Assessments Cuba Process Help 277-30010040

Start point: Main Menu window.

This process involves customer contact and information gathering. Significant amounts of time may pass between certain steps.

See also: Table 2.

Select to open the Find Customer dialogue box.

Search for the applicant using a find Customer search. To minimise the risk of duplication, search using all surnames that a customer may have used.

See also: Application for assessment - search for and create a customer record.

• If the customer record exists, update any details that have changed but do not create another record. Go to Step 3
• If there is no customer record in Cuba, create a new customer through the Individual Customer Details window
• See Customer records Cuba Process Help

If the customer record has not opened in the Customer window, perform another Find Customer search. Use .

Highlight the customer in the List Customer window. Open the record using .

From the Customer window, in the Go menu select Involvement List.

If the customer has no cases, Cuba will go directly to the Registration window.

If the applicant has one other case:

• Cuba will open the Registration List dialogue box
• select:
• Cancel to go to the Involvement List window
• to open the Case/Registration window

If the customer has more than one case (multicase):

• the Involvement List window will open
• select to open the Registration window

In the Case/Registration window:

• make sure Child Support is selected in the For group box (the default)
• make sure the applicant is sent to the correct role (payee or payer)

In the Application group box:

• select the appropriate application Type
• key the Lodgment Date in the corresponding field
• key the Mailroom Date in the corresponding field

Add the Other Party using . This will open the Find Customer dialogue box.

Search for the Other Party using the Find button in Find Customer dialogue box. To minimise the risk of duplication, search using all surnames that a customer may have used.

• If the customer record exists, do not create another record:
• highlight the customer in the List Customer window and
• add the record using
• If there is no customer record in Cuba, create a new customer record through the Individual Customer Details window. For more information see Customer records Cuba process

Add any children of the relationship to this case using Steps 3 to 8 of the Table 3.

Add any relevant dependent children for the applicant using Steps 2 to 6 of the Table 4.

Select Service Options and make sure the applicant's preference for collection option is selected in the Collection group box. This will default to No meaning Private Collect. Change it to Yes unless the customer has asked for the case to be private collect.

Note: this preference does not guarantee the applicant will be the payee because the role may change before the case is finalised.

• Select:
• OK to return to the Case/Registration window
• to save the service options and enable the Go menu

From the Case/Registration window, select:

• Go menu and
• Relationship

The Relationship window will display.

Make sure for each child of the case, the correct details have been selected for the following group boxes:

• Relationship to Payee
• Relationship to Payer, and
• Relationship of this child's parents to each other

Select to save the changes.

Select:

• . The Information Detail dialogue box will display. The message will explain Eligibility must be saved for the changes to take effect
• OK to return to the Case/Registration window

Select the Go menu and select Care. This will open the Care window.

• See Table 1 in Care Cuba Help
• Pend the care records for any children of this relationship as the details will need to be confirmed with the other party. Only Steps 1 to 6 of the above process help are required at this stage
• A relevant dependent child can have their care status accepted at 365 nights per year. Eligibility should not be saved at this stage
• Close the Care window > close the Case/Registration and > the Customer window

Go to the Client Income window from the Go menu by selecting Client Income.

• If a Warning Detail dialogue box appears stating that no income details were found, select OK to close it
• Record the applicant's income information for the last relevant year
• If the applicant has a TFN recorded on their profile, select to retrieve tax return information from the ATO. This transfer will take up to 24 hours

When is selected these error messages may appear:

• No client details found at ATO for this TFN. In this case clarify with customer if the number is correct. If the customer maintains the number is correct they may need to contact the ATO to clarify. For more information the customer can visit the ATO website
• Client has multiple roles with ATO - requires investigation in ICP. This means the customer has multiple accounts on a single TFN. Investigate the customer's accounts in ICP to determine an income
• TFN not active at ATO - requires investigation in ICP. The TFN provided by the customer may have been end dated. Investigate the customer's account in ICP to ascertain if they have another TFN listed
• No income details found for this client. The customer may not have lodged tax returns or may not have been required to lodge. In this case contact the customer to get an ITD

If the applicant does not have a TFN or has not lodged a tax return, attempt to Record an Income Tax Declaration for the last relevant year of income.

If the applicant cannot provide enough information for an ITD, select . This will issue the required ATO Legal Notice.

Derive an income based on information found on the ATO applications if possible.

For more about updating incomes, see Income processing for Child Support customers.

Post Separation Income

Sometimes the customer's adjusted taxable income includes additional income earned after separation. The customer may be able to have this income excluded from their adjusted taxable income.

• See Post Separation Income
• See Post Separation Income (PSI) Cuba Process Help

Estimate of Income

If the applicant's current income is less than their adjusted taxable income from the last relevant year, they may elect to lodge an income estimate.

• See Child support estimates
• See Estimates Cuba Process Help

• If the applicant requested CSP collect child support, select on the Go menu and select Disbursement Options. This will open the Bank details window
• Record the applicant's disbursement details in the Payee Disbursement Options window. See Disbursement Cuba Process Help

Return to the Customer window by selecting .

From the Customer window, select:

• the Go menu and
• Communication

The Communication window will display.

In the Communication group box, record the applicant pre-registration interview as follows:

• Type: Phone In (or Phone Out if processing a paper application)
• Case: Select corresponding case number
• Reason: Provide Inform
• With: Client or another selection as appropriate

In the Applicable Issues group box, select . This will open the Applicable Issues Selection List dialogue box.

• In the Category menu, select Registration
• In the Issue menu, select Registrn
• Select the Add to List button and select the OK to return to the Communication window

Select to save the communication record.

Highlight the record in the Communication History group box.

• Select to open the Notes window
• Document the pre-registration interview
• See Documenting Child Support information for more information on documenting

Once the document is completed, select:

• to save the document
• to return to the Communication window
• to return to the Customer window

If at any stage any products or services referrals were offered, record the status in the Products and Services window. To do this select the:

• Go menu and select Products and Services
• to add a new Products and Services List entry
• relevant products and/or services discussed in the Item Selection group box
• appropriate Status in the Item Selection group box. Remember that if the customer neither accepts nor refuses the product or service, select Offered
• Add to List button to add the items to the Products and Services List
• to save and send any requested products. Note: if SMS services are one of the services in the entry, a mandatory notepad is required. This notepad should explain the customer's decision for accepting or refusing the service
• to return to the Customer window

During the pre-registration interview it may become apparent that a residency decision is possibly required for either:

• the applicant, or
• the non-applicant party

For details about the information gathering and Cuba actions required, see Residency decisions for Child Support customers.

For complex cases, create a Post Registration Call intray on the Customer window with a note to conduct a post registration interview with the applicant.

To create this intray, see Intray management Cuba Process Help.

Start point: Customer window.

Prior to contacting the other (non-applicant) parent the following details need to be obtained and confirmed:

• TFN
• Address
• Telephone number
• Income details - if the TFN has been confirmed, use to import tax return information into Cuba, and
• Employment details

When is selected the following error messages may appear:

• No client details found at ATO for this TFN. In this case clarify with customer if the number is correct. If the customer maintains the number is correct they may need to contact the ATO to clarify. The customer can visit the ATO website for more information
• Client has multiple roles with ATO - requires investigation in ICP. This means the customer has multiple accounts on a single TFN. Investigate the customer's accounts in ICP to determine an income
• TFN not active at ATO - requires investigation in ICP. The TFN provided by the customer may have been end dated. Investigate the customer's account in ICP to ascertain if they have another TFN listed
• No income details found for this client. The customer may not have lodged tax returns or may not have been required to lodge. In this case contact the customer to get an ITD

These information gathering activities generally occur outside of Cuba, see Applications for a child support assessment for further information.

Avoid using default incomes and tracing indicators at registration. If unable to find a customer's TFN or any income information or address, seek help from a Service Support Officer (SSO).

Using the information available, attempt to contact the non-applicant parent.

Document any unsuccessful searches for a telephone number in a notepad on the non-applicant parent's Individual Customer Details window.

Document unsuccessful contact attempts in the Communication window as follows:

• Type: Phone Out
• Case: Select corresponding case number
• Reason: Provide Inform
• With: Client
• Category: Registration
• Issue: Other
• Notepad subject heading: Attempted phone contact
• Notepad body text: Include phone number called and time

To document a successful phone contact with the non-applicant parent, make sure the non-applicant's Customer window is open.

Select the Go menu and select Communication. This will open the Communication window.

In the Communication group box, record the non-applicant pre-registration interview as follows:

• Type: Phone Out (or Phone In if the customer is responding to prior correspondence)
• Case: Select corresponding case number
• Reason: Provide Inform
• With: Client

In the Applicable Issues group box, select . This will open the Applicable Issues Selection List dialogue box.

• In the Category menu, select Registration
• In the Issue menu, select Registrn
• Select the Add to List button and OK to return to the Communication window
• Select to save the communication record
• Highlight the record in the Communication History group box

Select to open the Notes window.

• Document any details which are not recorded in the registration windows
• The Interactive Assessment Guide - Other Parent provides guidance on common interview topics and is a tool to help generate the required document

See Documenting Child Support information for more information

• Once the document is completed, select to save the document
• Select:
• to return to the Communication window, and
• to return to the Customer window

If using , did not find any income information and the customer knows their taxable income for the last relevant year, attempt to Record an Income Tax Declaration (ITD) see Income Cuba Process Help.

If the non-applicant parent cannot provide enough information for an ITD, select to issue the required ATO Legal Notice. Attempt to derive an income based on information found on the ATO applications.

For more about updating incomes, see Income processing for Child Support customers.

Post Separation Income

If the non-applicant's adjusted taxable income includes additional income earned after separation, the customer may be able to apply to have this income excluded from their adjusted taxable income.

For more information about:

• the requirements to have income excluded, see Post separation income for Child Support customers
• how to process an application, see Post Separation Income (PSI) Cuba Process Help

Estimate of income

If the non-applicant's current income is less than their adjusted taxable income from the last relevant year, they may elect to lodge an income estimate.

For more information about:

• the election to lodge an estimate, see Child support estimates
• processing an election to lodge an estimate, see Estimates Cuba Process Help

If either party is a Family Tax Benefit (FTB) customer and the care details of the children of the case have not changed since it was last provided in the FAO system, the care details need to be aligned. If:

• neither customer is in receipt of FTB, or
• a new care decision has been made in the FAO system, go to Step 9

From the Customer window > the Go menu and > External Info Care.

• Check Centrelink have sent their current care details to the External Information Care window. This should occur automatically within 3 days of the customers' details being sent to Centrelink. If this has not occurred, select CNLK Refresh to send a manual request. Return to the Customer window
• Once the External Information Care window details have refreshed, return to the Care window

To go back to the Care window:

• in the Go menu, select Involvement List
• select the relevant Case ID from the Cases group box
• select to open the Case/Registration window
• in the Go menu, select Care

Use the Select Child dropdown menu to select each individual child to check if the CSP care matches the FAO care.

• Where a pending or preliminary care record is received from the FAO system, wait until an accepted care decision is received from the FAO system; this information should be received within 14 days of the application for child support being recorded
• If after 14 days no accepted care record is received from the FAO system, make a care decision. See Change in child support care levels from 1 July 2018 (15 May 2019 for WA ex-nuptial cases)

If the CSP pending care matches the FAO accepted care, the FAO system record should automatically replace the CSP record. If this has not happened, delete the CSP pending care record. To do this:

• go to the File menu and select Delete
• select OK to close the Warning Detail - 2671 dialogue box that will appear
• in Adjustment Reason, select FAO INFO
• select

If no new care information has been received from the FAO system, make a decision based on the care information supplied by the customers. See Change in child support care levels from 1 July 2018 (15 May 2019 for WA ex-nuptial cases).

Before pending Eligibility any pending care decisions must be are finalised.

For assistance in making a care decision, see Change in child support care levels from 1 July 2018 (15 May 2019 for WA ex-nuptial cases)

Add a new care record for information about how to process a care decision.

Go to the Case/Registration window for the new case. To do this:

• open one of the customers' Customer windows
• in the Go menu, select Involvement List
• select the relevant Case ID from the Cases group box
• select to open the Registration window

In the Go menu, select Eligibility. This will open the Preconfirmation Results dialogue box.

• Check the preconfirmation results carefully. Note any unexpected results. If unsure about what information should appear in the preconfirmation results for a specific case, see Technical support Cuba Process Help
• Select Close to go the Eligibility window
• Select Pend to pend Eligibility and return to the Registration window. Do not save Eligibility at this stage
• Investigate any unexpected preconfirmation results and take any required action to resolve them. Request SSO assistance as required

Make sure:

• any evidence to support the presumption of parentage (POP) that was requested during the pre-registration interviews has been received and any details updated in Cuba. See Relationship Cuba Process Help for information about how to do this
• the residency statuses of both customers are correct and up to date. This may require making a residency decision. See Residency decisions for Child Support customers for more information about making this decision

From the Customer window of either the payee or payer, go to the Client Income window by selecting the Go menu and selecting Income.

• Select:
• to make sure any updated income information received since the day the application was lodged will be loaded
• to return to the Customer window
• to move to the associated customer.

If there is more than one associated customer, highlight the relevant entry in the Associated Client Navigation window and use to open the correct Customer window

• Repeat the above steps for the other party

Return to the Case/Registration window for the new case. To do this:

• in the Go menu, select Involvement List
• select the:
• relevant Case ID from the Cases group box
• to open the Registration window

In the Go menu, select Eligibility. This will open the Preconfirmation Results dialogue box.

• Check the preconfirmation results carefully. A list of preconfirmation messages can be found in the Eligibility window help. Note any unexpected results. If unsure about what information should appear in the preconfirmation results for a specific case, for further assistance see Technical support Cuba Process Help
• Select Close to go the Eligibility window
• If there are any errors or other unexpected results, select Cancel to go back to the Case/Registration window and take any required action to resolve these issues. Otherwise, select Save to register the case in Cuba
• Select OK to close the Letter Information dialogue box. The result will be the Case/Registration window will display. The registration has been completed

Select to open the Letters List and make sure the affected customers are receiving the correct information. The following letters will generate:

If the application is accepted (eligible):

• Reg4-1 Child Support Assessment application accepted (to receiving parent)
• Reg4-2 Acceptance of Child Support Assessment application (to paying parent

If the application is rejected (ineligible):

• Reg4A-1 Application for child support not accepted (to applicant)
• Reg4A-2 Application for child support not accepted (to other parent)

If a parent's role as payer or payee changes:

• Reg4-1 Child Support Assessment application accepted (to new receiving parent)
• Reg4-2 Acceptance of Child Support Assessment application (to new paying parent)

Some customer's incomes may need further investigation or action. If more referrals are needed see Applications for a child support assessment.

Send an email referral about the customer’s capacity to pay.

Send an email referral about income tax lodgement enforcement.

If an estimate review or reconciliation is required:

• from the Customer window, select the Go menu and select Intray Detail
• select . Start a new Intray Item entry
• select the appropriate intray Type, either Estimate Rec or Estimate Review Required
• select . Record in the corresponding notepad the estimates that require review or reconciliation
• select to open the Intray Item Routing dialogue box
• make the following selections:
• Office: NATIONAL OFFICE
• Stream/Team: IR IRP LEADERSHIP GROUP
• Position: A - SPECIALIST EST WORK
• select OK to return to the Intray Item Detail window
• select:
• to create and route the new intray
• to return to the Customer window

Start point: Case/Registration window.

Select to create a new application for assessment in the Case/Registration window.

Note: if adding a child to a new registration, this step is not necessary. Go to Step 3.

Add the child/children using in the Children of this relationship / Spouse group box. This will open the Find Customer dialogue box in the List customer window.

Perform a Find Customer search for the child's name and date of birth. Remember to search under both parents' surnames to minimise the risk of duplication.

• If there is no child record in Cuba, create a new customer in the Individual Customer Details window. To do this, see Table 2 in Customer record Cuba Process Help
• If the child record exists, do no create another record

Highlight the child to be added to the case and add them to the case using . Return will be to the Case/Registration window.

To add multiple children, repeat the above steps for each child.

If the child is being added to:

• an existing case, go to Step 4
• a new registration, go to Step 5

Make sure the For and Applicant group boxes are correctly populated.

In the Application group box:

• select the correct application Type
• key the relevant date into the Lodgement Date field, and
• key the relevant date into the Mailroom Date field

Note: this step does not need to be completed when recording a new application for assessment as these details will have already been entered.

Highlight one child and select Child Details. This will open the Child Details dialogue box.

• Select the appropriate Child Role radio button option
• Select OK to return to the Case/Registration window
• If adding multiple children, repeat the above steps for each child

The Service Options button is now enabled. Select it to open the Service Options dialogue box.

The Collection group box is enabled if registering a new case. Remember to check the Collection radio button option as the default option may not be correct. Otherwise the option will inherit the collection option from the original case.

Select OK to return to the Case/Registration window.

From the Case/Registration window, select:

• Go menu and
• Relationship

The Relationship window will display.

Make sure for each child of the case, the correct details have been selected for the following group boxes:

• Relationship to Payee
• Relationship to Payer, and
• Relationship of this child's parents to each other

Save any changes, select

Select:

• . The Information Detail dialogue box will display. The message will explain Eligibility must be saved for the changes to take effect
• OK to return to the Case/Registration window

• Select the Go menu and select Care. This will open the Care window. See Table 1 in Care Cuba Process Help
• Pend the care records for any children of this relationship as the details will need to be confirmed with the other party. Only Steps 1 to 6 of the above process help are required at this stage
• A relevant dependent child can have their care status accepted at 365 nights per year. Do not save eligibility at this stage
• Close the Care window > close the Case/Registration window and > the Customer window

Select.

Select to open the Notes window and document all required information regarding the child/ren. For more information, see: Table 2 in Documentation Cuba Process Help and Documenting Child Support information.

Eligibility must be saved to give effect to these changes. Do not save Eligibility until the care and relationship details have been confirmed.

Check the Case liability rates and letters to make sure the affected customers are receiving the correct information.

Start point: Case/Registration window.

Add the child/children using in the Relevant Dependent Children group box. This will open the Find Customer dialogue box in the List customer window.

Perform a Find Customer search for the child's name to minimise the risk of duplication. Open the Find Customer dialogue box and perform a Secondary Search using the following in the Family Name field:

• the surname of each parent, and
• Unknown

If there is no child record in Cuba, create a new customer record through the Individual Customer Details window.

If the child record exists, do no create another record.

Highlight the child to be added to the case and add them to the case using . Return will be to the Case/Registration window.

To add multiple children, repeat the above steps for each child.

Highlight a relevant dependent child and select Rel Dep Details. This will open the Child Details dialogue box.

• Select the appropriate Child Role by selecting the radio button for the relevant party, based on the roles in the Case/Registration window
• Select OK to return to the Case (Registration) window

If adding multiple relevant dependent children, repeat the above steps for each child.

• Select in the Case/Registration window to save the changes made
• Select OK to the information detail dialogue box

In the Case/Registration window:

• select on the Go menu; and select Care to open the Care window
• use the Select Child dropdown menu to select each relevant dependent child. Make sure the View Type is set to CURRENT CARE
• select to create a new care record. Alternatively, if this is the first care record on this case, select the child's name to achieve the same effect

In the Care Details group box:

• select ACTUAL in the Type dropdown menu
• select ACCEPTED in the Status dropdown menu
• key the relevant start date into the From Date field
• key the date of notification into the Notified Date field
• key the Percentage of care for the payee or payer, as appropriate
• select the appropriate Source of the information
• select to add the changes to the case records
• select to close the Care window and return to the Case/Registration window

Note: when adding a relevant dependent child, generally speaking the only scrutiny required is the verbal confirmation that the child is a biological or adoptive child of the payee or payer.

Document the application in the Communication window

• From the notifying parent’s Customer window, select GO
• Select Communication from the dropdown menu
• In the Communication box:
• Select PHONE IN in the Type dropdown menu
• Select CASE NUMBER in the Case dropdown menu, if more than one case
• Select PROVIDE INFORM from the Reason dropdown menu
• Select the person advising of the relevant dependent child from the With dropdown menu
• Select ASSESSMENT in the Category dropdown menu
• Select RELEVANT DEPEND from the Issue dropdown menu
• Select ADD TO LIST
• Select OK
• Select to save the entry

From the Communication History box in the Communication window, select the entry just saved.

• Select , and copy and paste the completed Add a child or relevant dependent child macro into the notepad
• Select Save to save the notepad
• Select to close the Notes window and return to the Communication window.
• When the information message 'Do you want a 'Communication Follow Up' intray to be created.' Displays, select No

Document the decision in the Case Registration window

Do not include the child’s full name and date of birth in the decision document.

From the Case Registration window, select to open the Notes window and document all required information. Points to include are:

• Who has care of the child
• The percentage of care
• Date notified
• Person providing the information
• Legislative reference used to make the decision
• Any important information about the decision. For example, if the decision is that the child was ineligible, explain the reason for this.

Note: for more information, see: Table 2 in Documentation Cuba Process Help and Documenting Child Support information.

Select to save the notepad

Save eligibility to give effect to these changes.

Note: if adding a care record was one part of another process that also required Eligibility to be saved, complete any actions required for the process before saving Eligibility.

• Select Go and select Eligibility to open the Preconfirmation Results dialogue box
• Select close after reviewing the Preconfirmation results. See the Eligibility window for assistance on the information found on this screen. Seek technical support assistance if required
• Select Save to apply the changes to the case. This generates the Letters information dialogue box
• Select Ok to close the letters Information dialogue box and return to the Case window

Select to open the Letters List and review to make sure customers receive the correct information.

Start point: Case/Registration window.

Select Service Options to open the Service Options dialogue box.

In the End Stage 2: S151 Form or Reconciliation group box:

• select the reason for ending the case from the Reason dropdown menu. If selecting Reconciliation, suspend the assessment, see Table 6
• key the date of notification in the Notification Date field
• key the date the liability will end in the Date Liability Ends On field. This field will not enable if the selected reason is reconciliation
• select OK. A confirmation dialogue box will open advising that by selecting an end event this may close the case when the details are saved. All other changes will be ignored. Select Yes change

An information Detail box will say to go to the Eligibility window to effect this change. Select OK.

Select to open the Notes window and document the reason for suspending the case. For more information, see Table 2 in Documentation Cuba Process Help and Documenting Child Support information.

• Select to save
• Select to return to the Case window

In the Case/Registration window > GO menu > Eligibility.

• In the Pre-confirmation Results dialogue box, check the results, to make sure the change is applying as expected. For assistance, refer to Eligibility window help
• Select Close

If the Pre-confirmation Results dialogue box shows unexpected results seek help from a Service Support Officer (SSO) before saving. For assistance, see Technical support Cuba Process Help.

• Select Save

As a result of ending the case a Letter Information message will appear advising the letters which will generated. Select OK to continue.

Select and check any letters generated to make sure all affected customers are receiving the correct information.

Start point: Case/Registration window.

Select Service Options to open the Service Options dialogue box.

In the End Stage 2: S151 Form or Reconciliation group box:

• Select the reason Reconciliation from the Reason dropdown menu
• The Reconciliation dialogue box will open when Reconciliation is selected in the Reason dropdown menu and there is no current suspend assessment in place with a status of Pended or Accepted.

In the Reconciliation dialogue box:

• select Suspend Assessment in the Request Details dialogue box
• select CSA in the Applicant Details dialogue box
• key the date of reconciliation in the Date of Reconciliation field

The following will occur in Cuba, the:

• Notification Date field will automatically populate. The Review date will automatically populate to a date six months in the future
• End Date should remain blank
• End Suspension Date should remain blank

Select the reconciliation status from the Reconciliation Status field.

• An Information Detail box will open advising that care of the children must be confirmed
• Consider if collection activities are appropriate
• Select OK twice to return will be to the Service Options dialogue box

An information Detail box will say to go to the Eligibility window to effect this change. Select OK.

• Select:
• to open the Notes window. Document the reason for suspending the case. For more information, see: Table 2 in Documentation Cuba Process Help and Documenting Child Support information.
• to save

From the Case/Registration window > Go menu > Eligibility.

• In the Pre-confirmation Results dialogue box, check the results to make sure the assessment is ending as expected. For help, see Eligibility window help
• Select Close

If the Pre-confirmation Results dialogue box shows unexpected results, seek help from a Service Support Officer (SSO) before saving. See Technical support Cuba Process Help.

• Select:
• 
• to save

As a result of ending the case, a Letter Information message will appear. This message lists the generated letters.

Select OK to continue.

Select .

Check any letters generated to make sure all affected customers are receiving the correct information.

Start point: Case/Registration window.

• Select:
• Service Options to open the Service Options dialogue box
• Reconciliation Details box to open the Reconciliation dialogue box
• Key the day before the date of re-separation in the End Suspension Date field
• Select OK. A warning detail box will open advising to confirm the care details for the children. Select OK

Select OK in the Service Options dialogue box to return to the Case/Registration window.

• Select to open the Notes window. Document the reason for ending the suspension. For more information, see Table 2 in Documentation Cuba Process Help and Documenting Child Support information
• Select

From the Case/Registration window:

• select the Go menu and select Eligibility
• in the Pre-confirmation Results dialogue box, check the results, to make sure ending the suspension is applying as expected. For assistance, see Eligibility window help
• select Close

If the Pre-confirmation Results dialogue box shows unexpected results, seek help from a Service Support Officer (SSO) prior to saving. See Technical support Cuba Process Help

• Select Close and Save

As a result of ending the suspension a Letter Information message will appear advising the letters which will generated. Select OK to continue.

Select and check any letters generated to make sure all affected customers are receiving the correct information.

A Reconciliation Review Required intray will automatically generate to prompt the review.

Start point: Case/Registration window.

Select Service Options to open the Service Options dialogue box.

Select the Reconciliation Details box to open the Reconciliation dialogue box.

• Key the date the suspension is to end in the End Suspension Date field. The end date must be a date before the Review Date. Note: the end suspension date is the last day of the 6 month reconciliation period. An example is if reconciliation commenced on 10 January the end suspension date will be 9 July (not 10 July)
• A Warning Details dialogue box will open advising that the care details for children must be confirmed. Select OK
• Return will be to the Service Options dialogue box
• Select OK in the End Stage 2: S151 End Form or Reconciliation group box
• Select in the Case/Registration window to save
• Run Eligibility but do not save

Select Service Options to open the Service Options dialogue box

Select the Reconciliation Details box to open the Reconciliation dialogue box

• Select End Case
• Key the date the case will end in the End Date field

Note: the end case date is the last day of the 6 month suspension period, which is the day before the review date

Example

Reconciliation date is 10 January, the end suspension date is 9 July not 10 July. Recording the correct case end date prevents an assessment creating for 1 day after the 6 month suspension period.

Therefore the end case date is also 9 July. End case date is the same as the End suspension date.

Select:

• Accepted from the Reconciliation Status dropdown menu
• OK. Return will be to the Service Options dialogue box
• OK. Return will be to the Case/Registration window
• to save

From the Case/Registration window > Go menu > Eligibility.

• In the Pre-confirmation Results dialogue box, check the results to make sure the assessment is ending as expected. For help, see Eligibility window help
• Select Close

If the Pre-confirmation Results dialogue box shows unexpected results seek help from a Service Support Officer (SSO) before saving. See Technical support Cuba Process Help.

• Select
• Select to save

As a result of ending the case, a Letter Information message will appear advising the letters that will generate. Select OK to continue.

Select .

Check any letters generated to make sure all affected customers are receiving the correct information.

• Select:
• to open the Notes window. Document the reason for ending the case. For more information, see Table 2 in Documentation Cuba Process Help and Documenting Child Support information
• to save
• return to the Involvement List window