Data Quality: How to Correct 4.02 Income and Sources Errors

Missing Income from Any Source

1.     Enter EDA mode to the correct project provider and go to the client’s record.

2.    Navigate to where the organization records Entry/Exit, click the edit pencil  to the left of the Project Start Date to open the entry assessment.

3.     Click  Save & Continue in the Edit Project Start Data pop-up.

4.     Navigate to the missing data element and add the appropriate response,

5.     Click Save & Exit.

Missing 4.02 Monthly Income (in the sub-assessment)

1.   Enter EDA mode to the correct provider and go to the client’s record. (Note: Do not need to be in back date mode when correcting this error.)

2.    Navigate to where the organization records Entry/Exit, click on the edit pencil  to the left of the Project Start Date to open the entry assessment.

3.     Click  Save & Continue in the Edit Project Start Data pop-up.

4.     If the sub-assessment is empty (no rows in table) OR HUD Verification has a red triangle (incomplete), click on HUD Verification, and complete the sub-assessment.

Correcting Conflicting 4.02 Income Data

If the Income from Any Source? question has been answered and there is information in the Monthly Income (HUD) sub-assessment, but the report is still showing an error, there may be conflicting data. For example, the Income from any source? data element is answered Yes, but no income is listed with Yes to Receiving Income Source? in the income sub-assessment (or vice versa). Review record to determine if a response needs to be updated or deleted. If the data was entered incorrectly, follow the instructions below to delete the incorrect data.

for steps to make corrections If the Monthly Income sub-assessment is incorrect

When a client’s income changes, the sub-assessment should be updated accordingly. The most common error end users make is updating the question Receiving Income Source? within the sub-assessment record set instead of just adding an End Date to the income source that changed.

If the Income from Any Source (Yes/No data element) answer is incorrect

If the Monthly Income (HUD) sub-assessment is correct but the Income from Any Source? answer is incorrect, follow these steps to delete an incorrect response to the Income from Any Source? question.

1.    Enter EDA mode to the correct project provider and go to the client’s record. (Note: You do not need to be in back date mode when correcting this error.)

2.       Navigate to where the organization records Entry/Exit. Find the entry that needs to be edited.

3.       Click Save & Continue in the pop-up.

4.       In the Entry Assessment screen, scroll down to the Income Information section.

5.       Click the red or green history bar to the left of the Income from Any Source? response (1).

6.       Click the trash  can  to the left of the response that needs to be deleted (2).

a.       If a trash can  is not visible, change the EDA mode to the provider that created the data.

b.       If none of the assigned providers added this response, the user will not be able to delete it! Make a note of the client record and sub-assessment info and contact the Help Desk.