Fund wait lists allow clients to be placed on a wait list for a fund fiscal year when funds are insufficient to cover the full amount of an obligation and where a fund balance can’t fall below zero. The fund must be configured to enable wait listing. For example, when a client is authorized to received child care services and in turn, an obligation request is received for the child care fund, if the child care fund does not have a sufficient amount to cover the obligation, over obligation is not permitted and wait listing is configured, the client is placed on a wait list for that fund fiscal year.
When funds become available, the request(s) to obligate funds on behalf of the client for the child care case plan items can be reassessed, and the obligation associated with the fund fiscal year can be processed.
Clients receive a wait list position which allow SEM agencies to manage priority and fairly process wait list entries in accordance with their policies. Each wait list entry also has an expiry date. On this date, the system will expire the wait list entry and notify the case owner that it has expired. A case transaction log is also created to acknowledge that the wait list entry has expired.