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

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

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 XT when the customer is:
• travelling to multiple destinations
• the destination country is unknown, or
• the travel is outside Australia on a cruise

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

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
• other staff, refer the case to CIS. Procedure ends here
• does not meet these criteria:
• leave the fields blank
• go to Step 4

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

• To change an entry, go to Step 2
• To delete an entry, go to Step 3

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

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

• 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

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 TOAD in the Next field then select Continue

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.

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).

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