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Homeless Mail Process
San Joaquin County Human Services Agency
Created on November 15, 2023
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Transcript
CalSAWS
"Use Office Address" Checkbox Tutorial
Update 23-121E
Tutorial Objectives
In this training, you will learn...
What's next?
So what?
What is this?
Learn about CalSAWS functionality
Learn steps to correctly use contact checkbox
Learn background of this policy
Background
Previously, the "Use Office Address" checkbox on the Address Detail page in CalSAWS was not to be used as the functionality did not align with the established practices in RAU for homeless mail.
Update 22-35
New Practices
What is changing?
RAU is updating how it manages homeless mail by integrating the "Use Office Address" checkbox in CalSAWS.
EWs will use the "Use Office Address" checkbox for newly reported homeless cases needing to use homeless mailing address.
CalSAWS Process
What happens when
What happens after
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THE "USE OFFICE ADDRESS" CHECKBOX IS USED?
the checkbox has been selected?
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Next Steps
Where do we go from here?
RAU staff will update list of cases provided that currently use agency homeless mail.
EWs are responsible for completing the SJ 78 process with existing homeless clients.
How do we utilize the "Use Office Address" checkbox?
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"Use Office Address" Step 1
Once SJ 78 process is complete, add a new Physical Address record in CalSAWS using the HSA Main Office address.
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"Use Office Address" Step 2
Add a new Mailing Address record in CalSAWS. If the homeless client reports not having a mailing address, then add the new record utilizing the "Use Office Address" checkbox.
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"Hold for Pickup" Print Guide
To print "Hold for Pickup" status correspondence, follow these guidelines:
Go to the Distributed Documents Search page, find the correspondence and click the "Details" button.
On the Document Detail page, click the "Reprint Locally" button.
The document will open as PDF ready to print. CalSAWS will automatically track the print history. Check the red square icon by the date column to view history.
On the Print Reason pop up window, select "Print for Participant" as the Print Reason and click the "Submit" button.
Let's Recap
An example of how to put this process into practice...
Reported Change
Client Responsibility
RAU Process
EW Process
Thank You!
For additional clarification, please reference Update 23-121E.
Client comes in to HSA to check their homeless mail, as they are responsible to check each week.
Homeless clients may have a separate mailing address. If so, enter their reported mailing address and do NOT utilize the "Use Office Address" checkbox.
Once primary applicant's mailing address is set to "Use Office Address"...
EWs are to continue to Print Centrally when generating & saving documents as this will place them in hold status.
By using the "Use Office Address" checkbox in CalSAWS...
it will cause all future generated correspondence to be placed in "Hold for Pickup" status instead of having the documents print centrally.
When documents are placed in this status, they can only be printed locally.
RAU staff will update mailing addresses of currently active cases already utilizing agency homeless mail.
The client reports to EW over the phone that they are now homeless.
Print History
EW goes over the SJ 78 verbally and updates addresses in CalSAWS. Next, EW sends printed copy of SJ 78 to the client's physical homeless mail file in RAU with intent for client to sign and return when they next pickup their mail.
EWs need to promptly give and clarify updated SJ 78, Homeless Households Mail Pick-Up, for all homeless clients at first case opportunity.
FML 23-89
HSA Main Office Address
333 E. Washington St., Stockton, CA 95202