TCM1000053 - How to check the customer鈥檚 date of birth and number of hours worked
Version 1.0
Changes to previous version - new guidance
Step 1
On the 鈥楩unction Menu鈥�
- select 鈥楢pplication鈥� on the toolbar
- select 鈥榁iew鈥� from the options available. You will be taken to the 鈥楰ey Entry Data - Applicant鈥� screen
- enter the customers NINO
- select the 鈥楢ll鈥� checkbox
- select 鈥極K鈥�.
If you are taken to the 鈥楽elect Individual鈥� screen
- select the relevant claim
- select 鈥極K鈥�. You will be taken to the 鈥楢pplication Summary鈥� screen
Note: If you are instead taken to the 鈥楽elect Application鈥� screen or the 鈥楽elect Application Version鈥� screen, follow the guidance below for those screens.
- go to Step 2.
If you are taken to the 鈥楽elect Application鈥� screen
- select the claim with the status of 鈥楢ward Issued鈥�
- select 鈥極K鈥�. You will be taken to the 鈥楢pplication Summary鈥� screen
- Note: If you are instead taken to the 鈥楽elect Application Version鈥� screen, follow the guidance below for that screen.
- go to Step 2.
If you are taken to the 鈥楽elect Application Version鈥� screen
- select version 1 of the claim
- select 鈥極K鈥�. You will be taken to the 鈥楢pplication Summary鈥� screen
- go to Step 2.
If you are taken straight to the 鈥楢pplication Summary鈥� screen, go to Step 2.
Step 2
On the 鈥楢pplication Summary鈥� screen
- note the date of birth of the customer shown in the 鈥楢pplicant 1鈥� and, where applicable 鈥楢pplicant 2鈥� boxes
- select 鈥楴avigation鈥� on the toolbar
- select 鈥榃ork鈥� from the options available
- select 鈥楢pplicant 1鈥� or 鈥楢pplicant 2鈥� as appropriate. You will be taken to the appropriate 鈥楢pplicant Work鈥� screen for the selected customer
Note: In a two-person claim, if both customers work, both checkboxes will be available and both of their work details must be checked.
- note the total number of hours worked shown in the 鈥楾otal Hours Worked鈥� field.