Important Steps (WHAT?)

Key Points

(HOW?)

A logical segment of the operations that advances the work

Important actions in the steps that will: Make or break the job Make the job easier

Task code received

1. From the AZCARES homepage, navigate to My Open Tasks and click the ‘More’ button.
1. Using a filterable Task List from the Task Title dropdown menu, filter for the following 3 filters to populate your list of Tasks:
1. Filter by Owner = My Tasks
2. Field=Status, Operator=Equals, Value=‘Not Started’
3. Field=Task Code, Operator=Equals, Value=T_0234, T_0235 & T_0174.
2. In the Task List displayed, Click on the Participant’s Full name/Hyperlink in a Task to be navigated to the Contact Detail screen.

Role and Case

Status Some AZCARES tasks have been found to be system-generated on 1. Participants who have only ever had the role of child/dependent on a case, and 2. Participants with no open IVD cases.

* In this case, further Locate activity is not required, nor recommended.

1. Navigate to Related>Related Cases in left navigation to display a list of associated cases for the participant:
1. Check the role of the Contact/participant, and whether any other cases are open.
1. If the Contact/participant is a. Role of Child/dependent on the (open) case(s) and/or
2. There are no open cases for the Contact, continue with Step 4.
3. If the Contact/participant is either the Support Payor or the Support Recipient on at least one open IVD case:
1. Navigate to the Contact/participant’s Deceased Information screen and confirm the participant is not deceased before continuing with Step 3.
2. If the participant is deceased, do not update the interfaced information, review for the appropriate next action for the case and continue with Step 4.
3. If the participant is NOT deceased, continue with Step 3.

Open Case(s) found

1. If Contact/participant is Support Recipient, attempt to verify the Benefit and update the status of the information in the contact Member Benefit record.
2. If the Contact/participant is either the Support Payor or a minor Dependent: attempt to obtain verification
1. If not SSI or VA Disability, review for ability to issue IWO.
2. If SSI or VA Disability, review the case for modification and/or case closure.
1. If the case meets eligibility for Modification, send an email to [email protected] and request Review and Adjustment.
2. If the case should be closed because the Support Payor is receiving SSI or SSI/SSDI, or SSI/SSR Concurrent, proceed with 938 Closure Procedure.
3. If the Support Payor receives VA benefits and no SSI benefits, an IWO cannot/should not be issued (a Payor can elect to have part of a VA Disability Benefit go toward a Child Support obligation, but DCSS cannot Garnish these benefits).

Document Actions Taken

1. Navigate to the Activity Log of each open case associated with the participant, and add Activity Code M0005 to Activity History with the Comment: ‘Task reviewed’ and include any findings and/or details of the actions taken.
2. If a phone call is made to confirm information, add the appropriate Phone Call Activity and provide details of the call.

Update Associated Locate Need and Complete Task

1. After reviewing Locate Response and taking the associated follow up actions, update the status of the Locate Need and Complete the Task:
1. Navigate to Locate Need at the bottom of left navigation on Contact Details screen and select the desired LN record> click eyeball to open and update Status>Fullfilled>Save
2. Manually update Task status to ‘Completed’ on the Open Task List; Save.