TCM1000149 - How to finalise, terminate, finalise and renew, or renew an award in function Manage Finalisation when working from a work list
Version 1.0
Changes to previous version - new guidance
Step 1
On the relevant work list
- select the relevant work list item
- select 鈥楩ile鈥� on the toolbar
- select 鈥楴ext Function鈥� from the options available. You will be taken to the 鈥楽elect Next Function鈥� screen
- select 鈥楳anage Finalisation鈥�
- select 鈥極K鈥�.
If you are taken to the 鈥楽elect Tax Credit Period鈥� screen
- select the relevant award
- select 鈥極K鈥�. You will be taken to the 鈥楳anage Finalisation鈥� screen
- go to Step 2.
If you are taken straight to the 鈥楳anage Finalisation鈥� screen, go to Step 2.
Step 2
If you are finalising an award only, go to Step 3.
If you are terminating an award, go to Step 4.
If you are finalising and renewing an award, go to Step 5.
If you are renewing an award only, go to Step 6.
Step 3
On the 鈥楳anage Finalisation鈥� screen
- select 鈥楶rocess鈥�. You will be taken to the 鈥楶rocess鈥� screen
- select 鈥楾CO鈥� from the 鈥楢ction Authority鈥� field
- select the relevant option from the 鈥楩inalise鈥� field
- select 鈥楩inalise鈥�. The award will be finalised on the information held.
Step 4
On the 鈥楳anage Finalisation鈥� screen
- select 鈥楶rocess鈥�. You will be taken to the 鈥楶rocess鈥� screen
- select 鈥楾CO鈥� from the 鈥楢ction Authority鈥� field
- select the relevant option from the 鈥楾erminate鈥� field
- select 鈥楾erminate鈥�. The CY award will be terminated.
Step 5
On the 鈥楳anage Finalisation鈥� screen
- select 鈥楶rocess鈥�. You will be taken to the 鈥楶rocess鈥� screen
- select 鈥楾CO鈥� from the 鈥楢ction Authority鈥� field
- select 鈥楩ull Reply鈥� from the 鈥楩inalise and Renew鈥� field
- select 鈥楩inalise and Renew鈥�.
If no error message displays after you have selected 鈥楩inalise and Renew鈥�, the award will be finalised and renewed.
If an error message displays after you have selected 鈥楩inalise and Renew鈥�, select 鈥極K鈥� or 鈥榊es鈥� as appropriate. The award will be finalised and renewed.
If the 鈥楩inalise and Renew鈥� button is greyed out
- select 鈥楩ull Reply鈥� from the 鈥楩inalise鈥� field
- select 鈥楩inalise鈥�. The award will be finalised and renewed.
Step 6
On the 鈥楳anage Finalisation鈥� screen
- select 鈥楶rocess鈥�. You will be taken to the 鈥楶rocess鈥� screen
- select 鈥楾CO鈥� from the 鈥楢ction Authority鈥� field
- select the relevant option from the 鈥楻enew鈥� field
- select 鈥楻enew鈥�. The award will be renewed.