S50/S86
Maintain MEP File – SUMMARY
Purposes:
This screen allows the MIMS
user to change the status of a MEP file.
Prerequisites:
1.
MIMS
user must have applicable security authorization to access this screen.
The
following groups have access to this panel:
·
Administrative
Assistants (view only)
·
Call
Center Agents
·
Collection
Agents
·
Collection
Support Agents (view only)
·
Compliance
Agents
·
Document
Processing Agents (view only)
·
Finance
Agents
·
Finance
Support Agents (view only)
·
Finance
Trust Accountants
·
HR
& E (view Only)
·
Legal
Services Agents (view only)
·
MEP
Senior Management
·
MIMS
System
·
Other
Jurisdictions (view only)
·
Program
Support Agents (view only)
·
Provincial
Agents (view only)
·
Reception
Agents (view only)
·
Registration
Agents
·
ISO
Agents (view only)
·
ISO
Support Agents (view only)
·
Special
Investigation Unit Agents
·
Supervisors/Team
Leads
·
System
Administrators
2.
When
the current status is ‘Incomplete’ the following MIMS users can change
to ‘Active’
·
Registration
Agents
·
Supervisor/Team
Leads (Registration)
·
System
Administrators
3.
When
the current status is ‘Incomplete’ the following MIMS users can change
to ‘Closed’.
·
Finance
Agents
·
Finance
Trust Accountants
·
Registration
Agents
·
Supervisor/Team
Leads (Registration)
·
System
Administrators
4.
When
the current status is ‘Active” the following MIMS users can change to ‘Closed’.
·
Call
Center Agent
·
Collection
Agents
·
Compliance
Agents
·
MEP
Senior Management
·
Registration
Agents
·
ISO
Agents
·
Special
Investigation Unit Agents
·
Supervisor/Team
Leads
5.
When
the current status is ‘Closed’ the following MIMS users can change to ‘Incomplete’.
·
Finance
Agents
·
Finance
Trust Accountants
·
Registration
Agents
·
Supervisor/Team
Leads
·
System
Administrators
Helpful Hints
·
A
file can only be closed when all actions under the summary have been completed.
Navigation
Maintain MEP File è Summary
Procedure:
Reopen
Only available when the
current file status is closed.
See Pre-requisites for who
has authorization to complete this action.
1.
From
the New File Status drop down box, select ‘Incomplete’.
2.
Click
the Save button. This will initiate a
workflow to monitor the file; the workflow will be set for 6 weeks (42
days). After 42 days, workflow will
initiate Auto Close.
Close Existing
NOTE: Close file status will only
be available for selection if the file can be closed.
1.
Select
‘Close’ from the ‘New File Status’ drop down list.
2.
Select
‘Close Code’ from drop down list.
3.
Click
the Save button.
4.
File
Status in MRU will display ‘Closed’.
Close Incomplete
1.
Select
‘Close’ from the ‘New File Status’ drop down list.
.
2.
Select
‘Close Code’ from drop down list. NOTE: Only ‘Unregisterable’ and ‘Withdrawal’
are
available.
Example of Screen where File can be closed
Example of Screen where
there are outstanding conditions on the file, which will prevent it from
closing.
|
Screen Label |
Description/Instructions |
|
File
Number |
The
file number selected on the previous panel 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 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. |
|
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. |
|
File Status |
|
|
New
File Status |
Select
from the drop down box the applicable NEW status required. Close
will not be available if the file cannot be closed due to outstanding actions
or items on the file. Check the Close
File Summary area for the details of these activities. When
file status is currently: |
|
Close
Code |
The
drop down box is only available on files that can be closed. Select
from the long list of reasons (Close Code) for the file being closed. |
|
|
Button only available if file status can be
changed. Click to make a file active. Click to close a file. |
|
Close File Summary |
List Outstanding actions on file. |
|
Outstanding
Collection Actions |
Any
collection actions showing in this field must be inactivated. |
|
Outstanding
File Items |
Any
file alerts showing must be inactivated. |
|
Outstanding
Financial Items |
Any
financial items/balances showing must be removed. |
|
Outstanding
Party Items |
Any
party alerts showing must be inactivated. |
|
Outstanding
Workflow Items |
Must complete any work tasks outstanding. |
Possible Error
Messages/System Warnings:
ID |
Error
Message Description |
Action |
|
152 |
New File Status is
mandatory. |
Check
file number and status of file. |
|
280 |
New File Status is mandatory. |
|
|
281
|
Close Code cannot be selected unless status is
being set to Closed. |
Set
status to close |
|
282 |
Close is mandatory. |
Set
status to close |
|
|
Collection
Tool – collection tool could not be automatically terminated. Unable to close File. |
Manually
terminate collection tool before file can be closed |
|
|
Incomplete File
Monitor period has been successfully reset.
|
Informational
message. |