TCM1000249 | How to check claim details using function View Application

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 will be taken to the ‘Key Entry Data - Applicant’ screen

• enter the customers NINO

• select the ‘All’ checkbox

• select ‘OK’.

If you are taken to the ‘Select Application’ screen

• select the relevant claim

• select ‘OK’. You will be taken to the ‘Application Summary’ screen

• go to Step 2.

If you are taken to the ‘Select Application Version’ screen

• select the latest version of the claim

• select ‘OK’. You will be taken to the ‘Application Summary’ screen

• go to Step 2.

If you are taken straight to the ‘Application Summary’ screen, go to Step 2.

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Step 2

Selecting ‘Continue’ on each screen will take you to the next screen. The screens you will be taken to are as follows, where you can check the details on the claim

• the ‘Application Summary’ screen

• the ‘Applicant 1 Additional Information’ screen for the first customer

• the ‘Applicant 2 Additional Information’ screen for the second customer, if there is one

• the ‘Application Information’ screen

• the ‘Children’ screen
  Note: When checking the youngest child’s date of birth, use ‘Application Change of Circumstances’ to check for a responsibility end date.

• the ‘Applicant 1 Work’ screen for the first customer, if they are in work

• the ‘Applicant 2 Work’ screen for the second customer, if there is one and they are in work

• the ‘Income’ screen

• the ‘Payment’ screen.