The Resource List and Resource Detail pages are used to add or change resource records for a case. All resource categories and types per individual are entered as separate records. Resources are stored at the consumer level, so they display on all other cases the consumer is on. For guidance on completing the data fields on this page see Resources.
Select Eligibility from Global Navigation. Select Customer Information from Local Navigation. Select the + next to Financial from Task Navigation to expand the list of Financial Data Collection pages. Select Resource from Task Navigation. The Resource List page displays.
Click the Edit button for the case person with a New indicator. The Resource Detail page displays.
Information reported via the SSP may be newly reported, updated, or duplicated information. The user has three options:
For a new Resource record:
Click the Check All button.
Enter a Percentage under the Owners section.
NOTE: For Liquid Resource all owners own 100% of the resource.
Enter all other required information.
Select a Verified value from the drop-down menu.
Click the Accept button.
For updated information on a known Resource record:
Review both records to determine what new information is reported.
On the New Record:
Click the Check All button.
Add the known information from the existing record if it is not already captured in the new record.
Select a Verified value from the drop-down menu.
Click the Accept button.
On the Existing Record:
Enter an End Date using the <mm/dd/yyyy> format. This date should be the day prior to the Begin Date of the new record.
Click the Save and Return button.
For duplicate information reported for a known Resource record with no new information:
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.