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Mobius User Guide |
Published Date: May 15, 2013
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15 Financials |
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Generate Overpayments or Underpayments
Anchor Point: Product Delivery Case Home Page
- From Page Action Menu, select Reassess.
- Enter From and To Dates.
- Select Save.
- Status displays as Delayed Process Pending. Refresh to change the status to display as Active.
- Check Over and Under Payments Tab for offsetting Benefit Overpayments and Benefit Underpayments.
- Select Related Cases Tab.
- Select individual’s Integrated Case.
- Select Evidence Tab.
- Enter and apply new Evidence to reflect the new information.
- Select Products Tab.
- Select Product Delivery Case.
- Status may display as Delayed Process Pending. Refresh to change the status to display as Active.
- Select the Over and Under Payments Tab. A Benefit Overpayment or Benefit Underpayment will be listed.
- Select Related Cases Tab.
- Select the Benefit Overpayment or Benefit Underpayment.
- Select User Roles Tab, designate user as Case Owner and Case Supervisor.
- Select Home Tab.
- From the Tab Action Menu, select Submit for Approval to change status to Approved.
- From the Tab Action Menu, select Activate the Case Online to change status to Active.
- Select Learner Income Support and Training Benefits Tab.
- Select FAD (Funding Decision) Request Tab.
- Select Create FAD Request.
- Select Reason (i.e. Change in Circumstances) from drop down menu.
- Select Next. A request will be listed on the Funding Assessment Decision Requests page with a status of Queued.
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