KinderWait How to Add New Waitlist Records

KinderWait
How to Add New Waitlist Records
Overview:
Families must be placed on the EEC Waitlist to access child care financial assistance. CCRRAs and
Contract Providers administer subsidies. All EEC Waitlist Agent add new and update existing are only
made to families on the EEC Waitlist. Families
1. Start from KinderWait – Agent Utilities Menu – Applications
2. Always search for the Family before adding a new family. Tip: try partial name to catch
misspellings. Don’t use too many criteria… Household ID when available is best.
2. Click Add New Application if not found. Complete Primary Parent Information. Click Continue.
3. Click Edit to edit household details. Complete related fields. Save.
4. Click Edit to edit existing parent details (this is the parent used to start the household record).
Complete related fields. Save.
5. Enter Parent Employment information. Click Add New Employer or Training. Complete related
fields. Save.
6. Enter Parent Income information. Click Add New Income. Complete related fields. Save.
7. Add additional parents (click Add New Parent while in parent section of the Application
Summary).
8. Add Child (select Add New Child while in the child section of the Application Summary).
a) If a child is an Other Family Member, (child is too old to receive care or a child that does not
currently need care) remember to check the box next to Other Family Member at this time).
b) If the child is a Foster child, remember to make this selection from the Family Type
dropdown list. If this child is related to another Foster child in the household, select that
child from the Sibling dropdown list.
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9. Add Foster and Guardian Income information by clicking on Edit Family next to the appropriate
child while in the Child section of the Application Summary. Complete related fields (foster income
is at the bottom). Save.
10. Complete Enrolled Programs section while on the Child Details screen.
11. Add additional children (click Add New Child while in the child section of the Application
Summary).
12. Return to the Application Summary screen and click on Update in the Eligibility section (this will
update household record and identify eligible programs for children in the household).
13. Click on View in the Notifications section of the Application Summary to view or send new
notifications. Select the check box next to appropriate Family, and then make Reports selection from
the dropdown list. Click Print All / Printed Selected to view and print report. This report is now
displayed in the list next to appropriate family.
14. Click on Add New Note in the Notes section of the Application Summary if needed.
REMINDER:
•
Click on Edit any time a record needs to be modified and remember to SAVE!!
•
Families only have to Renew their Waitlist record if not updated in 12 months or more
based on the Last Modified Date.
•
ALWAYS "Update Last Modified Date" which is located on the Household page when a
parent contacts you. Even if no changes were needed to the record. This will advance
the Last Modified Date located at the bottom of the screen.
•
ALWAYS verify Address and Phone Numbers on every parent contact (like at the Dr’s
Office)
•
Fields denoted with a red asterisk are required.
•
Also Date Service Required/Need.
•
SAVE your work!!
KinderWait Interactive Questions
1. Where do you find a family that you worked on earlier in the day? Agent
Menu>Applications>Previous Applicants dropdown.
2. Where do search for a parent in KinderWait? Agent Menu>Applications>Type in search
criteria>Search
3. How do you edit parent information? Agent Menu>Applications>Type in search
criteria>Search. Select Edit, under Action column, next to appropriate family>Edit Parent Info,
from the Application Summary screen>Save
4. Where would we look to see if we are able to contact a parent at work? Agent
Menu>Applications> Type in search criteria>Search. Select Edit, under Action column, next to
appropriate family. Edit Parent Info, from the Application Summary screen>field on right side of
screen (5th down).
5. Where would we view a quick summary of the family information? Agent
Menu>Applications> Type in search criteria>Search. Select “View Details”, under Action
column, next to appropriate family.
6. Where would you edit or add a parent’s income? Agent Menu>Applications> Type in search
criteria>Search. Select Edit next to appropriate family>Select Edit next to appropriate
parent>Select Monthly Income (to view or add)>Select Add New Income (to add new)>enter
income details>Save.
7. Where would you Add a new parent record? Agent Menu>Applications>Type in search
criteria>Search. Select Edit next to appropriate family>from Parent section, select Add New
Parent.
8. Where do you view child information? Agent Menu>Applications> Type in child search
criteria>Search. Select Edit Child from the Child section.
9. Where do you enter foster income? Agent Menu>Applications> Type in child search
criteria>Search. Select Edit Child from Child section>select Edit Family>enter foster income in
field (Foster must be Family Type on child screen, in order for this section to be displayed).
10. How do we change a Child Status to Pending? Agent Menu>Applications>Child Status>set
search criteria>Search>children to Pending.
11. What does Pending Pre-Enrolled mean? Process of determining eligibility with a case worker
(may not be used in Mass).
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12. How do we send a notification to a parent? Agent Menu>Applications> set search
criteria>Search>select check box next to appropriate parent>select Report from the
dropdown>Print All / Print Selected>address dialog box>View.
13. Where do you check the audit trail of a family’s status? Agent Menu>Applications> search
criteria> Select Edit in the Status History section of the Application Summary screen.
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