Download MCIS Clawback Editor User Guide

Transcript
Table of Contents
INTRODUCTION ................................................................................................................................. 4
HOW TO USE THIS GUIDE ........................................................................................................................ 4
ABOUT CLAWBACK EDITORS................................................................................................................... 4
CLAWBACK EDITOR TEAM LEADERS ........................................................................................................ 5
LOGGING IN AND OUT OF MCIS ...................................................................................................... 6
LOGIN ................................................................................................................................................... 6
LOGOUT ................................................................................................................................................ 7
HOME: TASKS .................................................................................................................................... 8
To display this screen ........................................................................................................8
About this screen ...............................................................................................................8
FILTERING ............................................................................................................................................. 9
PROJECTS SEARCH ....................................................................................................................... 11
To display this screen ......................................................................................................11
About this screen .............................................................................................................11
SEARCH CRITERIA ............................................................................................................................... 12
SEARCH RESULTS................................................................................................................................ 13
Search Results: Column Descriptions .............................................................................14
SET UP A NEW CLAWBACK TO DRAFT STATUS ......................................................................... 17
HISTORY ............................................................................................................................................. 17
To display this screen ......................................................................................................17
About this screen .............................................................................................................18
OVERPAYMENTS .................................................................................................................................. 18
To display this screen ......................................................................................................18
About this screen .............................................................................................................18
Completing this screen for Clawback by Offset ...............................................................19
OVERPAYMENTS DETAILS - CLAWBACK BY OFFSET................................................................................ 19
To display this screen ......................................................................................................19
About this screen .............................................................................................................20
COMMENTS ......................................................................................................................................... 22
To display this screen ......................................................................................................22
About this screen .............................................................................................................22
PROGRESSING THE CLAWBACK BY OFFSET ........................................................................................... 25
OVERPAYMENTS DETAILS - CLAWBACK BY DEMAND NOTE ..................................................................... 29
To display this screen ......................................................................................................29
ROUTE A CLAWBACK ..................................................................................................................... 35