Process Manuals

The Document Library for Process Manuals is provided by the Staff Development Division. 
Documents are listed alphabetically by title followed by the date published and will open in a new window.  

• Acting on an ACP Case at RRR (Sep2019) 
• Acting on an Application Without a Date Stamp (Sep2019) 
• Acting on an Unsigned Application or RRR/Renewal (Jul2024) 
• Acting on Asset Verification Program (AVP) Information  (May2023) 
• Adding an ISM (Aug2021) 
• Addressing the MA Additional Information Form (Feb2023) 
• Adjusting or Reversing Period of Ineligibility (POI) (Mar2021) 
• Case Information Page (May2022) 
• Case Special Indicators (Jun2025) 
• Completing a Client ID or State ID Merge (Dec2024) 
• Completing a TWFC (Jul2021) 
• Completing an Application Initiation (Jun2025) 
• Completing Case Individual (Jul2022) 
• Completing Individual Tax Information (Jan2022) 
• Completing Purchase and Prepare (Jan2022) 
• Completing Rescind or Reinstate Function in CBMS (Jan2022) 
• Completing the CDHS Interviews Attendance Page (Feb2021) 
• Completing the CDHS Scheduling Interviews Page (Feb2021) 
• Copying Head of Household (Mar2022) 
• Disposing of a Resource (Mar2023) 
• Entering a Burial Asset (Mar2022) 
• Entering a Dependent Care Expense (Jan2022) 
• Entering a Disability Determination (Apr2024) 
• Entering a Good Faith Extension for DRA (Feb2021) 
• Entering a Life Insurance Resource (Mar2025) 
• Entering a Life or Limb Threatening Emergency for Emergency Medicaid (Nov2024) 
• Entering a Liquid Asset (Mar2022) 
• Entering a Med-9 Form (Jun2025) 
• Entering a Medical Expense (Jan2022) 
• Entering a Medicare Expense (Apr2023) 
• Entering a PNA (Apr2024) 
• Entering a Shelter Expense (Nov2024) 
• Entering a Shelter Contribution (Jan2022) 
• Entering a Sponsor in CBMS (Jul2021) 
• Entering a Tax Deduction Expense (Sep2021) 
• Entering a Vehicle Resource (Feb2023) 
• Entering an Undue Hardship (Apr2021) 
• Entering and Curing a Non-Compliance (Jun2025) 
• Entering and Updating an IM-14 (Jan2022) 
• Entering Attributes (Mar2022) 
• Entering BCCP (Jan2022) 
• Entering Child/Spousal Expenses (Dec2023) 
• Entering Child/Spousal Income (Sep2021) 
• Entering Child Support Referral and Good Cause (Jan2022) 
• Entering Colorado Works Disaster Assistance (Jun2025) 
• Entering Colorado Works Diversion Details (Jun2022) 
• Entering Demographic Details in CBMS (Jan2021) 
• Entering Earned Income (Aug2024) 
• Entering Ethnicity and Race Information (Jan2022) 
• Entering Financial Aid (Mar2022) 
• Entering Household Relationship (Jan2022) 
• Entering Identification Details (Feb2021) 
• Entering Income Expenses (Sep2021) 
• Entering Individual Time Clock (Jun2024) 
• Entering Long-Term Care Institution Information (Feb2024) 
• Entering Non-Citizen Data (Dec2023) 
• Entering Out-of-State Former Foster Care Member Information (Feb2023) 
• Entering Pickle (Mar2022) 
• Entering Prior Aid (Jan2022) 
• Entering Residency/Address (Feb2021) 
• Entering Retroactive Medical Assistance (Jul2023) 
• Entering S-Corp/LLC Income (Aug2022)
• Entering Self-Employment (Aug2022)
• Entering Student Details (Jun2022) 
• Entering Trusts as a Resource in CBMS (Aug2025) 
• Entering Unearned Income (Sep2021) 
• Entering Unearned Income as Committees and Workgroups (Oct2023) 
• Existing Case vs. New Case Desk Aid (Oct2023) 
• Initiating a Transfer of Income (Oct2024)  
• Logging in to CBMS Salesforce (Jul2024) 
• Managing Events on Salesforce (Sep2019) 
• Managing Tasks on Salesforce (Sep2019) 
• Managing Tasks and Events: Supervisor's Guide (Sep2019) 
• Marking an ACP Case (Sep2019) 
• NVRA Site Coordinator (Sep2019) 
• PE Users Completing an AI (Sep2019) 
• Pending and Entering Income Trust (Aug2025) 
• Pending for and Entering an LTC Level of Care (Mar2025) 
• Pending for Demographic Information (Feb2023) 
• Printing a Form Manually (Nov2020) 
• Processing an Adult Financial Burial (Apr2024) 
• Terminating Earned Income (Dec2024) 
• Terminating Unearned Income (Dec2022) 
• Transferring Resources to Another Household Member (Feb2023) 
• Triggering the SCHIP Interface (Jun2023) 
• Unmarking an ACP Case (Sep2019) 
• Using the Search Tab in CBMS (Jun2025)