Table of Contents. Page 2 of 10 OVERVIEW... 3 REQUIRED FIELDS... 4 LOGIN... 5 MEMBERS... 6 INCOME / CUSTOMER INFORMATION... 7 HOUSING INFORMATION...

Transcription

1 February 2010

2 Table of Contents OVERVIEW... 3 REQUIRED FIELDS... 4 LOGIN... 5 MEMBERS... 6 INCOME / CUSTOMER INFORMATION... 7 HOUSING INFORMATION... 8 UTILITIES... 9 SUBMIT APPLICATION LOG OUT Page 2 of 10

3 IMPORTANT! READ THIS FIRST This system manual covers the. The materials used to create this manual are accurate as of February Call the Help Desk at if you require immediate assistance or if you have any questions regarding the use of the System. Overview The Bexar County Department of Community Resources Direct Client Services Agency Web Application allows an agency to submit an electronic Application for Services to the Bexar County Department of Community Resources. TIPS: REQUIRED FIELDS: All required fields are marked with a red asterisk (*). See Page 4 for more information. MOVING FROM FIELD TO FIELD: Use the mouse, by positioning the mouse pointer to the desired field and clicking once. The <Tab> key can also be used to advance from field to field; press the <Shift> and <Tab> keys together to return to the preceding field. IMPORTANT INFORMATION: After 14 incorrect login attempts the system will revoke the Agency ID and Password. Contact the Bexar County Department of Community Resources at (210) for further login assistance. Page 3 of 10

4 REQUIRED FIELDS HEAD OF HOUSEHOLD & MEMBERS *NAME (*First/MI/ *Last) *SSN *BIRTHDATE *ETHNICITY If INCOME 1, 2, or 3 checked: *FREQUENCY *INCOME SOURCE *30 DAY INCOME INCOME VERIFICATION UTILITIES *HEATING SOURCE *COOLING SOURCE *HEATING TYPE *COOLING TYPE *WATER HEATER *A/C *REFRIGERATOR Utility #1: (ALL fields) *TYPE OF UTLITY *VENDOR *ACCOUNT NUMBER *AVG. UTILITY BILL *NAME ON BILL If Same as Head of Household not checked: *FIRST *LAST CUSTOMER INFORMATION Residential address: If mailing address different checked: *STREET #/NAME *CITY, *STATE, *ZIP HOUSING INFORMATION *TYPE OF HOME *PAYMENT AMOUNT *LENGTH OF RESIDENCE (*YEARS and *MONTHS), If Home Rented selected, LANDLORD INFORMATION/ADDRESS: *NAME *STREET #/NAME *CITY, *STATE, *ZIP *PHONE Page 4 of 10

5 Login TO LOGIN: Select the proper Agency Name from the AGENCY ID drop-down list. Type your User Id in the USER ID field. Type your Password in the PASSWORD field and click the <START> button. The PASSWORD field is NOT masked. PASSWORD REQUIREMENTS: Password must follow this format, in the exact order as shown: One (1) single digit number, four (4) letters, and one (1) symbol Ex: 2bexr& 3jump^ PASSWORD INFORMATION: After 14 incorrect login attempts the system will revoke the Agency ID and Password. Contact the Bexar County Department of Community Resources at (210) for further login assistance. Page 5 of 10

6 Members The Members section allows the user to enter the prospective client s social security number along with any additional demographics for each member. TO ACCESS INSTRUCTIONS: At the top of the Agency Application page click the Click here to collapse/expand instructions ribbon. The instructions page will expand (show) for viewing. Click the Click here to collapse/expand instructions ribbon to collapse (hide) the instructions. TO ENTER HEAD OF HOUSEHOLD & MEMBER(S) INFORMATION: Select the number of household members from the HOUSEHOLD SIZE buttons. Enter data in the following fields: NAME (*First/MI/ *Last), *SSN, *BIRTH DATE (Enter the date in mm/dd/yyyy format or click the calendar icon located to the right of the field to select the date.), DISABLED, DIS, *ETHNICITY, GENDER. Place a checkmark in the INCOME 1, 2, and/or 3 checkboxes to enable the FREQUENCY, INCOME SOURCE and 30 DAY INCOME fields. Select a *FREQUENCY and *INCOME SOURCE. Enter the dollar amount in the *30 DAY INCOME field. (Dollar sign ($) not necessary.) Collapse (hide) the Head of Household ribbon. Expand (show) the Member 2, 3, 4, 5, 6, 7 and/or 8 ribbon and follow the TO ENTER HEAD OF HOUSEHOLD & MEMBER(S) INFORMATION directions. TO ENTER MEMBER COMMENTS: At the bottom of the Member section, click the Member Information Comments click here to add additional information for any member ribbon to expand (show) the comments area. Enter any additional information necessary that pertains to the members. Click the Member Information Comments click here to add additional information for any member ribbon to collapse (hide) the comments area. Page 6 of 10

7 Income / Customer Information The Income and Customer Information section allows the user to enter the prospective client s Income information. TO ADD INCOME VERIFICATION: (*required*) Enter the type of verification/documentation of Household income in the *VERIFICATION / DOCUMENTION OF HOUSEHOLD INCOME field. TO ENTER RESEDENTIAL ADDRESS (*required*): Type the Head of Households residential address in the following fields: *STREET #/NAME, *CITY, *STATE, *ZIP TO ENTER MAILING ADDRESS: If the mailing address is different, place a checkmark in the Mailing address is different from Residential Address checkbox to enable the Mailing Address fields. Type the mailing address in the following fields: *STREET #/NAME, *CITY, *STATE, *ZIP TO ENTER ADDITIONAL CONTACT INFORMATION: Enter data in the following fields: *HOME PHONE, ALTERNATE PHONE, WORK PHONE (These fields only accept 10-digit telephone numbers), and ADDRESS. TO ENTER CUSTOMER COMMENTS: At the bottom of the Customer Information section, click the Customer Additional Comments Click here to add information ribbon to expand (show) the comments area. Enter any information necessary pertaining to the utilities. Click the Customer Additional Comments Click here to add information ribbon to collapse (hide) the comments area. Page 7 of 10

8 Housing Information The Housing Information allows the user to enter the prospective client s Housing Information. TO ADD HOUSING INFORMATION: Enter data in the following fields: *TYPE OF HOME, IS THE HOME, *PAYMENT AMOUNT, UTILITIES INCLUDED IN RENT, THE APPLICANT LIVES IN PUBLIC OR STANDARDIZED HOUSING, LENGTH OF RESIDENCE (*YEARS and *MONTHS), and LANDLORD INFORMATION/ADDRESS. If the home is marked as Rented the following LANDLORD INFORMATION/ADDRESS fields are required: *NAME, *STREET #/NAME, *CITY, *STATE, *ZIP, and *PHONE. TO ENTER HOUSING COMMENTS: At the bottom of the Housing section, click the Housing Additional Comments Click here to add information ribbon to expand (show) the comments area. Enter any information necessary pertaining to the utilities. Click the Housing Additional Comments Click here to add information ribbon to collapse (hide) the comments area. Page 8 of 10

9 Utilities TO ENTER PRINCIPLE TYPE OF ENERGY SOURCE: Select an option from the following drop-down lists: *HEATING SOURCE, *COOLING SOURCE, *HEATING TYPE, and *COOLING TYPE. TO ENTER AGE OF APPLIANCES: Select an option from the following drop-down lists: *WATER HEATER, *A/C, and *REFRIGERATOR. Enter the date of the LAST SERVICE OF CENTRAL UNIT (Enter the date in mm/dd/yyyy format or click the calendar icon located to the right of the field to select the date.) If necessary, place a checkmark in the ARE ANY UTILITIES DISCONNECTED? checkbox. TO ENTER UTILITY 1: (*required*) Select an option from the *TYPE OF UTLITY drop-down list. Select an option from the *VENDOR drop-down list. Type the account number in the *ACCOUNT NUMBER field. Type the average utility bill in the *AVG. UTILITY BILL field. *NAME ON BILL field; if the name on the utility bill is the same as the Head of Household, place a checkmark in the Check here if same as Head of Household checkbox. If the name on the utility bill is NOT the same, type the first and last name in the *FIRST and *LAST fields. TO ENTER UTILITY 2: Click the Utility 2 ribbon to expand (show) Utility 2. Follow the TO ENTER UTILITY 1 directions. Click the Utility 2 ribbon to collapse (hide) Utility 2. TO ENTER UTILITY COMMENTS: At the bottom of the Utility section, click the Utility Additional Comments Click here to add information ribbon to expand (show) the comments area. Enter any information necessary pertaining to the utilities. Click the Utility Additional Comments Click here to add information ribbon to collapse (hide) the comments area. Page 9 of 10

10 Submit Application The Submit button allows the user to submit the prospective client s electronic Application for Services to the Bexar County Department of Community Resources. TO SUBMIT AN ELECTRONIC APPLICATION: Click the <SUBMIT THIS APPLICATION> button. The successfully submitted message below will appear. To submit another application, click the <SUBMIT ANOTHER APPLICATION> button. If any required fields are incomplete the user will receive a message similar to the image below. Click the <OK> button to return to the application. Fields containing an orange background need attention before submitting application again. Log Out Close the Internet browser to close the Bexar County Department of Community Resources Agency Web Application. Page 10 of 10