Income History

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The Income History screen is used to view previous income screening contact information for members of the household.

When this screen initially displays in the Participant Folder, the system verifies if a certification attempt is currently in progress. If at least one certification is started and not completed, all controls on the tab are locked with the exception of data grids, tree lists, and list boxes (for viewing records), and any other controls that may have special conditions documented below under Screen Elements. Modifying information on or from the tab is not allowed until the certification attempt is complete.

This applies if a record exists for the selected STATEWICID in the CERTCONTACT table and the CERTCONTACT.CERTENDDATE and CERTCONTACT.CERTINELIGIBLEDATE are not valued.

Income History screen

Screen Access

Screen Access

Interface Initialization

Upon initial display of the screen, the following occurs:

  • The title bar text is set to "[MEMBER.FIRSTNAME MEMBER.MIDDLEINITIAL MEMBER.LASTNAME] - {descriptive value of age} - WIC ID: [MEMBER.STATEWICID] Household ID: [MEMBER.HOUSEHOLDID]", where {descriptive value of age} equals:

  • For infants, display "XX" Months "XX" Days, calculated from the Date of Birth.

  • For children, display "XX" Year(s) "XX" Months "XX" Days calculated from the Date of Birth.

  • For pregnant women, display "XX" weeks gestation calculated from the LMP start date.

  • For pregnant women without an LMP date, display "XX" Year(s) calculated from the Date of Birth.

  • For breastfeeding and non-breastfeeding women, display "XX" Years calculated from the Date of Birth.

  • The tab title is set to "Income History".

  • The Previous Income Screening Contacts tree list is visible, enabled, and (if records exist) displays all existing income screening contacts for the household. The previously saved income screening contacts display in reverse-chronological order by the value of the Income Screening Contact Date.

  • The node with the most recent date defaults to expanded. All other nodes default to collapsed.

  • The Add Income Screening Contact button is visible and enabled when the participant is in a valid certification period. If the participant is not in a valid certification period, the button is visible and disabled.

  • The current system date and time is displayed in the status bar at the bottom right of the screen.

Screen Elements

Unless otherwise stated below, all controls on the Income History screen are visible and enabled when:

If one or more special conditions exist that affect a control on the Income History screen, the condition(s) are documented for that specific control below.

Previous Income Screening Contacts tree list

  View items in the Previous Income Screening Contacts tree list.

This tree list displays all income screening contacts for the participant's household sorted by date in descending order (when such data exists).

Click an item in the tree list to select it. The tree list is single select. Click the plus sign next to an item to expand the tree list and view the details of the item. Click the minus sign next to an item to collapse the tree list and hide the details of the item. The data values in the tree list are read-only.

The root node displays the following icon and the text:

Previous Income Screening Contacts

Income Screening Contact node

The node displays the following icon and income screening contact data:

{Screening Date}, {Total Income Amount}, {Household Size}, {Income Proofs}

Below is an example of the data displayed for an income screening contact node:

Add Income Screening Contact button

  Click the Add Income Screening Contact button to add an income screening contact for the current client.

The control is enabled when:

When the button is clicked, a check is performed to determine whether the logged-on user has the appropriate permissions to view the screen. When the user does not have the appropriate permissions, a standard error message (E0006) displays.

The Income Calculator screen displays when the button is clicked.

Processing

If data can be validated and saved on the screen, the following processes occur when the screen is processed:

If no data can be validated and saved on the screen:

Data Map

The Data Map defines the values saved for all controls on the screen. If available, any additional notes or comments are displayed in the Notes column.

Table Name: INCOMECONTACT

Column Name

Data Type

Description

Associated Control

SCREENDATE

Primary Key, DateTime, Not NULL

The date on which the income screening contact was performed.

The date displayed for an income screening contact node in the Income Screening Contacts tree list.

ANNUALAMOUNT

Numeric (8, 0), NULL

The annualized income amount for all income sources reported for the member during this contact.

The dollar amount displayed for an income screening contact in the Income Screening Contacts tree list if the INCOMEVIEWFREQ state business rule is set to "1".

MONTHLYAMOUNT

Numeric (8, 0), NULL

The calculated monthly income amount for all income sources reported for the member during this contact.

The dollar amount displayed for an income screening contact in the Income Screening Contacts tree list if the INCOMEVIEWFREQ state business rule is set to "12".

WEEKLYAMOUNT

Numeric (8, 0), NULL

The calculated weekly income amount for all income sources reported for the member during this contact.

The dollar amount displayed for an income screening contact in the Income Screening Contacts tree list if the INCOMEVIEWFREQ state business rule is set to "52".

HOUSEHOLDSIZE

Numeric (2, 0), NULL

The size of the household at the time of the income screening contact.

The value displayed in the Household Size text box.

PENDINGPROOF

Char (1), NULL

A flag indicating that no proof of income was provided at the time of the income screening.

The value indicated by the Pending Proof of Income check box.

ORIGINALSCREENDATE

DateTime, NULL

The original screening date for the income contact. When the income contact is created or updated, the value is populated with the server system date. When a previous income screening contact is copied forward, the value is populated with the OriginalScreenDate value of the previous income contact.

The value displayed as the Original Screening Date value label for the income screening contact selected in the Income Screening Contacts tree list.

~ Denotes a required control (if applicable). The process that checks for required controls does not occur on screens displayed in read-only or Details mode.

+ Denotes data written to the database when screen processing occurs (if applicable). The process that writes data to the database does not occur on screens displayed in read-only or Details mode.

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