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Manage Child Support online accounts in Pluto 277-19043010



Risks to a customer's privacy have been identified. See Separating Safely - protecting personal details to make sure the customer's personal details are safe before progressing.

This document outlines the steps to create and update a customer’s online account in Pluto.

On this page:

Update preferred product channel preferences

Deactivate or Reactivate an online account

View online account history

Update preferred product channel preferences

Table 1

Step

Action

1

Open online account transaction + Read more ...

Select the Online Acc. icon from:

  • The Customer Summary screen after opening the customer record, or
  • Within an interaction. Select the customer summary icon to display the Customer Summary screen. Use the adjustment slider to expand the customer details

2

Update channel preference + Read more ...

Select the Product and Service to update from the Preferred Product Channel List, an Update Channel Preference box will display.

From the Channel Preferences text box, select the Channel to be applied from the dropdown menu.

Is the new channel preference to be applied to all products and services?

  • Yes, set the Apply To All toggle to Yes
  • No, set the Apply to All toggle to No

Repeat for each product or service to be updated.

Select Save

The Online Acc. screen displays a pop-up Account updated successfully.

The new channel preference displays in the Channel column.

Deactivate or Reactivate an online account

Table 2

Step

Action

1

Open online account transaction + Read more ...

Select the Online Acc. icon from:

  • The Customer Summary screen after opening the customer record, or
  • Within an interaction. Select the customer summary icon to display the Customer Summary screen. Use the adjustment slider to expand the customer details

Does the customer wish to:

2

Deactivate account + Read more ...

  • Select the current online account line entry from the Online Account Status table
  • Select Update Account, the Update Online Account screen will display
  • Select Deactivate from the Perform Action dropdown menu
  • Select Save

3

Reactivate account + Read more ...

  • Select the current online account line entry from the Online Account Status table
  • Select Update Account, the Update Online Account screen will display
  • Select Reactivate from the Perform Action dropdown menu

Note: once the customer has successfully linked their Child Support online account, the customer's channel preferences will need to be reset. See Child Support channel preferences, online letters and messages.

View online account history

Table 3

Step

Action

1

Open online account transaction + Read more ...

Select the Online Acc. icon from:

  • The Customer Summary screen after opening the customer record, or
  • Within an interaction. Select the customer summary icon to display the Customer Summary screen. Use the adjustment slider to expand the customer details

2

Account history + Read more ...

Select the current online account line entry from the Online Account Status table.

Select Account History, the CSA Online Account History screen will display.

  • Web Session History: displays when the online account has been used. Select More to expand and view additional historical information
  • Account Status History: shows all status updates and the reasons for the changes. Select More to expand and view additional account status historical information
  • POI History: shows the outcomes of POI attempts, points scored and the User ID of the Service Officer who helped with the POI process. Select More to expand and view additional account status historical information