Lumary DC - This article explains how to review a SIL submission summary and complete a submission process.
Once you've sent out a client's service agreement(s), you can review the submission. The Submission Summary step gives you an opportunity to check and adjust all of the different parts of the submission. To complete this step, you'll also need to confirm the house roster and activate the client's agreements if you haven't already.
This article explains how to:
- get back to the Submission Summary step
- review the submission, and
- finalise the submission and set it to complete.
Get back to the Submission Summary step
If you're coming back to a SIL submission process, you'll need to get to the Submission Summary step. If you're already there, you can skip ahead to reviewing the submission.
To get back to the Submission Summary step:
- Go to the client's record.
- Click on the Accommodations tab.
- If it's not already open, click on the SIL Submissions tab.
- Click on the Submission ID text link.
- This opens the submission process. If the Submission Summary step is not blue -
- Click on the Submission Summary step.
- Click on the Mark as Current Submission Status button.
Review the submission
The submission summary organises key elements of the submission under the following tabs:
- Funding Summary
- Roster of Care
- Proposed House Roster, and
- Files.
Click on each of the tabs to review and update these areas of the submission. The tabs are summarised under the headings below.
Funding summary
There are several sections under the Funding Summary tab. Which ones appear and what they show depends on what's included in the client's funding. The following table describes each section and how to make changes.
| Section | What it shows and how to make changes |
|---|---|
| Submission Summary |
Shows key financial details and dates for the submission. To make changes:
|
| Tenancy & Lease Agreement Summary |
Appears if the New Tenancy/Lease Agreement Required? field is set to Yes. Shows information about SDA eligibility and funding, and rent and board contributions. To make changes:
|
| Service agreements |
Service agreements are listed below the summaries. If a final service agreement has a Draft status, the Activate Agreements button will appear at the top of the record. Activate agreements to set them to Current. To make changes to agreements, click on the service agreement name text link. |
Roster Of Care
The roster under the Roster of Care tab works the same way as the roster of care on the Individual Support Requirements step. You can drag and drop ratios and/or absences to add them. You can right-click on blocks to edit or delete them.
You may need to refresh your browser for changes to appear on the proposed house roster.
Proposed House Roster
The house roster under the Proposed House Roster tab works the same way as it does at the Proposed House Roster step.
If you make changes to the proposed house roster, or if it hasn't previously been confirmed, you'll need to click on the Confirm House Roster button. When you confirm the roster, you may also need to add the client to a bed in the house.
Files
Files listed under the Files tab include:
- quote files generated for this submission, and
- any other files that have been added to the file section of this submission.
Service agreements do not typically appear on this list, as they're stored on service agreement records.
Finalise the submission and set it to complete
If you've confirmed the house roster and activated the service agreements, you can set the submission to complete. Once you set the submission to complete, you won't be able to go back to previous steps and make changes.
To set the submission to complete:
- Make sure you're on the Submission Summary step.
- Click on the Mark Submission Status as Complete button.
If there are changes to the house roster that haven't been confirmed, or service agreements that haven't been activated, the system will show an error and prevent you from setting the status to complete. You'll need to address the error and try again.
Once a submission is complete, the submission will be closed. The submission status will move to Submission Complete. While you can still review information under each of the tabs from the summary, they won't allow you to:
- generate new service agreements, or
- confirm further house roster changes.