TN 21 (08-05)
DI 13010.605 The CDR Development Worksheet (CDRW) Screen
A. Procedure – When to Use the CDRW Screen
Use the CDR Development Worksheet (CDRW) to control actions pending in the Disability Control File (DCF), such as EXR requests, work CDR issues for eWork exclusion cases, Ticket to Work issues, or Section 301 issues. The CDRW posts automated issues, such as VY (verify) and ERNGS (earnings) issues based on inputs into other systems and DCF screens. You can also manually create issues. All issues are assigned to a location (the LOC field) which is derived from the location of the user. All issues can be viewed, but you can only update issues which are pending in your location. Issues which are not your jurisdiction will appear in blue.
The CDRW will store up to 100 issues. When issues are generated from another DCF screen and 100 issues are already present, the DCF screen cannot be completed until sufficient existing issues are deleted to make room for the new issues. When issues are generated in the batch process and 100 issues are already present, closed issues (oldest first) followed by the oldest open issues will drop off to make room for the current issues. Closed Earnings and Ticket issues drop off automatically 30 days after closure. Other closed issues drop off 180 days after a medical CDR is completed. If an appeal is indicated by a Y in the APPEAL field of the CDR Information screen (CDRI), closed issues will remain for 360 days.
NOTE: When you access the CDRW, incomplete lines will be displayed at the end of the list of issues with the LOC, TYPE and REQUEST fields pre-filled. This feature is intended as a time saver for users creating new issues. New issues are not established unless an entry is made to the ISSUE field.
B. Procedure – Accessing and Reading the CDRW Screen
To access the CDRW screen:
Select 32, DISABILITY CONTROL FILE, from the SSA main menu.
Select 9, DEVELOPMENT WORKSHEET, from the CDR SELECTION MENU (MCDR) and enter the beneficiary's/recipient's BOAN.
On the CDR Entitlement Screen (ECDR), select the appropriate type of open action present from the menu options. Selection of the type of open action will determine the TYPE entry for a manually created issue.
Refer to MSOM CDR 001.013 for a detailed explanation of the fields, a listing of standard and systems generated issues, key words, and phrases.
C. Procedure – Manual Issues
Use the standard phrases listed in MSOM CDR 001.013 for the ISSUE field when ever possible for manually created issues. These key words are suggested to establish consistency for both management information and ease of reference by other users.
The LOC, TYPE and REQUEST fields are systems generated. LOC is your office location, TYPE relates to the DCF type of action (i.e. EXR, T2, WORK) and REQUEST is the current date. Complete the F/UP, CLOSED, and COMMENTS fields with appropriate dates or comments.
Enter DDDDDD in the CLOSED field to delete an issue. Enter MMDDYY to close an issue with a date, and XXXXXX to close an issue without a date.
Enter any date greater than the system run date for the TICKLE date. If left blank, a default tickle date of 15 days will be established.
D. Procedure – Systems Generated Issues
The CDRW posts automated issues based on information input to other DCF screens or other systems. Tickle dates for these issues are automatically established, but can be overkeyed. All systems generated issues can be manually closed or deleted as described in DI 13010.605C. See MSOM CDR 001.013 for a more detailed description of these issues.
1. General Issues
The systems generated issues are:
AST , and ASSIST. These issues are generated when an ASSISTANCE REQUEST is selected from the IFOA or the IPCA screens. AST is established in your location. ASSIST is established in the location to which the assistance request was sent.
DDSCESS is generated to the servicing FO when a 4648 transaction is received from DDS indicating a medical cessation. Use the DDSCESS issue to ensure the cessation is timely processed. Follow MSOM T2PE 003.024 and MSOM T2PE 003.025 for input of cessation and appeal data and close the DDSCESS issue upon completion of the input.
NOTE: Check the MBR to see if the input took:
If the MBR does not reflect a cessation (POS exception/exclusion), then check PCACS or PPL ROQS and follow-up with the PC of jurisdiction; re-tickle the issue for 10 days.
If the cessation took, then receipt in the tickle.
INVTWP is generated when verified earnings are input to the Verify/Update Earnings screen (VERN) of the DCF with a WORK DET code of 1-8. The DCF assumes the work is ongoing and will post a tickle date for the month after the projected end of the TWP. If the INVTWP issue is not needed because, for example, work is not continuing, or the issue is controlled within eWork, delete or close the issue.
PRIOR FL is generated when a Y is input to the PRIOR FILE field of the CDR Information (CDRI) screen of the DCF. This input does not request a folder. It is only an indication that a previous folder is involved. The tickle date for this issue is established at 60 days
FLDAWT is generated when a folder request is input through the DRES screen. The tickle date for this issue is established at 60 days.
OPAYMENT is generated on a Ticket to Work case to advise the FO that an Employment Network (EN) payment request has been submitted for the associated month and priority processing activity is needed. See DI 55060.010 for processing instructions.
2. VY Issues
VY issues are systems generated and indicate that earnings development and verification may be needed. There are two separate VY issues: T2VY and 16VY. Both are followed by MMYY. For example, a T2VY0305 issue indicates that verification of T2 earnings for March of 2005 may be needed. VY issues generated as a result of input of alleged earnings by the Ticket to Work Program Manager (PM) for a beneficiary using a Ticket will have the TYPE code of TICKET. VY issues generated as a result of an input of unverified earnings to the DCF or verified earnings to the SSR will have the TYPE code of ERNGS.
T2VY issues may be generated in three ways:
input of alleged earnings by the PM for a T2 or concurrent beneficiary using a Ticket-see DI 55030.010F. (TYPE code TICKET).
input of unverified earnings to the VERN screen above the TWP or SGA guidelines for a T2 or concurrently entitled beneficiary (TYPE code ERNGS).
input of verified earnings to the SSR in any amount for a concurrently entitled beneficiary if no corresponding verified earnings are posted to the VERN screen (TYPE code ERNGS). If more than one month of earnings is posted to the SSR, only one T2VY issue will be generated for the earliest month. Although only one T2VY issue is generated, earnings development for subsequent months may be required.
NOTE: Future enhancements to the DCF will apply the tolerances as outlined in DI 55030.010 to create T2VY issues resulting from input of verified earnings to the SSR.
16VY issues are generated in two ways:
input of alleged earnings by the PM for a T16 or concurrent beneficiary using a Ticket-see DI 55030.010F. (TYPE code TICKET).
input of verified earnings of any amount to the VERN screen for a concurrent beneficiary for months April 2001 and later.
Both T2VY and 16VY issues are automatically closed when verified earnings for the month in question are posted to the SSR or the DCF, and will drop off the CDRW 30 days after closure.
E. Procedure - The CDRW Issue Listing
To access and identify CDRW issues pending in your location, go to Management Information (MI) Central. The link to MI Central is: MI Central. For more information on how to use the DCF, go to the DCF user guide at: http://kcnet.kc.ssa.gov/cdp/policy/DCF/Index.htm .