Use the Edit button to correct any errors made during initial entry of information or to update the Customer Appointment Detail with new information. It is important to remember that when the Edit button is used the information changed replaces the information previously in that record.
From within the context of the case:
Select Customer Schedule from Local Navigation. This can be done from either the Case Summary or Eligibility from Global Navigation. The Customer Schedule Search page displays.
The From field defaults to 3 months before today's date. If needed, enter the received date for the application or review using the <mm/dd/yyyy> format or the calendar icon.
The To field defaults to 30 days from today's date. If needed, enter the last day for which KEES should return information using the <mm/dd/yyyy> format or the calendar icon.
Click the Search button. The information that matches the search parameters entered displays.
If an update to the appointment detail is needed, select the Customer Appointment Date hyperlink. The Customer Appointment Detail page displays.
Select the appropriate button to Edit Attendance and/or to Reschedule/Cancel Appointment.
Edit Attendance allows the user to make changes to the Attendance, Status, and Appointment Details only.
Reschedule/Cancel Appointment allows the user to reschedule appointment data within the General Information and Dates blocks or to Delete an unwanted Customer Appointment Detail, using the Delete This One button.
These buttons can be used in any order.
NOTE: If the Customer Appointment record requires updates to any fields other than the Attendance, Status, Appointment Details, General Information or Dates blocks, the Reschedule/Cancel Appointment button should be used to Delete the record and a new record should be created with the correct information. See Adding a Customer Appointment Detail for detailed steps to create a new record.
Update appropriate fields as needed.
Click the Save button. The Customer Appointment Detail page displays as View Only.
NOTE: KEES sends the X045-Notice of Missed Interview for Food Assistance 3 business days after the missed interview.
The Denial for No Interview batch sweeps any case with an interview record where the attendance field is marked Scheduled, Cancelled, or the interview record is missing. Because of this if there are conflicting records KEES automatically denies a program and sends a notice even if there is an existing record with an Attendance field marked with any value except Completed or Exempt:
Applications for Food Assistance/TANF/Refugee Cash Assistance
Reviews for Food Assistance
Reviews for TANF- Denial for failure to complete a scheduled interview
NOTE: Interviews are not required for TANF reviews per policy. However, if a worker feels an interview is needed, one can be scheduled. The Denial for No Interview-Review batch sweeps for both FA and TANF programs where an interview has been indicated but not completed.