The Inventory Report

Before you Begin

Before accessing the report screen, it is important to check some details against the case. Some information populates automatically on the report screen. If this information is not correct prior to accessing the report, you will need to delete the work you have performed in order to correct the information. Therefore, it is worth checking these details before beginning:

  • Check if a bond was ordered on the case. If so, ensure it has been entered for the case on the GTS Case screen. For more information, see Adding Bonds or Bond Waivers on a Case. If the bond is not recorded, Part V Question #1 cannot be answered correctly.

  • Check the contact information provided for each guardian on the paper form against what is displayed in the Guardians section of the GTS Case screen. If the guardian provided an updated address, correct the participant record in order to reflect the correct address in the report when entering it GTS. For more information, see Updating Participants through a Case.

 

 

Accessing the Report

To enter a paper-filed Inventory report, use the GTS Case screen. To access the report screen, perform the following:

1. 

Under Find a Case on your Dashboard, enter the case number and press ENTER. Optionally, if the case number is not readily available, click the Advanced Search link to locate the case. The GTS Case screen opens.

2. 

Click the Reports tab.

3. 

The grid displays an Inventory report. Click the Create Report icon Create Report icon in that row to open the report screen.

 

 

Part II. Assets (Principal)

Question 1 - Assets

  • If the guardian indicated that the incapacitated person (IP) has assets and you want to itemize this information, select Yes from the dropdown to access the Asset Type, Asset Description, Name of Co-Owner(s), and Asset Value fields and complete them for each asset listed by the guardian. Otherwise, select 'No' from the dropdown and enter the total value of the IP's assets.

Question 2 - Co-Ownership

  • If no co-owners are listed by the guardian for any assets, or the IP has no assets, select No for this question.

 

 

Part III. Annual Income

Question 1 - Income

  • If the guardian indicated that the incapacitated person (IP) received income and you want to itemize the individual sources, select Yes from the dropdown to access the Income Source Type and Income Amount fields and complete them for each source listed by the guardian. Otherwise, select 'No' from the dropdown and enter the total income for the IP.

 


 

Part II. Assets (Principal)

Question 1 - Assets

  • If the guardian indicated that the incapacitated person (IP) has assets and you want to itemize this information, select Yes from the dropdown to access the Asset Type, Asset Description, Name of Co-Owner(s), and Asset Value fields and complete them for each asset listed by the guardian. Otherwise, select 'No' from the dropdown and enter the total value of the IP's assets.

Question 2 - Co-Ownership

  • If no co-owners are listed by the guardian for any assets, or the IP has no assets, select 'No' for this question.

 



Part IV. Liabilities/Debt

Question 1 - Debt

  • If the guardian indicated that the incapacitated person (IP) has outstanding debts and you want to itemize this information, select Yes from the dropdown to access the Liabilities/Debts, Lender, and Value fields and complete them for each debt or liability listed by the guardian. Otherwise, select No from the dropdown and enter the total debt amount for the IP.

 

 

Part V. Guardian Coverage

Question 1 - Surety Bonds

  • The dropdown value for this question defaults based on whether there is bond information recorded on the GTS Case screen and it cannot be changed while entering the inventory report. If the value displayed in incorrect, then bond information has not been properly recorded on the case. You must click CANCEL at the bottom of the report (your work will not be saved) and update the bond. For more information, see Adding or Waiving Bonds on a Case. You can then begin the inventory report again. If you had previously started the inventory report and saved it, you must remove it from the grid in the Reports section of the GTS Case screen, record the bond details, then begin the report again.

Question 2 - Liability Coverage

  • If Yes is selected for both questions and the guardian provided a copy of their insurance policy with the filing, it can be uploaded in the Signature and Affirmation section.

 

 

Part VII. Financial Plan

Question 1 - Income, Expenses, and Assets

  • Question #1a is populated from Part III Question 1. Review the amount displayed and revisit Part III Question 1 if there is any discrepancy.

  • Only #1b is enabled for this question. Enter the estimated expenses paid, in U.S. dollars, that was required for the care of the IP.

  • Question #1c is calculated from #1a and #1b.

  • Question #1d is populated from Part II Question 1. Review the amount displayed and revisit that question if there is any discrepancy.

 

 

Signature and Affirmation

Guardians

  • Since the guardian signed the paper-filed report, the signature and contact information fields for any guardians are disabled. If the address displayed for any guardian is incorrect, then this must be corrected in the participant record. You must click the CANCEL button at the bottom of the report (your work will not be saved) and update the address. For more information, see Updating Participants through a Case. You can then begin the Inventory report again. If you had previously started the Inventory report and saved it, you must remove it from the grid in the Reports section of the GTS Case screen, update the participant records for any guardians displaying an incorrect address, then begin the report again.

Comments

  • If the guardian provided any additional information about the guardianship that was not recorded elsewhere, enter them in the comments field. Do not use this field to record anything you wish to communicate to other court staff or any other details that are not recorded on the report by the guardian since the guardian and other interested parties may view anything entered in this field in GTS. Use other tools in GTS to communicate information between court staff during the review process.

Supporting Documents

  • If the guardian provided any supplemental documents with their filing, like an insurance policy, they can be uploaded to the report. For more information, see Uploading Documents.

Save, Save and Close, Submit, Cancel, and View Draft options

  • Save - Saves any changes you made without exiting the report. You should save often. If you leave the report idle for an extended period of time, the report may time out and you will lose your changes. Unlike the Submit option, the GTS does not check if the report is missing any required information during the save process.

  • Save and Close - Saves any changes you made to the report and returns you to the GTS Case screen. Unlike the Submit option, the GTS does not check if the report is missing any required information during the save process. You can return to work on the report by clicking the Edit Report icon Edit Report icon in the grid of the Reports tab of the GTS Case screen.

  • Submit - Submits the report to the court. If required information is missing, the report will not be submitted and you will be prompted to add the missing details and resubmit.

  • CANCEL - Returns you to the GTS Case screen without saving any changes that were made since accessing the report screen.

  • VIEW DRAFT - Generates a draft of what the report looks like at the present time. This feature can be used before submitting to ensure the report appears the way it is intended. The draft of the report opens as a PDF in a new window or tab which can be used to print it. When finished, return to the tab in your browser for the UJS Web Portal.