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Marketing and Promotion of the DEBS Online Portal
It is crucial for DEBS staff to protect the clients PII and promote the use of the Online Portal. Staff must no longer accept emailed verifications from clients/applicants. Online Portal postcards will be sent to district offices for distribution to clients via the DEBS Resource Rack (rotating shelf) located inside the lobbies (or outside lobbies during COVID-19). Additionally, the SSA DEBS public-facing website has been updated to announce the Online Portal for clients and applicants to easily locate it from various DEBS program web pages. A new button labeled, “Submit Documents OnlineSubmit Documents Online” will be visible on the right-hand side of the web pages.
Automated Task Creation for Verifications Received from the Online Portal
Effective 05/15/2021, the Online Portal verifications received into Imaging DataCap will have an automated Task created when the clerical staff selects the Task Category: “Verification.”
Note: SAR 7 and RRRs received through the Online Portal should not be marked as “Verification” in Imaging and need to be marked as “Received” in CalSAWS“Received” in CalSAWS per the existing process.
Client Document Submission Date Look-Up
Imaging retrieval staff can look-up the date that the applicant/client submitted the documents to DEBS by going to the Properties of the document, and scrolling down to the “SubmitDate” field, as seen in these two screen shotstwo screen shots. Additionally, the client submission date information is available on the Task ticket if it was created from the “Verification” trigger in Imaging. If the SAR 7 or RRR is received, the EW can rely on the “SubmitDate” in Imaging retrieval for the date and time when the client submitted the reports to DEBS, as seen in this screen shotthis screen shot.
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