Setting Client Transfers Rules

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For agencies using the optional Transfers functionality, transfers can, by default, be dated within the last 14 days or between today's date and the client's admission date if fewer than 14 days ago.  Users with the "Backdated Client Transfers Data Entry" permission can backdate a transfer within the last 45 days by default (or to the admission date, if earlier).  This backdating window can be extended using the System Setup module, Business Rules, Client Transfers Rules feature for the program the client is leaving.  To do so, complete the following steps from the AWARDS Home screen:

    1. Click Administration from the left-hand menu, and then click System Setup.  The System Setup fly-out menu is displayed.
    2. Click Business Rules.  The Business Rules Menu page is displayed.

    1. Click the Program drop-down arrow and select the program for which the client transfers rules are to be set.
    2. Click Client Transfers Rules. The Client Transfers Rules page is displayed.

  NOTE: Included at the top of this page is read-only "Rule Entered By" information reflecting the last user to make a change to the transfer backdating window.

    1. In the Backdate Permit Max field, make changes to the current backdating window as needed.  The default value is 45 days.
    2. Click CONTINUE. The client transfers backdating rules are saved, the rule entered by information is updated, and a read-only report version of the page is displayed.

  TIP: To make additional changes to the client transfers rules at this time, click DATA ENTRY to return to the Client Transfers Rules page.

The process of setting backdated client transfers rules is now complete.