Coding Fares Allowance (FAA) Pensioner Education Supplement (PES) 010-04060080

While in the student's record, go to the Travel Details (TRVD) screen by:

• typing 'TRVD' in the Nxt: field, or
• typing 'T' in the select field of the Education Course History (EDCH) screen, or
• typing 'S' in the select field of the Travel Summary (TRVS) screen

The Institution: field will default from the Education Details page if there is only one current course, or as per the selection from the Travel Summary (TRVS) screen.

Enter the date of travel and return (if known or relevant) in the Travel Date: field and Return Date: field.

Enter the reason for the Fares Assistance claim in the Reason: field. The codes that can be used may be found by typing '?' in this field and pressing [Enter].

Enter a free text description of the points of embarkation and destination in the From: field and To: field.

If the details are in respect of:

• booked travel, go to Step 7
• reimbursed travel, go to Step 8

• For PES, it may be found at Employment Services/Youth and Students /Record Fares Allowance

For booked travel details, enter:

• the travel provider in Agent: field
• QTS for any travel booked through Corporate Travel Management (CTM), not just flights
• the movement requisition number in the Agent Reference: field
• whether the travel booking was used or not in the Booking Used: field
• Yes - Travel completed as authorised (when coding travel for the first time, assume travel is taken and update later if it is not.)
• CAN - Booking cancelled
• the Booking Reference: number to identify the journey for reconciliation of the CTM account
• free text notes about the Booked Travel in:
• Notes: field - to record any unusual or important elements of the journey

See Table 2, Step 3.

Enter the components claimed in the Component: fields:

• FAA - Fares

Note: the same component may be entered more than once for the same destination, if the payments are to go to different destinations. Up to four separate payments may be entered for the same journey.

Enter the amount of each component claimed and paid in the Claimed: fields and Paid: fields.

See Table 2, Step 1.

Enter where the Supplementary Payment should be paid to in the Payee: field.

• CUS (customer) for where regular payments are made, or
• TPT (third party) for somewhere else

Note: FAA is payable to the applicant, student or a third party who paid for, or provided, the transportation service. The Payee field indicates if the FAA is to be made to the same person as regular PES payments, or to another third party. If the FAA is to be reimbursed to another third party, the Payment Instructions (PIPI) screen will be displayed after updating this screen, so details of the third party can be entered.

Enter details in the Claim Details: fields or Notes: field as necessary.

If the amount claimed is different from the amount paid (i.e. the claim is rejected so the amount paid is $0 or the amount is varied), the Rej/Var: field must be coded, selecting an appropriate code from field help, and the details about the claim in the free format Claim Details: fields.

Use the Notes: field at the bottom of the screen if there is not enough room for details about each component.

Record details of the claim and decision in a Fast Note using the appropriate Auto text function:

• Category 1: Students, ABSTUDY & Apprentices
• Category 2: Claims - Students
• Template:
• Fares Allowance GRANT
• Fares Allowance REJECT

Advise the customer, in writing, of the decision of their FAA claim by sending a letter Q021 (Fares Allowance - grant/reject/pay).

This advice may be tailored according to whether the claim has been approved, amended or rejected, as per approved wording. See Assessing eligibility for Fares Allowance (FAA) for Youth Allowance (YA), Austudy and Pensioner Education Supplement (PES).

Where the claim has been booked, CTM will send the student a copy of the travel itinerary, which is deemed to be an advice of the outcome of the claim.