Create Utility Allowance record
From case record page, find the Household Expenses from Related List Quick Links section, click New.
Fill out all the necessary fields shown below. The Utility Allowance Worksheet section tracks the household's utility expenses just like the worksheet given by our government funder. After all the necessary fields are filled in, click Save.
There are two possible paths after the Save button is clicked.
1: If this is a newly created record, the "Run Utility Automation" doesn't need to be checked.
OR
2: If making an edit on this record, make sure to check "Run Utility Automation". If not, The Utility Allowance Flow will not run.
When the Utility Allowance Flow runs, it will populate data in the following fields
Household Monthly Income
- This is the most recent Income Tracker's monthly Household Income
Total Allowance
- Sum of all utility fields
Household Utility Credit
- 30%(Household Monthly Income) - Total Allowance
- If above is 0 or greater than 0, will show as 0
- If above is less than 0, such as -70. Will show as 70 (This is the credit the household gets because Total Utility Allowance is greater than 30% of household monthly income)
3: The Utility Allowance Flow will also send the amount in "Household Utility Credit" of this Household Expense record to the "Household Utility Credit" field of the case record connected to This page.