Automated Case Directory Overview

Course Goals and Objective State the many uses of the Automated Case Directory Access the Automated Case Directory Use reports available in the Automated Case Directory to obtain information regarding caseload Manipulate the data in the Automated Case Directory to meet specific needs

What Is The Automated Case Directory? A tool to help you manage your workload A series of easy to access and use reports

What Types of Reports Are Available? Case details Individual details Review month listing Mailing lists Lack of Review closures WP exemptions Living arrangements Child Care individuals

The ACD has many uses, but here are just a few examples of general uses.  Cases due for review in a specific month - reports #1 and #9  Number and type of cases – report #1  Cases with earned income or unearned income – report #4  Cases that have an individual with a WP exemption reason and what it is – report #12  Cases that have individuals with a specific living arrangement code (i.e., “Homeless” or “Military Absence”) – report #13  Cases with an individual receiving Foster Care or Kinship Care – report #16  Cases exceeding 20 and 30 day processing clocks – report #7  Create a mailing list – report #6  New, ongoing, and dropped cases – report #8  Cases closed due to lack of review – report #10 Why Would I Want To Use It?

The ACD has many uses, but here are just a few examples of uses for MA/FS.  Unmet deductible – report #1  Pregnancy status and due date – report #11  Note: Future enhancements will assist with FS Error reduction Why Would I Want To Use It?

The ACD has many uses, but here are just a few examples of uses for W-2.  Most recent W-2 placement – report #14 Monitor length of time in placement Verify if Voluntary or Mandatory status matches the correct type of placement  Exemption reasons – report #12 Obtain a list of temporary exemption reasons for purposes of re-evaluation Why Would I Want To Use It?

The ACD has many uses, but here are just a few examples of uses for CC.  Open child care cases with and without an authorization – report #15  Who is receiving child care to attend school – report #15  School age child banked hours – report #15 Why Would I Want To Use It?

Advantages Easier to navigate Ability to sort, drill, and filter Ability to export data to Excel Ability to save reports specific to your needs Choose multiple items Online, internet accessible

Tips for Faster Report Returns On the prompt screen, select only the choices you need  i.e., rather than choosing an entire county, choose only your worker ID Do not make a selection in each of the drop- down boxes on the prompt screen  i.e., the selections are set up with an “Or” selection criteria, so it is not necessary to make a selection in each drop-down box

How Do I Use It And Access It?  Access request form: Logon to the above website Retrieve the list of desired reports View and sort reports as needed

Training Section Website Resources The BPS Training Section Experienced Worker page has the link to the ACD launching page 

Contact If you have questions regarding this Powerpoint presentation, please contact:  Lynda or