TCM1000374 - How to check that a payment schedule has been set up for a WTC upfront complex case
Version 1.0
Changes to previous version - new guidance.
Step 1
On the ‘Function Menu’
- select ‘Application’ on the toolbar
- select ‘View’ from the options available. You’ll be taken to the ‘Key Entry Data - Applicant’ screen
- enter the customer’s NINO
- select the ‘All’ checkbox
- select ‘OK’.
If you’re taken to the ‘Select Application’ screen
- select the claim shown as ‘Award Issued’ in the ‘Status’ column
- select ‘OK’. You’ll be taken to the ‘Application Summary’ screen
- go to Step 2.
If you’re taken to the ‘Select Application Version’ screen
- select the relevant version
Note: If the version was created by a designatory change of circumstances (such as an address change shown in the ‘Area of Change’ column), a new payment schedule won’t have been set up and you’ll need to select the previous version.
- select ‘OK’. You will be taken to the ‘Application Summary’ screen
- go to Step 2.
If you’re taken straight to the ‘Application Summary’ screen, go to Step 2.
Step 2
On the ‘Application Summary’ screen
- select ‘File’ on the toolbar
- select ‘Next’ from the options available. You’ll be taken back to the ‘Function Menu’
- select ‘Award’ on the toolbar
- select ‘View’ from the options available
If the message ‘No matching record found for Award Version table’ displays, a payment schedule hasn’t been set up.
If no message displays, a payment schedule has been set up and you’ll be taken to the ‘Award Summary’ screen for the latest award.