IBRS Training Guide · Module 2 Work Assignments 3/24/2005 11:02 AM 7 of 45 In My Tasks section,...
45
Module 2 Work Assignments 3/24/2005 11:02 AM 1 of 45 IBRS Training Guide
Transcript of IBRS Training Guide · Module 2 Work Assignments 3/24/2005 11:02 AM 7 of 45 In My Tasks section,...
Module 2 Work Assignments
3/24/2005 11:02 AM 1 of 45
IBRS Training Guide
Module 2 Work Assignments
3/24/2005 11:02 AM 2 of 45
IBRS Modules ..................................................................................................... 3 IBRS Workload Overview...................................................................................... 4 Headquarter Personnel Workload........................................................................... 5
My Work ......................................................................................................... 6 My Tasks......................................................................................................... 6 To Do List........................................................................................................ 7
Administrator Workload........................................................................................ 9 My Work ....................................................................................................... 10 My Tasks....................................................................................................... 10 To Do List...................................................................................................... 11
Supervisor Workload.......................................................................................... 13 Generic Supervisor ......................................................................................... 13 Claim Supervisor ............................................................................................ 14 Collection Supervisor ...................................................................................... 15 Accounting Supervisor..................................................................................... 16 My Work ....................................................................................................... 17 My Unit Work ................................................................................................. 18 My Tasks....................................................................................................... 19 To Do List...................................................................................................... 20
Worker Workload .............................................................................................. 21 Claim Worker ................................................................................................. 21 Collection Worker ........................................................................................... 22 Accountant/Support Staff ................................................................................ 23 My Alerts....................................................................................................... 24 My Tasks....................................................................................................... 24 To Do List...................................................................................................... 25
Add New Task................................................................................................... 26 Add To Do Item ................................................................................................ 27 Alerts .............................................................................................................. 28 Assignments..................................................................................................... 30 Backlogged Referrals ......................................................................................... 32 More Tasks....................................................................................................... 35 More To Do Lists ............................................................................................... 37 New Referrals ................................................................................................... 39 Referral / Claim (s) Referred to Prosecution .......................................................... 42 Referrals Pending in Review................................................................................ 44
Module 2 Work Assignments
3/24/2005 11:02 AM 3 of 45
IBRS Modules Module 1 Welcome to IBRS Module 2 Work Assignments Module 3 Client Management
Module 4 Referrals Module 5 Claims Module 6 Prosecution Module 7 Collections Module 8 Accounting Module 9 TOP-TREASURY OFFSET PROGRAM Module 10 ABC Module 11 Reports Module 12 Appendix
Module 2 Work Assignments
3/24/2005 11:02 AM 4 of 45
IBRS Workload Overview The IBRS Workload screen functions as a portal for all the important functionality embedded in IBRS application. Based on the profile you are performing, features such as Alerts, Work, Tasks, and the To Do Lists are displayed.
Note
System populates Worker Name, County, Worker Admin Unit, and Worker BR Unit in the banner of all screens based on the logged in Worker ID.
The sections My Tasks and To Do List are common across all the workload screens.
To access the Workload screen from elsewhere in the application, click Home link on the left navigation pane.
The following are types of profiles available in IBRS. Click the appropriate profile to view more information on your Workload screen.
Headquarter Personnel
Administrator
Supervisor
Worker
Module 2 Work Assignments
3/24/2005 11:02 AM 5 of 45
Headquarter Personnel Workload The Headquarter Personnel Workload screen displays all the work items related to the Headquarters personnel. The following screens are accessible through this workload screen. Click the links to view more information.
My Alerts
Add New Task
My Assignments
Selected Worker's Workload
Headquarters Workload Screen
The Headquarters Workload screen consists of the following sections. Click the links to view more information.
My Work
My Tasks
To Do List
Module 2 Work Assignments
3/24/2005 11:02 AM 6 of 45
My Work This section displays your work and links to the work related alerts if any. When you select any district, unit, and the desired worker, the IBRS invokes the Workload screen of that worker. In My Work section, you can: A. Invoke the Workload screen of the desired worker. To Invoke,
1. Select District of the Worker from the drop-down list, the Unit drop-down is populated with the BR-units of the selected district.
2. Select Unit from the drop-down list, the Worker drop-down is populated with all the Worker names associated with the selected unit.
3. Select the desired Worker from the drop-down list.
4. Click Submit, the selected Worker’s Workload screen is displayed.
B. View your Alerts. To View,
1. Click My Alerts link, the Alerts screen is displayed listing all the alerts related to your work. Refer to Alerts for more information.
Note
My Alerts link is enabled only if the alert count is equal to or more than one.
TOP
My Tasks This section displays list of tasks related to your work. By default, it displays four tasks along with the total number of tasks that exist. Click More link, to view the next 10 tasks. Refer to More Tasks for more information on field descriptions.
Note
More link is enabled only if the number of tasks are more than four.
Module 2 Work Assignments
3/24/2005 11:02 AM 7 of 45
In My Tasks section, you can: A. Add New Task. To Add,
1. Click Add New Task link, the Add New Task screen is displayed. Refer to Add New Task for more information.
2. Enter the task details. 3. Click Add, the task is listed in the My Tasks section.
B. View Assignments. To View,
1. Click My Assignments link, the Assignments screen is displayed. Refer to Assignments for more information.
C. Indicate Completion of Tasks. To Indicate,
1. Select the check box of the task that is to be completed. 2. Click Complete, the status of the task is updated from No to Yes.
Note
You can also complete the selected tasks in More Tasks screen. Refer to More Tasks for more information.
TOP
To Do List This section displays list of to do items related to your work. By default, it displays four to do items along with the total number of to do items that exist. Click More link, to view the next 10 to do lists. Refer to More To Do List for more information on fields and descriptions.
Note
More link is enabled only if the number of tasks are more than four.
In To Do List section, you can: A. Add New To Do Item. To Add,
1. Click on Add New link, the Add To Do Item screen is displayed. Refer to Add To Do Item for more information.
2. Enter the To Do Item details. 3. Click Add, the to do item is listed in the To Do List section.
Module 2 Work Assignments
3/24/2005 11:02 AM 8 of 45
B. Delete To Do Item. To Delete, 1. Select the check box of the to do item that is to be deleted. 2. Click Delete, the to do item is deleted from the list.
Note
You can also delete the selected tasks in More To Do List screen. Refer to More To Do List for more information.
TOP
Module 2 Work Assignments
3/24/2005 11:02 AM 9 of 45
Administrator Workload The Administrator Workload screen displays all the work items related to the personnel of the administrative unit. The following screens are accessible through this workload screen. Click the links to view more information.
My Alerts
Add New Task
My Assignments
Selected Worker's Workload
Administrator Workload Screen
The Administrator Workload screen consists of the following sections. Click the links to view more information.
My Work
My Tasks
To Do List
Module 2 Work Assignments
3/24/2005 11:02 AM 10 of 45
My Work This section displays your work and links to the work related alerts if any. When you select any unit administered by you and the desired worker, the IBRS invokes the workload page of that worker. In My Work section, you can: A. Invoke the Workload screen of the desired worker. To Invoke,
1. Select Unit from the drop-down list, the Worker drop-down is populated with all the Worker names associated with the selected unit.
2. Select the desired Worker from the drop-down list.
3. Click Submit, the selected Worker’s Workload screen is displayed.
B. View your alerts. To View,
1. Click on My Alerts link, the Alerts screen is displayed listing all the alerts related to your work. Refer to Alerts for more information.
Note
My Alerts link is enabled only if the alert count is equal to or more than one.
TOP
My Tasks This section displays list of tasks related to your work. By default, it displays four tasks along with the total number of tasks that exist. Click More link, to view the next 10 tasks. Refer to More Tasks for more information on field descriptions.
Note
More link is enabled only if the number of tasks are more than four.
Module 2 Work Assignments
3/24/2005 11:02 AM 11 of 45
In My Tasks section, you can: A. Add New Task. To Add,
1. Click Add New Task link, the Add New Task screen is displayed. Refer to Add New Task for more information.
2. Enter the task details.
3. Click Add, the task is listed in the My Tasks section.
B. View Assignments. To View,
1. Click My Assignments link, the Assignments screen is displayed. Refer to Assignments for more information.
C. Indicate Completion of Tasks. To Indicate,
1. Select the check box of the task that is to be completed.
2. Click Complete, the status of the task is updated from No to Yes.
Note
You can also complete the selected tasks in More Tasks screen. Refer to More Tasks for more information.
TOP
To Do List This section displays list of to do items related to your work. By default, it displays four to do items along with the total number of to do items that exist. Click More link, to view the next 10 to do lists. Refer to More To Do List for more information on fields and descriptions.
Note
More link is enabled only if the number of tasks are more than four.
Module 2 Work Assignments
3/24/2005 11:02 AM 12 of 45
In To Do List section, you can: A. Add New To Do Item. To Add,
1. Click on Add New link, the Add To Do Item screen is displayed. Refer to Add To Do Item for more information.
2. Enter the To Do Item details.
3. Click Add, the to do item is listed in the To Do List section.
B. Delete To Do Item. To Delete,
1. Select the check box of the to do item that is to be deleted.
2. Click Delete, the to do item is deleted from the list.
Note
You can also delete the selected tasks in More To Do List screen. Refer to More To Do List for more information.
TOP
Module 2 Work Assignments
3/24/2005 11:02 AM 13 of 45
Supervisor Workload The Supervisor Workload screen displays all tasks related to the Supervisor. It also displays all the work items related to the respective Supervisor. Based on the Supervisor privileges, the respective workload screen is displayed. Click the links to expand the workload screens that appear for the respective type of Supervisors.
Generic Supervisor
Generic Supervisor Workload Screen
Module 2 Work Assignments
3/24/2005 11:02 AM 14 of 45
Claim Supervisor
Claim Supervisor Workload Screen
Module 2 Work Assignments
3/24/2005 11:02 AM 15 of 45
Collection Supervisor
Collection Supervisor Workload Screen
Module 2 Work Assignments
3/24/2005 11:02 AM 16 of 45
Accounting Supervisor
Accounting Supervisor Workload Screen
All types of Supervisor Workload screen consist of the following sections. Click the links to view more information.
My Work
My Unit Work
My Tasks
To Do List
Note
Assign Task link is available in My Work section.
Module 2 Work Assignments
3/24/2005 11:02 AM 17 of 45
My Work This section provides your work related links. Click the links to perform activities such as: assign or redirect the existing New, Backlogged, Pending for Review, Referred to Prosecution referrals to another worker associated with the same district and unit or any other district and unit.
Note
Links except for Assign Task are enabled only if the respective count is equal to or more than one.
Links except for Assign Task displays the total number of counts that exist.
The following links are available for each supervisor:
Type of Supervisor Available functionality
Generic Supervisor New Referrals Backlogged Referrals Alerts Assign Task List of Referrals Pending in Review List of Referrals Referred to Prosecution
Claim Supervisor New Referrals Backlogged Referrals Alerts Assign Task List of Referrals Pending in Review
Collection Supervisor Alerts Assign Task List of Referrals Referred to Prosecution
Accounting Supervisor Alerts Assign Task
TOP
Module 2 Work Assignments
3/24/2005 11:02 AM 18 of 45
My Unit Work This section provides you to access your worker related alerts, tasks and referrals. You also have the authority to assign or redirect the referrals of this worker to any other worker in the same unit. In My Unit Work section, you can: A. View the list of Alerts, Tasks and Referrals. To View,
1. Select the worker from the drop-down list associated with your unit
2. Click List of Alerts, List of Tasks or List of Referrals belonging to that worker, the respective screens of that worker is displayed.
For example: For the selected worker, if you click List of Alerts, the Alerts screen of that worker is displayed.
The following links are available for each supervisor:
Type of Supervisor Links appearing in My Unit Work section
Generic Supervisor List of Referrals List of Tasks List of Alerts
Claim Supervisor List of Referrals List of Tasks List of Alerts
Collection Supervisor List of Referrals Referred to Prosecution List of Tasks List of Alerts
Accounting Supervisor List of Tasks List of Alerts
TOP
Module 2 Work Assignments
3/24/2005 11:02 AM 19 of 45
My Tasks This section displays list of tasks related to your work. By default, it displays four tasks along with the total number of tasks that exist. Click More link, to view the next 10 tasks. Refer to More Tasks for more information on field descriptions.
Note
More link is enabled only if the number of tasks are more than four.
In My Tasks section, you can: A. Add New Task. To Add,
1. Click Add New Task link, the Add New Task screen is displayed. Refer to Add New Task for more information.
2. Enter the task details.
3. Click Add, the task is listed in the My Tasks section.
B. View Assignments. To View,
1. Click My Assignments link, the Assignments screen is displayed. Refer to Assignments for more information.
C. Indicate Completion of Tasks. To Indicate,
1. Select the check box of the task that is to be completed.
2. Click Complete, the status of the task is updated from No to Yes.
Note
You can also complete the selected tasks in More Tasks screen. Refer to More Tasks for more information.
TOP
Module 2 Work Assignments
3/24/2005 11:02 AM 20 of 45
To Do List This section displays list of to do items related to your work. By default, it displays four to do items along with the total number of to do items that exist. Click More link, to view the next 10 to do lists. Refer to More To Do List for more information on fields and descriptions.
Note
More link is enabled only if the number of tasks are more than four.
In To Do List section, you can: A. Add New To Do Item. To Add,
1. Click on Add New link, the Add To Do Item screen is displayed. Refer to Add To Do Item for more information.
2. Enter the To Do Item details.
3. Click Add, the to do item is listed in the To Do List section.
B. Delete To Do Item. To Delete,
1. Select the check box of the to do item that is to be deleted.
2. Click Delete, the to do item is deleted from the list.
Note
You can also delete the selected tasks in More To Do List screen. Refer to More To Do List for more information.
TOP
Module 2 Work Assignments
3/24/2005 11:02 AM 21 of 45
Worker Workload The Worker Workload screen displays all tasks related to the Worker. It also displays all the work items related to the respective Worker. Based on the Worker privileges, the respective workload screen is displayed. Click the links to expand the workload screens that appear for the respective type of Workers. Claim Worker
Claim Worker Workload Screen
Module 2 Work Assignments
3/24/2005 11:02 AM 22 of 45
Collection Worker
Collection Worker Workload Screen
Module 2 Work Assignments
3/24/2005 11:02 AM 23 of 45
Accountant/Support Staff
Accountant / Support Staff Workload Screen
All types of Worker Workload screen consist of the following sections. Click the links to view more information.
My Alerts
My Tasks
To Do List
Module 2 Work Assignments
3/24/2005 11:02 AM 24 of 45
My Alerts This section lists the number alerts related to your work. The following links are available for each worker:
Type of Worker Links appearing in My Work section
Claim Worker Assigned Referrals
Collection Worker Assigned Prosecution
Accountant/Support Staff None
TOP
My Tasks This section displays list of tasks related to your work. By default, it displays four tasks along with the total number of tasks that exist. Click More link, to view the next 10 tasks. Refer to More Tasks for more information on field descriptions.
Note
More link is enabled only if the number of tasks are more than four.
In My Tasks section, you can: A. Add New Task. To Add,
1. Click Add New Task link, the Add New Task screen is displayed. Refer to Add New Task for more information.
2. Enter the task details.
3. Click Add, the task is listed in the My Tasks section.
B. View Assignments. To View,
1. Click My Assignments link, the Assignments screen is displayed. Refer to Assignments for more information.
Module 2 Work Assignments
3/24/2005 11:02 AM 25 of 45
C. Indicate Completion of Tasks. To Indicate,
1. Select the check box of the task that is to be completed.
2. Click Complete, the status of the task is updated from No to Yes.
Note
You can also complete the selected tasks in More Tasks screen. Refer to More Tasks for more information.
TOP
To Do List This section displays list of to do items related to your work. By default, it displays four to do items along with the total number of to do items that exist. Click More link, to view the next 10 to do lists. Refer to More To Do List for more information on fields and descriptions.
Note
More link is enabled only if the number of tasks are more than four.
In To Do List section, you can: A. Add New To Do Item. To Add,
1. Click on Add New link, the Add To Do Item screen is displayed. Refer to Add To Do Item for more information.
2. Enter the To Do Item details. 3. Click Add, the to do item is listed in the To Do List section.
B. Delete To Do Item. To Delete,
1. Select the check box of the to do item that is to be deleted. 2. Click Delete, the to do item is deleted from the list.
Note
You can also delete the selected tasks in More To Do List screen. Refer to More To Do List for more information.
TOP
Module 2 Work Assignments
3/24/2005 11:02 AM 26 of 45
Add New Task The Add New Task screen allows you to add a new Task and assign it to a selected worker.
Add New Task Screen
Fields Description Validation (s)
Referral / Claim Enter the referral or claim number.
Must be Case / Category / Sequence / Referral Sequence Case must be numeric with 10 digits Category must be alpha numeric with 2-4 characters Sequence must be numeric with 1-2 digits Referral Sequence must be numeric either 1 or 2
Assign To Select the District, Unit and the Worker name from the drop-down list to assign the task.
Based on the District selected, Unit drop-down list is populated Based on the Unit selected, Worker name drop-down list is populated
Description Enter any description for this task.
None
1. Click Add to add this task to the assigned worker.
Module 2 Work Assignments
3/24/2005 11:02 AM 27 of 45
Add To Do Item The Add To Do Item screen allows adding a new To Do Item to yourself.
Add To Do Item Screen
Fields Description Validation (s)
Subject Enter subject of the task. None
Date Select the date from the drop-down list to indicate completion of this task. Also, select Month and Year from the drop-down list.
Date cannot be older than current date.
Time Duration of the task. Select all day event if the task is carried out for the entire day. Else, select From and enter the From time and To time for the task.
If all day event is selected, start and end time is disabled and the From time is 7:00 AM and End time is 6:00 PM End time must be greater than start time
Description Description of the task. None
1. Click Add to add the To Do Item.
Module 2 Work Assignments
3/24/2005 11:02 AM 28 of 45
Alerts The Alerts screen lists all the alerts assigned to your profile. On the Alerts screen, you can view 10 alerts at once.
Note
Alerts screen accessed from Supervisors Workload screen displays links in header to navigate to other links in My Work and My Unit Work section.
Alerts Screen
Fields Description Validation (s)
Description Description of the alert. Non-editable
Alert Date Alert creation date. Non-editable
Referral/Claim Referral or Claim number. Click on the link to reach Referral Details or Claim Details screen.
Non-editable
SSN Social Security Number of the referral. Non-editable
Name Name of the client. Non-editable
Reason Code Overpayment reason code. Non-editable
Module 2 Work Assignments
3/24/2005 11:02 AM 29 of 45
In Alerts screen, you can: A. Navigate to other pages. To Navigate,
1. Click Next link to reach the next page.
2. Click Previous link to revert to the previous page.
3. Click First link to reach the first page of the list.
4. Click Last link to reach the last page of the list.
5. If you want to view in-between pages, select the page number from the drop-down list in Go to Page, the selected page is displayed.
TOP
Module 2 Work Assignments
3/24/2005 11:02 AM 30 of 45
Assignments The Assignments screen lists all the tasks assigned by you to others. On the Assignments screen, you can view 10 alerts at once.
Assignments Screen
Fields Description Validation (s)
Description Description of the task Non-editable
Referral/Claim Referral or Claim number. Click on the link to reach Referral Details or Claim Details screen.
Non-editable
Date Date corresponding to when the task was created.
Non-editable
Assigned To Name of the profile assigned to this task.
Non-editable
Task Completed Completion status of the task. If Yes, the task is completed. If No, the task is pending.
Non-editable
Module 2 Work Assignments
3/24/2005 11:02 AM 31 of 45
In Assignments screen you can, A. Navigate to other pages. To Navigate
1. Click Next link to reach the next page.
2. Click Previous link to revert to the previous page.
3. Click First link to reach the first page of the list.
4. Click Last link to reach the last page of the list.
5. If you want to view in-between pages, select the page number from the drop-down list in Go to Page, the selected page is displayed.
B. Delete any Assignment. To Delete,
1. Select the check box of the to do item to be deleted and click Delete. The To Do Item is deleted from the list.
2. Click Check All to select all the tasks at once to be deleted and click Delete. The Assignment is deleted from the list.
TOP
Module 2 Work Assignments
3/24/2005 11:02 AM 32 of 45
Backlogged Referrals The backlog calculation is done only after the Referral is moved from FLORIDA application to IBRS. Referrals that are not turned into Claim by a worker even after 90 days is reported to the Federal as ‘Backlog Claim’. If the worker decides that the referral is not liable to become a claim, then the referral assumes the status as ‘Cancelled’.
Backlogged Referrals Screen
Module 2 Work Assignments
3/24/2005 11:02 AM 33 of 45
Fields Description Validation (s)
Assign Check box to select for assigning this referral / claim to another worker.
None
Referral/Claim No
Referral or Claim number. Click on the link to reach Referral Details or Claim Details screen.
Non-editable
Referral Date Date corresponding to when the referral was created.
Non-editable
Days Elapsed Number of days elapsed from the date of referral. Non-editable
SSN Social Security Number of the referral. Non-editable
Name Client name. Non-editable
Worker Name Worker name. Non-editable
PAF Status PAF status code. Non-editable
Reason Code Overpayment reason code. Non-editable
Error Type Overpayment error type. Non-editable
Source Code Referral source code. Non-editable
Status Referral status. Non-editable
Module 2 Work Assignments
3/24/2005 11:02 AM 34 of 45
In Backlogged Referrals screen, you can: A. Navigate to other pages. To Navigate,
1. Click Next link to reach the next page.
2. Click Previous link to revert to the previous page.
3. Click First link to reach the first page of the list.
4. Click Last link to reach the last page of the list.
5. If you want to view in-between pages, select the page number from the drop-down list in Go to Page, the selected page is displayed.
B. Assign Referral/Claim to another worker. To Assign,
1. Select the check box of the to do item to be assigned.
2. Alternatively,
a. You can click Check All to select all the tasks at once to be assigned.
b. Enter a number in No. of Referrals for bulk referral assignment.
3. Select District from the drop-down list, the Unit drop-down is populated with the BR-units of the selected district.
4. Select Unit from the drop-down list, the Worker drop-down is populated with the Worker names associated with the selected unit.
5. Select desired Worker from the drop-down list.
6. Click Submit, the Referral / Claim (s) are assigned to the selected worker.
TOP
Module 2 Work Assignments
3/24/2005 11:02 AM 35 of 45
More Tasks The More Tasks screen lists all the tasks assigned to your profile. On the More Tasks screen, you can view 10 alerts at once.
More Tasks Screen
Fields Description Validation (s)
Description Description of the task entered in Add Task screen.
Non-editable
Referral/Claim Referral or Claim number. Click on the link to reach Referral Details or Claim Details screen.
Non-editable
Date Assigned Date corresponding to when the task was assigned.
Non-editable
Assigned By Name of the profile who has assigned this task. Non-editable
Task Completed Completion status of the task. If Yes, the task is completed. If No, the task is pending.
Non-editable
Module 2 Work Assignments
3/24/2005 11:02 AM 36 of 45
In More Tasks screen, you can: A. Navigate to other pages. To Navigate,
1. Click Next link to reach the next page.
2. Click Previous link to revert to the previous page.
3. Click First link to reach the first page of the list.
4. Click Last link to reach the last page of the list.
5. If you want to view in-between pages, select the page number from the drop-down list in Select a Page, the selected page is displayed.
B. Indicate Completion of Tasks. To Indicate,
1. Select the check box of the task to be completed and click Complete. The status of the task is updated from No to Yes.
2. Click Check All to select all the tasks at once to be completed and click Complete. The status of the task is updated from No to Yes.
Note
Complete button is displayed only if at least one task is pending for completion.
TOP
Module 2 Work Assignments
3/24/2005 11:02 AM 37 of 45
More To Do Lists The More To Do Lists screen lists all tasks assigned to you. On the More To Do Lists screen, you can view 10 alerts at once.
More To Do Lists Screen
Fields Description Validation (s)
Date Date corresponding to when the task was created.
Non-editable
From Start time of the task. Non-editable
To End time of the task. Non-editable
Subject Subject of the task. Non-editable
Description Description of the task. Non-editable
Module 2 Work Assignments
3/24/2005 11:02 AM 38 of 45
In More To Do Lists screen you can, A. Navigate to other pages. To Navigate,
1. Click Next link to reach the next page.
2. Click Previous link to revert to the previous page.
3. Click First link to reach the first page of the list.
4. Click Last link to reach the last page of the list.
5. If you wish to view in-between pages, select the page number from the drop-down list in Select a Page, you are directed to the selected page.
B. Delete any Assignment. To Delete,
1. Select the check box of the to do item to be deleted and click Delete. The To Do Item is deleted from the list.
2. Click Check All to select all the tasks at once to be deleted and click Delete. The To Do Item is deleted from the list.
TOP
Module 2 Work Assignments
3/24/2005 11:02 AM 39 of 45
New Referrals The New Referrals screen displays the list of newly created referrals. You can assign or redirect the existing New referral (s) to another worker associated with the same district and unit or any other district and unit. You can reach this screen by the following process:
1. Click New Referrals link from My Work section in Supervisor Workload screen.
2. Click List of Referrals link from My Unit Work section in Supervisor Workload screen.
3. Click Assigned Referrals link from My Alerts section in Claim Worker Workload screen.
4. Click Assign Prosecution link from My Alerts section in Collection Worker Workload screen.
New Referrals Screen
Module 2 Work Assignments
3/24/2005 11:02 AM 40 of 45
Fields Description Validation (s)
Assign Check box to select for assigning this referral / claim to another worker.
None
Referral/Claim No Referral or Claim number. Click on the link to reach Referral Details or Claim Details screen.
Non-editable
Referral Date Date corresponding to when the referral was created.
Non-editable
Days Elapsed Number of days elapsed from the date of referral.
Non-editable
SSN Social Security Number of the referral. Non-editable
Name Client name. Non-editable
Worker Name Worker name. Non-editable
PAF Status PAF status code. Non-editable
Reason Code Overpayment reason code. Non-editable
Error Type Overpayment error type. Non-editable
Source Code Referral source code. Non-editable
Status Referral status. Non-editable
Note
This screen, when accessed from Supervisors Workload screen displays links in header to navigate to other links in My Work and My Unit Work section.
In New Referrals screen you can, A. Navigate to other pages. To Navigate,
1. Click Next link to reach the next page.
2. Click Previous link to revert to the previous page.
3. Click First link to reach the first page of the list.
Module 2 Work Assignments
3/24/2005 11:02 AM 41 of 45
4. Click Last link to reach the last page of the list.
5. If you want to view in-between pages, select the page number from the drop-down list in Go to Page, the selected page is displayed.
B. Assign Referral/Claim to another worker. To Assign,
1. Select the check box of the to do item to be assigned.
2. Alternatively, you can click on the option Check All to select all the tasks at once to be assigned.
3. Select District of the worker from the drop-down list, the Unit drop-down is populated with the BR-units of the selected district.
4. Select Unit from the drop-down list, the Worker drop-down is populated with the Worker names associated with the selected unit.
5. Select desired Worker from the drop-down list.
6. Click Submit, the Referral / Claim (s) are assigned to the selected worker.
TOP
Module 2 Work Assignments
3/24/2005 11:02 AM 42 of 45
Referral / Claim (s) Referred to Prosecution The Referral / Claim (s) Referred to Prosecution screen displays the list of referral / claim (s) that have been referred to prosecution. You also have the authority to assign or redirect the referrals of this worker to any other worker in the same unit.
Referral / Claim (s) Referred to Prosecution Screen
Fields Description Validation (s)
Assign Check box to select for assigning this referral / claim to another worker.
None
Referral/Claim No Referral or Claim number. Click on the link to reach Referral Details or Claim Details screen.
Non-editable
Referral Date Date corresponding to when the referral was created.
Non-editable
Days Elapsed Number of days elapsed from the date of referral.
Non-editable
SSN Social Security Number of the referral. Non-editable
Name Client name. Non-editable
Module 2 Work Assignments
3/24/2005 11:02 AM 43 of 45
Worker Name Worker name. Non-editable
Fields Description Validation (s)
PAF Status PAF status code. Non-editable
Reason Code Overpayment reason code. Non-editable
Error Type Overpayment error type. Non-editable
Source Code Referral source code. Non-editable
Status Referral status. Non-editable
In Referral / Claim (s) Referred to Prosecution screen, you can: A. Navigate to other pages. To Navigate,
1. Click Next link to reach the next page.
2. Click Previous link to revert to the previous page.
3. Click First link to reach the first page of the list.
4. Click Last link to reach the last page of the list.
5. If you want to view in-between pages, select the page number from the drop-down list in Go to Page, the selected page is displayed.
B. Assign Referral/Claim to another worker. To Assign,
1. Select the check box of the to do item to be assigned.
2. Alternatively, you can click Check All to select all the tasks at once to be assigned.
3. Select the worker name from the drop-down list in Assign To field.
4. Click Submit, the Referral / Claim (s) referred to prosecution are assigned to the selected worker.
TOP
Module 2 Work Assignments
3/24/2005 11:02 AM 44 of 45
Referrals Pending in Review
The Referrals Pending in Review screen displays the list of all referrals pending for review.
List of Referrals Pending in Review Screen
Fields Description Validation (s)
Assign Check box to select for assigning this referral / claim to another worker.
None
Referral/Claim No Referral or Claim number. Click on the link to reach Referral Details or Claim Details screen.
Non-editable
Referral Date Date corresponding to when the referral was created.
Non-editable
Days Elapsed Number of days elapsed from the date of referral.
Non-editable
SSN Social Security Number of the referral. Non-editable
Name Client name. Non-editable
Worker Name Worker name. Non-editable
Module 2 Work Assignments
3/24/2005 11:02 AM 45 of 45
Fields Description Validation (s)
PAF Status PAF status code. Non-editable
Reason Code Overpayment reason code. Non-editable
Error Type Overpayment error type. Non-editable
Source Code Referral source code. Non-editable
Status Referral status. Non-editable
In Referrals Pending in Review screen, you can: A. Navigate to other pages. To Navigate,
1. Click Next link to reach the next page.
2. Click Previous link to revert to the previous page.
3. Click First link to reach the first page of the list.
4. Click Last link to reach the last page of the list.
5. If you want to view in-between pages, select the page number from the drop-down list in Go to Page, the selected page is displayed.
TOP
