Compensation Cuba Process Help 277-30010130

Start point: Compensation/Waiver window

Click the  icon to begin recording a new  compensation application.

Click the Client radio button in the Claim/Request group box.

Click the Compensation radio button in the Claim type group box.

• Select the reason for the compensation claim from the Reason drop down list
• Select an additional reason from the Additional Reason drop down list

Enter the date the compensation claim was received in the Date field.

Enter the amount the customer is claiming for compensation in the Amount field.

Note: Do not change the default amount of $0.00 if the customer has not specified the amount they are claiming.

Select Yes when the alert dialogue box message displays 'Claim amount has not been entered or has been entered as zero. Do you wish to proceed?'

Click the  icon to save the compensation claim record. A Compensation Decision Required intray generates when the record is saved.

Highlight the compensation claim entry in the Compensation/Waiver List.

Click the  icon to open the  Notes window.  Add a note recording the details of the customer’s compensation claim. See Documenting Child Support information.

Click the  icon to save the compensation claim record.

Start point: Compensation/Waiver window

Highlight the relevant compensation claim in the Compensation/Waiver List group box.

Click the  icon to view any existing notes.

• Select the relevant status type from the Status drop down list
• The Date field will automatically populate with today’s date (this date can be deleted and another entered)

Enter the new amount in the Amount field if updating the compensation amount.

Click the  icon to open the  Notes window.  Add a note documenting the reason the compensation record has been updated.

Click the  icon to save the compensation update.

Start point: Compensation/Waiver window

Highlight the relevant compensation claim in the Compensation/Waiver List group box.

Select CLAIM WITHDRAWN from the Status drop down list in the Compensation/Waiver Details group box.

The Date field automatically populates with today’s date. Change to the date the customer withdrew the compensation claim if different.

Click the  icon to save the compensation claim as withdrawn.

The  Notes window automatically opens when a compensation claim withdrawal is saved.  Add a note documenting the reason the customer has withdrawn the application.

Start point: Compensation/Waiver window

Highlight the relevant compensation claim in the Compensation/Waiver List group box.

Select Delete from the File menu.

Note: a compensation claim can only be deleted while it is active. The Delete option is not enabled if the claim has been finalised or withdrawn.

Only delete a compensation claim if it has been recorded on the incorrect customer record.

In the confirmation dialogue box:

• click Yes to delete the compensation record, or
• click No to return to the Compensation/Waiver window without deleting the compensation record.

Start point: Compensation/Waiver window

• Highlight the relevant compensation claim in the Compensation/Waiver List group box
• Select CLAIM REFUSED from the Status drop down list. Note: This option will only be available if the status has previously been updated to SUB WITH NO
• The Date field will automatically populate with today’s date. Delete and enter the correct date if necessary

Click the SCS Information button to open the  SCS Information window. Enter the following in the Source of Issue group box:

• Region: National Office
• Office: Client and Community Branch
• Stream/Team: PM SMCS Parliament Bus

Enter the remaining data required in the  SCS Information window.

• Click the  icon to open the  Notes window.  Add a note documenting the reason the compensation claim was refused
• Click the  icon to save and finalise the compensation claim

• Select OFFER TO CLIENT from the Status drop down list. Note: This option will only be available if the status has previously been updated to SUB WITH NO
• The Date field will automatically populate with today’s date. Delete and enter the correct date if necessary
• Enter the amount of the compensation offer in the Amount field

• Click the  icon to open the  Notes window.  Add a note documenting the reason the compensation offer was made
• Click the  icon to save the compensation claim

If the customer accepts the offer, go to Step 7. If the customer refuses the offer, go to Step 11.

Select OFFER ACCEPTED from the Status drop down list.

• Click the  icon to open the  Notes window.  Add a note documenting the reason the customer’s acceptance of the compensation offer
• Click the  icon to save the compensation claim

Select COMPENS PAID once the compensation amount has been paid to the customer.

The Date field will automatically populate with today’s date. Delete and enter the correct date if necessary.

Update the amount of compensation paid in the Amount field if required.

Click the SCS Information button to open the  SCS Information window. Enter the following in the Source of Issue group box:

• Region: National Office
• Office: Client and Community Branch
• Stream/Team: PM SMCS Parliament Bus

Enter the remaining data required in the  SCS Information window.

Click the  icon to save and finalise the compensation claim.

Select OFFER REJECTED from the Status drop down list.

If a new offer of compensation is made select NEW OFFER MADE from the Status drop down list. Go to Step 5 to enter a new date.

If the compensation offer is expired, select OFFER EXPIRED.

Click the SCS Information button to open the  SCS Information window. Enter the following in the Source of Issue group box:

• Region: National Office
• Office: Client and Community Branch
• Stream/Team: PM SMCS Parliament Bus

Enter the remaining data required in the  SCS Information window.

Click the  icon to save and finalise the compensation claim.