36C77619R0003-0003009.docx

Toolkit (TK) Task Procedures

Toolkit (TK) TASK:

1. A TK Task is found from the TK Task Search or when creating a new TK Task

1. Caseworker proceeds as follows:

1. SEARCH TASKS: Search for an existing TK Task.

a. Click on SEARCH in the Navigation Bar under Manage Tasks

b. Enter your search criteria

c. Select a Task from the Search results

i. Verify there are no open related RJCs/Exceptions/Tasks/Requests that are already assigned to another Caseworker. If there are, assign the Task to that Caseworker.

ii. If another Caseworker is not already working on the same records, go to the Task Notes tab and IMMEDIATELY assign the Task to yourself. If you do not, this can cause problems when resolving the Task and you will not receive credit for your work.

2. CREATE TASK: If the Search does not find a Task for a specific record (i.e., POTENTIAL DUPLICATE), the Caseworker will create a Task.

a. Click on CREATE TASK in the Navigation Bar

i. Enter full ICN(s) (example: xxxxxxxxxxVxxxxxx)

ii. Select CREATE NEW TASK

iii. Select appropriate TASK TYPE

iv. Click “SUBMIT”

3. PROCESS TASK: Process the Task using the appropriate guidelines for the type of Task. Document the Task Notes following the TK Task Details & Instructions on the SHARE drive. If supporting documentation was received via fax or email from the MVI POC, scan or copy it, and then attach it to the Task.

4. GO TO OVERRIDE TAB: Select the Override Tab from within the Task.

a. Select an ICN to OVERRIDE

i. Click on an ICN hyperlink or OVR button to update Primary View Data

ii. Complete the OVR

iii. If one of the data elements (Name, SSN, or Gender) is changed, applicable question(s) will be displayed that require disposition before the OVR will successfully process

· NOTE: Do NOT go outside the Task to create the OVR unless necessary

5. GO TO TASK NOTES: Finish entering the documentation for the case by clicking PDAT and selecting the appropriate ICN in the Add Task Note. If the PDAT is correct, click Submit and Accept PDAT

6. RESOLVE TASK: Resolve the Task when complete (once resolved, the Tasks cannot be reopened).

*NOTE: Do NOT resolve until all VistA, MHV and ESR correlations have updated.

08/27/2015 (KJW)