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

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?

• Yes, go to Step 2
• No, procedure ends here

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.

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.