It is best practice to keep accurate historical information for each resource. To do this End Date a prior resource value before creating a new resource. If there is a change to the value of a resource, the user should End Date the existing resource and then Add a new resource with the updated resource information.
When end dating a resource value to create a new value End Date the old value the day prior to the day the user will Begin Date the new value.
NOTE: Transferred Property/Income records cannot be manually End Dated. The Period of Ineligibility is determined by KEES based on the information entered when the record is added. If a Transfer of Property is reimbursed to the consumer see Updating or Removing a Transfer of Property/Income Record for detailed instructions.
Access the case through Person Search or enter the Case Number in the quick search field from Task Navigation and click the Go button. The Case Summary page displays.
Select Eligibility from Global Navigation. Select Customer Information from Local Navigation. Click the + beside Financial from Task Navigation to open the financial data collection pages. Select Resource from Task Navigation. The Resource List page displays.
Click the Edit button beside the resource with new information. The Resource Detail page displays.
Enter the End Date using the <mm/dd/yyyy> format or the calendar icon.
Click the Save and Return button. The Resource List page displays. To add a new resource record, see Adding a Resource.
Transferred Property/Income records cannot be manually End Dated. The Period of Ineligibility is determined by KEES based on the information entered when the record is added. If only part of the Transferred Property/Income was reimbursed to the consumer the original record must be removed and a new record must be created with the updated information.
NOTE: When an existing Transferred Property/Income record is removed for any reason the user should Journal why the record was removed.
Access the case through Person Search or enter the Case Number in the quick search field from Task Navigation and click the Go button. The Case Summary page displays.
Select Eligibility from Global Navigation. Select Customer Information from Local Navigation. Click the + beside Financial from Task Navigation to open the financial data collection pages. Select Resource from Task Navigation. The Resource List page displays.
Select the check box for the Transferred Property/Income record that was reimbursed, then click the Remove button.
If adding an updated Transfer of Property/Income record see Adding a Transferred Property/Income Record.