This document outlines how to complete the activity on a customer's record. These activities must be completed to ensure customers are advised of their Family Tax Benefit (FTB) assessment.
Actioning a registered or started manual activity
|
Step |
Action |
|
1 |
When a manual letter is produced + Read more ...
A manual letter activity is produced in the following circumstances for Family Tax Benefit (FTB) customers:
-
customer has died
-
customer and their child has died
-
child has been recorded as deceased in the past four weeks
-
customer's benefit status has been changed by using the code 'OTH' (Other)
-
customer has been granted and rejected for the same benefit
-
more than one status change for a benefit after status consolidation
-
more than 20 events requiring text
-
invalid combination of customer status changes
|
|
2 |
Completing the activity in Customer First/Customer Record + Read more ...
-
Select the customer required. The Activity List (AL) screen will display
-
'S'elect the started or registered activity
-
Create and finalise the Online Advice (OLA). Note: Customer First must be used when a letter is created inside a Customer First activity
-
Exit the screen. The system will adjust the customer's record and the letter will be issued to the customer
|
Expand all