CCU Claims

This article will outline the necessary steps you will take to update a CCU claim in Job Ready .

  1. On your home screen under 'Finance' Select 'All Claims'
    Screen_Shot_2020-06-24_at_12.30.08_pm.png

  2. On the Claims page you can view a history of claims
    Screen_Shot_2020-06-24_at_12.30.42_pm.png

  3. To search for your desired claim select '+ Add Filter' to search for the desired claim


    Screen_Shot_2020-06-24_at_12.31.23_pm.png


  4. When you have found the desired claim on the right hand side of the claims line hover over 'View' and select either 'Placement' or 'Claim'
    Screen_Shot_2020-06-24_at_12.34.10_pm.pngScreen_Shot_2020-06-24_at_12.33.04_pm.png

  5. There are two ways you can proceed to update your claim.
    1. Method 1 - Select 'Placement'
      Screen_Shot_2020-06-24_at_12.34.10_pm.png


      • This will take you to the Placements page for the jobseeker, where you can view all the placements related to the jobseeker
        Screen_Shot_2020-06-24_at_12.35.11_pm.png

      • On the left hand side of this page scroll down and select 'Claims'
        Screen_Shot_2020-06-24_at_12.35.42_pm.png

      • This will bring you to view the history of claims for the Job SeekerScreen_Shot_2020-06-24_at_12.36.06_pm.png

      • Find the desired claim and on the right hand side select 'Update Claim State'Screen_Shot_2020-06-24_at_12.40.59_pm.png

      • From the the options below scroll down to 'Closed' then 'Cancelled'
        Screen_Shot_2020-06-24_at_12.42.18_pm.png

      • In this window fill out all necessary fields and select 'Update Claim State'Screen_Shot_2020-06-24_at_12.42.37_pm.png

      • In the claims history you will see the claim has been updated as 'Cancelled'


        Screen_Shot_2020-06-24_at_12.43.02_pm.png


      • To reinstate the claim select 'Reinstate' on the right hand side of the placement line
        Screen_Shot_2020-06-24_at_12.48.44_pm.png

      • Fill out all mandatory fields in this section and select 'Reinstate Claim'


        Screen_Shot_2020-06-24_at_12.57.15_pm.png


      • From here the claim will appear in the tracking state.
      • Please action as required.Screen_Shot_2020-06-24_at_12.50.53_pm.png

    2. Method 2 - Select 'Claim'
      Screen_Shot_2020-06-24_at_12.33.04_pm.png

      • This will bring you to the Outcome Claim page.
      • From here select 'Update Claim State'Screen_Shot_2020-06-24_at_12.52.34_pm.png

      • In this window fill out all mandatory fields and select 'Update Claim State'Screen_Shot_2020-06-24_at_12.53.16_pm.png

      • In the Outcome Claim window you will see that the claim has been marked as 'Cancelled'
      • To reinstate the claim select 'Reinstate'
        Screen_Shot_2020-06-24_at_12.55.03_pm.png

      • Fill out all mandatory fields in this window and select 'Reinstate Claim'Screen_Shot_2020-06-24_at_12.49.14_pm.png

      • In the Outcome Claim window you will wee that the claim has been reinstated and you can action as required.Screen_Shot_2020-06-24_at_12.57.43_pm.png

 

 

 

 

 

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