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Mobius User Guide

Published Date: May 15, 2013
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15 Financials

Manual Repayment Liability Case

Create a Repayment Liability Case

Anchor Point:  Person Home Page
  1. Select Cases Tab.
  2. Select the Integrated Case Reference Number.
  3. Select Products Tab.
  4. Select New.
  5. Select the Case Member (i.e. primary client).
  6. Select the Product Type (i.e. Repayment Benefit Liability).
  7. Select Next.
  8. Select Next again.
  9. Select Delivery Pattern (defaults to daily by invoice) from drop down menu.
  10. Select Save.
  11. Select Evidence Tab.
  12. Select Page Action Menu and select New Evidence.
  13. Next to Repayment Liability Evidence, select List Action Menu.
  14. Select Add.
  15. Complete the mandatory and required fields.
  16. Select Save.
  17. Select Page Action Menu and select Apply Changes.
  18. Select User Roles Tab and designate user as Case Supervisor.
  19. Select Save.
  20. Select Home Tab.
  21. Select Page Action Menu and select Submit the Case for Approval.
  22. Select Yes.
  23. Select the Page Action Menu and select Activate the Case Online.
  24. Select Yes.
  25. Record Case ID number of the Repayment Benefit Liability Case.