TCM0194160 - NTC listings (Unfinalised S17): NTC listing - Unfinalised S17 - Man Fin and Ren (AG)
To deal with an entry on NTC Listing for the Unfinalised S17 work list with the reason of ‘Man Fin and Ren’, consider steps 1 to 9.
Step 1
Use the Function Menu
- select ‘NTC Listing’ from the Worklists drop down menu. You’ll be taken to the NTC Listing screen
- select ‘Unfinalised S17’ from the Listing Type drop down menu
- select the number that corresponds to the initial letter of the name you require from the Selection drop down menu - for example, select 14 for names beginning with the letter ‘N’, a full list of the selected items will display
Note: The message ‘No Listing Entries for the Selection / Listing Type’ will display if there aren’t any entries for your chosen number. - go to Step 2.
Step 2
Sort and filter the entries to identify the ‘Man Fin and Ren’ (MAN FIN & REN) entries and also the priority cases. To do this
- select [Sort Filter]. The Sort and Filter Worklist Entries screen will display
- sort the entries by reason of the Priority Indicator, so that the ‘MAN FIN & REN’ priority cases are identified and worked first
- filter the entries so that only those with a reason of ‘MAN FIN & REN’ are shown, selecting the Descending checkbox
Note: Follow the guidance in TCM0140020. - select [OK]. You’ll be taken to the NTC Listing screen which will display the sorted and filtered work list entries
- make a clerical note of the work item you are going to action - for example, name, NINO, reason, whether or not an ‘Appeal’ reason is shown and also check if an action date has expired
Note: If the reason doesn’t display, select the work item and then select [Details]. The Listing Entry Details screen will display, which will show the reason for the work item. - go to Step 3.
Step 3
If you noted in Step 2 that you
- are dealing with an expired action date, use Function VIEW HOUSEHOLD NOTES to check for a note. If the note indicates that we’re waiting for the claim to
- aren’t dealing with an expired action date
- follow the guidance in TCM0194040
then - return to this guidance and go to Step 4.
- follow the guidance in TCM0194040
Step 4
Note: This guidance will ask you to select the 20XX-20XX year that isn’t finalised. The year you need to select depends on when you’re working Function NTC LISTING - for example, if you’re working Function NTC LISTING after
6 April 2007, you need to select year 2005-2006
6 April 2008, you need to select year 2006-2007
6 April 2009, you need to select year 2007-2008, and so on.
Use Function MANAGE FINALISATION and go to the Manage Finalisation screen for the 20XX-20XX claim that isn’t finalised
- select [Process]. You’ll be taken to the Process screen
- select ‘TCO’ from the Action Authority drop down menu
- select ‘As Agreed’ from the Renew drop down menu
- select [Renew]
Note: If an error message displays, select [OK] or [Yes], as appropriate and continue with your action- If [Renew] isn’t available, go to Step 5.
- If [Renew] is available
- use Function NTC LISTING to set an action date of three days in the future on the work item
- use Function MAINTAIN HOUSEHOLD NOTES and select the ‘Renewals & Reminders’ category to record the following
‘SI08 - Wait for claim to renew before continuing with finalise action’
Note: You must follow the guidance in TCM0152060 when you record the note and also follow the guidance in TCM0152160. - take no further action.
Step 5
Use Function MANAGE FINALISATION and go to the Manage Finalisation screen for the 20XX-20XX claim that isn’t finalised
- select [Process]. You’ll be taken to the Process screen
- select ‘TCO’ from the Action Authority drop down menu
- select ‘As Agreed’ from the Finalise drop down menu
- select [Finalise]
Note: If an error message displays, select [OK] or [Yes], as appropriate and continue with your action- If [Finalise] isn’t available, go to Step 6.
- If [Finalise] is available
- use Function NTC LISTING to set an action date of three days in the future on the work item
- use Function MAINTAIN HOUSEHOLD NOTES and select the ‘Renewals & Reminders’ category to record the following
‘SI09 - Wait for claim to finalise before continuing with the final NTC Listings action’
Note: You must follow the guidance in TCM0152060 when you record the note and also follow the guidance in TCM0152160. - take no further action.
Step 6
Use Function VIEW HOUSEHOLD ACCOUNT and go to the View Award Period Summary screen to check if the 20XX-20XX award has been finalised
- check the Award Status field. If the award status
- is shown as ‘Finalised’, go to Step 7.
- isn’t shown as ‘Finalised’
- ask your manager for a specific action date
- use Function NTC LISTING to set the action date on the work item
- use Function MAINTAIN HOUSEHOLD NOTES and select the ‘Renewals & Reminders’ category to record the following
‘SI10 - Claim has not finalised cannot continue with the NTC Listings action’
Note: You must follow the guidance in TCM0152060 when you record the note and also follow the guidance in TCM0152160. - take no further action.
Step 7
Check the clerical note that you made for the work item.
- If there was an ‘Appeal’ reason shown
- complete and issue form TC853 (appeal letter) to the customer, selecting the TC853(GB) (Word 126KB) or TC853(NI) (Word 126KB) version as appropriate
Note: This explains to the customer that their appeal rights on the original claim still stands.
then - go to Step 8.
- complete and issue form TC853 (appeal letter) to the customer, selecting the TC853(GB) (Word 126KB) or TC853(NI) (Word 126KB) version as appropriate
- If there wasn’t an ‘Appeal’ reason shown, go to Step 8.
Step 8
Use Function MAINTAIN HOUSEHOLD NOTES
- select the ‘Renewals & Reminders’ category to record the following, where appropriate
‘TCMZ Unfinalised S17 work item actioned from NTC Listing’
‘SI27 - 20XX/20XX Claim Finalised’
‘SI28 - 20XX/20XX Claim Finalised and 20XX/20XX claim Renewed’
and
any other action that you haven’t already recorded
Note: You must follow the guidance in TCM0152060 when you record the note and also follow the guidance in TCM0152160.
then - go to Step 9.
Step 9
Use Function NTC LISTING to identify the work item you’ve just actioned. To do this
- go to the NTC Listing screen
- select ‘Unfinalised S17’ from the Listing Type drop down menu
- select the number that corresponds to the initial letter of the name you require from the Selection drop down menu - for example, select 14 for names beginning with the letter ‘N’, a full list of the selected items will display
- select [Sort Filter]. The Sort and Filter Worklist Entries screen will display
- filter the entries with the reason of ‘Reference’, entering the NINO you made a clerical note of in the From Value and To Value fields
- select [OK]. You’ll be taken to the NTC Listing screen which will display the work item you have just actioned
- select the work item
- select [Delete]
- when the message ‘Listing entry will be permanently deleted’ displays, select [OK]. The work item will be deleted from NTC Listing
then - use Function MAINTAIN HOUSEHOLD NOTES and select the ‘Renewals & Reminders’ category to record the following
‘SI15 - Work item deleted from NTC Listing’
Note: You must follow the guidance in TCM0152060 when you record the note and also follow the guidance in TCM0152160. - close the document on DMS. For how to do this, use TCM1000037.