TCM1000374 - How to check that a payment schedule has been set up for a WTC upfront complex case
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鈥檒l be taken to the 鈥楰ey Entry Data - Applicant鈥� screen
- enter the customer鈥檚 NINO
- select the 鈥楢ll鈥� checkbox
- select 鈥極K鈥�.
If you鈥檙e taken to the 鈥楽elect Application鈥� screen
- select the claim shown as 鈥楢ward Issued鈥� in the 鈥楽tatus鈥� column
- select 鈥極K鈥�. You鈥檒l be taken to the 鈥楢pplication Summary鈥� screen
- go to Step 2.
If you鈥檙e taken to the 鈥楽elect Application Version鈥� screen
- select the relevant version
Note: If the version was created by a designatory change of circumstances (such as an address change shown in the 鈥楢rea of Change鈥� column), a new payment schedule won鈥檛 have been set up and you鈥檒l need to select the previous version.
- select 鈥極K鈥�. You will be taken to the 鈥楢pplication Summary鈥� screen
- go to Step 2.
If you鈥檙e taken straight to the 鈥楢pplication Summary鈥� screen, go to Step 2.
Step 2
On the 鈥楢pplication Summary鈥� screen
- select 鈥楩ile鈥� on the toolbar
- select 鈥楴ext鈥� from the options available. You鈥檒l be taken back to the 鈥楩unction Menu鈥�
- select 鈥楢ward鈥� on the toolbar
- select 鈥榁iew鈥� from the options available
If the message 鈥楴o matching record found for Award Version table鈥� displays, a payment schedule hasn鈥檛 been set up.
If no message displays, a payment schedule has been set up and you鈥檒l be taken to the 鈥楢ward Summary鈥� screen for the latest award.