Monday, March 27, 2023

CalSAWS Forms Overview



Click to enlarge
By Griselda de la O, DBS

Sharing a tool that will be helpful with CalSAWS Client Correspondence when we Go Live on 04/24/23 (30 days away!).  Read on to learn more.

The CalSAWS Forms Overview in Online Help includes a list of the form and notice templates that are stored in the Template Repository, as well as the information listed below.  The Template Repository allows users to search and generate correspondence but it does not include all NOAs generated by EDBC*. 

·         Form Number

·         Form Name

·         Print Options

o   Locally

o   Locally and Centrally

o   No Print Button - Use Browser Print Button

o   Print Only - No Save (It will not be saved to Distributed Documents.)

·         Visible To: County who has access to the form

·         Languages: The languages the forms can be generated in

·         Available Programs: The programs the forms can be generated for

·         IVR/Text Signature and Telephonic Signature: If the form includes the functionality

·         Post to BenefitsCal: If it is available to the client in BenefitsCal

·         State Form

·         Imaging Barcode: If the form includes an Imaging Barcode

·         Time Sensitive/Clock Icon: Indicates that the form has a due date

·         Outbound and Inbound Envelope details


Below are some examples of when this tool can be used.

  • When the correspondence doesn’t generate in the client’s preferred language.  Check the languages available for the form or notice before reporting an issue.
  • To inform clients that the form is available in BenefitsCal.
  • To check if a form can be signed by the client using IVR/Text Signature and/or Telephonic Signature.
* There are some NOAs that are only generated by EDBC triggers and they are not available in the Template Repository.  Continue to use Intranet Form/Templates or State website forms/notices