Assessments - Non-Cash Benefits Update

When there has been an update to the Non-Cash Benefits you will need to update the following:

•          Non-cash benefit from any source
•          Non-Cash Benefits sub-assessment

To update the Non-cash benefit from any source, update the dropdown based on any changes at the time of the assessment. If the benefit does not change you will leave the answer accordingly.

End Old Record

To update the Non-Cash Benefits sub-assessment, click on the magnifying glass next to the Non-Cash Benefits to open the full list of the Non-Cash Benefits.

Once the entire list of non-cash benefits appears, click on the pencil for the benefit that has changed to edit the record set.

Once the record set is open place an end date to the record set by clicking on the calendar with the green check box next to it. Then click on Save to return to the list of all non-cash benefit.

Add New Record

From the list of All Non-Cash Benefits click on the Add button to add in the new information about the non-cash benefit that has changed.

When the Add Recordset window appears complete the following:

•          Source of Non-Cash Benefit
•          Receiving Benefit?
•          Start Date*

Once the above information is completed click on Save to return to the complete list of non-cash benefits.

Once you have completed updating all Non-Cash Benefits, click on Exit to return to the update assessment.