Views Overview

Views are reminders of:

  • actions that require prompt attention;
  • work in progress;
  • information on cases;
  • extension requests;
  • appointments;
  • external agency matches; and
  • fraud and/or overpayment referrals.

If you are in the First Available Worker (FAW) model (SNAP-only case managers), you must view your Actions and Registrants. There are two predetermined groups: Actions (Today’s Actions) and Registrants (Waiting/Being Served, Completed/Dismissed, Dropped-off Documents).

If you are an economic assistance case manager, Full Engagement Worker (FEW) and Self Sufficiency Specialist (SSS), you must check views daily. After checking all views, complete the work that needs to be done in conjunction with any outstanding views as soon as possible. Supervisors must also monitor staff views to ensure that work is completed on time.

There are thirteen predetermined groups of views. These groups contain individual views, which are categorized according to the work that needs to be performed. The views enable you to prioritize your cases for completion.

  1. on the left side of the navigation menu on the My Office tab, click Views. The following list will appear:
    1. Daily Priority Actions;
    2. Accommodations;
    3. Registrants;
    4. Referrals;
    5. Accounts Receivable;
    6. Appointments to Schedule;
    7. Assessed Person Potential Changes;
    8. Assistance Unit Lists;
    9. Pathways to Work
    10. External Agency Matches;
    11. Food Stamp Work Program;
    12. Appeals; and
    13. Customer Concerns;
  2. click the appropriate category of views and a list of views for that category will appear
  3. click the name of the view you want to display. A list of records will appear
  4. you can sort the query by clicking on the column heading. For example, click the SSN heading and the list will sort by SSN; and
  5. to view a case folder, click the record in the view list and click the ECF (Electronic Case Folder) icon.

You may also see Views of your coworkers (if you are covering for them due to absence or duty schedule) by:

  1. clicking Views Tools
  2. clicking Refresh as Another User
  3. clicking the Information pop-up box
  4. on the Manager Search Portlet page, enter the last name of your coworker in the Last field
  5. select the DTA staff person; and
  6. click Go. You can now access that coworker’s views

Related Topics

Views Policy and Procedures

Last Update: August 9, 2023