Manual Interventions screens 007-11070030

Mandatory navigation to the FTB Confirm Reconciliation Amount Summary (FCRAS) screen is required for some customers. For more information about this screen, see Item 3.

Navigate to the FCRAS screen within the activity from the Assessment Results (AR) screen.

• 'S'elect the FTB line and go to the FCRAS screen or
• Code 'U' next to the FTB line.
• The FCRAS will display a list of negative and positive lines on FCRA. 'S'elect a line to go to the FTB Confirm Reconciliation Amount (FCRA) screen.

Depending on the reason for manual intervention some information may need to be input. Once this has been done, press [Enter] and the confirm details to return to the FCRAS screen.

The main purpose of the FCRAS screen is to allow inclusion of special adjustments identified during the reconciliation process. The reconciliation process is halted and a Manual Intervention activity is created, to follow up on the special adjustments.

Record details on a DOC.

The FAMIV screen displays the manual intervention reasons relevant to a particular activity.

For activities requiring manual intervention, the FAMIV screen will display in the screen flow before the Assessment Results (AR) screen.

For user generated activities, the FAMIV screen will only be displayed where there are certain intervention reasons present.

Manual intervention reasons that will trigger manual intervention for user generated activities are:

• #DEATH - Customer or Child Death
• #ESTDEBT - Estimated debt amount differs to calculated debt amount
• #RACADJ - Manual Adjustments on the Rate Component (RAC) screen
• #SEPFTB - FTB Interim processing for Clause 3A Comparison (separated parents)
• #SEPCCB - CCF Interim processing for Clause 3A Comparison (separated parents)
• #SEAM - Customer has SEAM suspension greater than 13 weeks
• #LTELSC/#LTENRL: Tax return lodged after lodgement period - FTB Lump Sum Claim previously assessed using adequate income estimate
• #LTETMP/LTEINS: Tax return lodged after lodgement period - Instalment reconciliation previously occurred using adequate income estimate, supplements reinstates but activity resulting in a debt or top-up
• #RECLLM - Late lodger with Mandatory Continuous Adjustment (MCA) deductions (applies to financial years 2011-12 and later)
• #EMGDIS – Customers affected by natural disaster or emergency

When it is displayed, the FAMIV screen will show all manual intervention reasons relevant to the activity.

The FAMIV screen can also be displayed by coding 'V' next to a line on the FAO Reconciliation and Claim Summary (FRCS) screen.

Use of the FCRAS screen is mandatory where it is identified that a special adjustment for FTB is to be viewed by a user. This identification will appear on the Assessment Results (AR) screen as an asterisk (*) in the screen selector.

• This mandatory navigation to the FCRAS screen will be required for the following special adjustments types:
• Manual adjustment on RAC
• Child death prior to 1 Jul 00
• Reco lump sum Brv calc
• Child death and change of Ptnr
• Multiple CRN
• EMG system payments
• Manually raised FTB debts
• NSRS raised FTB debts
• Est debt amt differs to Calc
• PYAJ amt not allocated
• Manual cheque issued
• System Fix Debt
• ATO Lump Sum Brv calc
• ATO Can - Parked Inst Adj
• ATO Can - Parked LS calc
• Navigation will be optional for the following special adjustments types:
• PYAJ Amt Allocated
• Zero'ed out Adj on RAC screen
• Prev suppr ex-partner debt
• Undetermined debts
• Finalised no debts
• Navigation to this screen within an activity will be via selection of an FTB line on the AR screen by placing an 'S' next to the applicable line and typing 'FCRAS' in Nxt: field. Alternatively, the letter 'U' can be coded next to an applicable FTB line.
• While on the FCRAS screen a summary of the special adjustments and amounts (negative or positive) applied within this Reconciliation activity are given. If required, the user can select a line and navigate to the FTB Confirm Reco Amounts (FCRA) screen.

The FCRA screen supports the FCRAS screen and allows users to view, change and in some cases enter special adjustments made within the reconciliation calculation.

• The FCRA screen will be accessed for update, by selecting a line from the FCRAS screen. The user may be asked to complete some information - depending on the reason for the manual intervention. Once this has been done, and the [Enter] key returned, the screen will remain displayed as confirmation of the input (and to display any necessary edits). On the second return of the [Enter] key, the user is returned to the FCRAS screen.
• There is a 2nd version of the FCRA screen to cater for a manual reconciliation of a bereavement entitlement falling into the second financial year where the customer has changed partners in the new financial year. This separate version is also used to calculate the remainder of an ATO FTB lump sum claim, where the bereavement period extends either past 30 June, or past the claim period end date which falls during the year. The difference is that this second version only displays the Amount and the Adjusted Amount.
• There is no Selection: field on either version of this screen. The user does not need to navigate any further. There will be no need to 'C'hange or 'I'nsert data. The user will only have the option to exclude or include a special adjustments once a decision is made, and the activity finalised. For more information on Manual Intervention activities see Manual intervention into family assistance reconciliation.
• Period From: field displays the day, month and year pertaining to the commencement date of the 'Special adjustment' shown on FCRAS. This field may be blank where no 'period' was defined on FCRAS.
• 'Period To': field displays the day, month and year pertaining to the period end date of the 'Special adjustment' shown on FCRAS. This field may be blank where no 'period' was defined on FCRAS.

• Amount ($): field will display the value of the special adjustment which has been considered in the Reconciliation calculation. The amount could be either a negative or positive value and will equate to the value shown on FCRAS, or, where more than 1 line exists on the FCRA screen, it may equate to part of this amount selected off the FCRAS screen. Note: in the case of ATO FTB lump sum claim bereavement, this amount will display as the bereavement calculation or bereavement reconciliation calculation up to either 30 June or the end of the ATO claim period. (a blank field will imply a positive amount).
• Adj Amt $: field - initially the default amount will be displayed. If the user makes no changes, this will be the amount included in the provisional Reconciliation calculation. If the user decides a negative amount is to be included in the calculation, the user muse place a '-' sign at the start of the amount. Note: this field will be blank and compulsory for the following Type:
• Child death prior 1 Jul 00
• Multiple CRN
• ATO Lump sum Brv calc
• Child death & change in PTR
• In respect of the last two dot points, the amount to enter will be the value shown under Amount ($) plus the manually calculated amount for that period of the bereavement entitlement that falls either after 30 June or the end of the ATO claim period. For more information see Manual intervention into family assistance reconciliation.
• Reason: field requires a 3 letter code, where applicable, to code a reason for either including or excluding a special adjustment amount which appeared in the Adj Amt: field. The 3 letter code will vary depending on the reason for the Manual intervention, by placing a '?' in the Adj Amt: field a list of appropriate codes will display.
• Notes: field - users can enter free text in addition to updates made to this screen.