howto: Access the 'Define Household' Screen


Press the 'F17=Members' key to go to the 'Define Household' screen.

The 'Define Household' screen is the cross-roads of the Client Statement electronic workbook. From this screen you can perform all the important functions except asking the program-sensitive questions. Each user needs to master the functions available from this screen. Spend as much time as it takes to master this screen.

The screen derives its name from the fact that in the earliest versions of the Client Statement program, it was the screen through which you incorporated all the members of household into the electronic application. In this sense its function is similar to the fold-out pages of the ASAP workbook onto which you write data about all the persons in the assistance and budget units. Whomever you would include on those pages needs to be added to this screen.

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CF3500?6 H Work with Client Statement 7/22/98 
Define Household 13:56:29 

Pvr/Case: * ___ * ________ Last Changed: 6/11/1998 CS Number: 2 
?????????????????????????????????????????????????????????????????????????????? 
S *Person *Rlt Incl Name DOB 
256 *** Y Cox Mildred, East Morehead Street Charlotte W F 7/04/48 
... 

Bottom 

S: D=Delete Mbr, M=Matches, N=Notes, I=Incl Comment, F=Family, 
P=Maint Person, V=View Person, E=Explore, S=Client, C=Case Mbr 
F2=Notes F3=Exit F5=PgmFlgs F6=AddPer# 
F7=Srch/Add F8=Lookup* F10=Cases F11=DepCare 
F14=Stmt F15=StmtSum F16=Fin Sum F18=HHM 
F19=Income F20=Assets F21=Medical F22=Utility F23=Shelter F24=Finish 
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The Applicant and the other Household Members
You should encounter this screen for the first time immediately after you start a client statement. The applicant will be the only person listed on this screen and will be marked with '***' in the Relationship column (*Rlt). All asterisks ('***') means that this person is deemed the applicant or perhaps payee.

You will want to add other members of the household to the screen before you begin asking the F18=Household, F19=Income, F20=Assets, F21=Medical, F22=Utility, or F23=Shelter questions. Add as many persons as your agency policies require. As a general rule, you should show any members of the assistance unit or the budget unit.