S52 Activation Wizard – Relate Parties to File

Purposes:

This screen allows the MIMS user to relate other parties to an incomplete file while in the process of registering it through the activation wizard.

Prerequisites:

1. MIMS user must have applicable security authorization to access this screen.

The following users have access to this screen:

· Registration Agents

· Supervisor/Team Leads (Registration)

· System Administrators

2. Primary Creditor and Debtor must already be related to the file.

Helpful Hints:

· This is the second page in the activation wizard. This screen would be used to relate dependants, a secondary creditor or Remo Crown.

Procedure:

1. Review ‘Related Parties’ area to ensure the correct parties are listed.

2. If the correct parties are listed, click on ‘Next’ button. This will take the MIMS user to the next screen (S51 Activation Wizard-Affidavit of Arrears).

3. To relate a party the MIMS user must have previously created the party outside the wizard, the party number and the role is entered and ‘Relate Party’ is selected. The related party will display under ‘Related Parties’ with a blue hyper-link

4. If the party number is unknown ‘Search’ can be utilized. This function will send the user to

S13 Party Search – Criteria (s50FileActivatinRelatePartiesToFile).

5. If ‘Cancel’ is selected MIMS will take the user out of the Activation Wizard and return them to S39 Search for Incomplete File – Criteria.

6. The ‘Remove Party’ function is only active when there are other parties related besides the ‘Debtor’ and ‘Primary Creditor’. If a party needs to be removed the user would click on the blue hyper-link to that specific party. Their information would display and the ‘Remove Party’ function would be active. The user would then select ‘Remove Party’ and the party would be removed. (***The party and party number are never deleted.)

File Number	The file number selected on the previous screen appears.
File Status	Displays file status of either: Active, Closed or Incomplete.
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.
	Icon to identify if party exists on multiple files. If any parties on the file are related to more than one file then the “Multi File” icon is displayed
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. (Compliance level on this screen should be 0-1)
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.
Relate New Party
Party Number:	The number given to an individual MEP client. Can be related to more than one file.
In Party Role:	Role of party to be related. On this screen will be other than ‘Debtor’ or ‘Primary Creditor’.
	Click to relate the party number to the party role.
	When clicked will search for party associated with party number. S13 Party Search – Criteria (s50 FileActivationRelatePartiesToFile) will display for search
Related Parties
Party Nbr	Displays the party number assigned to the party.
Party Name	Displays the current name on file for the party.
Birth Date	Displays the birth date as YYYY-MM-DD where Y = year, M = month and D = day.
Role	Displays the role that this party plays on the related File. MEP File examples: Primary Creditor, Debtor, Creditor, and Dependant. P-File examples, Applicant or Respondent
Inactive	Debtor and Primary Creditor cannot be inactive. Creditor, dependants and crown can be inactive.
	Click to move to the next screen.
	Deletes all information entered and takes the user out of the Activation Wizard.
Party Information:
Party Nbr	Displays the assigned party number
Party Name	Displays party name including party number.
Birth Date	Displays the Birth date in YYYY-MM-DD format, where Y = Year, M = Month and D = Day. No value will be displayed if Party is an ‘Organization’ type.
Date of Death	Displays the date of the death in YYYY-MM-DD format, where Y – Year, M = Month and D = Day..
Mailing Address	Displays mailing address to be used for party.
Gender	Indicates male or female. No value will be displayed if party is an ‘Organization’ type.
Home Phone	Displays area code and home phone number.
Work Phone	Displays area code, work phone and extension if applicable.
SIN	Displays Social Insurance Number of party. No value will be displayed if Party is an ‘Organization’ type.
PIN	Displays the Personal Identification Number assigned to the Party. No value will be displayed if Party is an ‘Organization’ type.
Income Support Reference Nbr	Displays the Income Support Reference Number if one was assigned by a government agency and is known by MEP. No value will be displayed if Party is an ‘Organization’ type.
I.S. Status	Will display the status of the Income Support Reference Number. If no I.S. Reference number exists, status will display as NULL.
Family Maintainence Reference Nbr.	Displays the Family Maintenance Reference Number if one was assigned by a government agency and is known by MEP. No value will be displayed if Party is an ‘Organization’ type.
F.M. Status	Will display the status of the Family Maintenance Reference Number. If no F.M. Reference number exits, status will display as NULL.
	Is enabled for use on parties linked if none of the following restrictions apply: Cannot use for primary creditor or debtor parties. This will remove the party role relationship from the file.

Possible Error Messages/System Warnings:

ID	Error Message Description	Action
29	Invalid Party	Confirm party number or utilize search function
34	Primary Creditor mailing address cannot be Alberta with this Document Type.	Confirm address information
39	Possible duplicate file creation. Cannot continue.	Confirm parties are not already on a MEP file
179	Party 050035 cannot be related to the file in the role of a Creditor.	Confirm party number entered and role.
180	Party 98 can only be related in role of Creditor or Refund Recipient.	Confirm party number entered and role.
352	Financial Transactions have occurred for this party. Cannot remove party.	Review information for party entered
805	The Classification Type of this party cannot be related to party as Dependant, Primary Creditor, creditor, ISO Crown or Debtor.	Confirm party number and information

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