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Request to finalise an Employment Services Assessment (ESAt) report to create a new ESAt referral 001-02320060

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This page contains the steps to determine whether an ESAt report can be finalised early.

Early finalisation of existing ESAt report for ESAt referral

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Step

Action

1

A new ESAt is requested, but an existing ESAt report is not finalised

Assessment Services cannot book a new ESAt when a previously submitted ESAt report has not been finalised. This may be because:

  • the ESAt report has been accepted but it has not been 28 days from the date it was submitted by the Assessor
  • the ESAt report cannot be accepted

A report not being accepted can occur when a customer lodges an appeal after an ESAt is conducted and a new ESAt is required.

Is early finalisation required?

2

Early finalisation of report

Services Australia staff can ask for early finalisation by using the Request Finalisation button. This button is only enabled when the ESAt report:

  • is submitted and is accepted, and
  • the activity in which the ESAt acceptance was completed has been finalised

In Customer First, check the Activity List (AL) screen and cancel any DSP/NCL activity to allow the 'Finalisation of the ESAt report' to take effect.

3

ESAt status changed to Finalised

The ESAt status will change to a status of Finalised overnight.

The new status will show on the Referrals Summary (RRSUM) screen.

When the new status shows, a new ESAt can be booked.