S232 Arrangement -
Updates
AMEND ARRANGEMENT
PURPOSES:
Amend Arrangement
This action allows MIMS
users to update or amend an existing arrangement record. The reason for amending an existing
arrangement should be clearly noted.
PREREQUISITES:
Amend Arrangement
- MIMS
user must be an authorized actor to update on this screen.
The following actors have the ability to update:
· Call Center Agent
· Compliance 4 Agent
· Compliance 5 Agent
· File Intervention Agent
· ISO Agent
· Registration Agent
· RGPU Agent
· MEP Senior Management
· Special Investigation Unit Agent
· System Administrator
HELPFUL HINTS:
Amend Arrangement
·
Type
of arrangement may be changed (MEP initiated, Court Ordered or Joint)
1.
MEP
initiated – is an arrangement made based on the review of a Statement of
Finances
2.
Court
Ordered – is an arrangement based on a Court Order, may be due to a Default
Hearing Order or a Variation Application.
Order type should be clearly noted as well as if there is a default
clause and any pertinent information that pertains to the validation of a
default circumstance.
3.
Joint
– involves the review of a SOF and the resulting Court Order that identifies
the specifics of the arrangement.
1.
If
user wants to update the arrangement the type of arrangement must be changed.
2.
Any
adjustment that needs to be made against the amount outstanding on the DSAA
will have to be done via Journal Voucher
3.
Update
creates an event log.
PROCEDURE:
Amend Arrangement
1.
Select
the Collection Tab
2.
If File number is unknown click the Search à A child window opens up and allows you to enter criteria to find the
desired file. Link on the desired file
in the results screen and MEP file will auto populate the MEP File number on
the Collection Tool History Screen.
Click Get to pull up file details.
3.
If
File number is known enter in MEP File number, click Get to pull up file
details.
4.
Hyperlink
on the ARNGMT from Collection tool History.
Amend Arrangement
|
File
Status |
|
|
File Number |
Displays the File
number the actor requested |
|
File
Status |
Displays the current
status of the File and if the file is an Active ISO In or ISO Out |
|
Primary
Creditor |
Displays the name of
the Primary Creditor related to the MEP File requested |
|
Debtor |
Displays
the name of the Debtor related to the MEP File request |
|
|
Displays if the Party is
related to more than 1 file |
|
Alerts |
Displays
the important Alerts related to the file and actor can hyperlink to view any
other alerts that may be related to the file. |
|
Compliance
Level |
Displays
the Current compliance level of the MEP file. |
|
Provisional File |
Displays the
Provisional file that is related to the file. If field is blank then provisional file is not related. |
|
Update |
|
|
Screen
Label |
Description/Instructions |
|
Update |
Select this when an
update to the arrangement type is required |
|
Type |
Defaults to current
type. Update to the current type by
selecting from the drop down menu the arrangement type. Options
are: MEP Initiated Court Ordered Joint |
|
Terminate |
Select this when you
need to Terminate the tool. |
|
Remarks Only |
Select this when you
only need to add additional remarks about the tool on the file without
changing the status of the tool. |
|
Additional Remarks |
Enter
additional remarks related to the tool. Maximum
characters = 200 |
|
|
Click to Save update
to the tool |
|
|
Click to return to
Collection Tool History Screen without updating the tool. |
|
Status |
|
|
Initiate Date |
Displays the date
the Arrangement was created. |
|
User |
Displays the actor
that initiated the Arrangement |
|
Original Type |
Displays the type
that was originally selected when the Arrangement was created. |
|
Remarks |
Displays any remarks
that were added to the tool, who entered the remarks and when they were
entered. This section will
only display if there are any remarks added to the tool. |
Possible Error Messages/System Warnings:
|
ID |
Error Message Description |
|
575 |
Arrangement type can only be
altered when update is selected. |
|
630 |
Arrangement type needs to
be changed when update is selected. |
|
56 |
Comments are mandatory for
this term type |
|
105 |
Additional Remarks is
mandatory |
|
269 |
Status Radio Button is
mandatory |
TERMINATE ARRANGEMENT
PURPOSES:
Terminate Arrangement
This action allows an actor
to terminate an existing arrangement.
PREREQUISITES:
Terminate Arrangement
The following actors have
the ability to update:
· Call Center Agent
· Compliance 4 Agent
· Compliance 5 Agent
· File Intervention Agent
· ISO Agent
· Registration Agent
· RGPU Agent
· MEP Senior Management
· Special Investigation Unit Agent
· System Administrator
HELPFUL HINTS:
Terminate Arrangement
·
When
an Arrangement is terminated the Arrangement Terms on Orders and Term are
automatically expired.
·
When
an Arrangement is terminated the DSAA is automatically set to a zero balance.
·
When
there is no active arrangement MIMS will monitor the enforceable balance from
the Debtor Statement of Account.
·
Terminate
creates an Event log on the file.
PROCEDURE:
Terminate
Arrangement
1.
Select the
Collection Tab.
2.
If
File number is unknown click the Search à A child window opens up and allows you to enter criteria to find the
desired file. Link on the desired file
in the results screen and MEP file will auto populate the MEP File number on
the Collection Tool History Screen.
Click Get to pull up file details.
3.
If
File number is known enter in MEP File number, click Get to pull up file
details.
4.
Hyperlink on
the ARNGMT from Collection Tool History
Terminate Arrangement
|
Terminate
Arrangement |
|
|
Screen
Label |
Description/Instructions |
|
Update |
Select this when an
update to the arrangement type is required |
|
Type |
Defaults to current
type. Update to the current type by
selecting from the drop down menu the arrangement type. Options
are: MEP Initiated Court Ordered Joint |
|
Terminate |
Select this when you
need to Terminate the tool. |
|
Remarks Only |
Select this when you
only need to add additional remarks about the tool on the file without
changing the status of the tool. |
|
Additional Remarks |
Enter
additional remarks related to the tool. Mandatory
when Terminated Selected Maximum
characters = 200 |
|
|
Click to terminate
any active ‘Arrangement’ terms. |
|
|
Click to return to
Collection Tool History Screen without updating the tool. |
|
Status |
|
|
Initiate Date |
Displays the date
the Arrangement was created. |
|
User |
Displays the actor
that initiated the Arrangement |
|
Original Type |
Displays the type
that was originally selected when the Arrangement was created. |
|
Remarks |
Displays any remarks
that were added to the tool, who entered the remarks and when they were
entered. This section will
only display if there are any remarks added to the tool. |
Possible Error Messages/System Warnings:
|
ID |
Error Message Description |
Terminate Arrangement |
|
|
575 |
Arrangement type can
only be altered when update is selected. |
|
105 |
Additional remarks are
mandatory |
PURPOSES:
View Non-Editable Arrangement
This action allows an actor
to view what arrangements have been made on the file.
PREREQUISITES:
View Non-Editable Arrangement
The following actors have
the ability to update:
All MEP Staff Users including Provisional Agent.
HELPFUL HINTS:
View Non-Editable Arrangement
·
This
would be reviewed if there were some questions with regards to a previous
arrangement. All actions with regards
to the previous arrangement will be listed in the summary of the concluded
arrangement.
PROCEDURE:
View Non-Editable Arrangement
1.
Select
the Collection Tab
2.
If
File number is unknown click the Search à A child window opens up and allows you to enter criteria to find the
desired file. Link on the desired file
in the results screen and MEP file will auto populate the MEP File number on
the Collection Tool History Screen.
Click Get to pull up file details.
3.
If
File number is known enter in MEP File number, click Get to pull up file
details.
4.
Click
on Alter Criteria
5.
Check
off Concluded à Click Apply
6.
Hyperlink
on the ARNGMT from Collection Tool History
View Non-Editable Arrangement
|
View
Non-Editable Arrangement |
|
|
Status |
|
|
Screen
Label |
Description/Instructions |
|
Initiate Date |
Displays the date
the Arrangement was created. |
|
User |
Displays the actor
that initiated the Arrangement |
|
Original Type |
Displays the type
that was originally selected when the Arrangement was created. |
|
Most Recent Update
Date |
Displays the date
the arrangement was updated. |
|
Most Recent Update
User |
Displays the ID of
the actor that completed the update. |
|
Most Recent Update
Type |
Displays the type
that was selected when the Arrangement was updated. |
|
Terminated Date |
Displays the date
the Arrangement was terminated. |
|
Terminated User |
Displays the ID of
the actor that terminated the arrangement. |
|
Remarks |
Displays any remarks
that were added to the tool, who entered the remarks and when they were
entered. This section will
only display if there are any remarks added to the tool. |
|
|
Click to return to
S85 Collection Tool History Screen. |
Possible Error Messages/System Warnings:
View Non-Editable Arrangements
There are no known error
messages associated with this panel.