List of Tasks

CATEGORY	SUBCATEGORY CATEGORY	SUB (SUB)-CATEGORY
DATA COLLECTION	Tasks only collect case data. They are NOT benefit month driven nor do they determine eligibility.
	NON-FINANCIAL	Family Relationship
		Guardianship
		Health Check
		Immigration
		Living Arrangement
		Medical Impairment
		Medicare
		Work Requirements
	FINANCIAL	Earned Income
		Expenses
		Other Income
		Resources
		Self Employment
		Unearned Income
	VERIFICATIONS

CASE MAINTENANCE	Expert System Program Cases can be added in the mainframe or in Expert System, but they can be closed or reopened only in the Expert System. Expert System programs include AABD/MED, ADC/MED, MED (with ES MED category code), FSP, FW, and IL.
	Budget Sanctions
	Case Actions
	Other Role Actions
	Household Status
	Participant Actions
	Name/Payee/NH Rep
	Prorate/Expedited
	Review/ Recertification
ELIGIBILITY	Configuration
	Budgeting
COLLECTIONS	This task is not benefit month driven. There will be a red X if there are any ED (Eligibility Determination) overpayments which have not been placed into an AR (Accounts Receivable). The red X does not prevent budgeting from being run.
LIHEAP	Case Information Current
	Accounts/Provider
	LIHEAP Budgeting
	Approve Budget
SUMMARIES	Benefit Summary
	Case Summary
	Sanction Summary
UTILITIES	The Configuration/ Budgeting Tree List Task allows the user to delete Configuration and Budgeting from the ‘To Do’ List (Mandatory Task List) for certain benefit months.
	Configuration/Budgeting List
CWIS	Adoption
	Funding Detail
	Age Related Detail
	Guardian

(03-2013)

CATEGORY