Scheduling a Review

USDA has changed the SNP review schedule from five years to three years.  The State would schedule a new Administrative Review via the Review Information screen.   Once a review is closed by the State (i.e., the Review Status on the Review Information screen is set to “Closed”), the system will automatically schedule the next review in three years, based on the Review Period of the closed review (e.g., if a 2013-14 review is closed in January 2014, the system will automatically schedule the next review for 2016-17).

 

To add (schedule) a new review

1.       Search for and select an SFA, if applicable.

2.       Select Review Tracking from the Compliance menu.

3.       Select Add New Review link. The Review Information screen displays.

4.       Complete the Review Information screen. The following fields are required to schedule a review:

o    Review Type

o    Review Form Set

Note: The State must identify the date when the review process has commenced in the Scheduled Date field  in order to advance the Review Progress bar (on the Review Dashboard) to “Scheduled”. 

The Scheduled Date is when the Administrative Review process is scheduled to commence.  This is usually the date when the Off-site process (or preparation for the Off-site process) is scheduled to begin.

5.       Select Save.

Note: If a Reviewer’s name does not appear in the Lead Reviewer dropdown list, contact your State Administrator.  This dropdown list is controlled by the State via the Maintenance and Configuration > Rep & Consultant User Maintenance screen.

TIP: The Review Period are used on several forms and worksheets.  This should be completed on the Review Information screen once the data is available.

TIP: Selecting the Expand link provides additional information regarding the review including Entrance Date, Exit Date and CAD Due Date.  Selecting the Collapse link will return to the default view display.

Note: When a new review is saved, the system will automatically assign it a Review ID.  This is a unique identifier for the review that can be used to cross-reference follow-up reviews with original reviews on the Review Tracking screen.