TCM1000401 - How to check if either customer has been in receipt of IS or JSA/ESA
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 Individual鈥� screen
- select the relevant claim
- select 鈥極K鈥�. You鈥檒l be taken to the 鈥楢pplication Summary鈥� screen
Note: If you鈥檙e 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鈥檙e taken to the 鈥楽elect Application鈥� screen
- select the relevant claim
- select 鈥極K鈥�. You鈥檒l be taken to the 鈥楢pplication Summary鈥� screen
Note: If you鈥檙e instead taken to the 鈥楽elect Application Version鈥� screen, follow the guidance below for that screen.
- go to Step 2.
If you鈥檙e taken to the 鈥楽elect Application Version鈥� screen
- select version 1 of the claim
- 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 straight to the 鈥楢pplication Summary鈥� screen, go to Step 2.
Step 2
On the 鈥楢pplication Summary鈥� screen
- select 鈥榁H鈥� on the toolbar. You鈥檒l be taken to the 鈥榁iew Application History鈥� screen
- check the 鈥楢dditional Details鈥� field.
If there is a 鈥榊es鈥� next to the 鈥業S鈥� or 鈥楯SA/ESA鈥� fields for either customer
- select 鈥楬istory鈥� on the toolbar
- select either 鈥業S鈥� or 鈥楯SA/ESA鈥� from the options available. You鈥檒l be taken to the 鈥楬istory鈥� screen
- the dates the customer was in receipt of IS or JSA / ESA are shown in the 鈥楽tart Date鈥�, 鈥業nclude From鈥� or 鈥楨nd Date鈥� fields.
If there is a 鈥楴o鈥� next to the 鈥業S鈥� or 鈥楯SA/ESA鈥� fields for either customer, the customer wasn鈥檛 in receipt of IS or JSA / ESA.