CaseBuilder - Quick Reference Guide - adpucm.com

1 SettingsLocated at the top right of the : Choose when emails are sent through CaseBuilder Choose the length of time for which Favorable Decisions are displayed Choose how many days before the deadline that a case is marked Urgent Determine if the user wants to review delegated submissionsSearch for CasesLocated left center of the : Search Pending cases by Last Name, First Name, SSN or Reference # Search Historical cases by Last Name, First Name, SSN or Reference # Advanced Search for Pending or Historical Cases: - SSN: Starts With, Ends With, Contains or Equal To - Claimant s First Name: Starts With, Ends With, Contains or Equal To - Claimant s Last Name: Starts With, Ends With, Contains or Equal ToAny QuestionsLocated at the bottom left of the : Provides contact information for the Claims Service Representative and Unemployment Hearing Representative assigned to your account.

2 2 1 3 5 1 2 3 After signing into CaseBuilder , the first screen the user will see is called the Dashboard. The user can then navigate to any needed category by clicking on the category or the corresponding tab. Dashboard OverviewmoreADP UNEMPLOYMENT COMPENSATION MANAGEMENTCaseBuilder - Quick Reference GuideSort To sort by Reference #, Due Date, First/Last Name, SSN, Request Type, Work Location or Date of Claim click on the title bar of that column. To sort by status chose All, New, In Progress, Submitted, Not Submitted or Pending Review from the Status: drop down menu at the top of the call Search Pending cases by Last Name, First Name, SSN or Reference #.

3 History Search historical cases by clicking History at the top of the my Service Representative Opens an email window for the appropriate representative and provides telephone contact information. The user will receive a courtesy copy of the email sent. Export to Excel Allows the user to export all cases shown in the grid to an Excel Items Screen-Claims, Decisions, and Hearing NoticesFrom the Pending Items screen in the Claims, Decisions or Hearing Notices categories, the user will have the options below. To enter a specific case, click on the Reference # for the desired case.

4 Delegate Items Select one or more records to delegate to another user by placing a check mark next to the left of the Reference # New In Progress Delegated Pending Review Out of Office Delegation SubmittedStatus Icon Key: 5 4 6 7 9 8 5 8 7 9 6 4 Add a Witness (Button):Located below the Key Witness Information header for Claims, Decisions and Hearings details. Allows the user to enter the name and contact information for key witnesses related to the case. - First name, last name and phone number are mandatory Delegates (Link):Located below Case Summary in center right of the screen in the Claims, Decisions and Hearings details.

5 Allows the user to delegate a specific case to another CaseBuilder user or (Button):Located at the bottom of the screen for the Decision details. Clicking this button will open an email window to notify the representative that the user wishes to appeal the decision. - Please note, this action will not close the record and no additional information for the case can be entered through CaseBuilder . The representative will call for any additional information that is required to appeal the Activity (Link):Located below Case Summary in center of the screen in the Claims, Decisions and Hearings details.

6 Shows the date, time and user for all CaseBuilder activity on a specific Comments (Header):Located in the center of the screen for the Claims, Decisions and Hearings details. Displays information provided to or requested from the CaseBuilder user by the representative; recommendation on the case or a request for specific documentsCase Summary (Header):Located at the top center of the screen for all details. Provides a summary of basic case information for the selected Statement:The statement provided to the state by the claimant indicating the reason he/she is filing for unemployment benefits.

7 Contact my Service Representative (Link):Located in upper right corner of the screen for all categories. Provides name and contact information for the representative assigned to that specific case. When an email is sent to the representative through CaseBuilder , the client will receive a courtesy copy in his/her of Claim:The date on which the claimant filed his/her application for Details (Link):Located below Case Summary in center right of the screen in the Claims, Decisions and Hearings details. Allows the user to see to whom a case has been delegated and the name of the delegator.

8 - Only the delegator can remove a Number: The number assigned by the state to identify a (Header):Located in the center of the screen for Claims, Decisions and Allows the CaseBuilder user to upload softcopy documents directly - Rolling the mouse over supported file formats will show a list of accepted file types - After a document has been uploaded, but before the case has been submitted, the user can delete documents if necessary by using the delete button located to the right of the document. The user can also indicate that documentation will be faxed or emailed, the documents are not currently available or there are no documents for the case.

9 Due Date:The date by which the state requires a response. Failure to provide sufficient information by this date can result in a loss of rights and non-charging. Favorable Status:Provides the status of an unemployment case based on the representative s coding of a favorable initial determination, hearing decision or Board of Review Cover Sheet (Link):Located under the Documentation header in the lower center of the screen for the Claims, Decisions and Hearings details. Clicking the hyperlink will open another window containing a fax coversheet for that specific case.

10 By using this fax cover sheet, any hard copy documentation will load directly into the case on the system. - The user will need to print a separate fax cover sheet from each case. Hearing Date/Time:The date and time for which the state scheduled the unemployment Representative (Header):Located at the bottom of the screen in the Decisions category and the center of the screen in the Hearings category. In the Hearings category, will show the name and contact information for the Hearing Representative assigned to the Glossary of Terms and FunctionsHelp Tutorials:Located in the Help section at the top of the Dashboard.