Task windows, such as Task Management and Manual Task, do not automatically refresh. A user must exit out of the window and navigate back to the window to verify the updated information.
Clicking the Save button on the Contact Log or the Save and Continue button on the Manual Task window more than once creates duplicate tasks. If KEES is lagging, these pages may stay up even after the content has been saved, making the user think they did not click the Save or Save and Continue button. Duplicate tasks should be voided and not marked as complete in an effort to keep reporting data accurate.
If a user claims a task in error, the task should be released to return the task to the queue.
From the KEES home page, select the check box for the task(s) the user wants to release in the Task Portlet.
Click the Release button. The task no longer displays in the Task Portlet.
Access the case through Person Search or enter the Case Number in the quick search field from Task Navigation and click Go. The Case Summary page displays.
Select Tasks from Utility Navigation.
Click the Task hyperlink.
Copy the ID under Created By.
Select Admin Tools from Global Navigation. The Staff Search page displays.
Paste the ID into the Staff ID field.
Click the Search button. The results display.
Log in to Perceptive Content. The Toolbar displays.
Click the caret for the Documents tab from the Toolbar and select KEES Registration Documents from the menu. The Perceptive Content Explorer displays listing all documents in the KEES Registration Documents drawer.
Change the search filter from Application ID to Last Name using the drop-down menu located at the top of the page.
Enter the applicant’s last name in the text box and click the Go button. The search results display.
Double click the images to view them in the Perceptive Content viewer.
NOTE: If Images do not display, check the case number to see if the application was successfully registered.
Copy the Application ID from the Application ID field located under Document Keys.
Navigate to the Task Portlet on the KEES home page.
Click the View All button. The Task Inventory page displays.
Paste the Application ID into the App ID field and click the Search button. The search results display.
NOTE: For detailed steps on creating a task, see Adding a Task.
What do I do when I realize I created the wrong task?
Imaging: If you realize you created the wrong task because you imaged a document to the wrong document type in Perceptive Content, you need to void the task that was generated in KEES and re-image the document to the correct document type so the correct task is generated. If you do not have access to void the task in KEES, notify a supervisor so they can void the task for you.
Manually in KEES: If you realize you manually created a wrong task in KEES, void the task and re-create the task in KEES. If you do not have access to void the task in KEES, notify a supervisor so they can void the task for you.
What do I do when I find a task in KEES meant for KanCare Medical in a DCF queue?
Notify a supervisor. Supervisors should leave the task in KEES and email kdhe.QualityIssues@ks.gov
What do I do when I realize I created the wrong task?
Manually in Current: If you add a case incorrectly to Current, notify a supervisor right away. The supervisor will determine which task(s) needs to be deleted.
What do I do when I claim a task in Current meant for KanCare Medical?
Complete the task with the outcome of Route to KanCare Medical. This will close the task in Current but keep it open in KEES. KanCare Medical receives a report to identify and complete these tasks in KEES.
What do I do when I claim a task in Current meant for another program within EES?
Pause the case, select a reason of Other, enter information about who the task is for in the other reason field (for example, route to FCCC or route to LIEAP), and notify your supervisor you paused a case because the task is meant for another program area within EES.
The supervisor will:
Go to the Search Case screen in Current to locate the case
Requeue the case so the case goes back into Waiting status
Use the Search Case screen in Current to locate the case again
Edit case. For example, originating office and case number
Add a task(s) using the correct activity and program information
Add any critical information regarding where to find images or task information from the original task details in the Notes field on the Add Task screen in Current
Remember to ALWAYS match the received date from the original task and indicate if the task is Expressed
Delete the incorrect task(s)
What do I do when I claim a case in Current and don’t have the skills to work it?
Pause the case, select a reason of Other, enter Skills in the other reason field and notify your supervisor you paused a case because you do not have the skills to work it.
The supervisor will:
Go to the Search Case screen in Current to locate the case
Look at the work on the case and determine if the worker’s skills in Current need to be updated
If yes, update the worker’s skills and have the worker un-pause the case to continue working the case
If not, Requeue the case in Current
Whole Family Services/FAET: What do I do when I receive a Case Management task assigned to the wrong Career Navigator?
Check the FAET or Work Programs program block in KEES to make sure the correct worker ID is assigned and update the worker ID if needed
Locate the task in Current from the Search Case screen
Use the Assign Case action to assign the task to the correct Career Navigator
What do I do when I claim a task in Current meant for PPS?
Pause the case, select a reason of Other, enter route to PPS in the other reason field and notify your supervisor you paused a case because the task is meant for PPS.
The supervisor will:
Go to the Search Case screen in Current to locate the case
Assign the paused case to yourself
Update the task(s) with an outcome of No-Contact and reason of Already Worked
Email a PPS supervisor in their office or region about the work routed incorrectly to EES
Whole Family Services/FAET: What do I do when I receive a Case Management task assigned to the wrong Career Navigator?
Check the FAET or Work Programs program block in KEES to make sure the correct worker ID is assigned and update the worker ID if needed
Locate the task in Current from the Search Case screen
Use the Assign Case action to assign the task to the correct Career Navigator
What do I do when I claim a task in Current meant for PPS?
Pause the case, select a reason of Other, enter route to PPS in the other reason field and notify your supervisor you paused a case because the task is meant for PPS.
The supervisor will:
Go to the Search Case screen in Current to locate the case
Assign the paused case to yourself
Update the task(s) with an outcome of No-Contact and reason of Already Worked
Email a PPS supervisor in their office or region about the work routed incorrectly to EES