A. Locate Account Linking Task(s)
Once submitted from the SSP, Account Linking requests are submitted to KEES and a task is generated that can be accessed via the Task Inventory page.
To access Account Linking tasks:
1. Sign into the KEES Homepage.
2. In the My Work portlet, click the View All button. The Task Inventory page displays.
3. Select and/or enter desired search criteria from the appropriate fields.
4. Click the Search button. The Search Results Summary list displays at the bottom of the page.
5. Claim the SSP Request Task and open the Task Details.
6. Click the Review Recipient Data hyperlink in the Task Details. The Link Request Summary page displays.
B. Link Accounts
A worker completes the Account Linking process via the Link Request Summary page. The Link Request Summary page allows a worker to view detailed information about the SSP account holder, Case information submitted from SSP, Person Information, as well as Account Linking Information.
To complete the Account Linking process:
1. If the SSP Account Holder has not been linked to any other KEES Case Numbers, the ABMS Person Information block appears blank.
a. In the ABMS Person Information block, click the Search button. The Person Search page displays.
b. Update any of the search fields if needed then click the Search button. The Search Results Summary displays.
c. Use the Case Number hyperlink if needed to view more information about the people on the case.
d. Click the radio button for the desired person then click the Select button. The Link Request Summary page displays with the ABMS Person Information and Account Linking Information blocks populated.
NOTE: If for any reason you need to stop the Account Linking process, click the Cancel button. Do NOT click the Reject button because the Account Linking request will be lost. If you do click the Reject button and need to find a request, use the ACSSP Registration Search page to search for the Registration Status of Rejected link requests.
2. Compare the Account Information and Request Case Information blocks to the ABMS Person Information and Account Linking Information blocks to make sure the information matches. Use the Case Number hyperlink if needed to view more detailed information on the case.
NOTE: Reject the SSP Link Request if the person is not In the Home or if there is not an Active or Pending program block on the case.
3. In the Account Linking Information block select the checkbox for the case to be linked.
4. Click the Link button. The Link Confirmation Summary page displays.
NOTE: The case number is a link under the Case Number heading and Processed is static text under the Status heading.
5. When the Account Linking Process is complete return to the Task, update the Status Reason then click the Complete button.