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

Booking a new ESAt is prevented when a previously submitted ESAt report has not been finalised. Finalisation will have not yet occurred due to one of the following reasons:

• 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
• a Disability Support Pension (DSP) customer requires assessment under the 'no future work capacity' portability provisions and the previously submitted ESAt report was not a DSP portability review referral

Is early finalisation required?

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

Services Australia staff with the relevant access (see below) can request early finalisation by using the Request Finalisation button. This button will only be enabled when the ESAt report:

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

Check the Activity List (AL) screen and cancel any DSP/NCL activity to allow the 'Finalisation of the ESAt report' to take effect. The DSP claim will need to be re-indexed after the finalisation action has been completed.

Access to this functionality is available to staff at the APS 5 or above level, who have the following resource:

• ECSNCCR - CENTRELINK REPORTS (ISP Category: Mainframe Applications – ECSN)

The ESAt status will be changed to a status of Finalised overnight.

The new status will be shown on the Referrals Summary screen.

When the new status is displayed, a new ESAt can be booked.