TO ACCESS THE WORK FOLDER #
- From the ECM Standard Desktop icon from the FSD Worksites Page, select the menu to the left of the FSD Work Site
If you are a worker assigned to updating audit dates for reviews please follow the detailed instructions for working this queue.
REVIEW/MID-CERT/QUARTERLY REPORT QUEUES
- Select
- Filter by customer DCN to find all like items
- Open all unlocked items for the filtered DCN by clicking the icon to the left of the Date Received column
. This will lock the multiple customer submissions to the individual worker.
- Once all items are locked to the individual worker open them to view attachments.
- Select
- Select
- Select the item to open the images
- If the document is a SNAP MID CERTIFICATION REVIEW/REPORT
- Follow the Incomplete Reviews-Complete or Not?
- If the document is a TEMPORARY ASSISTANCE ELIGIBLITY REVIEW FORM
- Enter the audit date
After the audit date is entered, close the image box and click to finish the task
To filter a group of like items for auditing:
- Select
- Set filter selections by completing the fields as desired (case sensitive)
- Select OK
- If filtering is set then once an item is registered the new item is displayed if the
button is checked prior to clicking Complete
Properties displayed when an item is opened are not able to be modified. If a review should be treated as something other than a review, please create a ticket in the ECM Reporting Tool and a member of the ECM Unit will reload the packet to create the correct task.