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Mobius User Guide

Published Date: May 15, 2013
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14 Product Delivery Case (PDC) or Learner Income Support and Training Benefits Case

Tab Descriptions

Home
Details main information about the Product Delivery Case.

Attachments
Not used at this time.

Certifications
Time period for which this Product Delivery Case is effective.

Case Participants
List of all parties involved in the Product Delivery Case.

Communications
List of the automatically generated pay slips sent out with each payment as well as the Funding Decision letters sent from this Product Delivery Case.

Components
List of the types of funding available from the Product Delivery Case.

Case Financials
List of the payments that have already gone out from the Product Delivery Case.

Calendar
Case decisions or payments can be viewed by selecting View Tab.

Decisions
List of the months the individual is funded for and the amounts they will receive.

Deductions
If an individual is repaying an overpayment or liability, the monthly deduction would be displayed on this tab.

Delivery Patterns
List of Delivery Patterns indicating how each nominee is paid (i.e., cheque or direct deposit)

Events
By selecting the View List Tab, the case decisions or payments can be viewed.

FAD (Funding Decision) Requests
Includes a list of the funding decision letters that have been sent to the individual for the initial approval of funding and for any changes that occurred to their finances.

Nominees
List of individuals or Product Provider(s) paid through the Product Delivery Case.

Notes
Captures information to supplement the information in the coded fields in Mobius. Notes can be modified or cancelled, but the original text is retained.

Over and Underpayments
List of any over or underpayments the individual may have received.

Related Cases
List of the cases that a Product Delivery Case is linked to.

Status History
History of the Product Delivery Case and the changes made to it.

Tasks
Create tasks associated with the individual’s Product Delivery Case.

User Roles
Lists the owner and supervisor of the Product Delivery Case.

Utility
Not used at this time.