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EBT Administrative Terminal User`s Manual

1. 1 Access the cardholder record using the Search option Verify the cardholder information Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 58 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL 2 Select the Benefit History option from the Case sub menu The Benefit History page will be displayed Benefit Detail Page To see benefits details press Detail in the last column of the Benefits History page the Benefit Detail page Illustration 10 3 with the selected transaction will be displayed in the right side of the Browser Case Retailer Reconciliation Vouchers Adjustments Admin Exceptions Utilities FNS Log Out Add Case Client Transactions Benefit History Add Benefit Search Case zl 111222333 Go Benefit Detail Mame Benefit Number 1 75400 Case FS 111 222 333 SSN 111 22 3333 Details Benefit Amount DOB 9 9 1927 Case 111222333 Amount Credit Debit Sex F Program FS Address 222 SUNFLOWER DR Status ACTIVE 47 00 0 00 47 00 BROWNSVILLE TX 78521 Dates Reference PAN 6100 9870 5360 2025 940 Effective 08 11 2005 Originator SAVERR e Expiration 01 01 1900 Reference Last Used 01 08 2006 Confirm Flag 0 Program Status Balance FS OPEN 0 00 Back Total 0 00 Secondary Information Name CANTU ED Case 111 222 333 SSN 111 11 1111 DOB 9 9 1926 Sex M AUTHORIZED
2. This manual assumes that you already know how to use your computer and Microsoft Windows that you received or are ENTERing to receive an independent training that will show how to open menus how to use the keyboard mouse and how to navigate in the Internet Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 9 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Chapter 2 How to Navigate Through the WEB Based Administrative Terminal Program Introduction This section provides an introduction to the program of the EBT Administrative Terminal It describes how to navigate in the WEB application in order to carry out the necessary tasks The EBT Administrative Terminal program provides access to different pages or documents which allows performing the different administrative functions from the EBT system To get to these functions press on buttons in the menu and links or connections in the different pages The Browser is an application or program used to locate and display WEB pages You will enter the WEB address or URL uniform resource locator in the Browser to access the EBT Administrative Terminal program Available menus will appear in the top part of the work area or Browser You may use the Browser functions to move from and to previously open pages using the forward and back buttons print the contents of a page to document a problem etc
3. A window asking if you wish to replace the card will appear Press OK A message confirming that the card was issued will appear Press OK to clear this message How to Change Card Status Be sure to have the right card before changing the status 1 To change the card status you must first access the cardholder record using the Search option Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 35 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Be wb OY cen The page with the cardholder record will be displayed verify the cardholder information and the programs Select the PAN corresponding to the card that you wish to access and click the Card Management page will be displayed in the right frame of the Primary Information page Select the Change Status field in the Card Status section in the Card Management page Select the status from the list Press Update to register the change A window asking if you wish to change the card status will appear Press OK A message will be displayed confirming that the card status has been updated Press OK to clear this message How to Inactivate PIN and Reset Count of PIN Entered Incorrectly Make sure that you have the correct card to reset the wrong PIN count l To disable the PIN number change you must first access the cardholder record using the S
4. ADMINISTRATIVE TERMINAL USER S MANUAL Chapter 4 EBT Client Search Introduction This chapter explains how to access information related to an existing cardholder using the Administrative Terminal AT WEB base program Once a record for the cardholder is created the maintenance functions require accessing the cardholder record and selecting the corresponding function Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 20 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL EBT Client Search The Search bar allows accessing previously created records It is located under the bar of the Case sub menu Illustration 4 1 The Search provides the capacity to look for a record using social security number account number PAN or name Case Retailer Reconciliation Vouchers Adjustments Admin Exceptions Utilities FNS Log Out Add Case Client Transactions Benefit History Add Benefit Search PAN aj Go Illustration 4 1 Search Option When you enter the identifier if there is one file that fulfills the criteria the page of the case record will be displayed in the left panel of the Browser If there are several files that fulfill the selection criteria for example have the same name the EBT Client Select page will display a list of files that fulfill the criteria on the right side of the Browser Search by SSN Position the cursor in the data e
5. CASE NAME FLAG UPDATE Menu Item ADMIN Menu Item ADMIN DEVICE Menu Item ADMIN GROUP Menu Item ADMIN OFFICE Menu Item ADMIN POS Menu Item ADMIN REPORT Menu Item ADMIN LISER 10000000000 ER S n List users Add g m Illustration 12 1 Add Group Page Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 70 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Data Entry to Add Update a Group Group Name Enter the group name Group Description Enter the group description Privileges Select the privileges or permissions appropriated for the group This field allows specifying available functions for each member of the group This field has a list of all the options Not selected options will not be available in the menu for the group If a group does not have a selected option it will not appear in the list Buttons Add Creates the groups and establishes permissions Update Allows updating group information This button only appears when the group already exists Clear This button allows eliminating information already entered How to Add a Group 1 Once in the Admin Menu select the Group Admin option and the Add Group option will be displayed Select the Add Group option to access the Group Administration page Enter the Group Name Enter the Group Descrip
6. v gt Frames Special Needs NO SPECIAL NEED NO SPECIAL NEED Update Links Illustration 2 1 Primary Cardholder Page Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 11 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Most of the pages work as electronic forms which you can use to see and to enter data Through the pages on the Browser you can perform different Administrative Terminal functions In the top part of each page the title will indicate the function of that page Navigating within the WEB based EBT Program When entering the Administrative Terminal program URL press the left button of the mouse and the WEB page access to the Administrative Terminal program will be displayed Once you enter username and password the page that contains the main menu bar that gives access to the different functions will be displayed Menu Bar The menu bar contains options that are connections or links to the sub menus available in the EBT Administrative Terminal as well Select an option of the main menu to display the sub menu corresponding to that option Sub Menus The Administrative Terminal program groups related functions sub menus Functions related with the case management are connected to the CASE sub menu functions related to retailers are connected to
7. Address NEWA ADDRESS eigen cera Only PIN Select Date 01 01 1900 TEST 3 PIN Change Date 01 01 1900 NEWA CITY of PIN Changes 0 BORA DA 7455 1358 165 Wrong PIN Date 01704 1300 Wrong PIN Count 0 Last Manual PAN Month Program Status Balance of Manual PAN Entries 0 FS OPEN 28 00 d Total 228 00 pees Card Status Card Issuance Data 4j Office Dev 1 Current Status REGISTERED Secondary Information Terminal PC IN LAB Add Remove Secondary change Status Clerk DOUG WALKER Card History Update Illustration 6 1 Card Management Page In the Primary Information panel appears a list of the most recent cards of the cardholder The PAN field in the Primary Information page has a link to the Card Management page which once established the case allows to issue cards and PIN number It also allows browsing the card information and status of PIN and access the Card History page To access the Card Management page you must access the cardholder record From the Primary Information page select the PAN field corresponding to the card that you need to access and the Card Management page will be displayed in the right side of the Primary Information page The Card Management page has a link to the Card History page Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 31 Health and Human Services Lonestar EBT Electronic Benefit Transfer AD
8. Admin Exceptions Utilities FNS Log Out Add Case Client Transactions Benefit History Add Benefit Search Name Last doe First Go Primary Information Update Primary Person Name DOE JAN Case Case 111111111 111 111 111 SSN 111 11 1111 Cardholder Data pon 1 1 1900 iastName vx ex Address 1515 PRESIDENTIAL DRIVE AUSTIN First Name JAN Suffix 78756 UNASSIGNED PAN Middle Name SSN 111111111 Balance Information DOB 01 01 1900 mmddyyyy Language ENGLISH gt Program Status Balance TANF OPEN 0 00 Address 1 1515 PRESIDENTIAL DRIVE Total 0 00 Address 2 Name DOE JAN City STIN State Case 111 111 111 SSN 000 11 2222 Zip Code 78756 0000 Case Name Fla v DOB 1 1 1970 P s eee ee g X Sex u AUTHORIZED REP Address 1515 PRESIDENTIAL DRIVE Special AUSTIN NO SPECIAL NEED z TX 78756 PAN TANF UNASSIGNED PAN NO SPECIAL NEED aj Add Remove Secondary Update Illustration 5 1 Update Primary Person page In order to update the primary cardholder information through the Administrative Terminal you must use the Search option The page with the cardholder record displayed basic information of the record to confirm that the file is the one you need When you press the name in the Primary Information panel the page will display the Update Primary Person
9. Enter the state in which the primary cardholder receives tate 4 mail Required field Zip Code Enter postal code corresponding to the primary cardholder address Required field Enter the case name flag corresponding to the primary Cue Nun Hits cardholder Required Field Special Need Select the appropriate special need for the primary cardholder from the listing of special need The default is NON Special NEED Other options are blind deaf and handicapped among others Buttons Add It registers the data when you have completed the data entry It eliminates the data in all the fields from the Setup Primary Clear Cardholder page How to Setup Primary Cardholder 1 Select Add CASE option from the CASE sub menu The Setup Primary Cardholder page will display in the Browser under the main menu bar 2 Enter the appropriate data for each field 3 Press ADD to establish the primary cardholder file A message indicating that the file was added will appear 4 Press OK 5 If you wish to eliminate the entered data and to create another primary cardholder press Clear Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 18 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 19 Health and Human Services Lonestar EBT Electronic Benefit Transfer
10. Once you enter the username and password the main menu is displayed in the Browser Illustration 2 1 Each button of the menu has a connection to a sub menu that once selected it displays the options underneath the main menu Each button of the sub menus connects to a page and when it is pressed it brings the page to a frame in the Browser Some fields contain connections or links that have the capacity to bring to the Browser other pages related to the information contained in them The text of the fields that contain connections or links is blue to identify that you may access another page or function by pressing on that text Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 10 lth and Human Services Lonestar Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Main Menu Case Retailer Reconciliation Vouchers Adjustments Admin Exceptions Utilities FNS Log Out Add Case Client Transactions Benefit History Add Benefit Search Case amp v 111111111 Go S b Primary Information Update Primary Person ub menu Name DOE JAN Case 111111111 Case TANF 119 111 111 SSN 1151 1111 Cardholder Data po Last Name DOE Sex Uy ex ne First Name Suffix 7 MddeName DOB 01 01 1900 mmddyyyy Language ENGLISH gl Address 1 IS1SPRESIDENTIALDRIVE _ Address 2 City State m Zip Code 78756 0000 eeeee eeen Case Name Flag
11. REP Address 2675 SUNFLOWER DR BROWNSVILLE TX 78521 PAN FS UNASSIGNED PAN Add Remove Secondary Illustration 10 3 Benefit Detail Page Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 59 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 60 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Section III Administration Introduction The administration menu Admin allows adding and or updating records by users groups offices and equipment that have access to the Administrative Terminal program Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 61 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Chapter 11 Admin User Introduction The User Administration page allows adding and or updating Administrative Terminal users Each individual record contains Password Language Status Office amp Group The user may be associated with other EBT applications and the different permission levels by selecting the groups in the different applications To access the administration sub menus select the Admin option from the main menu Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 6
12. TEST USER TPS Detail users TEST USER TPS Detail user TEST USER TPS Detail user ITEST USER TPS Detail users TEST USER TPS Detail user9 TEST USER TPS Detail webgui WEB GUI ACCOUNT Detail Illustration 11 2 Search User Page How to Locate User Select the search option By Login By Office By Description or By Group and follow the search procedure Search by Login 1 Select this option and enter the login name for the user you wish to locate 2 The User Administration page will be displayed including user s information Search by Office 1 Select this option and the word Select will be displayed next to the search option 2 Press over the arrow in the Select field and a list of existing offices will be displayed Select the office where the person is associated and a list of all users will be displayed in the EBT User List page 4 Select the user by pressing the link in the text Detail at the end of the row the User Administration page with the record s information will be displayed Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 66 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Search by Description l Select this option and enter the user s description The User Administration page with the user s information will be displayed You may also enter part of the descripti
13. User Login Description Enter user s description Name Language Select the language from the list for the new user The default is ENGLISH Expiration Date The system will set the expiration date for the new login ninety days Select Office Select the office for the new user from the list The System Administrator will keep the list Select Group Select a group for the new user from the list The System Administrator will keep the list New Password Enter the password up to nine characters assign to the new user This field is case sensitive Confirm Password Privilege Description Enter the password again Select the privileges available for this user Buttons Remove Office Eliminates a user from an office Remove Group Eliminates a user from a group Add Saves new user information as a record Update Saves modifications to an existing record Delete Eliminates the information of the currently displayed record A message confirming that the record has been deleted will be displayed Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 64 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Data Entry to Add a New User Clear Eliminates the information in the User Administration page How to Add a New User l uid EM CE D After ac
14. field Case Retailer Reconciliation Vouchers Adjustments Admin Exceptions Utilities FNS Log Out Primary Cardholder Merge Account Splitting Enter Cases to Split EBT Account Number 222222222 EBT Account Number 333333333 r Client Information Client Information Last Name DOE Last Name DOE First Name DAN First Name DAN Middle Name Middle Name SSN 333333333 SSN 333333333 DOB 01 01 1959 DOB 01 01 1959 Card Holder UNASSIGNED Card Holder UNASSIGNED Sex M Sex M Street 1515 SENATOR S COLIRT Street 1515 SENATOR S COURT City AUSTIN City AUSTIN State TH State TX Zip Code 78756 0000 Zip Code 78756 0000 Microsoft Internet Explorer x 92 Do You Want To Split Accounts E Cancel Split Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 41 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Illustration 7 4 Split Cases Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 42 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Chapter Secondary Cardholder Introduction This Chapter explains how to add and update secondary cardholders to records using the WEB program through the Administrative Terminal AT An EBT cardholder may designate a person to be an authorize representative a person which th
15. files that fulfill the criteria a TOO MANY FOUND NEED BETTER SEARCH CRITERIA message will be displayed You may use part of the name with the symbol or the complete name If still gives back the message must use another selection criteria Press Enter in the keyboard The file of the client Primary Information Information Balance and Secondary Information will be displayed on the left frame of the Browser If the search locates more than one file that matches the entered data the EBT Client Select page with the list of files that fulfill the criteria search will appear See the procedure to select a cardholder in the next page Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 22 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL EBT Client Select The EBT Client Select Illustration 4 2 allows selecting a cardholder from those that fulfill the criteria specified in the Search page Case Retailer Reconciliation Vouchers Adjustments Admin Exceptions Utilities FNS Log Out Add Case Client Transactions Benefit History Add Benefit Search Name Last doe First EBT Participant Search Select Participant Type Last Name First Name SSN Case Programs PRI DOE 111111111 111111111 TANF AR 800112222 111111111 Detail PRI 222222222 22
16. 2 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL User Administration The User Administration page Illustration 11 1 allows adding updating and deleting Administrative Terminal user s records To add a new record access the Admin sub menu select the Admin User option and then Add User Case Retailer Reconciliation Vouchers Adjustments Admin Exceptions Utilities FNS Log Out Add User Search Login zl Go User Administration Information New Login Description Language md zj Expiration Date Select Office scr 2 Select Group sttecT Remove Office Remove Group Password New Password Confirm Password r Privileges Description Grp Access Overrides Application ARCHIVE DATABASE ACCESS NO OVERRIDE no OvERRIDE e no OVERRIDE no OvERRIDE e no OVERRIDE dl No OVERRIDE Add Clear APPLICATION READ ONLY ACCESS Field CASE CASE NAME FLAG UPDATE Menu Item ADMIN Menu Item ADMIN DEVICE Menu Item ADMIN GROUP HHH E Menu Item ADMIN OFFICE Illustration 11 1 User Administration Page Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 63 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Data Entry to Add a New User New Login Enter the
17. 2222222 5 Detail PRI DOE 333333333 333333333 TANF Detail Illustration 4 2 EBT Client Select Page When there are several Clients with the same search criteria the EBT Client Select page will be displayed after ENTER have been pressed in the Search option Each line of the EBT Client Select page contains the data of the file that fulfills the criteria specified in the option search There is a link Detail text in the last column of the file of that Client When you press the text Detail the page with the file selected will appear at the left side of the Browser How to Select a Client 1 If the search locates more than one file that matches the entered data it displays the data of all files that fulfill the search criteria on the of EBT Client Select page 2 The vertical bar that appears right alongside of the page indicates that more files exist that fulfills the search criteria Press the arrows in the bar to see all the files in the listing Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 23 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL 3 Position the cursor in the Detail field of the line corresponding to the record that you like to see and press with the mouse or press the Enter key The page of the selected file Primary Information Information Balance and Secondary Information will
18. 30 Card Management 31 How to Issue New and Enable Cardholder to Select PIN 34 How to Assign a Replacement Card and Allow the Cardholder to Select PIN 34 How to Inactivate PIN and Reset Count of PIN Entered Incorrectly 36 Chapter 7 37 Exceptions 375 Merge Card Accounts 375 Split Card Accounts 375 Chapter 8 43 Secondary Cardholder 43 Introduction 43 Setup Secondary Cardholder 44 How to Setup a Secondary Cardholder 47 How to Update a Secondary Cardholder 48 How to Delete a Secondary Cardholder 48 Chapter 9 49 Client Transactions 49 Introduction 49 Client Transaction Summary 50 Search Client Transactions 50 How to Display the Transaction Summary for a Cardholder 52 Transaction Details Page 52 How to Display Transactions Detail 54 Chapter 10 55 Benefit Management 55 Introduction 55 Authorize Benefits 56 How to Add Benefits to a Primary Cardholder 57 How to Access Benefit History 58 Benefit Detail Page 59 Section III 61 Administration 61 Introduction 61 Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 3 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Chapter 11 Admin User Introduction User Administration How to Add a New User Search User How to Locate User Search by Login Search by Office Search by Description Search by Group How to Update a User How to Delete a
19. 6 21 15 09 Retailer ID BUTT Sette Date 01 23 2006 GROCERY 1 cquiring Comments Institution 1112951 r Client Information Last DOE First JAN Middle r Benefit Information Authorization Information Post Transaction Balance Program Cat Authorization Usage Auth Auth Amount Program Balance Benefit Date 05 11 7789 IP31336 30 15 FS 35 76 Process Date 05 11 7789 1098680 26 00 KC31003 5 24 Voucher Information Number 0 JF41328 10 00 m Back Illustration 9 2 Transaction Detail Page The Authorization Information panel will be displayed at the bottom of the page The Authorization Usage panel will display the authorization or benefit number and the amount used It also shows the balance by program after the transaction in the Post Transaction Balance panel Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 53 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Buttons Linked If there is a transaction related to the selected transaction it will be displayed Transaction by pressing this button Back Allows ENTERing to the previous page How to Display Transactions Detail 1 Access the cardholder record 2 Select the Client Transactions option 3 To see details select and press Detail 4 The T
20. 627447 FS FS PURCHASE GOOD 3 34 Detail 0 00 01 22 06 21 15 09 1607210 FS FS PURCHASE GOOD 71 39 Detail 02 11 06 00 00 00 N A FS MONTHLY AUTHORIZATION GOOD 15 00 Detail 02 16 06 21 29 57 1607210 FS FS PURCHASE GOOD 36 44 Detail Name CANTU ED 03 11 06 00 00 00 N A FS MONTHLY AUTHORIZATION GOOD 15 00 Detail Case 111 222 333 02 24 06 13 39 21 1607210 FS FS PURCHASE GOOD 6 89 Detail SSN 111 11 1111 DOB 9 9 1926 5 D p 7 ex M earcl review AUTHORIZED REP Address 2675 SUNFLOWER DR BROWNSVILLE TX 78521 PAN FS UNASSIGNED PAN Search Add Remove Secondary Illustration 9 1 Client Transaction Summary Page Client Transactions To access the transactions history the client must access the cardholder record either by SSN CASE PAN or Name and select the Client Transactions option from the Case sub menu The Administrative Terminal will display the Client Transaction Summary page in the right side of the Browser The Client Transaction Summary page allows searching transactions between two specific dates for today last week or last month Once you select the period the Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 50 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Administrative Terminal will display the list of transactions that matches the search criteria To see the transactions detail pres
21. Cardholder Merge Reconciliation Vouchers Adjustments Admin Exceptions Utilities FNS Log Out Account Splitting Enter Cases to Merge Case To Merge 222222222 Client Information Case To Keep 333333333 Microsoft Internet m Merge Client Information Last Name DOE Last Name DOE 2 E DO YOU WISH TO MERGE ACCOUNTS First Name DAN First Name DAN Middle Name Middle Name SSN 333333333 SSN 333333333 DOB 01 01 1959 DOB 01 01 1959 Card Holder UNASSIGNED Card Holder UNASSIGNED Sex M Sex M Street 1515 SENATOR S COURT Street 1515 SENATOR S COURT City AUSTIN City AUSTIN State TX State TX Zip Code 78756 0000 Zip Code 78756 0000 SELECT PAN TO KEEP PAN Exp Date Status Type Order Date C UNASSIGNED PAN 01 01 1900 ALLOCATED REGULAR 01 01 1900 C UNASSIGNED PAN 01 01 1900 ALLOCATED REGULAR 01 01 1900 Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Illustration 7 2 Merge Cases Page 39 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Split Card Accounts The Split Card Accounts page Illustration 7 3 allows merging cardholder accounts Case Retailer Reconciliation Vouchers Adjustments Admin Exceptions Utilities FNS Log Out Primary Cardholder Merge g ing Enter Cases to Split EBT Account Number EBT Account Number Client Information Client Information Last Name
22. DMINISTRATIVE TERMINAL USER S MANUAL In the page of the the cardholder there are connections or links to other functions or pages related to the record of the cardholder The texts on the fields that are links are blue to identify that another page or function can be accessed by pressing on that text Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 25 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Chapter 5 Update Primary Person Introduction This chapter explains how to update the demographic information of the cardholder through the Administrative Terminal This function should be use only in emergency cases because the file for the primary cardholder is due to update through the eligibility system to guarantee that both systems contain the same information Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 26 Health and Human Services Lonestar Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Update Primary Person The Update Primary Person page Illustration 5 1 allows changing the demographic information of the cardholder through the Administrative Terminal instead of doing it in the eligibility system The Name field has a link with the Update Primary Person page which allows updating the primary cardholder information Case Retailer Reconciliation Vouchers Adjustments
23. Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL ELECTRONIC BENEFITS TRANSFER Le 1 Administrative Terminal User s Manual Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 1 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL TABLE OF CONTENTS Section I Use of the Administrative Terminal 6 Chapter 1 Beginning 7 How to Exit the Administrative Terminal Program 9 Chapter 2 10 Introduction 10 Navigating within the WEB based EBT Program 12 Menu Bar 12 Sub Menus 12 Access Functions 12 Section II 13 Case Management 13 Chapter 3 14 Setup Primary Cardholder 14 This Chapter explains how to establish a new Primary Cardholder 14 Chapter 4 20 Search by PAN 22 Search by Name 22 EBT Client Select 23 How to Select a Client 23 Primary Information Page 24 Chapter 5 26 Update Primary Person 26 Introduction 26 Update Primary Person 27 How to Update Primary Cardholder s Information 29 Chapter 6 30 Card Management 30 Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 2 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Introduction
24. Last Name First Name First Name Middle Name Middle Name SSN SSN DOB DOB Card Holder Card Holder Sex Sex Street Street City City State State Zip Code Code Illustration 7 3 Enter Cases to Split How to Split Card Accounts 1 To split card accounts you must first access the primary cardholder record using the Search option 2 The page with the cardholder record will be displayed verify the cardholder information and the programs Select Exceptions 4 Select the Account Splitting option Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 40 Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL 5 Enter the case numbers of the two 2 accounts you want to split in the data entry fields provided and select the program type for each case 6 A window asking if you like to split accounts will appear Press OK 7 A window stating to select the case to be linked to card will appear Press OK to clear this message Select the PAN to keep Press SPLIT 9 A message confirming the action taken will appear Press OK to clear this message Note The Update Primary Cardholder window for the case that was split displays default information that includes e the word DEFAULT in the Name and Address fields e 01 01 1900 in the Date of Birth field e U in the Sex field and e 000 00 000 in the Social Security Number
25. MINISTRATIVE TERMINAL USER S MANUAL Data Entry to Add and Update a Record in an Office Contact Enter the contact person Address Address 1 Enter the first line of the physical address Address 2 Enter the second line of the physical address City Enter the city where the office is located State Enter the country Texas TX Zip Code Enter postal code Postal Address Address 1 Enter the first line of the postal address Address 2 Enter the second line of the postal address City Enter the city where the office is located State Enter the country Texas TX Zip Code Enter the postal code Buttons Auto Fill When you press this button the physical address is copied to the postal address fields Add Allows creating offices and assigning privileges to those offices Update Allows updating office information Delete Allows eliminating an office Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 75 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Data Entry to Add and Update a Record in an Office Clear Eliminates the information entered in the fields of the Office Administration page How to Add an Office Once you access the Admin sub menu select the Office Admin option and the Add Office option will be displayed Press over the Add Office to access th
26. MINISTRATIVE TERMINAL USER S MANUAL To access the Card Management page you first you must access the cardholder file From the panel of Primary Information select the PAN that corresponds to the card that you wish to access and the Card Management page will be displayed within the right frame of the Primary Information page Data Entry to Card Management PAN Card number Select Card Action Select an option from the list Issue New Card Issue a new card and allow the client to choose the PIN number Enable Client Selected PIN eIssue Replacement Issue a replacement card and allow the client to choose a PIN Card and Enable number Client Selected PIN Enable Client Selected Allow the client to choose the PIN only PIN Only eIssue New Card Issue a new card and assigned the PIN number Assign PIN e Issue Replacement Issue a replacement card and assign the PIN number Card and Assign PIN Card Status Select a status from the list Registered The card is Registered e Returned to DHS The card returned to the agency Stolen The card was stolen Lost The card was lost Damaged The card was damaged e Defective The card was defective Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 32 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Texas EBT Web Admi
27. User Chapter 12 Admin Group Introduction Group Administration How to Add a Group Group Search Locate Group By Group How to Update a Group Record Chapter 13 Admin Office Introduction Office Administration Office Administration How to Add an Office How to Locate an Office Record How to Update an Office Record How to Delete an Office Section IV Utilities Chapter 14 Change Password 62 62 62 63 65 65 66 66 66 67 67 67 67 69 69 69 70 71 72 72 72 73 73 73 74 74 76 76 76 77 78 78 79 79 Texas Web Administrative Terminal Manual Version 1 0 07 10 14 Page 4 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Introduction 79 Change Password 79 How to Change a Password 80 Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 5 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Section I Use of the Administrative Terminal Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 6 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Chapter 1 Beginning Introduction This chapter explains how to access and exit the WEB based program of the EBT Adm
28. Y X TX 78521 PAN 6100 9870 5360 2025 940 Access Date 06 09 2006 mmddyyyy Balance Information Issue for Month Year 06 2006 Program Status Balance FS OPEN 0 00 Amount Total 0 00 Max benefit amount is Secondary Information Worker Number Name CANTU ED 4 111 222 333 Supervisor Number SSN 111 11 1111 DOB 9 9 1926 Add Sex AUTHORIZED Address 2675 SUNFLOWER DR BROWNSVILLE TX 78521 PAN FS UNASSIGNED PAN Add Remove Secondary Illustration 10 1 Authorize Benefits Page To access the Authorize Benefits page to add benefits first search the cardholder s record by SSN CASE PAN or Name and select the Add Benefit option from the Case sub menu The Administrative Terminal will display the Authorize Benefits page in the panel to the right of the Primary Information page Data Entry to Authorize Benefits Program Select the program to add the benefits Please make sure that you choose the correct program before assigning the amount Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 56 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Category Select the program category if it applies Authorization Type The default value for this field is Emergency Benefits Access Date Enter access date approved MM DD YYY Y The default date
29. at primary cardholder allows access to his hers benefits Under the EBT system there is no difference between an authorize representative and a secondary cardholder Cardholders may have a Protective Payee assigned to their account to help handle cash benefits Once a Protective Payee is assign the cardholder losses access to the cash benefits It is very important to know that a legal authority assigns the Protective Payee whereas an authorized representative is somebody selected by the cardholder The process of creating a record for the authorize representative is different from the process of creating a record for the primary cardholder The creation and modification of the authorize representative has to be done through the Administrative Terminal and not through the eligibility system Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 43 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Setup Secondary Cardholder The Secondary Cardholder page Illustration 8 1 allows adding and removing secondary cardholders and updating the demographic information of the secondary cardholder Case Retailer Reconciliation Vouchers Adjustments Admin Exceptions Utilities FNS Log Out Add Case Client Transactions Benefit History Add Benefit Search case 111222333 Go Primary Information Setup Secondary Cardholder Name DOE JAN Case Type of P
30. ayee AUTHORIZED gt Program FS FS 111 222 333 I SSN 111 22 3333 Cardholder Data DOB 9 9 1927 Last Name Sex F Address 222 SUNFLOWER DR BROWNSVILLE First Name Suffix TX 78521 N 100 9870 5360 2025 940 ER a Middle Name SSN Balance Information Program Status Balance DOB ramddyyyy Language ENGLISH FS OPEN 0 00 Total 0 00 Address 1 222 SUNFLOWER DR OT Add Remove Secondary City BROWNSVILLE State zip Code 78521 Special Needs SPECIAL NEED x NO SPECIAL NEED x Add Update Delete Illustration 8 1 Setup Secondary Cardholder page Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 44 Health and Human Services Lonestar Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL To add a new secondary cardholder access the Setup Secondary Cardholder page Illustration 8 2 and select Add Remove Secondary in the Secondary Information panel cardholder page has two links that allows adding and updating the secondary cardholder information through the Setup Secondary Cardholder panel in the Secondary Information page Case Retailer Reconciliation Vouchers Adjustments Admin Exceptions Utilities FNS Log Out Add Case Client Transactions Benefit History Add Benefit Search case L si 111222333 Go Primary Information Setup Secondary Cardh
31. be displayed in the left frame of the Browser Primary Information Page The page with the record of the cardholder Illustration 4 3 contains several panels The Primary Information panel includes the demographic data and the numbers of cards or PAN numbers the Balance Information panel includes a list of the programs that the cardholder has and the corresponding status and balance the Secondary Information panel contains the demographic information of the secondary cardholder and a link to the Add Remove Secondary page to add a secondary cardholder Case Retailer Reconciliation Vouchers Adjustments Admin Exceptions Utilities FNS Log Out Add Case Client Transactions Benefit History Add Benefit Search Name 1 Last doe First jan Go Primary Information DOE JAN TANF 111 111 111 SSN 111 11 1111 DOB 171 1900 u Address 1515 PRESIDENTIAL DRIVE ALISTIN TX 78756 PAN UNASSIGNED PAN Balance Information Program Status Balance OPEN 0 00 Total 0 00 Secondary Information Name DOE JAN Case 111 111 111 ISSN 000 11 2222 IDOB 1 1 1970 Sex u Type AUTHORIZED REP Address 1515 PRESIDENTIAL DRIVE AUSTIN TX 78756 TANF LINASSIGNED PAN Add Remove Secondary Illustration 4 3 Primary Information Page Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 24 Health and Human Services Lonestar EBT Electronic Benefit Transfer A
32. cessing the Admin menu select the Admin User option and the Add User option will be displayed To access the User Administration page select the Add User option In the New Login field enter user s identification Enter the name and description that will be used by the new user Enter the preliminary password up to nine characters This password may be changed later Select the language for the new user The system will set the expiration date Select the office group and privileges from the lists Search User The Search option see Illustration 11 2 of the Admin sub menu allows searching a specific user by Login Office Description or Group by selecting from the existing users list The Search option of the Admin sub menu will be displayed beneath the sub menu bar Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 65 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Case Retailer Reconciliation Vouchers Adjustments Admin Exceptions Utilities FNS Log Out Add User Search Office zi SELECT X EBT User List By Office Select User By Group Login Description Office Name m software ACCT res Detail E useri TEST USER TPS Detail user2 TEST USER TPs Detail user3 TEST USER TPS Detail user4
33. displayed press OK if you wish to eliminate the user Otherwise press Cancel 5 Asecond confirmation message will be displayed indicating the user has been eliminated Press OK Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 68 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Chapter 12 Admin Group Introduction The Group Administration page allows adding and updating group records This page will activate specific EBT functions designed for specific groups users offices and others Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 69 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Group Administration The Group Administration page Illustration 12 1 allows adding and updating Administrative Terminal user s groups records To add a new group once you have accessed the Admin Menu select the Admin Group option and then the Add Group option To access the Group Administration page select the Add Group option Case Retailer Reconciliation Vouchers Adjustments Admin Exceptions Utilities FNS Log Out Add Group Search Group SELECT zl Group Administration Group Details Group Name Group Description Privileges Description Apply Application ARCHIVE DATABASE ACCESS APPLICATION READ ONLY ACCESS Field
34. dministrative Terminal Manual Version 1 0 07 10 14 Page 28 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Data Entry To Update Primary Cardholder Case Name Flag Enter the case name flag corresponding to the primary cardholder Required Field Special Need Select from the list of cateENTERries the special need that corresponds If you do not choose a special need the selection that will appear will be NON SPECIAL NEED Other options include BLIND DEAF HANDICAPPED etc Buttons Update Update cardholder demographic information How to Update Primary Cardholder s Information 1 Access the cardholder file by selecting the Search option 2 When the name is pressed in the Primary Information page it will display the Update Primary Person page 3 Enter the data that you need to change 4 Press Update in order to update the primary cardholder file 5 message will appear indicating that the file has been updated 6 Press OK in order to clear this message Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 29 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Chapter 6 Card Management Introduction Cardholders will be able to receive assigned cards through the Administrative Terminal The procedure to iss
35. e A window indicating that the card has been assigned will appear Press the OK button How to Update a Secondary Cardholder l Access the secondary cardholder using the Search option 2 Verify the cardholder information and the programs D Select the cardholder name to update The Setup Secondary Cardholder page will be displayed in the right frame of the Primary Information page 4 Add the information requested in each field 5 6 7 Press the Update button to update the record of the secondary cardholder A message indicating that the record has been updated will appear Press OK to clear this window How to Delete a Secondary Cardholder 1 2 Access cardholder s record using the Search option The page with the cardholder record will be displayed verify the cardholder information and the programs Select the name to delete The Setup Secondary Cardholder will be displayed in the right frame of the Primary Information page Press the Delete button to delete secondary cardholder s record A message confirming that the record has been deleted will appear Press OK to close this window Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 48 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Chapter 9 Client Transactions Introduction This chapter shows how to see transactions in the cardholde
36. e Office Administration page Enter the information belonging to the office Enter the name of the office Select the Parent Office if applies from the list Press the Add button TA EOY E A confirmation message will be displayed press OK How to Locate an Office Record The Search option of Office Administration allows searching the office record by name 1 To access office record enter the entire name or part of the name followed by the sign and press ENTER 2 The EBT Office List Select Office will be displayed Select the office by pressing Detail 4 This will take you to the Office Administration page How to Update an Office Record 1 Locate the office record using the Search option in the Admin Office sub menu 2 The Office Administration page will be displayed with the information of the office selected Make the changes required in each field 4 Press the Update button to save changes in the record Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 76 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL 5 Aconfirmation message will be displayed press OK How to Delete an Office 1 Locate the record using the Search option from the Admin Office menu The Office Administration page with information of the selected office will be displayed Press the Delete button to delete the record A confirmati
37. earch option The page with the cardholder information file will be displayed verify the cardholder information and the programs Select the PAN that you wish to access and click the Card Management page will be displayed in the right frame of the Primary Information page Select the Disable PIN Change field to block the PIN change Select the Reset PIN Count field to reset count to zero Press Update to register the information entered A window asking if you like to update the information will appear Press OK A message confirming the action taken will appear Press OK to clear this message Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 36 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Chapter 7 Exceptions Introduction This chapter explains how to merge or split client accounts by the card Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 37 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Merge Card Accounts The Merge Card Accounts page Illustration 7 1 allows merging cardholder accounts Case Retailer Reconciliation Vouchers Adjustments Admin Exceptions Utilities FNS Log Out Primary Cardholder Merge Account Splitting Enter Cases to Merge Case To Merge Case To Keep Client Information Client Info
38. h demographic information allowing the activation of different EBT functions to the group of offices Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 73 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Office Administration The Office Administration page Illustration 13 1 allows creating and updating a record by activating different EBT functions for that office Case Retailer Reconciliation Vouchers Adjustments Admin Exceptions Utilities FNS Log Out Add Office Search Office Go Office Administration Office Information Office TT Parent Office x Description Phone Contact eec Address Address Address1 Address1 Address2 Address2 City City State Code State Zip Code ssim iin ststssii cene List Users Add 2 Clear Illustration 13 1 Office Administration Page Data Entry to Add and Update a Record in an Office Office Select an office from the list or enter a group if you like to add a new group Parent Office Select the Parent Office from the list Description Enter the description Phone Enter the area code and the telephone number Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 74 Health and Human Services Lonestar EBT Electronic Benefit Transfer AD
39. ick the Card Management page will be displayed in the right frame of the Primary Information page Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 34 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Select the Issue Replacement Card and Enable Client Selected PIN option The PAN and Send by Mail option will be activated Enter the PAN If the card will be send by mail 24 hours service select the Send by Mail Press Update to register the information entered A window asking if you wish to replace the card will appear Press OK 8 A message will be displayed indicating that a new replacement card has been issued Press OK to clear this message How to Assign a New Card and Assign PIN l To assign a new card to the primary cardholder you must first access the primary cardholder record using the Search option The page with the cardholder record will be displayed verify the cardholder information and the programs Select the PAN that belongs to the card you wish to access and click The Card Management page will be displayed in the right frame of the Primary Information page Select Issue New Card and Assign PIN option The PAN field will be opened Enter PAN number it has 19 digits If the card will be send by mail 24 hours service select Send by Mail Press Update to register the information entered 8
40. ies FNS Log Out Add Case Client Transactions Benefit History Add Benefit Search case L zl 111222333 Go Primary Information Benefit History Name DOE JAN Case FS 111 222 333 Program SSN 111 22 3333 rs el x DOB 9 9 1927 Sex F History Address 222 SUNFLOWER DR Benefit Benefit dt Access dt Status Amount Balance BROWNSVILLE TX 78521 KM94033 01 01 06 01 11 06 ACTIVE 15 00 0 00 Detai ERN 6100 9870 5360 2025 940 28528 02 01 06 02 11 06 ACTIVE 15 00 0 00 Detai LH28366 03 01 06 03 11 06 active 1s oo o oo petail Program Status Balance IF75400 08 01 05 08 11 05 ACTIVE 47 00 0 00 Detail a OPEN IP31336 09 01 05 09 11 05 ACTIVE 47 00 0 00 Detai JF41328 10 01 05 10 11 05 10 00 0 00 2098680 11 01 05 11 11 05 26 00 0 00 Detsi Name CANTU ED Kc31003 12 01 05 12 11 05 26 00 0 00 Detai Case 111 222 333 SN 111 11 1111 DOB 9 9 1926 Sex M AUTHORIZED REP Address 2675 SUNFLOWER DR BROWNSVILLE TX 78521 PAN FS UNASSIGNED PAN Add Remove Secondary Illustration 10 2 Benefit History Page How to Access Benefit History
41. inistrative Terminal The Administrative Terminal program is an application WEB that uses the protocol HTTP to communicate with the application and uses links to bring the Browser pages or portions of pages The WEB or World Wide Web infrastructure is a way of accessing information using Internet It uses HTTP protocol to communicate applications and Browsers to access documents called pages in WEB You need the Internet Explorer version 6 0 Browser to use the Administrative Terminal program and access to the Internet Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 7 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL How to Access the EBT Program 1 To access the Administrative Terminal program you must enter in the Browser the WEB address URL corresponding to your agency See illustration 1 1 2 The EBT access page will appear in the Browser See illustration 1 1 ELECTRONIC BENEFITS TRANSFER Le 1 EBT WebGUI Login Page Username Password Copyright 2006 Lone Star All Rights Reserved Le Illustration 1 1 Access to the Administrative Terminal page 1 Enter the username assigned in the Username area The username must have up to nine 9 characters and is case sensitive Note The username and password used in the EBT system are case sensitive To access the system you must enter correctly the capital and sma
42. is the current date This is a required field Benefit Month Year Enter the benefits month and year MM YYYY The default date is the current date This is a required field Amount Enter benefit amount This is a required field Buttons Add Establishes the benefit record based on the data entered How to Add Benefits to a Primary Cardholder 1 Sl 20 mo UD Access the cardholder s record using the Search option Verify the cardholder information Press the Add Benefits option in the Case sub menu The Authorize Benefits page will be displayed Enter the necessary information Press Add to register the benefit A message asking if you like to add benefits will appear Press OK A message confirming that the authorization has been registered will appear Press OK to close this message Once a benefit has been added it can be seen in the Benefit History page Benefit History page Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 57 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL The Benefit History page Illustration 10 2 displays the list of benefits the date of the benefits access date amount and balance of each benefit It also allows access detail information of the benefits assigned to the cardholder Case Retailer Reconciliation Vouchers Adjustments Admin Exceptions Utilit
43. ll letters This means that if its key of access is jandoe the system will not accept JANDOE or janDOE Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 8 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL 2 Press TAB to move the cursor to the next data entry field Enter your password in the Password field The password may have nine characters and can include capital letters small letters and numbers For security reasons the characters that you enter will not be displayed 1 If you wish to exit the EBT Login page without entering press the EXIT button with the mouse or press the x in the upper right side of the Browser 2 To enter the application Press the Login button or Press ENTER on the keyboard The EBT page that contains the main menu with the connections to the different sub menus will be displayed and you will be able to begin to work with the program How to Exit the Administrative Terminal Program To exit the Administrative Terminal select Log Out on the menu Note This manual describes all the options and functions of the Administrative Terminal program Each one of these functions and options could not be available for you Permissions are based on your privileges within the system When you enter the system it automatically offers access to the pages and functions that you need to carry out your work
44. nic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Setup Primary Cardholder This page establishes the primary cardholder record Setup Primary Cardholder and Illustration 3 2 allows adding programs to an existing cardholder The Add CASE option on the sub menu brings up the Setup Primary Cardholder page to establish a primary cardholder record Case Retailer Reconciliation Vouchers Adjustments Admin Exceptions Utilities FNS Log Out Add Case Search case L zl Go Setup Primary Cardholder Case Program Name zl Ir Cardholder Information Last Name First Name DOB ramddyyyy SSN Sex gt Language ENGLISH Address 1 Address 2 City State Zip Code sss22 a5532 Case Name Flag v Special Needs NO SPECIAL NEED aj SPECIAL NEED Illustration 3 2 Setup Primary Cardholder Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 16 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Data Entry To Establish Primary Cardholder Case Enter the case number for the new primary cardholder If it already exists when you press tab to move to the following field it will display the content of the existing file in the Setup Primary Cardholder page Required field Program Name Select from the list the ap
45. nistrative Terminal Manual Version 1 0 07 10 14 Page 33 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Buttons Card History Link to the page with the card s history Update Updates the information entered How to Issue New Card and Enable Cardholder to Select PIN 1 pov ZEN To assign a new card to the primary cardholder you must first access the primary cardholder record using the Search option The page will display the cardholder file verify the information of the cardholder and the programs Select the PAN that corresponds to the card that you wish to access and click the Card Management page will be displayed within the frame to the right of the Primary Information page Select Issue New Card and Enable Client Selected PIN option The PAN field will be opened Enter the PAN number The PAN has 19 digits in the front part of the card Press Update to register PAN number A window will appear confirming the update press OK A message will appear indicating that a new card has been issued Press OK to erase this message How to Assign a Replacement Card and Allow the Cardholder to Select PIN Access the cardholder record using the Search option The page with the cardholder record will be displayed verify the cardholder information and the programs Select the PAN corresponding to the card that you wish to access and cl
46. ntry area of Search Search options will be displayed Select SSN Enter the social security number Press Enter in the keyboard Qv dXX a If the search locates more than one file that matches the entered data the EBT Client Select page will display a list of files that fulfill the criteria search See the procedure to select a cardholder ahead Search by CASE number 1 Position the cursor in data entry area of data of Search 2 Search options will be displayed Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 21 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Select CASE number Enter the CASE number 5 Press Enter in the keyboard The file of the client Primary Information Information Balance and Secondary Information will be displayed in the left frame of the Browser Search by PAN Cho cdm GER Position the cursor in the Search data entry area Search options will be displayed Select PAN Enter the card number Press Enter in the keyboard The record of the client Primary Information Information Balance and Secondary Information will be displayed on the left frame of the Browser Search by Name 1 Position the cursor in the data entry area of Search 2 Search options will be displayed 3 Select Name Must enter the last name the first name is optional 4 If there are many
47. older Name DOE JAN Type of Payee AUTHORIZED REP rogram rs FS 111 222 333 SSN 111 22 3333 Cardholder Data DOB 9 9 1927 LastName zd 2 PAYEE Sex Ur Address 222 SUNFLOWER DR BROWNSVILLE First Name PROTECTIVE Suffix TX 78521 PAN ee Middle Name SSN 222333444 Program Status Balance DOB 09 09 1926 mmddyyyy Language ENGLISH FS OPEN 0 00 Total 0 00 Address 1 222 SUNFLOWER DR Name PAYEE PROTECTIVE Case 111 222 333 SSN 222 33 3444 City BROWNSVILLE State DOB 9 9 1926 Sex U Zip Code 78521 AUTHORIZED REP rusas iie Address 222 SUNFLOWER DR R BROWNSWILLE Special Needs TX 78521 P PAN FS UNASSIGNED PAN NO SPECIAL NEED z Add Remove Secondary NO SPECIAL NEED Add Update Delete Illustration 8 2 Add Remove Secondary Cardholder Page To update the demographic information or delete an existing secondary cardholder you must access the primary cardholder record using the CASE in the search option Press the Name field on the Secondary Information panel The Setup Secondary Cardholder page will display the demographic information of the secondary cardholder selected where changes can be made Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 45 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Data Ent
48. on and a wild card with the sign The EBT User List page with the user s list will be displayed 3 Select the user by pressing the word Detail The User Administration page with the information of the user will be displayed Search by Group 1 Select this option and the word Select will be displayed next to the search option field Press over the arrow in the Select field and the list of the existing groups will be displayed Select the group that the person to be located is associated and the page with the EBT User List page will be displayed Select the user by pressing the Detail link located at the end of the row and the User Administration page with the user information will be displayed How to Update a User Locate the record See Chapter 4 EBT Client Search Once the User Administration page is displayed change the information field as needed 3 Press the Update button to save changes 4 A confirmation message will be displayed press OK How to Delete a User 1 2 Locate the record using the Search option Once in the User Administration page make sure that the record displayed is the record that you wish to eliminate Press the Delete button to eliminate this record Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 67 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL 4 Aconfirmation message will be
49. on message asking if you are sure to delete the office will be displayed Press OK if you like to delete that office otherwise press Cancel e A confirmation message will be displayed press OK Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 77 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Section IV Utilities Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 78 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Chapter 14 Change Password Introduction This chapter describes how to change the password used to access the EBT Administrative Terminal The first time you access the EBT Administrative Terminal a message indicating that the password must be changed will appear Change Password The Change Password page Illustration 14 1 allows changing the EBT Administrative Terminal password Your password is very important for security and disables non authorized persons to change records to create update or view The Internal Security System and EBT Audit Division associates each transaction with the User Name and Password You will need to change the password as required by each agency Case Retailer Reconciliation Vouchers Adjustments Admin Exceptions Utilities Change Password Change Password Old Passw
50. ondary cardholder information Delete Deletes the secondary cardholder How to Setup a Secondary Cardholder 1 2 2 4 9ox c 29 Access the secondary cardholder using the Search option Verify the cardholder s information and the programs in the Primary Information page Press the Add Remove Secondary text The Setup Secondary Cardholder page will be displayed in the right frame of the Primary Information page Add the information required in each field Press Add to establish the secondary cardholder record A message will appear indicating that the record has been added Press OK to close this message The secondary cardholder information will be displayed in the Secondary Information panel on the left side of the Browser in the cardholder page If you wish to register the information of the secondary cardholder card press the PAN For details please refer to the Card Management chapter How to Assign Card for a Secondary Cardholder l Press PAN in the Add Secondary Information page The Card Management page will be displayed Select the corresponding option Example Issue New and Enable Client Selected PIN Register the information required in the page Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 47 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL 4 5 Press Updat
51. ord New Password Verify New Password OK Close Illustration 14 1 Change Password Page Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 FNS Log Out Page 79 Health and Human Services Lonestar EBT Electronic Benefit Transfer Data Entrs to Change thce Password Old Password Enter your current password New Password Enter your new password Verify New Password enter the new password To access the Change Password page select the Change Password option from the Utilities sub menu and the Change Password option will be displayed Buttons OK Press OK to accept the change Cisse Press Close to exit the page where you updated the password How to Change a Password 1 Select the Utilities option from the main menu The Change Password option will be displayed 2 Press Change Password The Change Password page will be displayed 3 Enter your current password 4 Enter your new password 5 Re enter your new password 6 Press OK to accept changes Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 80
52. propriate program for the new primary cardholder The default is None but it is always necessary to select a program Required field Enter the last name of the primary cardholder Required field Last Name First Name Enter the first name of the primary cardholder Required field Middle Name Enter the middle name of the primary cardholder Required field Suffix Enter Sr Jr etc DOB Enter the date of birth of the primary cardholder The format to be used is Month Day Year For example for July 14 1963 you must enter 07 14 1963 Required field SSN Enter the social security number of the primary cardholder Required field Sex Enter the gender of the primary cardholder M Male Female If you do not know the gender enter U for unknown Required field Language Enter the language of the primary cardholder or select one from the list by pressing the arrow Address 1 Enter the mailing address of the primary cardholder Required field Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 17 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Data Entry To Establish Primary Cardholder Address 2 Enter additional information of the mailing address of the primary cardholder City Enter the city in which the primary cardholder receives mail Required Field S
53. r s account These transactions are cash withdrawals and purchases using a point of sale POS Voids and returns are included too There are four options to choose in the Client Transaction Summary page transactions between two specific dates Today Past Week and Past Month Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 49 lth and Human Services Lonestar Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Client Transaction Summary The Client Transaction Summary page Illustration 9 1 allows the user to see the cardholder s transactions for a specific period In this page the user may see transactions such as purchases withdrawals returns and credits Case Retailer Reconciliation Vouchers Adjustments Admin Exceptions Utilities FNS Log Out Add Case Client Transactions Benefit History Add Benefit Search Case 111222333 Go Client Transaction Summary Name DOE JAN mE Case Search Criteria FS 111 222 333 Start Date 01 10 2006 mmddyyyy SSN 111 22 3333 DOB 9 9 1927 End Date 06 09 2006 mmddyyyy Sex F Address 222 SUNFLOWER DR ALL BROWNSVILLE Today Past Week Past Month TX 78521 6100 9870 5360 2025 940 Client Transactions Date Time Retailer Type Transaction Status Amount Program Status Balance 01 11 06 00 00 00 N A FS MONTHLY AUTHORIZATION GOOD 15 00 Detail 4 FS OPEN 0 00 01 11 06 11 57 10 1
54. ransaction Details page will be displayed Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 54 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Chapter 10 Benefit Management Introduction This chapter explains how to add benefits to the cardholder using the WEB program for the Administrative Terminal AT The function that adds benefits through the Administrative Terminal should be used in emergency cases only To keep the reliability of the data and the procedures standardized benefits should be given through the eligibility system whenever possible Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 55 Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Authorize Benefits The Authorize Benefits page Illustration 10 1 allows adding benefits to the primary cardholder Benefits will be available the day entered even though the date may be updated in the Access Date field Case Retailer Reconciliation Vouchers Adjustments Admin Exceptions Utilities FNS Log Out Add Case Client Transactions Benefit History Add Benefit Search Case 111222333 Go Name DOE JAN Authorize Benefits Case P FS FS 111 222 333 SSN 111 22 3333 Category FOOD STAMP DOB 9 9 1927 Sex F Household Size a Address 222 SUNFLOWER DR BROWNSVILLE Authorization Type TIMEL
55. rdholder files are to be established through the agency s eligibility system whenever it is possible That way the eligibility system and the EBT system have the same information primary cardholder files are to be established through the EBT Administrative Terminal only in cases of emergency Case Sub Menu The CASE sub menu allows accessing the functions related to the creation and maintenance of a case The functions to establish new files and to add programs to the cardholder are accessed by selecting the Add CASE option in the sub menu Other maintenance functions require to first access the record and then the function from the sub menu or connections in the text of the page of the file of the cardholder according to the case In order to access the case sub menu place the cursor on the CASE option of the main menu and press it It will display the bar with the CASE sub menu underneath the bar of the main menu Illustration 3 1 Case Retailer Reconciliation Vouchers Adjustments Admin Exceptions Utilities FNS Log Out Add Case Client Transactions Benefit History Add Benefit Illustration 3 1 Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 14 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Sub Menu Case Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 15 Health and Human Services Lonestar EBT Electro
56. rmation Last Name Last Name First Name First Name Middle Name Middle Name SSN SSN DOB DOB Card Holder Card Holder Sex Sex Street Street City City State State Zip Code Zip Code SELECT PAN TO KEEP PAN Exp Date Status Type Order Date G Illustration 7 1 Enter Cases to Merge BEFORE merging cases perform ATA Inquiry to determine the status of the cards and accounts you are ENTERing to merge Refer to the procedures in this reference guide for Displaying Card History How to Merge Card Accounts 1 To merge card accounts you must first access the primary cardholder record using the Search option 2 The page with the cardholder record will be displayed verify the cardholder information and the programs Select Exceptions Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 38 Services Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Select the Primary Cardholder Merge option p Enter the case number of the two 2 primary cardholder PCH records you want to merge in the Case to Merge and Case to Keep data entry fields A window asking if you like to merge accounts will appear Press OK 3 6 A window stating to select the card to keep will appear Press OK to clear this message 7 Select the PAN to keep Press MERGE 8 A message confirming the action taken will appear Press OK to clear this message Case Retailer Primary
57. ry to Add Secondary Cardholder Last Name Enter last name of the new secondary cardholder Sex Enter the gender m male f female u unknown First Name Enter the secondary cardholder name Required field Suffix i e Jr Sr Enter senior junior etc Middle Name Enter the middle name of the new secondary cardholder SSN Enter the social security number of the secondary cardholder DOB Enter the date of birth of the secondary cardholder The format is mm dd yyyy For example July 14 1963 enter 07 14 1963 Language Enter the language of the secondary cardholder or select from the list by pressing the arrow Address 1 Enter the postal address Address 2 Enter any additional information such as apartment number City Enter the city where the secondary cardholder receives mail State Enter the state where the secondary cardholder receives mail Zip Code Enter the postal code where the secondary cardholder receives mail Type of Payee Select protective payee cash or Authorized Representative FS from the list Special Needs Select any special need for the secondary cardholder from the list Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 46 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Buttons Add Saves secondary cardholder information Update Updates the sec
58. s Detail and the Transaction Details page will be displayed with the transaction selected in the Browser Transactions History Data Entry Start Date Enter the initial date of the period that you would like to search End Date Enter the end date of the period that you would like to search Type Select the transaction type for example FS Benefit Issuance Cash Withdrawal etc Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 51 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Buttons Today Select this button if you wish to see the transactions of the current day Past Week Select this button if you wish to see the transactions from last week Past Month Select this button if you wish to see transactions from last month Search Displayed transactions for the period selected Detail Displayed the details of the transaction selected How to Display the Transaction Summary for a Cardholder l 2 Access the cardholder s record using the Search option Verify the cardholder s information and the programs Select Client Transactions option from the Case sub menu The Client Transaction Summary page will be displayed Select the period of time that you wish to search Today Past Week or Past Month or enter the information requested in the Start Date End Date and Type of Transaction fields A lis
59. t of all transactions will be displayed in the Client Transactions page in the panel below the Client Transaction Summary page Transaction Details Page The Transaction Details page Illustration 9 2 allows seeing each transaction detail From this page the user may see the available balance and where the transaction took place To access the Transaction Details page select the transaction from the Client Transaction Summary and press Detail Transaction Detail page will be displayed Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 52 Health and Human Services Lonestar Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Case Retailer Reconciliation Vouchers Admin Utilities FNS Add Case Adjustments Add Benefit Search case zi 111222333 Exceptions Log Out Client Transactions Benefit History Go Transaction Details Details mM Transaction Information Case 111222333 Transaction Type FS PURCHASE Program Food Stamp Transaction Status GOOD Log Address 210893677 Amount 71 39 POS Response Code AUTHORIZE Sequence PAN 6100987053602025940 PAN Entry Mode FULL TRACK 2 UpdSeq 191 Trace Number 106178 PIN Entry Mode PIN PAD CAPABILITY Response Time N A CA Term Involved None NO CLERK Code FNS 7899025 Posted Date 01 22 2006 21 15 09 Pos terminal 1607210 HE Effective Date 01 22 200
60. the sub menu of Retailer those related to adjustments are in the Adjustment sub menus those related to the administration of equipment groups offices and users are in the Admin sub menu and the change of password is in the Utilities sub menu To access the different sub menus you must place the cursor in the option of the main menu corresponding to the sub menu that you wish access When you press the mouse with the cursor on the selected option it will get darker and another bar with the options of the corresponding sub menu underneath the main menu will be displayed In order to navigate to another sub menu select with mouse the option corresponding in the main menu Access Functions In order to perform related functions to a sub menu you need to first access the record and select the function The links to the different functions are in the sub menu bar or in the text of the different pages Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 12 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Section II Case Management Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 13 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Chapter 3 Setup Primary Cardholder Introduction This Chapter explains how to establish a new Primary Cardholder The primary ca
61. tion Select the privileges that will be assigned to the group Press the Add button to establish a group record pi d 29 ode A confirmation message will be displayed Press OK Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 71 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Group Search The Search allows updating the record by searching and selecting a group by selecting from the existing group list The Search option of the Admin sub menu will be displayed See illustration 12 1 Locate Group By Group 1 Select the Admin Group option from the Admin menu 2 Press the arrow in the Select field and a list of existing groups will be displayed Select the group you wish to locate and the Group Administration page will be displayed with the group information How to Update a Group Record 1 Locate the record using the Search option 2 Once in the Group Administration page change the information as needed 3 Press the Update button to save changes in the record 4 confirmation message will be displayed press OK Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 72 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Chapter 13 Admin Office Introduction The Admin Office allows creating and updating records of offices wit
62. ue cards through the Terminal Administrative is the following one once confirmed the identity of the cardholder the new card is assigned and the cardholder chooses the PIN number Cards reported as lost stolen or damaged will be replaced through the Administrative Terminal from the Call Center The new card will have a new PAN number It is necessary to change the status lost stolen etc of the current card before issuing a new card The number of replaced cards will remain registered in EBT The personnel of the agency can access that information through the Administrative Terminal Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 30 Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Card Management The Card Management page Illustration 6 1 allows updating the primary and secondary cardholder card information through the Administrative Terminal Case Retailer Reconciliation Vouchers Adjustments Admin Exceptions Utilities FNS Log Out Add Case Client Transactions Benefit History Add Benefit Search case sj z 012345678 Go Primary Information Card Management Name CLIENT NEWA Case Setup Card Card Activity Data FS 012 345 678 PAN 6100 9827 7455 1358 165 17 Registered Date 03 29 2006 SSN 111 22 4444 Select Card Action Issued Date 03 29 2006 iq Enable Client Selected PIN Only Freeze Date 01 01 1900
63. within the right framework of the page Texas EBT Web Administrative Terminal Manual Version 1 0 07 10 14 Page 27 Health and Human Services Lonestar EBT Electronic Benefit Transfer ADMINISTRATIVE TERMINAL USER S MANUAL Data Entry To Update Primary Cardholder CASE Enter the case number for the primary cardholder the information of the primary cardholder will appear Last Name Enter the paternal last name of the primary cardholder Sex Enter the gender of the cardholder m f u If you do not know the gender enter U for Unknown First Name Enter the first name of the primary cardholder Suffix Enter Sr Jr etc Middle Name Enter the middle name of the primary cardholder DOB Enter the date of birth of the primary cardholder the format of the date of birth is mm dd yyyy For example July 14 1963 would be 07 14 1963 SSN Enter the social security number of the primary cardholder Required field Language Enter the language of the cardholder or select from the list by pressing the arrow Address 1 Enter the postal address for the primary cardholder Address 2 Enter additional information of the postal address like apartment number City Enter the city where the primary cardholder receives correspondence State Enter the state where the primary cardholder receives correspondence Zip Code Enter the postal code where the primary cardholder receives mail Texas EBT Web A

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