Viewing a Case`s CAC Transaction History

Viewing a Case’s Client Assistance Card Transaction
History
Relevant To: Caseworker, Caseworker Health, Caseworker
Supervisor
Core Concepts
Why would I need to view a case’s client assistance card transaction history?
In order to ensure that the Red Cross is meeting its clients’ needs, Caseworkers at times need
to assess the current status of assistance the Red Cross has provided a client, and Casework
Supervisors need to make that assessment whenever they review a case. You can readily
review a case’s client assistance card transaction history at the Client Assistance Card (CAC)
tab.
At that tab you can see the amount that the Red Cross issued, or committed, to a client on a
client assistance card; any amount that the Red Cross has deducted from a card; details
regarding each transaction (e.g. value addition, value deduction, deactivation) that a CAS 2.0
administrator performed for a card; and the card’s current bank status and balance. While you
cannot see the individual charges a client makes against a client assistance card in CAS 2.0,
the bank balance that the system displays accounts for the value of those charges, and your
unit can access the specific charges through the bank’s premium reports.
What is the Budget Source listed in a client assistance card’s transaction history,
and how does the system determine what it should be?
Red Cross leadership uses the Budget Source figures for future budgeting and for day-to-day
resource management on a disaster relief operation (DRO). For national DROs, the system
always designates a Budget Source of NHQ. For other events, it designates a regional
chapter as the Budget Source based on FOCIS data and the pre-disaster zip code associated
with the case for which the client assistance card was issued. For chapters that are not
associated with a regional chapter, the Budget Source is the servicing chapter. Once a CAC
has been issued, you cannot change its Budget Source, even if an event is reclassified to
become a National DR.
CAS 2.0  2014 American Red Cross
Updated April 1, 2015
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Process
Process Flow
Access the case (if
you are not already
working with it)
Access the Client
Assistance Card
(CAC) tab
View the case’s CAC
transaction history
Process Steps
Step
1. Access the case (if you are
not already working with it)
Action
•
(if not at the My Tools screen) Click CAS 2.0 My Tools.
•
Click Case Search.
 The system displays the Case Search screen.
•
Enter search criteria and execute a search, access a case
you have recently worked on, or use one of the available
pre-defined searches.
 The names that return in the search results are those
of the cases’ primary clients (formerly known as
“heads of household”) and do not account for the
names of all household members.
 For details on searching for a case, see the Searching
for a Case quick reference guide.
•
Click the primary client’s Last Name or First Name, or
click the Case ID.
 The system opens the case associated with that
primary client to the default Household tab.
2. Access the Client
Assistance Card (CAC) tab
CAS 2.0  2014 American Red Cross
Updated April 1, 2015
•
Click the Client Assistance Card (CAC) tab.
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Step
3. View the case’s CAC
transaction history
Action
•
Scroll down to the Card History section of the Client
Assistance Card (CAC) screen; the Card History
section lists:
o
Card details, including its number and Access
Code
 By default, the system displays only the card’s
proxy #.
o
The Grand Total of the amount the Red Cross
committed to client assistance cards for the case
as well as a Card Total for each card
 In our most common scenario, where we issue
only one card per case, the Grand Total will
match a single Card Total listing.
CAS 2.0  2014 American Red Cross
Updated April 1, 2015
o
Each card’s Budget Source
o
Each CAC transaction, along with its Amount (if
any) and date/time stamp
•
(if desired) Click View [+/-] at a transaction’s listing to
see details regarding its items.
•
(if desired) Click Card Balance to expose a listing of:
o
The current date and time, which provides a
reference as to when you generated the Card
Balance information
o
The card number, showing only the last four digits
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Step
CAS 2.0  2014 American Red Cross
Updated April 1, 2015
Action
o
The card’s Bank Status (Active, Suspended, or
Closed)
o
The card’s current Bank Balance (the amount the
Red Cross has committed to the card, adjusted for
any deductions, minus the amount the client has
charged against it)
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Related Training Materials
•
•
•
•
•
•
•
•
Introduction to Issuing Assistance in CAS 2.0
Searching for a Case
Issuing a Client Assistance Card
Issuing a Client Assistance Card for an Existing Case Using the “Lite” Version of CAS
2.0
Adding Value to an Issued Client Assistance Card
Deducting Value from an Issued Client Assistance Card
Deactivating a Client Assistance Card
Suspending or Unsuspending a Client Assistance Card
CAS 2.0 was made possible through the generous support of the Eli Lilly and Company
Foundation.
CAS 2.0  2014 American Red Cross
Updated April 1, 2015
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