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howto: Answer the Initial Questions
Answer the Statement Questions.
Press the 'F14=Stmt' key to start the Statement questions.
The first Statement question will appear in the bottom half of the screen.
The applicant name will appear in the top half of the screen.
Read the question.
Type 'Y' 'N' or 'S' in the field to the left of the applicant=s name.
Press Enter.
The next question will appear.
Continue until you have answered the last question.
Answer the Household Member Questions.
Press the 'F18=HHM' key to start the Household questions.
The first Household question will appear in the bottom half of the screen.
A list of all 'Included' members will appear in the top half of the screen.
Read the question.
Type 'Y' 'N' or 'S' in the field to the left of the each member=s name.
Press Enter.
The next question will appear.
OR
A window requesting more information will appear.
Type your response or press F12 to respond later.
Press F13=Update to save the answer and go to the next question.
Continue until you have answered the last Household question.
Press F18 again to review responses.
Press F18 to return to the Household questions.
Answer the Income Questions.
Press the 'F19=Income' key to start the Income questions.
The first Income question will appear in the bottom half of the screen.
A list of all 'Included' members will appear in the top half of the screen.
Key data onto the Detail screen.
Read the question.
Answer the question for each member.
Type 'Y' 'N' or 'S' in the field to the left of the each member=s name.
For example,
Type 'Y' if the member receives the Income identified in the question.
Type 'N' next to each member who does NOT receive the Income.
Type 'Y' if the member owns the Asset identified in the question.
Type 'N' next to each member who does NOT own the Asset.
Type 'Y' if the member pays the Utility or Shelter expense.
Type 'N' next to each member who does NOT pay the expense.
Press F1=All No if the response is 'N' for each member.
Press Enter.
If you keyed 'N' or 'S', the next question will appear.
If you keyed 'Y', a Detail screen will appear.
Key the data requested by the Detail screen or press F12 to respond later.
Use the F8=Lookup* key to display a list of codes or values.
Use the F14=More Data key
Use the 'F14=AddlData' key to key additional data.
Place cursor on field marked with a '+'/
Press the F14 key.
A small window will appear with additional data fields
If you key additional data, the '+' highlights in reverse image.
Press Enter to edit/validate the data you keyed.
Press F13=Update to save the data and to go to the next question.
Continue until you have answered the last question.
Answer the Asset Questions.
Press the 'F20=Asset' key to start the Asset questions.
The first Asset question will appear.
The program flags determine which and whether Asset questions appear.
Respond to the questions as described in Key data onto the Detail screen above.
Press F20 to display a list of household Assets identified by the applicant.
Press F20 again to return to the Asset questions.
Answer the Medical Questions.
Press the 'F21=Medical' key to start the Medical questions.
The first Medical question will appear.
The program flags determine which and whether Medical questions appear.
Respond to the questions as described in Key data onto the Detail screen above.
Press F20 to display a list of household Assets identified by the applicant.
Press F20 again to return to the Asset questions.
Answer the Utility Questions.
Press the 'F22=Utility' key to start the Utility questions.
The first Utility question will appear.
The program flags determine which and whether Utility questions appear.
Respond to the questions as described in Key data onto the Detail screen above.
Press F22 to display a list of Utility expenses identified by the applicant.
Press F22 again to return to the Utility questions.
Answer the Shelter Questions.
Press the 'F23=Shelter' key to start the Shelter questions.
The first Shelter question will appear.
The program flags determine which and whether Shelter questions appear.
Respond to the questions as described in Key data onto the Detail screen above.
Press F23 to display a list of Shelter expenses identified by the applicant.
Press F23 again to return to the Shelter questions.
Answer the Dependent Care Questions.
Press the 'F11=DeCare' key to start the Dependent Care questions.
The first Dependent Care question will appear.
The program flags determine which and whether Care questions appear.
Respond to the questions as described in Key data onto the Detail screen above.
Press F11 to display a list of Care expenses identified by the applicant.
Press F11 again to return to the Care questions.
Answer the Statement Questions.
Statement questions screen for certain programs. The questions are the same ones as appear in the front of the ASAP workbook.
You answer the questions only for the applicant. The primary is the basic Y/N format. There are no secondary questions. The
questions that follow the response depends upon the response. A 'Y' response may branch to Question A, whereas a
'N' response branches to Question B.
F14 Go to Statement questions. (F14=Stmt ?)
Press this key to access the Statement questions.
Some of the questions are messages to the worker. The messages usually gives guidance about probably eligibility for certain
programs.
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CF3530?1 Work with Client Statement 9/08/98
STATEMENT 7:51:47
Pvr/Case: Last Changed: 8/28/1998 CS Number: 1
??????????????????????????????????????????????????????????????????????????????
N *** Cox, Mildred W F 7/04/1948 Millie
??????????????????????????????????????????????????????????????????????????????
110 Is there a child under age 18 in the home?
F1=All No F2=Notes F3=Exit F5=PgmFlgs
F7=PickQ F9=PrevQ F10=NextQ F11=DepCare
F15=StmtSum F16=Fin Sum F17=Members F18=HHM
F19=Income F20=Assets F21=Medical F22=Utility F23=Shelter F24=Finish
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Answer the Household Member Questions.
Household Member questions ask for a variety of information about each member. Some of these questions may affect eligibility,
and some perhaps do not. You answer the question for each member of the household at the same time B rather than answering all
the questions for a member, then asking the same questions for the next, and so on.
F18 Go to Household Members Questions. (F18=HHM) (F18=HHM ?)
Press this key to access the Household Member questions.
F18 Show responses to Household Members Questions. (F18=HHM Dt)
For each primary Household Member question, there is at least one and, for some questions, more than one secondary question.
You answer each primary question with either 'Y' or 'N'. The program will present the secondary question(s) for each member
when you respond with one of these possible answers.
The secondary questions may ask for a Date, a Note, a Comment, or a Code. For example, if you were to answer the following
primary question with a 'Y',
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CF3510?01 Work with Client Statement 9/08/98
HOUSEHOLD 7:52:51
Pvr/Case: Last Changed: 9/08/1998 CS Number: 1
??????????????????????????????????????????????????????????????????????????????
N *** Cox, Mildred W F 7/04/1948 Millie
Y DAU Cox, Elizabeth Gwin W F 2/12/1975 Liza
N SON Cox, Robert Dalton W M 5/31/1981 Dalton
N HUS Cox, Thomas Edward W M 6/01/1946 Tom
N SON Cox, Thomas Miles W M 11/08/1977 Miles
Bottom
??????????????????????????????????????????????????????????????????????????????
70 TEMPORARY ABSENCE
Is anyone temporarily absent from the home?
F1=All No F2=Notes F3=Exit F5=PgmFlgs
F7=PickQ F9=PrevQ F10=NextQ F11=DepCare
F14=Stmt F15=StmtSum F16=Fin Sum F17=Members F18=HHM+
F19=Income F20=Assets F21=Medical F22=Utility F23=Shelter F24=Finish
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the program would present the following secondary question. Note the data type it requires.
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CF3510?01 Work with Client Statement 9/08/98
HOUSEHOLD 7:52:51
Pvr/Case: Last Changed: 9/08/1998 CS Number: 1
??????????????????????????????????????????????????????????????????????????????
N *** Cox, Mildred W F 7/04/1948 Millie
Y DAU Cox, Elizabeth Gwin W F 2/12/1975 Liza
N SON Cox, Robert Dalton W M 5/31/1981 Dalton
N HUS Cox, Thomas Edward W M 6/01/1946 Tom
N SON Cox, Thomas Miles W M 11/08/1977 Miles
CF3510?A
Cox, Elizabeth Gwin
When did he/she leave?
Response..* 0/00/00
Enter F4=Skip All F8=Lookup* F12=Bypass F13=Update
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Answer the Income Questions.
Income questions ask whether any member of the household receives a specified type of income. If the response it
'Y', the program will present a 'Detail' screen. The 'Detail' screen asks for information about the income source.
F19 Go to Income Questions. (F19=Income) (F19=Inc ?) (F19=Income ?)
Press this key to access the Income questions.
F19 Show a list of Income sources. (F19=Inc Dt)
Press this key to show a list of Income sources for each household member.
If you were to answer the income question below, the program will present a detail screen. You could then press F5 to display the
Verification/Documentation screen.
The income question.
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CF3510?01 Work with Client Statement 9/08/98
INCOME 7:55:09
Pvr/Case: Last Changed: 9/08/1998 CS Number: 1
??????????????????????????????????????????????????????????????????????????????
Y *** Cox, Mildred W F 7/04/1948 Millie
N DAU Cox, Elizabeth Gwin W F 2/12/1975 Liza
N SON Cox, Robert Dalton W M 5/31/1981 Dalton
N HUS Cox, Thomas Edward W M 6/01/1946 Tom
N SON Cox, Thomas Miles W M 11/08/1977 Miles
Bottom
??????????????????????????????????????????????????????????????????????????????
202 Does anyone you are applying for receive any of the
following unearned income:
Contributions/cash given on a regular basis/ in?kind
contribution?
F1=All No F2=Notes F3=Exit F5=PgmFlgs
F7=PickQ F9=PrevQ F10=NextQ F11=DepCare
F14=Stmt F15=StmtSum F16=Fin Sum F17=Members F18=HHM
F19=Income+ F20=Assets F21=Medical F22=Utility F23=Shelter F24=Finish
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The Detail screen.
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CF3510?10 Work with Client Statement 9/08/98
INCOME 7:59:28
Pvr/Case: Last Changed: 9/08/1998 CS Number: 1
??????????????????????????????????????????????????????????????????????????????
*** Cox, Mildred W F 7/04/1948 Millie
??????????????????????????????????????????????????????????????????????????????
Contributions/cash given on a regular basis 202
Stated Amount 100.00 per* MO as of* 9/08/98 Countable? Y
Source Name/Relationship MOTHER
Address 500 EAST MOREHEAD STREET
City/State/Zip CHARLOTTE, NC 28202
Contact Name MRS. COX 704?374?1750
Shared for household expenses? N Is it a loan? N
Enter F4=Skip All F5=Ver/Doc F6=Add Dtl F8=Lookup*
F9=PrevDtl F10=NextDtl F12=Bypass F13=Update
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The Verification/Documentation screen.
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CF3510?12 Work with Client Statement 9/08/98
INCOME 8:01:37
Pvr/Case: Last Changed: 9/08/1998 CS Number: 1
??????????????????????????????????????????????????????????????????????????????
*** Cox, Mildred W F 7/04/1948 Millie
??????????????????????????????????????????????????????????????????????????????
Contributions/cash given on a regular basis 202
Stated Amount 100.00 per MO as of 9/08/98 Countable? Y until*
Countable Amt 150.00 Retro Mths: 1) .00 2) .00 3) .00
Verified by* TOMCOX on* 9/08/98
Source* CLT
Del(D) Date* Amount Comment
ADD _________ _______ ____________________________________________________
9/08/98 150.00
...
Enter F4=Skip All F5=Detail F8=Lookup*
F9=PrevDtl F10=NextDtl F12=Bypass F13=Update
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Answer the Asset Questions.
Asset questions ask whether any member of the household owns, or has recently transferred, a specified type of asset. You use
this information to calculate 'reserve'. If the response it 'Y', the program will present a
'Detail' screen. The 'Detail' screen asks for information about the Asset.
F20 Go to the Asset Questions. (F20=Assets) (F20=Asst ?) (F20=Asset ?)
Press this key to access the Asset questions.
F20 Show list of Assets owned. (F20=Asst Dt)
Press this key to show a list of assets for the household.
The sequence of question screen, detail screen, and verification detail screen is the same format as described above in the
paragraph about Income questions. The 'Verification' screen contains verification and documentation data. Press the F5 key to
access the verification screen.
Answer the Medical Questions.
Medical questions ask for information about medical needs and expenses. If the response it
'Y', the program will present a 'Detail' screen. The 'Detail' screen asks for information about the expense.
F21 Go to Medical questions. (F21=Medical) (F21=Med ?) (F21=Medical ?)
Press this key to access the Medical questions.
F21 Show a list responses to Medical Questions. (F21=Med Dt)
Press this key to show 'Y' responses to the medical questions.
Answer the Utility Questions.
Utility questions ask for information about utility expenses. If the response it
'Y', the program will present a 'Detail' screen. The 'Detail' screen asks for information about the expense.
F22 Go to Utility Questions. (F22=Utility) (F22=Util ?) (F22=Utility ?)
Press this key to access the Utility questions.
F22 Show list of Utility costs. (F22=Util Dt)
Press this key to show a list of utility expenses for the household.
The sequence of question screen, detail screen, and verification detail screen is the same format as described above in the
paragraph about Income questions. The 'Verification' screen contains verification and documentation data. Press the F5 key to
access the verification screen.
Answer the Shelter Questions.
Shelter questions ask for information about shelter expenses. If the response it
'Y', the program will present a 'Detail' screen. The 'Detail' screen asks for information about the expense.
F23 Go to Shelter Questions. (F23=Shelter) (F23=Shltr ?) (F23=Shelter ?)
Press this key to access the Shelter questions.
F23 Show list of Shelter costs. (F23=Shltr Dt)
Press this key to show a list of shelter expenses for the household.
The sequence of question screen, detail screen, and verification detail screen is the same format as described above in the
paragraph about Income questions. The 'Verification' screen contains verification and documentation data. Press the F5 key to
access the verification screen.
Answer the Dependent Care Questions.
Dependent Care questions ask for information about shelter expenses. If the response it
'Y', the program will present a 'Detail' screen. The 'Detail' screen asks for information about the expense.
F11 Go to Dependent Care Questions. (F11=Dep Care)
Press this key to access the Dependent Care questions.
F11 Show list of Dependent Care costs. (F11=Dep Care Dt)
Press this key to show a list of dependent care expenses for the household.
The sequence of question screen, detail screen, and verification detail screen is the same format as described above in the
paragraph about Income questions. The 'Verification' screen contains verification and documentation data. Press the F5 key to
access the verification screen.
Answer Multiple Questions.
You can answer Household, Income, Asset, Medical, Shelter, and Utility questions directly from the F7=PickQ screen.
N Answer this question 'N' for each household member.
Y Display the question.
X Select the question.
After keying 'N' or 'Y' beside each question, press the Enter key, then press F13=Update. The program will
automatically insert a 'N' response for each member and each marked question. The program does not insert a
'Y' in the these questions. It displays the question so that you can key a 'Y' beside the member.
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CF3510?01 Work with Client Statement 7/22/98
INCOME 13:58:46
Pvr/Case: ADM Last Changed: 6/11/1998 CS Number: 2
??????????????????????????????????????????????????????????????????????????????
Y *** Cox, Mildred W F 7/04/1948 Millie
N DAU Cox, Elizabeth Gwin W F 2/12/1975 Liza
...............................................................................
: CF4000?1 Lookup Question :
: Starting Qst#... INCOME :
: S Question St Qst# Grp :
: Y EARNED INCOME Employment Income A 100 :
: N Previous employment in last 6 months. A 110 :
: N Self?employment, Rental, Roomer/Boarder Income A 120 :
: N UNEARNED INCOME Work First Family Assistance? A 201 :
: Y Contributions/cash given on a regular basis A 202 :
: N Child Support, Alimony, Work Release, etc. A 203 :
: N $50 AFDC Disregard Check A 204 :
: N Social Security (Green Check) A 205 + :
: X=Select, N=No, Y=Ask :
: Enter F3=Exit F7=Ask All F13=Update :
: :
: :
:.............................................................................:
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A Name and Address file for Employers, Banks, Insurance Companies
To add a name and address, key the data and mark the field with a 'Y'.
It will not add until you press F13=Update on the detail screen.
You can also maintain the file from menu 63, option 3.
To lookup the organization, position the cursor on the name field and press the F8=Lookup* key.
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CF3510?03 Work with Client Statement 7/22/98
INCOME 14:18:50
Pvr/Case: ADM Last Changed: 7/22/1998 CS Number: 2
??????????????????????????????????????????????????????????????????????????????
*** Cox, Mildred W F 7/04/1948 Millie
??????????????????????????????????????????????????????????????????????????????
EARNED INCOME Employment Income 100
Stated Amount .00 How often Paid *
Date Employment Began *
Add Name? Type
Employer Name *
Address *
Contact
Phone
Monthly Gross Pay .00 Day Pay Received
Hourly Rate .00 Hours per Period 0
Date Employment Ended * Reason Left Job
Date of Final Pay *
Status A A=Active, D=Deactivated
Enter F4=Skip All F5=Ver/Doc F6=Add Dtl F8=Lookup*
F9=PrevDtl F10=NextDtl F12=Bypass F13=Update
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