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Mobius User Guide |
Published Date: May 15, 2013
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15 Financials |
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Manual Repayment Liability Case |
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Create a Repayment Liability Case
Anchor Point: Person Home Page
- Select Cases Tab.
- Select the Integrated Case Reference Number.
- Select Products Tab.
- Select New.
- Select the Case Member (i.e. primary client).
- Select the Product Type (i.e. Repayment Benefit Liability).
- Select Next.
- Select Next again.
- Select Delivery Pattern (defaults to daily by invoice) from drop down menu.
- Select Save.
- Select Evidence Tab.
- Select Page Action Menu and select New Evidence.
- Next to Repayment Liability Evidence, select List Action Menu.
- Select Add.
- Complete the mandatory and required fields.
- Select Save.
- Select Page Action Menu and select Apply Changes.
- Select User Roles Tab and designate user as Case Supervisor.
- Select Save.
- Select Home Tab.
- Select Page Action Menu and select Submit the Case for Approval.
- Select Yes.
- Select the Page Action Menu and select Activate the Case Online.
- Select Yes.
- Record Case ID number of the Repayment Benefit Liability Case.
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