specific date range. |
Add button |
Creates a new data record while saving all previously entered data records to preserve historical records. |
Record hyperlink |
Navigates the user to the view-only Detail page for the selected record. It is best practice to click the record hyperlink instead of the Edit button to prevent inadvertent errors or changes being made to the case. |
Edit button |
Allows the user to make corrections to a data record which overwrites the existing record and does not save the previously entered information to the program’s history. |
Remove button |
Allows the user to delete the marked data record(s) from the case history. |
Copy button |
Used to create an exact duplicate of another record and is found on some data collection pages. |
Retrieve Information button |
Allows the user to populate a new record with the selected individual’s current record information. The user may update the desired information on the new record including selecting a different individual. |
Save button |
Saves the entered information to the program’s history. |
Save and Add Another button |
Saves the current record and displays a blank Detail page to add a new record. |
Save and Return button |
Saves the current record and returns the user to the List page. |
Cancel button |
Navigates off a page without KEES saving changes. |
Complete check box |
Do Not Use |
Existing consumer records are displayed on the List page.
Hyperlink: Generally with data collection pages, the first page is a List page. Clicking a record hyperlink on the List page takes the user to the view-only Detail page for that record. Select Edit to make changes to any information on the Detail page.
Effective Dating:
The Add button is used to enter new data records. If the user is updating information the Add button will save all previously entered information into the program’s history.
Use the Edit button to correct any errors made during initial entry of information. It is important to remember that when the Edit button is used the information can be changed but it will not be saved to the program’s history.
NOTE: If processing prior Medical months all pertinent data collection records need to have the appropriate Begin Date. For example, if a consumer has requested prior Medical, the Begin Date for Income, Expenses, etc. should apply if the consumer had them during the prior Medical period. If a Begin Date is after the prior Medical month, rules does not use the information in the benefit calculation.
The Begin Date and End Date are both required when entering Actual Income; or a system error generates.
Viewing Historical Records (Not Applicable to All Data Collection Pages):
While on the List page, in the Search Results Summary section, click the View button. To see a specific date range of history, follow the steps below.
While on the List page, in the Search Results Summary section, enter the First Day KEES should return information for in the From field.
In the To field, enter the Last Day KEES should return information.
Click the View button. KEES displays all information that matches the search parameters entered.
When navigating from page to page, use Task Navigation instead of the Continue button found on the List pages.
Do not use the Complete check box found on the List pages.
To navigate away from a page without saving any changes, click the Cancel button.