KEES automatically sends a Review form to the consumer and records the review as Sent on the Review and IR/12 Month Reporting List page.
When the DCF Review Form (ES-3100R) is sent by KEES the fields on the Review and IR/12 Month Reporting List page update with the following information:
Type: Non-Medical Standard Review
Due Month: Last month of the Review Period
Document Status: Sent
Report Status: Incomplete
Program: Non-Medical Program Name
Date Received: (Blank)
When the Food Assistance Interim Report Form (ES-3114) is sent by KEES the fields on the Review and IR/12 Month Reporting List page update with the following information:
Type: Food Assistance 6 Month Interim Report
Due Month: Last Month of the 6 Month IR Period
Document Status: Sent
Report Status: Incomplete
Program: Food Assistance
Date Received: (Blank)
When the Food Assistance 12 Month Report Form (ES-3115) is sent by KEES the fields on the Review and IR/12 Month Reporting List page update with the following information:
Type: Food Assistance 12 Month Interim Report
Due Month: Last Month of the 12 Month IR Period
Document Status: Sent
Report Status: Incomplete
Program: Food Assistance
Date Received: (Blank)
To process a review:
Access the case through the Review or IR Task, a Person Search or enter the Case Number in the quick search field on Task Navigation and click the Go button.
Select Eligibility from Global Navigation. Select Reporting from Local Navigation. The Review and IR/12 Month Reporting List page displays.
Check the Document Status to verify it is in Received status and the Date Received is populated correctly. If the Document Status is not in Received status:
Click the Edit button beside the program being reviewed. The Review and IR/12 Month Reporting Detail page displays.
Select Received from the Document Status drop-down menu.
Select a value for the question Is the review application signed? from the This Report drop-down menu.
Click the Save and Return button. The Review and IR/12 Month Reporting List page displays.
For programs requiring an interview, see Customer Appointment Detailfor information on Adding or Editing a Customer Appointment Detail record.
Update any relevant data collection pages. See Non-Financial Data Collectionand Financial Data Collectionfor detailed instructions.
If the Review can be processed the same day:
Select appropriate Run Reason from the drop-down menu then run EDBC. See Running EDBC for detailed steps.
After EDBC has been accepted and saved the Review and IR/12 Month Reporting List page Report Status will display Complete- EDBC Accepted.
NOTE: If a review is received early and a positive change can be made prior to the review month, add any new information on the appropriate data collection page(s) with a Begin Date of the first day of the month the change should take place and run EDBC for the appropriate month to adjust the eligibility determination. Run EDBC for the review month using the Run Reason of RE to reset the review date.