howto: Lookup an Existing Statement


If you do not know the Client Statement Number, position the cursor on the field and press the F8 function key. The program will present a small window. Key the Person Number of the client or applicant and press Enter. If you do not know the Person Number, position the cursor on the field and press the F8 function key. The program will access the "Lookup Person Number" program (for more information see the separate guide).

............................
: Person Nbr * 239______   :
:                          :
: F8=Lookup* F12=Cancel    :
:                          :
:                          :
:..........................:

Remember that the first screen you will see after selecting the menu option is the "Work with Client Statement" selection screen. Key the Client Statement Number and press Enter to access a statement that already exists.

Client Statement Number............* 5860_____

Select from more than one statement.
If there is just one statement linked to the person, the program will take you immediately to that statement. However, data about a person may be included in more than one statement. Sometimes this is a mistake and sometimes its ok. For example, a woman may have left her parents' home and started her own family. When this happens, the agency will probably want to set up another statement and application process. Sometimes having two statements is simply a mistake. Some agencies have decided they want to create a new statement for reviews or recertifications. We do not necessarily recommend this approach but naturally each agency is free to establish its own practices.

If there is more than one statement for a person, the procedure presents a list of the statements on a screen similar to the one shown below. The '***' in the Rlt (Relationship) column indicates that the person is considered the applicant.

Select the statement by keying an 'X' in the leftmost column and pressing Enter. If you want to start another statement, press the F6 function key.

..............................................................................
: CF4005?S Lookup Client Statement Number                                    :
: Person Number... ______239 Cox Mildred Dalton                              :
: S CS_Number Rlt*                                                           :
: _ 5 ***                                                                    :
: _ 47 ***                                                                   :
:                                                                            :
: :
: :
: :
: Key any character to select :
: WARNING: These Client Statement(s) already exist for the person :
: you selected. :
: Select an existing Client Statement or press F6 to add a new one. :
: F3=Exit F6=Add Client Statement :
: :
:............................................................................: