Description

The following describes the process for entering Training Benefit Evidence (TBE)

Details

Pre-condition(s)
A Program Referral has been made from the Plan Item.  The Referral status is “Referred”, and:  

• The “Household Member Evidence” is entered.
• The “Client Type Evidence” is entered.
• The Learner has been verified to have been out of school for 1 year or more if applicable (refer to Exceptions to Eligibility Criteria for Non-EI Learners  policy for exceptions):
  • Go to: Person Home Page
  • Click the Background Tab
  • Click Education  on the left-hand Navigation panel
• An EMP 5573-Training Provider Information (TPI) or letter of Admission has been received.

Trigger
The “Create Training Benefit Evidence: Integrated Case” window is opened.

The Authorized Official will select the applicable “Action” radio button(s) for the “Referral Details” and “Client Funding Type Details” Sections.

Under the “Acceptance and Approved Details” Section, the HS Authorized Official will:

• Check the boxes for “Accepted by Provider” and “Recommended for Training” to indicate the EMP 5573-Training Provider Information (TPI) or letter of Admission has been received.
• Enter the “Date of Acceptance” and the “Date of Recommendation” as either the current date or the “Session Start Date” (located on the TPI/Admission Letter). 
  
  Note
  Whichever date is earliest MUST be used.
  
  
• Enter the Mobius Users’ name in the “Accepted by” and Recommended by” fields to indicate the Mobius User entering the data for this window. 
  
  Note
  The name of the individual entering that data is used for both fields.
  
  • Click the Magnifying Glass
  • Enter the applicable users’ first and last name
  • Click Search or Enter
  • Select the appropriate user name

Under the “Renewal Details” Section, the Authorized Official will:

• Confirm via Mobius if the Learner is a “continuing full-time student” by verifying past Learner benefits;
  
  • Ensure the Mobius “Continuing Learner” box is selected if the answer is “YES” (past Learner benefits have been paid).
  • Ensure the Mobius “Continuing Learner” box is left empty if the answer is “NO” (past Learner benefits have not been paid).
    
• Confirm via Mobius that “acceptable academic progress has been documented” by confirming the EMP 5573-Training Provider Information (TPI) (or letter of Admission) has been received);
  
  • Ensure the Mobius “Satisfactory Progress Documented” box is selected if the TPI answer is “YES” (TPI/Letter of Admission has been received).
  • Ensure the Mobius “Satisfactory Progress Documented” box is left empty if the TPI answer is “NO”. (TPI/Letter of Admission has not been received)

Note
The “Continuing Learner” and “Acceptable Academic Progress” check boxes must be checked off or left blank to appear identical to each other.  If the check boxes are answered differently, an error message will display.

• The “Met Out of School Requirement” box is selected if the pre-existing condition (the Learner has been out of school for 1 year or more) has been met.

Select “Save”.

Apply changes.  The Training Benefit Evidence (TBE) Status is now “Active”.