Interview
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Interview


Revised March 12, 2014



Interview

What is Interview?

 

How do I access Interview?

 

How do I initiate and complete Interview?

 


 

What is Interview?

 

·         Interview is the process of gathering data about a client and their household when a new application is submitted.

 

How do I access Interview?

 

·         Interview can be accessed in several ways:

 

o    From the Welcome Back  page:

 

    Enter the Client ID and select Case Actions in the Select a Page field.

 

    Click Go.

 

    On the Case Actions  page, under Pending Applications, click the Start Interview link.

 

o    From the Welcome Back  page:

 

    Enter the AU ID and select Case Actions in the Select a Page field. 

 

    Click Go.

 

    On the Case Actions  page, under Pending Applications, click the Start Interview link.

 

o    From the Client >> Summary page:

 

    Select Case Maintenance.

 

    Then Case Actions.

 

    On the Case Actions page, under Pending Applications, click the Start Interview link.

 

o    From the Assistance Unit>>Summary page:

 

    Select Case Maintenance.

 

    Then Case Actions.

 

    On the Case Actions page, under Pending Applications, click the Start Interview link.

 

o    After screening a new AU, select the Interview button from the Commit Status  page.

 

How do I initiate and complete an Interview?

 

·         To initiate and complete an interview take the following steps:

 

1.    Go to the Case Actions page (see How do I access Case Actions?).

 

2.    In the Pending Applications section, click the Start Interview link.

 

3.    On the Pending Applications page:

 

o    Check Begin Intake to initiate interview on all the pending AUs

 

      or

 

o    To initiate the interview on a specific AU, check the box for that specific AU.

 

4.    Continue through the interview process by using the Navigation pane.  For more information on navigating, see How do I navigate in Case Actions?

5.    When all interview questions are complete, click Review on the Navigation pane. This takes you to the Review page.

 

6.    If there are no Errors on the Review summary, click Eligibility on the Navigation pane.  This takes you to the Eligibility page.

 

7.    On the Eligibility page, a Details   link may display to the right of any AUs where there are changes.  Click the Details   link.

 

o    Review the Eligibility Details.

 

o    If all looks correct, click Confirm Benefits.

 

8.    The Eligibility page displays, click the Commit Changes button.

 

9.    A window appears saying Session committed successfully.  Click OK.

 

10. To exit the Case Actions page, click the Close button.

 

Modification Date: March 12, 2014