Assigning Eligiblity Applications

Eligibility applications can be assigned from the CEU dashboard/Eligibility File Index only by workers with the CEU Supervisor or Admin role.

There is only one CEU worker assigned to an eligibility file at a time. That worker remains assigned to the file until the last pending determination is submitted. 

For example: A focus child, Jimmy, has a pending EA eligibility application that gets assigned to Laura CEU Worker. If Jimmy's situation escalates, he is put into an initial placement, and a IV-E application is triggered before his EA application is submitted, it will be automatically assigned to Laura. However, if Laura submits the EA application before Jimmy's situation escalates, she is no longer assigned to Jimmy's file. In this case, Jimmy's situation triggers another eligibility application after Laura's submission, it will appear in the queue as an unassigned eligibility application.

To Assign an Eligibility Application

From the Dashboard

1. As a CEU supervisor, go to the dashboard.

2. Applications are grouped by sibling group. Click the people icon next to an application to expand and view all related sibling applications. When you assign one person's eligibility application, the same CEU Worker will be assigned all of the applications associated with any member of the sibling group.

1. Check the checkboxes associated with each eligibility application you want to assign. You can filter the list of unassigned applications by worker, county, type of application, and review status by using the search filters on the left side of the page.

   1. Selecting multiple applications before you click Assign will assign all of those applications to that one worker.

   2. Select the CEU worker you want to assign the application to using the dropdown list.

• 1. Click Assign.

  2. The CEU dashboard will automatically update.

1. The assigned worker will receive an email notification alerting him/her, that s/he has been assigned to a new eligibility file.

From the Eligibility Application

1. As a CEU supervisor, go to an unassigned eligibility application.

2. Click on the Actions menu in the Smart Bar.

3. Click Assign

4. Select the CEU worker you want to assign the application to using the dropdown list in the popup that appears.

5. Click Assign.

6. The application (and all applications for other people in the sibling group) will be assigned to the selected worker and removed from the CEU dashboard/eligibility file index.

7. The assigned worker will receive an email notification alerting him/her, that s/he has been assigned to a new eligibility file.