How to Add Income Organizer for Debtor 2 (Non-Filing Spouse)

Overview

When a case involves a non-filing spouse whose income needs to be included in the Means Test, you'll need to add a second Pay Organizer step to the workflow. This allows the system to capture Debtor 2's income information separately.

When to Use This

Use this feature when:

• The debtor is married but filing individually

• The non-filing spouse's income must be included on the Means Test (Form 122A-1 or 122C-1)

• The client needs to enter income data for Debtor 2 through the Income Organizer

Step-by-Step Instructions

Step 1: Navigate to the Workflow

1. Open the case in Glade

2. Go to the Workflows section from the left sidebar

3. Select the appropriate case/matter from the workflow list

Step 2: Access the Action Menu

1. Locate the workflow task list for the case

2. Find the Action Button — this appears as a circle with three dots (⋯)

3. Click on the action button to open the menu

Step 3: Add the Pay Organizer Step

1. In the action menu, look for "Please Steps" or step options

2. Select "Add Pay Organizer Data To" (this may appear as "Add Pay Organizer (Debtor 2)")

3. Click on this option to add the second income organizer step to the workflow

Step 4: Verify the Step Was Added

After adding, you should see:

• A new task in the workflow for Debtor 2's income organizer

• The task will be highlighted (typically in orange/red) indicating it's pending

• The client will now be able to submit income data for the non-filing spouse