M E M O R A N D U M

IM-84  05/31/00  FSU5 REV.  FORMS MANUAL REVISION #18


SUBJECT:
FSU5 REVISION 
FORMS MANUAL REVISION #18,
IM-105/FSU5 INSTRUCTIONS AND PRODUCTION REPORT INSTRUCTIONS
 
DISCUSSION:
In an effort to ensure the correct worker and load numbers are in the Legacy system for food stamp conversion to FAMIS, IM-105/FSU5 field 40 is changed from "Edit Load" to "Backup Worker."  It is imperative to have correct worker and load number information in the Legacy system at the time of conversion to FAMIS.  It will create more work for staff at the time of conversion if the correct worker and load numbers are not in the Legacy system.

IM-105/FSU5 Field 40

Effective June 1, 2000, enter the five-digit worker number assigned to the individual updating the case information in the "Backup Worker" field. 

  • If the worker entering the transaction is the worker assigned to the caseload shown in field 41, enter the same worker number in both the "Worker" and "Backup Worker" fields.

    •  
  • If the worker entering the transaction is not the worker assigned to the caseload shown in field 41, enter the worker number of the worker assigned to the caseload in the "Worker" field and the worker number of the individual completing the transaction in the "Backup Worker" field. 
The "Backup Worker" field requires an entry.  Do not change the load number unless the case is assigned to a new worker and load.

EXAMPLE:  Hattie Jones, worker 88888, is assigned case number 12345678 and her load number is 00001.  In Hattie's absence, Janice Brown, worker number 77777, updates case number 12345678 on February 15, 2000.  Enter 88888 in the "Worker" portion of FSU5 field 40 and 77777 in the "Backup Worker" portion of field 40.
 
 
6) ACTION
40) WORKER
BACKUP WORKER
41) CASE LOAD
42)SUPERVISOR
 
88888
77777
00001
12345

EXAMPLE:  On February 28, Hattie Jones updates case number 12345678.  Enter 88888 in the "Worker" portion of field 40 and 88888 in the "Backup Worker" portion of field 40. 
 
6) ACTION
40) WORKER
BACKUP WORKER
41) CASE LOAD
42)SUPERVISOR
 
88888
88888
00001
12345

Unassigned Caseloads

During the time a caseload is not assigned to a specific worker, for example when a worker leaves the agency and a new worker has not been assigned to the caseload, use "99999" in field 40-Worker.  Enter the number of the worker completing the transaction in the "Backup Worker" field. 

Production Report

The monthly production report is changed to reflect any transactions entered by a worker not assigned to a caseload.  The "Backup Worker" field has been added to the Production Report and will show the worker number of the individual who entered the transaction if it is not the worker assigned to the caseload.
 
NECESSARY ACTION:
  • Effective June 1, 2000, enter the worker number of the individual completing the FSU5 transaction in the "Backup Worker" portion of field 40.

    •  
  • Enter "99999" in the Worker field of FSU5 when completing a transaction on a case in an unassigned caseload.

    •  
  • File the revised IM-105/FSU5 and Production Report instructions in the forms manual.
    • DC/JKW/ea
    Distribution #3
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