Concrete Goods â Job Aid Non-Placement Provider Requests
Concrete Goods – Job Aid Non-Placement Provider Requests Non-Placement Providers have the ability to document request for Concrete Goods directly in the KIDS application after the caseworker or caseworker supervisor has verbally approved the expenditure. All requests are documented on the Concrete Goods screens within the Client Module. Accessing the Concrete Good Screens Note: Non-Placement Providers can request a maximum of $500.00 in goods or services per child and service episode.
1. Bring the Referral or Case in to focus and navigate to the Client Module; select the client on the Client List screen.
2. Navigate to the Concrete Goods Episode List screen. a. Case > Client > Concrete Goods –orb. Referral > Clients > Concrete Goods 3. Select the Associated Service Episode for the child. 4. Click the [Show] button. Complete the Request Information Screen
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Note: The Initial Items section will display Initial Allotment in the Goods or Service field. 1. Enter the amount spent in the Total field. Note: This is the amount the caseworker has authorized. 2. Add detailed explanation in the Describe need for this request and expected outcome field. 3. Click the [Save] button. 4. Click the [Send to Fiscal] button. 5. After the request has been sent to the Fiscal department, click the [Preview] button to generate the Concrete Goods Procurement form. Note: The printed Concrete Goods Procurement form, along with all receipts for the expenditures, must be sent to the Central Processing Unit for processing and reimbursement. Multiple requests/purchases may be made until the $500.00 maximum is reached. Completing The Request Information Screen When The Purchase Is In Excess Of Allotment 1. Receive verbal authorization from the caseworker before the expense can be incurred. Note: The CYF Caseworker will document the request in the KIDS application as a Regular Request and will submit for approval. After all levels of approval have been obtained, the Concrete Goods Procurement form is printed. 2. Obtain the Procurement form, attach all receipts for the expenditures, and send to the Central Processing Unit for processing and reimbursement. For more information…
For more information on this communication or for assistance, please be sure to contact the Help Desk at [email protected] or 413-350-4357 Option 2.
8/2/2011
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1. Bring the Referral or Case in to focus and navigate to the Client Module; select the client on the Client List screen.
2. Navigate to the Concrete Goods Episode List screen. a. Case > Client > Concrete Goods –orb. Referral > Clients > Concrete Goods 3. Select the Associated Service Episode for the child. 4. Click the [Show] button. Complete the Request Information Screen
8/2/2011
Page 1 of 2
Note: The Initial Items section will display Initial Allotment in the Goods or Service field. 1. Enter the amount spent in the Total field. Note: This is the amount the caseworker has authorized. 2. Add detailed explanation in the Describe need for this request and expected outcome field. 3. Click the [Save] button. 4. Click the [Send to Fiscal] button. 5. After the request has been sent to the Fiscal department, click the [Preview] button to generate the Concrete Goods Procurement form. Note: The printed Concrete Goods Procurement form, along with all receipts for the expenditures, must be sent to the Central Processing Unit for processing and reimbursement. Multiple requests/purchases may be made until the $500.00 maximum is reached. Completing The Request Information Screen When The Purchase Is In Excess Of Allotment 1. Receive verbal authorization from the caseworker before the expense can be incurred. Note: The CYF Caseworker will document the request in the KIDS application as a Regular Request and will submit for approval. After all levels of approval have been obtained, the Concrete Goods Procurement form is printed. 2. Obtain the Procurement form, attach all receipts for the expenditures, and send to the Central Processing Unit for processing and reimbursement. For more information…
For more information on this communication or for assistance, please be sure to contact the Help Desk at [email protected] or 413-350-4357 Option 2.
8/2/2011
Page 2 of 2
