See ACES Screens and Online Pages for an example of pages or screens used in this chapter.
Interview is the process of gathering data about a client and their household when a new application is submitted.
Interview can be accessed in different ways from within ACES.online.
From the Welcome Back page:
From the Welcome Back page:
From the Client >> Summary page:
From the Assistance Unit >> Summary page:
After screening a new Assistance Unit, select the Interview button from the Commit Status page.
Client data is entered into ACES for the ongoing month using Start Interview for a new application or when an existing client applies for a type of assistance they are not currently receiving.
Data entered through the Start Interview option is copied back to all months in the application period unless a client is active in another Assistance Unit. In this situation, all information for that client must be entered in each of the application months, see Process Application Month, How do I complete Process Application Months?
It is important to check alerts prior to starting an interview with the client as some alerts provide information that may change eligibility factors. For more information, see Alerts.
To initiate and complete an interview take the following steps:
To complete an interview, eligibility factors must be verified. Select the valid value from the Verification drop down box located to the right of the eligibility factor that is being verified.
Some valid values, such as Federally Verified (FV) for Social Security number verification and Bendex (BX) for Social Security amount verification, are system generated. Workers are not allowed to enter a system generated code for the verification valid value.
For example:
Some valid values, such as Collateral Contact (CC) and Other (OT), may require the worker to give more details on how the eligibility factor was verified. The worker should document the details of the verification on the Remarks page. For more information, see Narrative/Remarks, How do I enter a remark in ACES 3G?
The screen flow depends on the type of information received from the applicant during the interview process.
Navigate to a specific page by doing one of the following:
Letter 001-02 (Interactive Interview Declaration) or IID can be printed when the client has not completed and signed a pre-printed application form or eligibility review. See Letters, How do I print an Interactive Interview Declaration (IID)?
See ACES Screens and Online Pages for an example of pages or screens used in this chapter.