TN 4 (04-19)

DI 81005.045 Case Data Tab

The Case Data tab displays disability report information from Electronic Disability Collect System (EDCS) in two basic formats:

  • Case Data view, and

  • Forms view.

To access information in these views, use the navigation tree on the left side of the display.


A Record of Change (ROC) folder appears only if ROC data exists on a case.

For details on ROCs, see DI 81005.045C.

A. Case Data View

The case data view:

  • Displays the disability data in logical groups based on categories of information (for example, Contacts, Medical Sources, Tests, Medications);

  • Displays a list of the categories of related information in a concise format;

  • Enables the user to select and view all the information from EDCS and any information added to the electronic folder (EF) that pertains to the selected category (for example, Case Information, Allegations, Sources); and

  • Displays all the data by case level, including data and changes on the mainframe and propagated to eView through the Update-After-Transfer (UAT) process. For details on UAT, see DI 81010.095.

EDCS annotates the Case Information Screen in Case Data View when an internet disability report (IDR) existed but did not propagate into EDCS. In the Client and Onset Dates section of the Case Information screen, eView displays the type of IDR that failed to propagate into EDCS along with the reason that the form could not propagate.

B. Forms View

The forms view:

  • Displays the disability report data by case level and report number, as it existed at the time the case was successfully transferred from the field office (FO);

  • Represents disability and medical reports that closely resemble paper documents; and

  • Lists the major sections of the report and allows the user to view all the information as it was entered in EDCS.

Each time a legacy system user adds, modifies, or approves a determination, the EF creates a transaction that contains this information.

After an FO or Disability Determination Services (DDS) makes a determination, the user can select (by level, claim, and date) and view the SSA-831 (Disability Determination and Transmittal) from the navigation tree in the left pane of the screen. eView stores the SSA-831 in two places in the EF:

  • As an image in the Case Documents sections of eView under Section A; and

  • As formatted data in the Case Data section.


Because multiple versions of an SSA-831 can exist, FOs and other components should take actions based on the most recent imaged document of the form SSA-831 found under Section A of “Case Documents” tab of the EF.

C. Record of Change (ROC)

To maintain the integrity of the electronic case, the ROC captures and maintains a record of change for certain case information.

The ROC:

  • Tracks changes to the record and creates an audit trail of when and who made the changes;

  • Consists of a “snapshot” or picture of how the case looked before the changes;

  • Identifies the event that caused the change, the person who made it and when the snapshot was taken (that is, receipt of internet data);

  • Provides a history of changes made to the record and the affected information. If a user deletes an EDCS case, the entire record, including any ROCs, is deleted.


The ROC contains a snapshot of all information in every section and does not identify what information was changed. You must compare data in the record to determine what changed.

1. When a ROC is Captured

The ROC captures and stores data when:

  • An Internet Disability Report (IDR) is propagated to EDCS;

  • A case with an IDR is transferred;

  • An FO enters a determination on one or more claims (thereby changing the case’s status to closed); or,

  • A case is updated after case transfer via the UAT.


2. ROC Display

If a ROC exists on a case, eView displays a ROC folder icon on the Case Data Tab. Selecting the ROC folder icon displays a list of ROC “snapshots”. Snapshots are views of the data associated with a particular case at the moment a user makes a change on the case. The ROC header includes all the following information:

  • The date of the snapshot;

  • Who took the action that caused the snapshot;

  • The office code of the person making the change; and

  • The event that caused the snapshot.

Under the Case Data tab in the ROC folder, the hypertext links in the navigation tree displays historical data snapshots based on the appropriate adjudicative level (Initial, Reconsideration, and Hearing).

To Link to this section - Use this URL:
DI 81005.045 - Case Data Tab - 01/10/2013
Batch run: 11/07/2023