Preferences for concession cards 101-06060010

Customers can:

• nominate display and address preferences for their concession cards
• nominate whether their partner's details will appear on the card
• request the issue of a non-priority concession card
• request a concession card be suppressed

To view a customer’s concession card details in:

• Process Direct, go to Step 2
• Customer First, go to Step 3
• Customer Record, go to Step 4

To update a customer’s concession card preferences, go to Step 5.

To view the customer's concession card details, go to the Concession card issue summary (CCIS) screen

To view the customer’s:

• current concession details, select the current concession card under:
• Current concession cards > View concession card details
• other entitled concession details, select the concession card under:
• Other Entitled cards > View concession card details
• expired concession details, select the concession card under:
• Expired concession cards > View concession card details

To update preference details, go to Step 5.

Action all updates from Customer First > Workspace. Only complete manual updates if Customer First > Workspace is unavailable.

To view the customer's concession details from Workspace, select Concession Cards > Concession card details to open the Concession Card Details page.

To view the address details of the customer, click on the arrow next to the current card. This will display details including the address, partner/dependent details, when the card was sent and for what reason.

Details of any current or historical card preferences can also be viewed on the Concession Card Preference Summary (CCPS) screen.

To undertake any action on the customer's concession card (excluding suppressing delivery of card and issue of a non-priority card) on the Concession Card Details page, select Preferences in the Action column, the Concession Card Preference (CCAP) page will display.

Unless the customer has specific preferences in place, the home address will be displayed on the concession card and the card will be mailed to the postal address.

Updating the preference details will not automatically generate a new card. If a new card is required, it will need to be manually generated.

To update preference details, go to Step 5.

To view the address details, go to the Concession Card Address Details (CCAD) screen either by 'S'electing the card:

• with an 'A' from the Card Issue Summary (CCIS) screen, or
• from the CCIS screen, then keying 'Y' in the View Addresses field on the Card Details (CCID) screen

To undertake any action on the customer's concession card (excluding issuing a non-priority concession card and suppressing delivery of a concession card), go to the Concession Card Preferences (CCAP) screen by keying 'P' (preferences) in the selection field on the Concession Card Issue Summary (CCIS) screen.

Unless the customer has specific preferences in place, the home address will be displayed on the concession card and the card will be mailed to the postal address.

To insert a new address on card or Delivery address code ‘I‘ Insert or ‘C’ change. To remove a preference, code ‘D’ to delete.

To update preference details, go to Step 5.

Updating the preference details will not automatically generate a new card. If a new card is required, it will need to be manually generated.

If the:

• displayed address is to be:
• changed, go to Step 1 in Table 2
• suppressed, go to Step 2 in Table 2
• reverted back to the default home address, go to Step 3 in Table 2
• delivery address is to be:
• changed, go to Step 4 in Table 2
• reverted back to the default postal address, go to Step 5 in Table 2
• partner's name is to be:
• suppressed, go to Step 6 in Table 2
• reinstated (to no longer suppress the partner's name from concession card), go to Step 7 in Table 2
• delivery of concession card is to be:
• suppressed, go to Step 8 in Table 2
• reinstated (to no longer suppress the delivery of the concession card), go to Step 9 in Table 2
• non-priority concession card is to be issued, go to Step 10 in Table 2

In Customer First:

• go to the Concession Cards Details page, select Preferences
• when the Concession Card Preference (CCAP) page displays, select the relevant card from the Card Type drop down box and complete these fields:
• Start Date
• Card Address, select the radio button of the address to be used. For example, postal, temporary or term/semester address
• Source and Receipt Date
• select Update

Reissue concession card if requested by the customer.

Record details on a DOC.

Procedure ends here.

In Customer Record:

• go to the Concession Card Preference (CCAP) page, via the:
• CCIS screen > Selection field, key P > [Enter] , or
• CCPS screen > Selection field, key I > [Enter]

On the CCAP screen, complete these fields:

• Card Address field, key the type of address. This address type must already exist on the Address Details (AD) screen. This can be TEM (temporary), POS (postal), TER (term) or HOM (home)
• Source and Date > [Enter]
• Confirm, key Y > [Enter]

Reissue concession card if requested by the customer.

Record details on a DOC.

Procedure ends here.

In Customer First:

• go to the Concession Cards Details page, select Preferences
• when the Concession Card Preference (CCAP) page displays, select the relevant card from the Card Type drop down box and complete these fields:
• Start Date
• Suppress Address on Card, select Yes
• Source and Receipt Date
• select Update

Reissue concession card if requested by the customer.

Record details on a DOC.

Procedure ends here.

In Customer Record:

• go to the Concession Card Preference (CCAP) page, via the:
• CCIS screen > Selection field, key P > [Enter], or
• CCPS screen > Selection field, key I > [Enter]
• on the CCAP screen, complete these fields:
• Suppress Card Address, key Y to suppress the display address
• Source and Date >[Enter]
• Confirm, key Y > [Enter]

Reissue concession card if requested by the customer.

Record details on a DOC.

Procedure ends here.

In Customer First:

• go to the Concession Cards Details page, select Preferences
• when the Concession Card Preference (CCAP) page displays, select the relevant card from the Card Type drop down box and complete these fields:
• Start Date
• Remove Card Address Preference, select Yes
• Source and Receipt Date
• select Update

Reissue concession card if requested by the customer.

Record details on a DOC.

Procedure ends here.

In Customer Record:

• go to the Concession Card Preference (CCAP) page, via the:
• CCIS screen > Selection field, key P > [Enter], or
• CCPS screen > Selection field, key C > [Enter]
• on the CCAP screen, complete these fields:
• Remove Preference (below Card Address), key Y
• Source and Date > [Enter]
• Confirm, key Y > [Enter]

Reissue concession card if requested by the customer.

Record details on a DOC.

Procedure ends here.

In Customer First:

• go to the Concession Cards Details page, select Preferences
• when the Concession Card Preference (CCAP) page displays, select the relevant card from the Card Type drop down box and complete these fields:
• Start Date
• Delivery Address, select the radio button for the preferred delivery address. For example: postal, temporary or term/semester address
• Source and Receipt Date
• select Update

Reissue concession card if requested by the customer.

Record details on a DOC.

Procedure ends here.

In Customer Record:

• go to the Concession Card Preference (CCAP) page, via the:
• CCIS screen > Selection field, key P > [Enter], or
• CCPS screen > Selection field, key I > [Enter]
• on the CCAP screen, complete these fields:
• Delivery Address, key the type of address. This address type must already exist on the Address Details (AD) screen. This can be TEM (temporary), POS (postal), TER (term) or HOM (home)
• Source and Date > [Enter].
• Confirm, key Y > [Enter].

Reissue concession card if requested by customer.

Record details on a DOC.

Procedure ends here.

In Customer First:

• on the Concession Cards Details page, select Preferences
• when the Concession Card Preference (CCAP) page displays, select the relevant card from the Card Type drop down box and complete these fields:
• Start Date
• Remove Card Address Preference, select Yes
• Source and Receipt Date
• select Update

Reissue concession card if requested by the customer.

Record details on a DOC.

Procedure ends here.

In Customer Record:

• go to the Concession Card Preference (CCAP) page, via the:
• CCIS screen > Selection field > key P > [Enter], or
• CCPS screen > Selection field > key C > [Enter]
• on the CCAP screen, complete these fields:
• Remove Preference (below Delivery Address), key Y
• Source and Date > [Enter]
• Confirm, key Y > [Enter]

Reissue concession card if requested by the customer.

Record details on a DOC.

Procedure ends here.

In Customer First:

• go to the Concession Cards Details page, select Preferences
• when the Concession Card Preference (CCAP) page displays, select the relevant card from the Card Type drop down box and complete these fields:
• Start Date
• Suppress Partner Name, select Yes
• Source and Receipt Date
• select Update

Reissue concession card if requested by the customer.

Record details on a DOC.

Procedure ends here.

In Customer Record:

• go to the Concession Card Preference (CCAP) page, via the:
• CCIS screen > Selection field, key P > [Enter], or
• CCPS screen > Selection field, key C > [Enter]
• on the CCAP screen, complete these fields:
• Suppress Partner Name, key Y > [Enter]
• Source and Date > [Enter]
• Confirm, key Y > [Enter]

Reissue concession card if requested by the customer.

Record details on a DOC.

Procedure ends here.

In Customer First:

• go to the Concession Cards Details page, select Preferences
• when the Concession Card Preference (CCAP) page displays, select the relevant card from the Card Type drop down box and complete these fields:
• Start Date
• Suppress Partner Name, select No
• Source and Receipt Date
• select Update

Reissue concession card if requested by the customer.

Record details on a DOC.

Procedure ends here.

In Customer Record:

• go to the Concession Card Preference (CCAP) page, via the:
• CCIS screen > Selection fields > key P > [Enter], or
• CCPS screen > Selection fields > key C > [Enter]
• on the CCAP screen, complete these fields:
• Suppress Partner Name, key N > [Enter]
• Source and Date > [Enter]
• Confirm, key Y > [Enter]

Reissue concession card if requested by the customer.

Record details on a DOC.

Procedure ends here.

In Process Direct, go to the Concession card issue summary (CCIS) screen:

• select Current concession cards > current concession card > Suppress delivery > Suppress delivery of card? > Yes > Save
• check the Current concessions card table shows the delivery status as Suppressed

Go to the Document list (DL):

• select Add note
• record details

Procedure ends here.

In Customer First:

• go to the Concession Cards Details page, select Suppress
• when the Concession Card Suppress Delivery (CCSD) page displays, complete these fields:
• Suppress Delivery of Card, select Yes
• Source and Receipt Date
• select Update

Record details on a DOC.

Procedure ends here.

In Customer Record:

• go to the concession Card Suppress Delivery (CCSD) screen via the:
• CCIS screen > Selection field > key N > [Enter], or
• CCPS screen > Selection field > key C > [Enter]
• on the CCSD screen, if the selected field is a:
• priority concession > Suppress Delivery of Card field > key Y
• non-priority card > Cease Non Priority Card Issue field > key Y
• complete these fields:
• Source and Date > [Enter]
• Confirm, key Y > [Enter]

Record details on a DOC.

Procedure ends here.

In Process Direct, go to the Concession card issue summary (CCIS) screen:

• select Current concession cards > current concession card > Suppress delivery > Suppress delivery of card? > No > Save
• check the Current concessions card table shows the delivery status as Sent

Reissue concession card if requested by the customer.

Go to the Document list (DL):

• select Add note
• record details

Procedure ends here.

In Customer First:

• go to the Concession Card Details page, in the Action column, select Suppress
• when the Concession Card Suppress Delivery (CCSD) page displays, complete these fields:
• Suppress Delivery of Card, select No
• Source and Receipt Date
• select Update

Reissue concession card if requested by the customer.

Record details on a DOC.

Procedure ends here.

In Customer Record:

• go to the concession Card Suppress Delivery (CCSD) screen via the:
• CCIS screen > Selection field > key N > [Enter], or
• CCPS screen > Selection field > key C > [Enter]
• on the CCSD screen, if the selected field is a:
• priority concession, in the Suppress Delivery of Card field, key N
• a non-priority card, in the Cease Non Priority Card Issue field, key N
• complete these fields:
• Source and Date > [Enter]
• Confirm, key Y > [Enter]

Reissue concession card if requested by the customer.

Record details on a DOC.

Procedure ends here.

In Customer First, issue a non-priority concession card via Workspace > Guided Procedure > Concession Card Reissue Guided Procedure.

In Customer Record:

• go to the Concession Card Details (CCID) screen
• on the CCIS screen, select the non-priority concession card
• in the Selection field beside the card, key R > [Enter]

On the CCID screen, complete these fields:

• Continuous/Oneoff issue, key:
• 'O' for a one-off issue
• 'C' for continuous issue with normal auto-reissuing to take place
• Reason for Replacement may automatically update. Otherwise use the field help (?) for a list of valid reasons
• Source and Date > [Enter]

Record details on a DOC.

Procedure ends here.