Created on: 
Nov 06 2019

Online Processing

Mainframe Processing

See ACES Screens and Online Pages for an example of pages or screens used in this chapter.

Online Processing

How do I navigate in ACES 3G?

The primary method of navigating is to use the Navigation tree on the left side of the window and click on the desired section. The selected section then appears in the pane to the right and is displayed with a grey highlight on the Navigation tree.

The Navigation tree can be expanded or collapsed as needed by clicking the double arrows to the left of the page you are currently working on.

In addition to the Navigation tree, the Next Detail and Previous Detail buttons at the top of the page can be used to page forward and backward through ACES 3G. They can also be accessed by right-clicking the mouse anywhere in ACES 3G and pressing Next Detail or Previous Detail.

What is a Summary page?

A Summary page is used to view a summary of the data entered for the entire household for the section you are on. Most summary pages are categorized into sections that can be expanded or collapsed.

From the Summary page you can add, delete or change specific details for all household members.

How do I expand or collapse a section on the page?

On a Summary or Detail page click the header at the top of the section that you wish to expand or collapse.

How do I add details?

Detail information such as income, shelter expenses or resources can be added from anywhere within ACES 3G.

To add detail information, take the following steps:

  1. Select Add at top of the page.
  • A new page can also be added by typing ALT+A or right clicking anywhere in the ACES 3G window and clicking Add.
  1. Select the detail section you want to update from the Add Type list.
  2. From the Client drop down menu select the client that the information is for.
  3. Click the Next button.
  4. Enter the detail information.
  • Click the Delete button at the top of the page to exit a Detail page without an entry.
  1. Click the Add button again to add additional detail information or click a section on the Navigation tree to return to a Summary page.
Note: When the Add button is selected while in a Details section, the pop-up window defaults to the same section and client.

How do I delete entered details?

A detail can be deleted by doing one of the following actions:

  • On a Summary page, select the checkbox to the right of the specific detail.
  • Click on the individual detail to be deleted on the Summary page, such as a car on the Vehicle/Vessel page. This opens a Detail page specific to that item. Click the Delete button at the top of that Detail page.

Deleted items appear on the Summary page with a line though the information. Before the data is committed, you can delete and undelete items. However, once the data is committed the deleted entries are no longer visible.

How do I change information on a detail entry?

To change information on a detail entry, click the detail line on the Summary page. The Detail page displays and changes can then be made.

How do I re-verify an item that has the same verification code?

To accept all verification codes on the page that are not changing, click the Accept Verifications icon at the top of the page.

  • You can also accept the verification by typing Alt+V or right clicking anywhere in the ACES 3G window and selecting Accept Verifications.

To re-verify an item with the same verification code, change the verification code to a different one and then change it back to the original verification code.

What are the action buttons at the top of the page used for?

The action buttons at the top of the page are used to:

  • Navigate to the next topic green arrow
  • Navigate to the next detail within a summary page arrow down for next detail
  • Navigate to the previous detail within a summary page arrow up to navigate to next page
  • Return to summary return button
  • Add details add details button
  • Delete details red X
  • Accept detail verifications clipboard with green check to accept
  • Add remarks when none currently exist add remarks button
  • Add remarks when entries exist add remarks when entries exist button
  • Add narrative narrative
  • Refresh page data green arrow to refresh
  • Place session on hold (SPA) hold button
  • Cancel Session stop sign
  • Access online help pages blue question mark

What do the icons on the page mean?

Icons have been added to the page to quickly determine any field that may contain:

  • An error message x in a red circle
  • A warning message caution sign
  • An interface cross-match green check mark

If an error or warning appears on a page, that section is also indicated on the Navigation tree.

How do I view a specific error or warning message in ACES 3G?

Select the field next to the icon to view an error or warning message. The specific message appears above the field explaining the error or warning.

Where are the fields from the MISC screen located at in ACES 3G?

ACES 3G does not have an equivalent to the MISC screen in ACES Mainframe; however, the fields still exist in ACES 3G but are displayed in a more logical location. See the chart below to find out where the fields from MISC screen can be found in ACES 3G.


ACES 3G page

ACES 3G Field


Currently not in ACES 3G. Defaults to “Y” in ACES.


Retro Med

Currently not part of ACES 3G.


Date Report Recd

Review page

MCR Received Date

Report Cmplt

Review page

MCR Status

Report Gd Cause

Currently not part of ACES 3G.


Calc Elig Ind

Eligibility page

Calculate Eligibility

Trial Elig HH Increm

Currently not part of ACES 3G.


Expdtd Srv

Assistance Unit and Review.

Expedited Food Assistance

Discovery Date

Assistance Unit and Review

Discovery Date

Elig Review Complete


Eligibility Review Complete

Auto Reassign Override

Assistance Unit

Auto Reassign Override


Assistance Unit and Review

Living Above Means

Elig Rvw Rcvd

Case Actions

ER Received

Review Send AFB


Interactive Interview Declaration

Delay Reason Code

Pending Applications

Delay Reason Code

SOP Extension Date

Pending Applications

SOP Extension Date

Application Override Date

Assistance Unit

Application Override Date

ABD Area

Currently not part of ACES 3G.


Inquiry Date

Part of scheduling during application screening.



Part of scheduling during application screening.


Appt Date

Part of scheduling during application screening.


Appt Type

Part of scheduling during application screening.


Appt Bgn Tm

Part of scheduling during application screening.


Appt End Tm

Part of scheduling during application screening.


L Name/Appt Remarks

Part of scheduling during application screening.


Next Review

Part of scheduling during application screening.


I am having issues with viewing the entire page, what can I do?

NOTE: These setting can be adjusted to the resolution that you feel most comfortable with. ACES 3G appears somewhat blurry and the pages do not flow as well with the 1280x720 screen resolution.

Sometimes in ACES 3G the entire page isn’t viewable which forces you to scroll more often or the page appears blurry. This is normally caused if your window is not maximized fully or your screen resolution is set too low. ACES 3G is designed to work best at your monitor's default resolution.

If you are experiencing issues, try one of the following:

  1. Select the Maximize button in the upper right hand corner of your session.
  2. If this does not resolve your issue, check your windows resolution settings and change as needed. The following monitor sizes are the most common:
  • 17” (4x3 ratio) – Change to 1024x768 resolution.
  • 19” (4x3 ratio) – Change to 1280x1024 resolution.

What is the Welcome back page in

The Welcome back page is the initial page that displays after a successful login.

How do I navigate in is a web based system that allows for the ability to quickly navigate between clients, Assistance Units and other processing functions.

Below is a list of basic navigation functions:

  • Use the mouse or the <Tab> key to move from one field to the next.
  • Use the mouse or the <Shift> + <Tab> keys to move backward from one field to the next.
  • Use the mouse or the <Space Bar> to enter or remove a checkmark in a checkbox.
  • To navigate to a section within a list, enter the first letter of the word you are looking for in the drop down box. Use the up and down arrows on your keyboard or the drop-down slider to scroll through the list. When you have highlighted the entry you want to select, click the mouse button or hit <ENTER>.
  • To remove an entry from a drop down list box, click the blank entry at the top of the list.
  • Click the <Next> button after entering client data on each page to access the next page in a normal flow.
  • Click the <Skip> button to move to the next page without entering data on the current page. This option is not available on all pages.
  • Click the <Back> button to return to the previous page. This option is not available on all pages.
  • Click the <Cancel> button to exit a pop up window and discard all data that was entered.
  • Click the <Reset> or <Reset All> button to clear all entries on a page.
  • Click the <Go> button to navigate to a new page or execute some search options.
  • Click the <Search> button to execute a search.
  • Click the <Need Help?> or <Help> links for screen level assistance.
  • Click the <Add> button to add a selection or item.
  • Click the <Submit>, <Save> or <Commit> button to save any updated data.

More detailed processing steps are available in the individual chapters in the ACES Users Manual.

How do I log off of

To log off of select the Logoff link located at the top or bottom of any page.

NOTE: Closing the internet browser alone does not disconnect your session. If another person accesses from the same computer, they are automatically logged in to with your User ID.

Mainframe Processing

What are the inquiry function keys?

Function keys enable user to move quickly and effectively within ACES. Each ACES screen has up to 24 associated function keys. Some of which may be inactive on screens where the action they represent does not apply. The active function keys display at the bottom of the screen.

Some of the inquiry function keys are:

  • F1 - Field level help
  • F2 - Screen level help
  • F6 - Alerts
  • F7 - Backward
  • F8 - Forward
  • F10 - Assistance Unit List for a case (AULI)
  • F11 - Client List for a case (CLLI)
  • F12 - Exit back to the AMEN screen
  • F17 - Backward a month
  • F18 - Forward a month

What are pointers?

Pointers are a letter or number used to indicate the position of an assistance unit or client in a case unit.

The Assistance Unit (AU) pointer is a one character letter located in the upper right corner of the data screen(s). AU pointers vary based on the option used to access the case, the AU ID entered on AMEN screen, and program hierarchy. Program hierarchy for active cases is:

  • AF - Temporary Assistance for Needy Families (TANF)
  • GA - Aged, Blind, Disabled Cash Assistance (ABD)
  • RF - Refugee Assistance
  • GH - Legal Guardian
  • GI - Inpatient Psychiatric
  • MA - Medical Assistance
  • FS - Food Assistance
  • EA - Consolidated Emergency Assistance Program (CEAP)

To find a list of AU pointers for any active, suspended or pending AU, press <F10> from any screen. The AULI screen displays the AU(s) and its pointer(s). 

A Client pointer is a two-character number located in the upper right corner of the data screen(s). Client pointers are assigned based on the order in which the individual(s) is entered in ACES, and indicates the position of that client within an AU. 

To find a list of client pointers for an active, suspended or pending case, press <F11> from any screen. The CLLI screen displays the client(s) and his/her pointer(s). For cases that are closed or denied, do not use pointers. For more information, see How do I inquire on a closed/denied case?

EXAMPLE: A case has an active AF-F01, FS and MA-S01 AU. You access the case using the cash AU so the pointers are: AF - A, FS - B, MA - C. Twenty minutes later, you access the case using the FS AU, so the pointers are: FS - A, AF - B, MA - C.

How do I fast-path to a specific screen?

To fast-path to a specific screen for an active, pending, or suspended case:

  1. Press the <HOME> and the cursor defaults to the screen name in the upper right corner.
  2. Enter the [screen name and client pointer] or [screen name and Assistance Unit (AU) pointer].
  3. <TRANSMIT> and the requested page displays.

To fast-path to a specific screen for a closed or denied case:

  1. Press the <HOME> key and the cursor defaults to the screen name in the upper right corner.
  2. When inquiring on an AU enter the [AU level screen name, without a pointer].
  3. When inquiring on a client ID enter the [client level screen name, without a pointer].
  4. <TRANSMIT> and the requested page displays.
NOTE: For closed or denied cases, you cannot fast-path to a client level screen when inquiring on an AU, or vice versa.

Where do remarks display in ACES Mainframe that were created in ACES 3G?

Most remarks display behind the ACES screen that matches the area where they were entered in ACES 3G.

NOTE: When remarks are entered in the Citizenship / Alien section on the Client Details page in ACES 3G, the remarks save behind the DEM1 screen instead of the ALAS screen in ACES mainframe


See ACES Screens and Online Pages for an example of pages or screens used in this chapter.