Select Administrative Role

WINDOW OVERVIEW:

The Select Administrative Role window is used to assign a person to an administrative role in the program case. The person may or may not be in the Master Case.

FIELD DESCRIPTIONS:

Person Group Box

This group box displays the name of the person who is going to be assigned to the administrative role.

First: This field displays the first name of the person.

Last: This field displays the last name of the person.

SSN: This field displays the Social Security Number of the person.

Select the Search arrow to find or add the name of a person to assign to the administrative role. Note: The Add Person window opens. Enter the appropriate information and then go through resolution. If this is a new person, add them as a new person.  If the person is not a Master Case person but is being entered into the system to be payee or case representative Adult Child acting in this Role for an Aging Parent for a program case they need to be added as a new person to N-FOCUS.   If this person already exists in the system, use the existing person.

Address: If the Administrative Role person does not exist in the N-FOCUS system in any other role, add their address by selecting this button. The Address window opens.

Telephone: If the Administrative Role person does not exist in the N-FOCUS system in any other role, add their telephone number by selecting this button. The Telephone window opens.

Organization Group Box:

The group box displays the name of the organization who is going to be assigned to the administrative role.

Select the Search arrow to bring find or add the name of an organization to assign to the administrative role. Note - the Search Organization window opens. If this is a new organization, add them via the Detail Organization window including their address. If this organization already exists in the system, use that organization.

Role: Select the administrative role for this person/organization.

ACTION BUTTONS:

	Select the OK button to save any changes return to the Detail Program Case window.
	Select the Clear button to clear any data entered on this window. The window remains open.
	Select the Cancel button to close this window without saving the data, and return to the Detail Program Case window.
	Select the Help button to display window specific Help information.

NFO2225H

(10-2004)