TCM1000249 - How to check claim details using function View Application

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 Application鈥� screen

  • select the relevant 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 to the 鈥楽elect Application Version鈥� screen

  • select the latest version 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.

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Step 2

Selecting 鈥楥ontinue鈥� on each screen will take you to the next screen. The screens you will be taken to are as follows, where you can check the details on the claim

  • the 鈥楢pplication Summary鈥� screen
  • the 鈥楢pplicant 1 Additional Information鈥� screen for the first customer
  • the 鈥楢pplicant 2 Additional Information鈥� screen for the second customer, if there is one
  • the 鈥楢pplication Information鈥� screen
  • the 鈥楥hildren鈥� screen
    Note:聽 When checking the youngest child鈥檚 date of birth, use 鈥楢pplication Change of Circumstances鈥� to check for a responsibility end date.
  • the 鈥楢pplicant 1 Work鈥� screen for the first customer, if they are in work
  • the 鈥楢pplicant 2 Work鈥� screen for the second customer, if there is one and they are in work
  • the 鈥業ncome鈥� screen
  • the 鈥楶ayment鈥� screen.