This page is used to add or update information such as name, social security number, marital status, phone number, etc. for the case person(s).
NOTE: When a person is known to KEES, LIEAP staff should not be updating Name, Social Security Number, or Marital Status information. If the information reported differs from the existing record it should be rejected. Individual Demographic information should only be updated by permission of the LIEAP lead/supervisor.
Example:
Existing name in system: Danny Smith
Differing name submitted SSP: Daniel Smith
In this Example you would not Accept the name change.
To update an Individual Demographics record:
Click the Edit button for the case person with a New indicator. The Individual Demographics Detail page displays.
The user has three options:
To accept all data reported via the SSP for this record, click the Check All button. Then click the Accept button.
To accept only some data reported via the SSP for this record:
Select each check box for the new data element(s) to be accepted.
Click the Accept button. A Light Box displays the question: “The following data items have not been accepted. Clicking “Continue” will reject this data. Do you want to continue?”
Click the Continue button to proceed or the Cancel button to re-evaluate the data before proceeding.
To reject all data reported via the SSP for this record:
Click the Reject All button. A Light Box displays the question: “The following data items have been rejected. Clicking “Continue” will confirm the rejection. Do you want to continue?”
Click the Continue button to proceed or the Cancel button to re-evaluate the data before proceeding.