Currently some users are unable to create PMDT Contact and PMDT Return tasks using the Contact Log in KEES. Additionally, tasks are not updating existing tasks appropriately when the right conditions are met.
Users should continue following the current processes to create a task or update a task. However, once it has been verified that a task cannot be created (including the contact log), a corresponding task must be created. If it isn’t possible to update a task, a corresponding task must be created.
If there is a task that is currently on hold awaiting PMDT information, a new task does not need to be created. The Task Status of the task on hold will need to be updated to “KDHE- New Information.” This can be done by performing the following steps:
1. In the context of the case, select Tasks (located in the global navigation bar at the top right of the screen).
2. Select the task hyperlink of the task that is On Hold and needs to be updated.
3. In the Status Reason dropdown select “KDHE- New Information.”
4. Select Save and Continue.
Follow the guidelines found in the Home > KEES User Manual Introduction > Task Management > Adding a Task – KEES Case to create a manual task within the context of the case. Do the following:
· Worker Assigned – leave blank.
· For Region and Location, select KDHE Clearinghouse.
· For PMDT Contact Tasks:
o Under Queue, select PMDT.
o Under Task Details, enter the appropriate PMDT information for the case. Include:
§ Case Number
§ Applicant Name
§ Application Date
§ Referral Type (Tier 1 or 2).
· For PMDT Return Tasks:
o Under Queue, select the appropriate Eligibility Queue to which you are assigning the PMDT task.