36C77619R0003-015.docx

ATTACHMENT 14

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. TK TASK – Search: Search for an existing TK Task.

a. Click on MANAGE TASKS in the Navigation Bar

b. Click on SEARCH in the Navigation Bar, and 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

ii. Go to the Task Notes tab and IMMEDIATELY assign the Task to yourself

2. TK TASK – 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 MANAGE TASKS in the Navigation Bar

b. 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”

c. Process the Task using the appropriate guidelines for the type of Task

3. CREATE OVR TASK -

a. Select an ICN hyperlink from within the Task.

i. Click on CREATE OVR TASK hyperlink to create the OVR for that ICN

· The Task will be listed as Active on the OVR and the OVR will be listed as Active on the Task.

· Toolkit will automatically take you to the created OVR.

· NOTE: Do NOT go outside the Task to create the OVR to ensure that the OVR created for the TK TASK is related to the TK TASK.

· In all other Task Notes (i.e., DUPLICATE Task Notes) enter the following note:

“See OVR Task # for case documentation.”

· Document the OVR Task following the RJC Template guidelines on the SHARE drive. Note: Enter the ‘RJC’ information (up to the point of pasting the Permanent PDAT after the OVR) into the TASK NOTES tab of the OVR.

· Complete the OVR. Toolkit will place an auto-note of the OVR details in the Task Notes tab of the OVR.

· Finish entering the documentation for the case by pasting the Final PDAT in the Task Notes tab of the OVR.

· Resolve the OVR (once resolved, the Task cannot be reopened)

4. Resolve all other Tasks when complete (once resolved, the Tasks cannot be reopened)

a. Once the OVR is resolved, it will be listed as Resolved in the TK Task.

b. Once the TK Task is resolved, it will be listed as Resolved in the OVR.

5/17/13 AMH