DI 81030.090 Certified Electronic Folder (CEF) Alerts, Flags and Messages
The CEF provides the quality reviewer with the ability to generate alerts, attach flags and post case related messages.
A. CEF Alerts
Alerts are electronic notifications that an action is necessary or has already been taken on a case. CEF alerts generate when a component that does not have jurisdiction of the case adds, removes or modifies certain information. While the case is pending in the Disability Quality Branch (DQB), CEF alerts are received and displayed by the Disability Case Adjudication and Review System (DICARS). Alerts remain a part of the CEF even when jurisdiction is transferred to another component.
Every component has the capability to electronically update the CEF, even if the component does not have jurisdiction of the case. Only the component with jurisdiction can take adjudicative action on the case.
Alerts can be viewed under the Alerts & Messages tab in eView or by accessing SSN History in DICARS. The Alerts & Messages tab is the default tab in eView.
B. CEF Flags
Electronic flags identify special case handling situations (e.g., Congressional Inquiry, Terminal Illness (TERI) Cases, Military Casualty (MC)/Wounded Warrior (WW) Cases, etc.). Flags are added to the CEF using eView (Field Offices (FO) use the Electronic Disability Collect System (EDCS)), to alert/notify other components of special handling situations. For a complete list of flags that can be added to the CEF via EDCS or eView, refer to the Electronic Folder Flags List. Flags remain on the CEF after transfer to another component and are not deleted upon case closure.
The flags in DICARS are mechanisms for internal use by the DQB and are independent of flags that display in the CEF.
In DICARS, special handling selections include national and local flags. Flags are based on the type selected (Red=Local, Blue=National/EF, Purple=Both Local and EF). DICARS also includes a categorization of flags (Informational vs. Priority). If any of the flags on a Workload Unit (WU) are designated as “Priority,” then those flags appear on the picklist. Cases with only informational flags display an icon on the Review header and 448 screens, and do not have a flag viewable on the picklist. The Query will display either the red/blue/purple flag or the informational icon when flags exist.
DICARS receives and stores special handling flags from the CEF and updates DICARS when flags are added in eView. However, changes to flags in DICARS do not automatically update in the other system. If DQB removes a national flag, the user must remove it in DICARS and again in the CEF (eView). If DICARS receives a “Remove Flag” or “Modify Flag” message from the CEF (i.e., another processing component has made a change to flags in eView), DQB will make the change to modify or remove the flag in DICARS.
3. Procedure - DICARS
Follow normal operating procedure to determine which flag is applicable and when to add a flag to the folder.
When appropriate, assign a special handling flag to the WU in DICARS.
To designate a special handling flag as a “priority” (the user must have this specific privilege to take this action):
Navigate to the special handling code list using DICARS Table Maintenance for Local Codes
Place the focus on the special handling code
Click in the Priority column
Type “P” into the column and select the Update button
4. Procedure - eView
To add a flag to the CEF in eView:
Select the [Edit (Lock Case)] button in the top right corner of eView to access edit mode;
Select the “View Details/Edit” link that appears in the top frame header in eView;
Select the [Add Flag] button;
The flag type must be selected from the drop-down list available on the Flags Information screen.
Although multiple flags may be added at the same time, only one flag of each type (e.g., TERI) can exist for a folder. Each flag consists of the flag type and optional text of up to 250 characters.
Select the [Unlock Case] link in the top right corner to exit edit mode.
NOTE: Flags are not automatically deleted at case closure.
5. Potential section 301 case flags in electronic continuing disability review (eCDR) cases
When an eCDR is sampled for quality review, the adjudicating component should leave the potential section 301 case flag on the case. The review component is responsible for deleting the flag from the CEF, if necessary.
Upon clearance of an eCDR, the review component will ta