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Issuing a Client Assistance Card for an Existing Case
Using the “Lite” Version of CAS 2.0
Relevant To: Caseworker, Caseworker Health, Caseworker
Supervisor
Core Concepts
Why would I need to issue a client assistance card for an existing case using the
“lite” version of CAS 2.0?
Circumstances may arise where you need to issue assistance for an existing case, but you are
in the field with a smartphone or other mobile device that has a small display. In such
circumstances, you can use the system’s “lite” version to issue assistance for an existing case
using a client assistance card.
What restrictions apply when I issue assistance through the system’s “lite”
version?
When using the system’s “lite” version, you can issue assistance only though a single new client
assistance card. You cannot perform additional CAC-related activities, such as adding or
deducting value, and you cannot issue a card for a case where one has already been issued.
How do I reach the system’s “lite” version?
You can reach the system’s “lite” version through the same URL that you use to access the full
system interface. A link for the “lite” version of the system for each division is available for
selection at the launch page there. Also, if desired, you can bookmark the URL for the lite
version for your division once you reach it on your mobile device, and then you can access it
directly without first going to the system’s launch page. You log into the “lite” version with the
same username and password that you use to access the full system interface.
Are there any forms relevant to issuing a client assistance card using the
system’s “lite” version?
Yes. You need to complete the CAC form (F1030), which the client must sign.
CAS 2.0  2014 American Red Cross
Updated April 1, 2015
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Process
Process Flow
Log into the
system’s “lite”
version
Open the desired
case
Issue a client
assistance card
Process Steps
Step
Action
1. Log into the system’s “lite”
version
•
2. Open the desired case
•
Log into the system to access its home page.
 For details on accessing the system, see the How Do
I Reach the System’s “Lite” Version? item in the
Core Concepts section above.
Tap the Search option at the top of the home page
screen.
 The system displays the Find an Existing Case
Record screen.
•
Search to locate the desired case:
o
Enter the client’s Last Name
 If known, enter the Last Name of the primary
client (formerly known as the “head of
CAS 2.0  2014 American Red Cross
Updated April 1, 2015
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Step
Action
household”).
o
Enter the client’s Pre-Disaster ZIP code
o
Tap Search at the bottom of the Find an Existing
Case Record screen
 The system displays cases that meet your
search criteria at the Matched Cases screen.
The names listed in the search results are
those of the cases’ primary clients, so the
desired case may display with a name other
than the one you searched for.
2. Open the desired case
(cont.)
•
Tap the Last Name, First Name, or Case ID of the
desired case.
 The system displays the desired case.
CAS 2.0  2014 American Red Cross
Updated April 1, 2015
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Step
3. Issue a client assistance
card
Action
•
Scroll down to the CAC Card Activation section of the
screen and tap Select Assistance Types.
 The system displays classes of assistance.
•
Tap the desired assistance class.
 The system displays items of assistance from within
that class.
3. Issue a client assistance
card (cont.)
CAS 2.0  2014 American Red Cross
Updated April 1, 2015
•
Tap the Select button associated with the desired item.
 The system displays a Selected Assistance Types
section of the screen, which lists the item you selected
along with a Qty and a Unit Cost ($) field.
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Step
3. Issue a client assistance
card (cont.)
Action
•
If needed, adjust the quantity of the item you selected by
changing the value in the Qty field.
 If you are issuing the CAC for a hotel stay, the Qty
should reflect the number of room nights, which is the
number of rooms multiplied by the number of nights
(two rooms for three nights equals six room nights).
•
If needed and the cost is editable, adjust the item’s Unit
Cost ($).
 You will not be able to adjust the cost of all items.
•
As needed, repeat the process of selecting items of
assistance and adjusting their Qty and Unit Cost ($).
 The system displays a total cost for each item
selected, a grand total for all of the items, and a
Delete button for each item that allows you to
remove it, if needed.
CAS 2.0  2014 American Red Cross
Updated April 1, 2015
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Step
Action
3. Issue a client assistance
card (cont.)
•
Scroll down to the CAC Activation section of the screen.
•
Enter the 13-digit Proxy #.
3. Issue a client assistance
•
Scroll to the bottom of the case screen and click Save.
CAS 2.0  2014 American Red Cross
Updated April 1, 2015
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Step
card (cont.)
Action
 The system processes the issuance of the client
assistance card and returns you to top of the case
screen. It displays a message indicating that the case
was successfully saved and that a bank transaction
was completed.
 Required fields are marked with an asterisk *.
Related Training Materials
•
•
•
•
•
•
•
•
Introduction to Issuing Assistance in CAS 2.0
Searching for a Case
Issuing a Client Assistance Card
Adding Value to an Issued Client Assistance Card
Deducting Value from an Issued Client Assistance Card
Deactivating a Client Assistance Card
Suspending or Unsuspending a Client Assistance Card
Viewing a Case’s Client Assistance Card Transaction History
CAS 2.0 was made possible through the generous support of the Eli Lilly and Company
Foundation.
CAS 2.0  2014 American Red Cross
Updated April 1, 2015
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