TCM1000172 - How to amend or delete Appointee details

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

If you鈥檙e amending the appointee details, go to Step 2

If you鈥檙e deleting the appointee details, go to Step 3

If you鈥檙e capturing appointee details, go to Step 4

Step 2

Select the 鈥楥orrection鈥� option

  • go to 鈥楢pplicant Details鈥�
  • select 鈥楢pT鈥� on the toolbar menu. You will be taken to the 鈥楢ppointee鈥� screen
  • enter the appointee details
  • enter the reason for the appointee change in the 鈥楻eason鈥� field
  • go to Step 5

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Step 3

If the claim is pre-award

  • use function 鈥楥apture Application鈥�
  • go to the Summary Information screen
  • select the 鈥楴o鈥� checkbox in the 鈥楢ll Signatures Present鈥� field

Note: If appointee details have already been captured, delete them

  • select the 鈥楥hange of Circumstances鈥� option
  • go to Step 5

If the claim is post award

  • use function 鈥楢mend Application鈥�
  • go to 鈥楢pplicant Details鈥�
  • select 鈥楢pT鈥� on the toolbar menu. You will be taken to the 鈥楢ppointee鈥� screen
  • delete the appointee details
  • go to Step 5听

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Step 4

If the claim is pre-award

  • use function 鈥楥apture Application鈥�
  • select 鈥楢pT鈥� on the toolbar menu. You will be taken to the 鈥楢ppointee鈥� screen
  • capture the appointee details

Note: When entering the details the only characters that are valid are alpha characters (A-Z), hyphen (-), apostrophe (鈥�) and space. If any other characters are entered the claim will remain at status 鈥楢waiting Award鈥� until the invalid characters are removed.

If the claim is post award

  • use function 鈥楢mend Application鈥�
  • go to 鈥楢pplicant Details鈥�
  • select 鈥楢pT鈥� on the toolbar menu. You will be taken to the 鈥楢ppointee鈥� screen
  • capture the appointee details
  • go to Step 5

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Step 5

If the payment details need amending

  • use function 鈥楢mend Application鈥�
  • select 鈥楶m1鈥� on the toolbar menu
  • amend payment details
  • go to Step 6

If the payment details don鈥檛 need amending, go to Step 6

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Step 6

Select the 鈥極K鈥� button. You will be taken to the 鈥楢mend Finish鈥� screen

  • enter the date the notification of the change was received
  • enter the source of the change for example telephone or paper
  • enter the reason for the change
  • select 鈥極K鈥�. The computer will automatically accept the amendments made

Note: If the message 鈥楾he year(s) you are changing has been finalised EOY do you wish to proceed?鈥� displays, the changes you are making will re-finalise the claim. Follow the guidance in TCM0042260 before making the change.

Note: The changes made will not be applied until you complete the 鈥楢mend Finish鈥� screen.

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