S42
Maintain MEP File – ORDERS
Purposes:
This
screen allows MIMS users to view and maintain Order and Term information on
incomplete and active files. The
following letters can be generated depending on the information entered.
·
L9 – Variation Order Processed
·
L10 – Cost of
Living Adjustment
·
L86 – Family
Court Confirmation of QB Filing
Prerequisites:
1.
MIMS
user must have applicable security authorization to view and update files.
The
following groups have access to this screen:
· Administrative Assistants (view only)
· Call Center Agents
· Collections Agent
· Collection Support Agents (view only)
· Compliance Agent
· Document Processing Agents (view only)
· Finance Agents (view only)
· Finance Support Agents (view only)
· Finance Trust Accountants (view only)
· HR & E (view only)
· Legal Services Agents
· MEP Senior Management
· Other Jurisdictions (view only)
· Program Support Agents (view only)
· Provincial Agents (view only)
· Reception Agents (view only)
· Registration Agent
· REMO Agents
· REMO Support Agents
· Special Investigation Unit Agent
· Supervisor / Team Lead
· System Administrators
2.
The
functionality of the screen will be dependent on the user security
authorization as indicated above.
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.
Navigation:
Maintain MEP File è Orders
Procedure:
View Order and Order Terms.
1. Screen
displays Current Orders, Current Order Terms and Add/Update Order Information.
1.
To
view all Order/Terms check the box next to Show all History Terms and then
click the Apply button.
Add a New Order
2.
To
add a new order; complete the fields in the Add/Update Order Information area
· 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
previously entered order, now filed at Queens Bench, the system will
automatically generate and print the L86 – Family Court Confirmation of QB
Filing letter.
3.
The
CLEAR button can be clicked to clear the information entered before saving.
4.
Click
the SAVE button to save the order information to the file.
Update a New Order
5.
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.
6.
The
CLEAR button can be clicked to clear the information entered before saving.
7.
Click
the SAVE button to save the updated order information to the file.
Delete Order
8.
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
9.
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.
10.
The
CLEAR button can be clicked to clear the information entered before saving.
11.
Click
the SAVE button to save the term information to the order.
Update An Existing Order Term
12.
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.
13.
The
CLEAR button can be clicked to clear the information entered before saving.
14.
Click
the SAVE button to save the updated term information to the order. OR
15.
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
16.
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
17.
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 |
Displays
File Status of, 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. |
|
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. |
|
|
If
Show All History Terms is selected then click apply to display ALL terms
(active and ended) in the Order Terms List. |
|
Current Orders |
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 name of the court where the order was granted. |
|
Court
File Number |
Displays
the file number assigned to the order by the Court. |
|
Judgment
Date |
Displays
the date the court order was granted (not date signed) 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 type of order being entered. |
|
Current Order Terms |
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. |
|
Term
Name Hyper-link |
Select
the hyperlink to display order term detail in the Add/Update Order
Information area |
|
Term
Type |
Displays
the name of the charge per the terms set out in the court order. |
|
Amount |
Displays
the dollar amount assigned to the term per the court order. |
|
Cycle |
Displays
how often the term type is being charged. |
|
Effective
Period |
Displays
the dates in which charges have been applied. 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.
(When displays current, charges are still being applied) |
|
Last
Changed |
Displays
the date the last charge was applied to the account from the court order in
YYYY-MMM-DD format, where Y = Year, M = Month and D = Day. |
|
Change
To |
Displays
the name of the party whom the charges are due to. |
|
|
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 |
|
|
Row |
Existing File |
|
Style
of Cause 1 |
Existing
File |
|
Style
of Cause 2 |
Existing File |
|
Debtor
Position Nbr. |
Existing File |
|
Court
Code |
From
the drop down menu select the Court related to the order you are
entering. This field is mandatory. |
|
Court
File Nbr. |
Enter
the Court File number found in the order.
This field is mandatory. |
|
Judgment
Date |
Enter
the date of court judgment/agreement in YYYYMMDD format. This field is mandatory. It will display as YYYY-MM-DD, where Y =
Year, M = Month and D = Day. |
|
Legislative
Code |
From
the drop down menu select the Legislative Act that the order/agreement 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. |
|
|
Existing File 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. 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. |
|
|
|
|
Term
Type |
From
the drop down box select type of term as indicated in the order/
agreement. 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. When
the term type of “Variable” is selected and saved, a File Alert will
automatically be set by the system. See
“Alert:” tab. Stating that Variable Terms are in effect for this file. |
|
Term
Amount |
Enter
the dollar amount assigned to the term per the court order. 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, where Y = Year, M = Month and D =
Day. 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. The
effective date cannot be in the past. |
|
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. |
|
|
Existing File Button
is enabled only when an existing term has never had charges generated for it. |
|
|
Existing File |
|
|
Existing File |
|
|
Existing File |
Possible Error
Messages/System Warnings:
|
ID |
Error
Message Description |
Action |
|
40 |
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 |
Legislative
Code is mandatory. |
Select
a Legislative code, obtained from the Court Order. |
|
42 |
Order
Type Code is mandatory. |
Select
an Order Type Code, obtained from the Court Order. |
|
43 |
Court
File Number is mandatory. |
Enter
a Court File Number, obtained from the Court Order. |
|
44 |
Judgment
Date is mandatory. |
Enter
a Judgment Date, obtained from the Court Order. |
|
45 |
Term
Type is mandatory. |
Select
a term type, obtained from the Court Order. |
|
46 |
Term
Cycle is mandatory. |
Enter
a term cycle, obtained from the Court Order. |
|
47 |
Charge
to Party is mandatory. |
Select
a Charge to Party, obtained from the Court Order. |
|
48 |
Effective
Date is mandatory. |
Enter
an effective date, obtained from the Court Order. |
|
49 |
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 |
Term
Amount is mandatory. |
Enter
the term amount, obtained from the Court Order. Format is 000.00. Include decimals and no $ signs. |
|
51 |
Debtor
Style of Cause Position must be selected. |
Select
if Style of Clause 1 or 2 is the Debtor. |
|
52 |
Style
of cause 2 is mandatory. |
If
applicable enter Style of Clause 2. |
|
53 |
Decimal
position must be entered for term amount. |
Ensure
a decimal point is added. |
|
54 |
Term
Amount entered must be greater than zero. |
Increase
the term amount. |
|
55 |
Effective
Date cannot be backdated more than 6 months from today. |
Revised
the effective date. |
|
56 |
Comments
are mandatory for this term type. |
Add
a comment applicable to the term type. |
|
58 |
Invalid
End Date – End Date of a term cannot be earlier than the effective date. |
Revise
date. |
|
97 |
Charge
To cannot be set to a party with deceased status. |
Select
a different party. |
|
98 |
Party
98 terms may only have a cycle assigned of One Time. |
Change
Party or cycle time as required. |
|
99 |
MEP
term and Ordered Repayment term types are not allowed when no MEP
Arrangements are active on the file. |
Revise
accordingly. |
|
100 |
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 |
Judgment
Date is invalid. |
Format
must be in YYYYMMDD format, where Y = Year, M = Month and D = Day. |
|
103 |
Effective
Date is invalid. |
Format
must be in YYYYMMDD, where Y = Year, M = Month and D = Day. |
|
135 |
Judgment
Date cannot be a future date |
Revise
date. |
|
156 |
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 |
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. |
|
158 |
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. |
|
324 |
The Effective Date must be equal to or greater
than today's date. |
Revise
date. |
|
365 |
When
Cycle is One Time the Effective Date and End Date must be the same. |
Revise
effective and end dates accordingly. |
|
583 |
When
Cycle is One Time the Effective Date and End Date must be the same. |
Revise
effective and end dates accordingly |
|
596 |
Term
Amount invalid. (000.00) |
Correct
the $ amount; ensure decimal point has been added. |
|
598 |
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 |
End
Date is Invalid. |
Format
must be in YYYYMMDD, where Y = Year, M = Month and D = Day. |
|
808 |
Order
type of Interim can only have a Legislative act of Separation Order. |
|