Interview Wrapup Selection Page

You will use this page to view Interview Wrapup Request data to be included/excluded from the Eligibility Benefit Calculation, Authorization and/or data storage batch. The selected data may include a pending case or pending clients.

The selection button is used to create and initiate a new request and will be enabled when:

  • entering the interview wrapup page for the first time for the case
  • there are no requests on the select list, or  
  • when an existing request has not been selected.

Clicking on the Selection button will open the Selection page which contains information on pending cases, pending persons in active cases and/or entering or changing data.

Depending on the case action, the Interview Wrapup Selection page may display the requests listed below:

  • Perform EBC on pending cases
  • Perform EBC on pending persons in active cases
  • Household Composition
  • AU Composition
  • Work Requirements
  • Non-financial
  • Income and Expenses
  • Assets
  • Program Administration

Note: Only those requests that you have verified will be available for selection. You may expand the selection level by clicking on the caret next to each request.

Selecting Data

The Selection Page displays the following fields:

  • Perform EBC on Pending AUs - this field displays the program and grantee for which the EBC will be conducted. You can click on the checkbox next to the program and all data elements related to that program will be selected. Each program is listed separately and each program can be selected for Wrapup without including the other program if that action appropriate.
  • Perform EBC On pending AP’s in active AU’s – this field Displays the Program and Assessed person name. You can click on the checkbox next to the program and all data elements related to that assessed person will be selected. Each program is listed separately and each program can be selected for Wrapup without including the other program if that action appropriate.
  • AU/Assessed Person Data – This field displays the Data group (Assets, earned Income etc.), Name of person the data applies to and data value (residency, living arrangement, date of birth etc.).  This is where the data to be used in the calculation is selected. Each data element can be selected individually or altogether depending on the action to be taken.

The best method for you to select data is to:

  1. first click on the Select All button to select all items, then
  2. check the data that was selected to ensure the correct action is authorized.
  3. selection of the data indicates to the system which Interview pages need to be included in an EBC result or requires authorization.

Deselecting Data

You may also deselect data by clicking on a checkbox containing a checkmark to remove it, or by clicking Deselect All items on the page.

  1. If you select Deselect All items and a request already exists an edit will display stating:
    “Since a request is pending EBC or pending authorization all selectable data cannot be deselected. Please make a selection or cancel from this page.”
    click the Close button to leave the selection page, and
  2. on the Interview Wrapup page click the Add button to add request to select list.

Note: Release dates are per request. If there are multiple cash and SNAP combinations being calculated as part of the request the cash programs Release date will be used as the request release date. The cash release Date will drive the SNAP release date for this purpose.

EBC Results Checkbox

BEACON Edits

  1. A warning message displays when the Selection button on the Interview Wrapup page is clicked to create a new request and the case has an Initiated Reevaluation that has not been submitted:
    “There is an Initiated Reevaluation for this household, but the Submit box has not been checked.  If you have completed the Reevaluation process, and would like to return to the Reevaluation Submit page in the Reevaluation Workflow, click on Yes, and Cancel out of the Interview Wrapup page.  If you have not yet completed the Reevaluation process, click on ‘No’ to proceed to the Interview Wrapup Selection page.”
  2. If during EBC results, the household is determined to be non-categorically eligible and the Assets Q & A Navigator questions were not completed, the following message displays:
    “Assets data must be completed and selected before the request can be authorized. Please return to the Asset Q&A Navigator page.”
  3. An edit prevents the selection of EBC Request: Reevaluation: TAFDC, EAEDC or SNAP if you also selected the Case Ineligibility Reason:
    1. TAFDC, EAEDC or SNAP - Failed to keep appointment for review, or
    2. TAFDC, EAEDC or SNAP - Failed to submit required verification

The following message displays:

“You cannot select Reevaluation when the case is being closed for missing a reevaluation appointment or for failure to provide required verifications.”

If the Request status is Pending Release or Completed, BEACON displays only the verifications that are already saved in the request.  These may be either released or unreleased.

EBC Results Checkbox

There is no requirement to select any data for an individual request, but there is a checkbox that can be used to force BEACON to perform an EBC Calculation when no data has been selected.

Related Topics

Select Interview Wrapup Selection Data

Interview Wrapup Policy and Procedures

Last Update: December 1, 2017