Case Information - Card Tab

The Case Information - Card Tab page displays card information for the selected client. This page is accessed from the following pages based on the action performed:

·          Case / Client List

·          Case Information - Case Tab

·          Case Information - Client Tab

·          Case Information - Benefit Tab

The Case Information - Card Tab page has two sections:

·          Case Information - as seen in the upper section of the page.

·          Case Information - Card Tab - as seen in the lower section of the page.

Case Information

This section displays the following Read-Only fields:

·          Account #

·          Agency

·          Case #

·          Name

·          Client Status

·          Card #

·          Access

·          Available

Case Information - Card Tab

This section displays the following:

·          Tabs

·          Previous Card fields
or
Current Card (Default Display) fields and PIN Information fields.

Tabs

·          Case - Click this tab. The Case Information - Case Tab page displays.

·          Client - Click this tab. The Case Information - Client Tab page displays.

·          Card - (Default Display)

·          Benefit - Click this tab. The Case Information - Benefit Tab page displays.

Previous Card

The following Previous Card (Display-Only) fields display for the client if the search is performed using the client’s previous card number in the Client / Transaction Search page:

·          Card #

·          Card Status

·          Issue Date

·          Cash Restrictions

·          # of Permanent Cards Issued

·          Mailing Indicator

·          Last Updated

·          Updated By

The Case Information - Card Tab page for the Previous Card displays the following buttons and links:

Buttons

·          Refresh

Links

·          Client / Transaction Search

·          Issue Card

·          Create Account

·          Merchant Search

·          Help

·          Back to Case / Client

·          Current Card

·          Tran Search this Card

·          Back to Top

Current Card

The following Current Card fields display for the client if the search is performed using the client’s current card number in the Client / Transaction Search page:

·          Card # (Read Only)

·          Card Status

·          Issue Date (Read Only)

·          Cash Restrictions

·          # of Permanent Cards Issued (Read Only)

·          Mailing Indicator (Read Only)

·          Last Updated (Read Only)

·          Updated By (Read Only)

PIN Information

The following PIN Information fields display for the client's current card:

·          PIN Selected (Read-Only)

·          Last Changed (Read-Only)

·          Method

·          # Times Changed (Read-Only)

·          Failed Attempts (Read- Only)

The Case Information - Card Tab page for the Current Card displays the following buttons and links:

Buttons

·          Refresh

·          Update

·          Replace Card

·          Issue PIN (for a new card)

·          Reset PIN

Links

·          Client / Transaction Search

·          Issue Card

·          Create Account

·          Merchant Search

·          Help

·          Back to Case / Client

·          Add Card

·          Direct Deposit

·          Hold Flags List

·          FS Conversion

·          Repayments

·          Cash Conversion

·          Tran Search this Case

·          Card CAV

·          Back to Top

See Also:

Adding a Card

Issuing a PIN

PIN Reset

Replacing a Card

Resetting a PIN

Searching for a Client

Updating Card Information - Card Tab

Viewing the Card Authentication Value