Interaction Records 111-06045030
Expand allThis document outlines how to access, navigate and complete an Interaction Record using Customer First.
Purpose
Interaction Records are created when a customer’s online change of circumstances update cannot be completed.
Examples of when an Interaction Record might be found include:
- reporting employment income
- updates to family address
- updates to study details
Generation and completion
An Interaction Record can be generated when:
- a customer updates their circumstances online but the update is unsuccessful
- a customer accesses the online service and no updates are made but it is submitted by the customer
Always check the Customer Summary screen in Customer First then scroll to the Activities tab to ensure all incomplete/outstanding work is complete before exiting the record
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