2. The functionality of the screen will be dependent on the user security authorization.

Navigation:

Put in path to get to this screen

Helpful Hints:

· The Legal Debtor name will be considered as the Style of Cause (name found on the Court Order Documents).

· A charge cannot be set to an inactive party.

· A party cannot be inactivated if charges are currently being charged to the party.

· Orders are sorted by Judgment Date.

· Order Terms are sorted by Last Used Date and Term Effective Date.

· For definitions of Term Groups and Term Types refer to the Glossary under the sub heading Terms.

Procedure:

New File

1. Select Registration Tab and then “Establish a File” from menu bar on left side.

2. Establish a File following the Help procedures provided for screen S48 Establish Incomplete File.

View Order and Order Terms

3. Using screen “S46 – Search for file” to find the file required. (This screen also available from S48 – Establish Incomplete File.)

4. From screen S46, select the Orders Tab. Screen displays Current Orders, Current Order Terms and Add/Update Order Information.

5. To view all Terms click on the tick box next to Show all History Terms and then click the Apply button. See arrow on screen panel below for location.

Add a New Order

6. To add a new order; complete the fields in the Add/Update Order Information area. Descriptions of fields are provided further down in this document.

· If the order type of ‘Creditor Variation’ or ‘Debtor Variation’ is selected, the system will automatically generate and print the L9 – Variation Order Processed Letter.

· If the new order is a File order with a court coded of Queens Bench, the system will automatically generate and print the L86 – Family Court Confirmation of QB Filing letter.

7. The CLEAR button can be clicked to clear the information entered before saving.

8. Click the SAVE button to save the order information to the file.

Update a New Order

9. To update existing order information; change the fields in the Add/Update Order Information area. Descriptions of fields are provided further down in this document.

10. The CLEAR button can be clicked to clear the information entered before saving.

11. Click the SAVE button to save the updated order information to the file.

Delete Order

12. Select an order and then click the ‘Delete Order’ button. . A confirmation message will display, click OK to delete the order. Note: This button is only available when an existing order is selected that has no terms related to it.

Add New Order Term

13. To add a new Order TERM select the row hyperlink for the Order and then complete the fields in the Add/Update Order Terms area. Descriptions of fields are provided further down in this document.

14. The CLEAR button can be clicked to clear the information entered before saving.

15. Click the SAVE button to save the term information to the order.

Update An Existing Order Term

16. To update an existing term, click on the row hyperlink for the term and then complete the fields in the Add/Update order Terms area. Descriptions of fields are provided further down in this document.

17. The CLEAR button can be clicked to clear the information entered before saving.

18. Click the SAVE button to save the updated term information to the order. OR

19. Click the SAVE + NEXT button to save the updated term information to the order and clear the field in preparation for another Order Term entry.

Delete Order Term

20. Select an order and then click the ‘Delete Term’ button. . A confirmation message will display, click OK to delete the term. Note: This button is only available when an existing order term is selected that has never had charges generated for it.

Create a CPI Letter

21. Click this button to generate a CPI letter (L10 Cost of Living Adjustment). NOTE: This button is only available if an active CPI term exists on an active file.

Screen Label

Description/Instructions

MEP File Number

The file number selected on the previous screen appears. If this is not the file you require, enter a specific MEP File Number and click the ‘Get’ button.

To view another file, enter a MEP File Number and click the GET button. Then select the tab for the applicable information to be viewed or updated.

File Status

To assist in the search of a File Status, Active, Closed or Incomplete can be selected by using the drop down box.

Primary Creditor

This is the creditor, who is named as the original creditor with MEP at the time of registration. Displays formatted name with the party number in brackets

Debtor

The debtor is the party directed to make payments to a creditor by a court order or agreement. Displays formatted name with the party number in brackets.

Alerts

“More Alerts” hyperlink can be selected to view currently active alerts.

Compliance Level

The Collection Progression defines the compliance level on every file from 0-7. MIMS automatically assigns these, but it is possible to manually manipulate levels on Screen S84 Change Compliance.

Provisional File

These are uniquely numbered files created to track and manage transmission of Provisional Orders, which are granted in one Jurisdiction that must be confirmed in another Jurisdiction.

Show All History Terms

Indicates whether ALL terms for ALL orders should be listed. If not selected, only active terms in the Order Terms List will be displayed.

Orders are sorted by Judgment Date.
Terms are sorted by Last Used Date.
The Style of Clause 1 and 2 will defaulted to current information on file.

If Show All History Terms is selected then click apply to display ALL terms (active and ended) in the Order Terms List.

Current Orders

This area does not display on establishing an incomplete file. If a current order is selected from the list, the order will become updateable in the Add/Update Order Information area.

Row

Sequence number generated based on number of rows displayed. Select the hyperlink to display order detail in the Add/Update Order Information area.

Court Code

Displays the Court name that was assigned to the order.

Court File Number

Displays the file number assigned to order by Court.

Judgment Date

Displays the date that the order was granted in YYYY-MM-DD format, where Y = year, M = Month and D = Day.

Legislative Code

Displays the Legislative Act that this order is issued under.

Order Type

Displays the order type assigned by MEP.

Current Order Terms

This area does not display on establishing an incomplete file. Initial display will list all currently active terms for all existing orders. Selecting an order term will make the order term updateable in the Add/Update Order Terms area.

Row

Sequence number generated based on number of rows displayed. Select the hyperlink to display order term detail in the Add/Update Order Information area

Term Type

Displays the type of term assigned by MEP.

Amount

Displays the dollar amount assigned to the term by MEP.

Cycle

Displays the agreed time cycle for payments as assigned to the term.

Effective Period

Provides the agreed time period for payments. Displays as effective date “to” end date in YYYY-MM-DD format, where Y = Year, M = Month and D = Day.

If no end date was assigned, the end date will display as Current.

Last Changed

Displays the date the last payment was made in YYYY-MM-DD format, where Y = Year, M = Month and D = Day.

Change To

Displays the name of the party who received payment.

A yes appears in this column if a term condition or comment exists for the order term. Click the row hyperlink to view.

Add/Update Order Information

Standard Grace Period

This does not appear on screen that I viewed or on screen shots in UC, but the UC includes a description of it at this point.

Row

Establish a File
No row number is displayed. This is not updateable by MIMS users. The system will automatically generate based on number of rows displayed when next viewed.

File Activation & Existing File
Displays as the row number of the order detail currently displayed.

Style of Cause 1

Establish a File
Enter the name of the party that is part of the legal action. The name appears on the front page of the documents filed in court. For a further description refer to the Glossary. This field is mandatory with 74-character input. CR076 to change to 200 characters.

File Activation & Existing File
Will display current Style of cause 1 indicated on the file.

Style of Cause 2

File Activation & Existing File
Will display current Style of cause 1 indicated on the file.

Debtor Position Nbr.

Establish a File
From the drop down menu select if Style of Clause 1 or 2 is the Debtor. This field is mandatory.

File Activation & Existing File
The Style of Clause will be displayed for the Debtor.

Court Code

Court Code-Could add info into help; ie where is this info obtained from court order, where in court order?

From the drop down menu select the Court related to the order. This field is mandatory.

Court File Nbr.

Enter the Court File number for the order. This field is mandatory.

Judgment Date

Enter the date that the order was granted in YYYY-MM-DD format, where Y = Year, M = Month and D = Day. Field is mandatory.

Legislative Code

From the drop down menu select the Legislative Act that the order is issued under. This field is mandatory.

Order Type

Select the order type assigned by MEP. This field is mandatory.

NOTE: If the order type of ‘Creditor Variation’ or ‘Debtor Variation’ is selected, the system will automatically generate and print the L9 – Variation Order Processed Letter.
If the new order is a File order with a court code of Queens Bench the system will automatically generate and print the L86 – Family Court Confirmation of QB Filing letter.

Establish a File
This button is not available to use.

File Activation & Existing File
Click to delete the order.

This button is only available when an existing order is selected that has no terms related to the order.

Add/Update Order Terms

An order must exist and be selected before terms can be entered.

To add a term to an order click on the row hyperlink for the order. To update an existing term that already exists and requires update, click on the row hyperlink for the term.

When an order does not exist on the file (establishing the file) then the orders and terms both appear with the assumption that any term entry is related to the order entered.

Once a term has been entered and used by the charge process, the term cannot be changed other than assigning an end date or adding a comment.

Row

Establish a File
No row number is displayed. This is not updateable by MIMS users. The system will automatically generate based on number of rows displayed when next viewed.

File Activation & Existing File
Displays as the row number of the order detail currently displayed

Term Type

From the drop down box select type of term assigned by the order. This field is mandatory.

If MEP arrangement is active MEP Term and Ordered Repayment term types will be available in list for selection. If no MEP arrangement is active then MEP term and Ordered Repayment term types will not be available for selection.

Is this set by system or manually set by MIMS user and if so where.

When the term type of “Variable” is selected and saved, a File Alert will have to be set (if not already set) stating that Variable Terms are in effect for this file.

Note: In UC21 ‘Term Type (Groups)’ refers to Regular this is not an option in the drop down box for Term Types.

Term Amount

Enter the dollar amount assigned to the term by MEP. Amount must be greater than 0.000 and decimal characters must be entered. This field accepts up to 15 characters.

If Term Type is ‘MEP’ then negative dollar amount is allowed.

This field is mandatory if term type selected is related to term groups: Regular, Arrangement or Re-Enforceable.

Term Cycle

Select the term cycle time period from the drop down list.

This field is mandatory if term type selected is related to term groups: Regular, Work Task, Arrangement or Re-Enforceable.

Party Provincial Treasurer AB 98 can only have a cycle assigned of One Time.

Charge To

Select the active related party file role from the drop down list.

This field is mandatory if term type selected is related to term groups: Regular or Re-Enforceable.

Party File role is the primary creditor or creditor but cannot be party number 3610 (Director of Child Welfare) or 050035 (Director of Income Support Recovery) or a deceased party.

Provincial Treasurer of AB (99) will be available for selection. When Provincial Treasurer of AB (99) is selected as the ‘charge to party’ and has not previously been related to file, the system will automatically create a party file role record.

When ‘REMO Crown” is selected as the charge to party then the term type must be Ordered Repayment, MEP Term or Re-Enforceable Arrears.

Only creditor parties currently related to the file and are active and the Provincial Treasurer AB party will be available as ‘Charge To’ recipients. A ‘Charge To’ recipient cannot be the Debtor party.

Effective Date

Enter the effective date in ‘YYYYMMDD’ format. The system will set the next charge date to the effective date of the term.

Mandatory when term type selected is related to term groups: Regular, Work Task, Arrangement, Informational or Re-Enforceable.

If the file status is Incomplete the term effective date may be backdated to a maximum of 6 months from the current system date.

End Date

This field is optional. If required enter the end date using the format ‘YYYYMMDD’, where Y = year, M = Month and D = Day. The End Date may not be a date prior to the effective date.

Comment

Enter a comment related to the term.

This field is mandatory when term type selected is related to term groups: Work Task, Arrangement or Informational.

Establish a File
This button is not available to use.

File Activation and Existing File
Click to delete the selected order term. A confirmation message will display, click OK to delete the term from the order terms.

Button is enabled only when an existing term has never had charges generated for it.

Establish a File
Click to create the file.

Existing File
Click to update order and term information with new information entered.

Establish a File
This button is available to use.

Existing File
Click to save the order and term information. The Add/Update Order Terms area is will be cleared for another term entry.

Establish a File & File Activiation
This button is not available to use.

Existing File
Click to clear the order and term area.

Establish a File & File Activation
This button is not available to use.

Existing File
Button only available if an active CPI term exists on an active file. Click to generate L10 – Cost of Living Adjustment letter. (CPI = Consumer Price Index)

Possible Error Messages/System Warnings:

J I re-created error messages in panel; üRed I recreated plus they were listed in UC; !In use Case, could not recreate; v I found in error message doc, could not recreate and not in UC

ID	Error Message Description	Action
40 J	Court Code is mandatory.	Select a court code. This information can be obtained from the Court Order. QB orders referred to No. above QB name. Provincial Court referred to Docket No.
41 J	Legislative Code is mandatory.	Select a Legilsative code, obtained from the Court Order.
42 J	Order Type Code is mandatory.	Select a Order Type Code, obtained from the Court Order.
43 J	Court File Number is mandatory.	Enter a Court File Number, obtained from the Court Order..
44 J	Judgment Date is mandatory.	Enter a Judgment Date, obtained from the Court Order.
45 J	Term Type is mandatory.	Select a term type, obtained from the Court Order.
46J	Term Cycle is mandatory.	Enter a term cycle, obtained from the Court Order.
47 J	Charge to Party is mandatory.	Select a Charge to Party, obtained from the Court Order.
48J	Effective Date is mandatory.	Enter an effective date, obtained from the Court Order.
49J	Style of Cause 1 is mandatory.	Select the name of the party that is part of the legal action. The name appears on the front page of the documents filed in court.
50 ü	Term Amount is mandatory.	Enter the term amount, obtained from the Court Order. Format is 000.00. Include decimals and no $ signs.
51 ü	Debtor Style of Cause Position must be selected.	Select if Style of Clause 1 or 2 is the Debtor.
52 J	Style of cause 2 is mandatory.
53 v	Decimal position must be entered for term amount.	Ensure a decimal point is added.
54 v	Term Amount entered must be greater than zero.	Increase the term amount.
55 ü	Effective Date cannot be backdated more than 6 months from today.	Revised the effective date.
56 ü	Comments are mandatory for this term type.	Add a comment applicable to the term type.
57 ü	Effective day entered must be equal to the Last Day of the Month cycle selected.	Revise date.
58 ü	Invalid End Date – End Date of a term cannot be earlier than the effective date.	Revise date.
97 ü	Charge To cannot be set to a party with deceased status.	Select a different party.
98 ü	Party 98 terms may only have a cycle assigned of One Time.	Change Party or cycle time as required.
99 ü	MEP term and Ordered Repayment term types are not allowed when no MEP Arrangements are active on the file.	Revise accordingly.
100 v	REMO Crown can only be the charge to for Term Types of Ordered Repayment, MEP Term and Re-Enforceable Arrears.	Change the term type.
101 !	Comment exceeds the limit of 2000 characters	Edit comments to ensure less than 2000. Tip: Use MS Word Count to count characters. Use cut & paste to move comments from MIMS to WORD etc.
102 v	Judgment Date is invalid.	Format must be in YYYYMMDD format.
103 J	Effective Date is invalid.	Format must be in YYYYMMDD.
135 J	Judgment Date cannot be a future date	Revise date.
156 J	Are you sure you want to delete this term?	Click OK if you are sure you want to delete or click cancel if you do not want to delete.
157 J	Are you sure you want to delete this order?	Click OK if you are sure you want to delete or click cancel if you do not want to delete.
158v	No Authority to access this function or page.	Your security access does not allow you access to this page. If you require access, contact your systems administrator.
365 ü	When Cycle is One Time the Effective Date and End Date must be the same.	Revise effective and end dates accordingly.
583 ü	When Cycle is One Time the Effective Date and End Date must be the same.	Revise effective and end dates accordingly
596 J	Term Amount invalid. (000.00)	Correct the $ amount, ensure decimal point has been added.
598 v	Are you sure you want to delete?	Click OK if you are sure you want to delete or click cancel if you do not want to delete
602 J	End Date is Invalid.	Format must be in YYYYMMDD
	POSSIBLY COMING SC037
EX2	Term type can only be ordered repayment, MEP term or re-enforceable if REMO Crown is selected as Charge to
EX18	MEP Term and Ordered Repayment term types are not allowed on incomplete files. (PT479 – SC037)

Table of Contents Glossary

S42 File Activation – Maintain File Status

Possible Error Messages/System Warnings: