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Coding and viewing the RSCD, TOAD and TOAS portability screens 106-22011747

This document has information about coding the Customer Advised Travel Details (RSCD) and the Travel Outside Australia Details (TOAD) screens and reading the Travel Outside Australia Summary (TOAS) screen.

On this page:

Completing the Customer Advised Travel Details (RSCD) screen

Correcting or deleting existing lines on the RSCD screen

Reading the TOAS screen and coding the TOAD screen

Completing the Customer Advised Travel Details (RSCD) screen

Table 1

Step	Action
1	Customer is a dependent child Child residence and portability screens are used when the customer is a dependent child. The screen names generally start with the letters CH. To access the child's Customer Advised Travel Details (CHRSCD) screen: go to the parent or care giver's record go to the Child Selection (CHS) screen 'S' the relevant child enter RSCD in the Next field then select Continue
2	RSCD/CHRSCD screen RSCD/CHRSCD is used to record: information provided by the customer about their travel a portability reason to allow payment overseas when it is not normally payable, for example an acute family crisis or overseas study a portability extension reason to allow payment to continue overseas when the regular portability period has ended In most cases the RSCD/ CHRSCD screen is automatically coded by the Portability Script, however in some cases manual coding may be required when: the script isn't working a specialist officer is coding specific reasons for travel Manually coding the RSCD/CHRSCD screen Go to the Customer Advised Travel Details (RSCD/CHRSCD) screen Code the following fields: Event date: date of departure Country of Location: the destination country. Use 'Touring outside Australia' (XT) when the: customer is travelling to multiple destinations destination country is unknown travel is outside Australia on a cruise, or customer is travelling to an Australian external Territory, such as the Australian Antarctic Territory (on Antarctica). Note: the Australian Antarctic Territory is considered to be outside Australia for social security purposes, therefore if a customer travels to Antarctica, portability rules apply Is the customer leaving Australia permanently? Yes: leave all other fields blank complete Source: and DOR: fields if needed select Continue finalise the activity on the Assessment Results (AR) screen procedure ends here No, go to Step 3
3	Portability reason code, Portability End Date and Extension Reason These fields are generally left blank. A portability reason code and end date are only needed when: the customer's payment would not normally be portable for the period, and they meet special portability rules for the payment they are receiving, or a portability assessment for a discretionary extension or approved reason has been granted or rejected If the customer’s reason for travel, or reason for being unable to return to Australia when expected: may meet these criteria: specialist assessment and coding by Centrelink International (CIS) staff is usually needed: - CIS staff see Coding specialist portability assessments for Centrelink International Services (CIS) staff to code these fields, then go to Step 4 to complete the coding ABSTUDY or YA student trained staff, use OFS for Overseas Full-time Study as the portability reason, see Coding for approved Overseas Full Time Study (OFS) payments for detail about how to code the other relevant fields and for examples of coding different scenarios, then go to step 4 to complete coding. other staff, refer the case to CIS. Procedure ends here does not meet these criteria: leave the fields blank go to Step 4
4	Return date and finalise update Does the customer know their exact return date? Yes, record a second line on the RSCD/CHRSCD screen: Event date: the date of return Country of Location: Australia Leave the Portability Reason, End Date and Ext Rsn fields blank Code Source and DOR fields if needed Select Continue and finalise the update No: complete the Source: and DOR: fields if needed select Continue finalise the update procedure ends here

Correcting or deleting existing lines on the RSCD screen

Table 2

Step	Action
1	An update is needed to RSCD To change an entry, go to Step 2 To delete an entry, go to Step 3
2	Customer has advised of a change in date of departure or return Go to the RSCD screen Locate the line for the departure or return needing to be changed To change the date of departure or return: Record a 'C' in the field immediately in front of the line Do not change the Country: field In the Event date: field, record the new date of departure or return If an increase in portability has been approved for either an approved reason or a portability extension, the Portability Reason: Portability End Date: and/or Ext Rsn: fields will need to be completed with the relevant details Code Source: and DOR: fields if necessary and select Continue Go to Step 4
3	Delete an existing entry Go to the RSCD screen: Locate the line for the departure or return needing to be deleted To delete the departure or return: Record 'D' in the field immediately in front of the line Code Source: and DOR: fields if necessary and select Continue In Confirm Delete, key ‘Y’ Select Continue
4	Finalise coding Check that the customer's new date of departure or return is recorded correctly or the relevant entry has been deleted Go to the Assessment Results (AR) screen and finalise the activity

Reading the TOAS screen and coding the TOAD screen

Table 3

Step	Action
1	Customer is a dependent child Child residence and portability screens are used when the customer is a dependent child. The screen names start with the letters CH. To access the child's CHTOAD or CHTOAS screens: go to the parent or care giver's record go to the Child Selection (CHS) screen 'S' the relevant child enter TOAD or TOAS in the Next field then select Continue
2	Travel Outside Australia Details (TOAS/CHTOAS) screen The Travel Outside Australia Summary (TOAS/CHTOAS) screen has a summary of the TOAD screen entries. The date is hyperlinked and will open the TOAD screen entry for that date.
3	Travel Outside Australia Details (TOAD/CHTOAD) screen The Travel Outside Australia Details (TOAD/CHTOAD) screen is used to view movements into an out of Australia (verified by the Department of Home Affairs through the Immigration Datalink).
4	DSP portability calculator The DSP portability calculator is accessed via the TOAD screen. It is used to view the number of portability days a customer has available in relation to the 4 weeks in a rolling 12 month portability period. By inputting a date, the system will calculate how many days of portability a customer will have available on that date. To use the calculator, in Customer First: enter TOAD in Next field to go to the Travel Outside Australia Details (TOAD) screen Travel Outside Australian Summary (TOAS) opens either enter TOAD in Next again or select one of the hyperlinked dates to go to the TOAD screen Select DSP Portability Calculator enter the planned departure date into the Portability Assessment Date field Select Calculate