This dialog is reached from the Assets window by selecting Action on the menu bar then Create from the drop down menu.
This dialog is used to add asset information for each person in the case.
WINDOW FIELDS
Case Number, Case Name, Benefit Month
Category Drop down list is to choose the Category of the asset to be added.
Type - Drop down list is to choose the Type of asset being created.
Description This field is free form and is used to enter a short Description of the asset being created.
Verification - Drop down list is to indicate what type of Verification was used for the asset being created.
Exclude Asset Scrolling list box allows for the selection of the program (ME, HS, TANF) from which the asset being created is excluded.
Market Value Enter the Market Value (dollars and cents) of the asset created.
Amount Owed Enter the amount that is owed (dollars and cents) on the asset. The system determines the equity of the asset.
Life Estate/Remainder Interest Group Box
Market Value Enter the Market Value (dollars and cents) of the Life Estate.
Tenant D.O.B. Enter the date of birth (MM-YYYY) of the life estates tenant. The system determines the value of the Life Estate based on the dates entered.
Determine Value for MM-YYYY: - Complete this field with the Month/Year that the Life Estate/Remainder Interest was transferred if the corresponding asset was a Disqualifying Transfer. (The system then determines the age of the client at the time of the transfer from the information entered in the Tenant D.O.B. field and calculates the value of the asset at the time of transfer.)
Owner List Box - Highlight each person who is an owner of the asset being created.
Last name, First name, Middle Initial and Suffix Displays the names of all active persons in the case.
Copy Asset Details Group Box This is used when an asset needs to be created for previous months (including the benefit month being processed). Information does not have to be entered here if the asset begins in the benefit month being processed. Information for these fields must be entered in a benefit month that falls between the Begin Date and the End Date.
Begin Date This field is used to enter the date (MM-YYYY) when the asset began. The system copies this asset to all benefit months starting with this date.
End Date - Field is to enter the date (MM-YYYY) when the asset ended. If the asset is still owned, this field should be left blank.
Number of Owners This is not used for liquid assets. The number in the drop down list defaults to the total number of persons highlighted in the Owner List Box. If there are additional owners outside of the case add those to the number of owners in the case and select the total from this list. (This selection is disabled if the asset being created is a liquid asset.)
Client Designating Burial Fund Provision List Box Lists the names of the owners of the asset being created. Highlight the individual in the list box that is requesting the asset be used for a designated burial. Names of the owners only display if the asset is an asset that can be designated for a burial fund.
PUSH BUTTONS
WINDOW PROCESS
Note: An individual is not selected in the Client Name list box on the Assets window because the owner of the asset is selected on the Create Asset window
Select Action menu bar option on the Assets window
Select Create from the drop down menu
This opens Create Asset dialog
Select the Category from the drop down list
Select the Type from the drop down list
The Description field is free form field to enter a description of the asset
Not a mandatory field
Select the Verification from the drop down list
Enter the value of the asset in the Market Value field
Enter the amount still owing in the Amount Owed field, if applicable
Highlight the owners in the Owner list box
If there are owners of the asset outside of the household, the Number of Owners can be selected from the drop down list
Select Save push button if there are more assets to be created
Save re-displays the Create Asset dialog with the previously created asset saved to the Assets window
Select OK push button if it is the only asset to be created or once all assets are created