Download TESA Claim Editor User Guide

Table of Contents
INTRODUCTION ................................................................................................................................ 3
HOW TO USE THIS GUIDE ................................................................................................................... 3
ABOUT CLAIM EDITORS ..................................................................................................................... 3
CLAIM EDITOR TEAM LEADERS .......................................................................................................... 3
THE CLAIMS PROCESS ON TESA ....................................................................................................... 4
LOGGING IN AND OUT OF TESA..................................................................................................... 5
LOGIN .............................................................................................................................................. 5
LOGOUT ........................................................................................................................................... 6
HOME: TASKS................................................................................................................................... 7
FILTERING ........................................................................................................................................ 8
INITIATE A CLAIM ........................................................................................................................... 10
SEARCH CRITERIA .......................................................................................................................... 11
CLAIM OVERVIEW .......................................................................................................................... 16
DRAFT A CLAIM .............................................................................................................................. 20
MEASURE FINANCIAL PERFORMANCE ............................................................................................... 20
TARGETS ....................................................................................................................................... 21
TARGET DETAILS (OUTPUT PROFILES) .............................................................................................. 22
CAPITAL EXPENDITURE ................................................................................................................... 24
REVENUE EXPENDITURE ................................................................................................................. 27
COMMITMENT (ACTION PLAN CLAIMS ONLY) ...................................................................................... 30
PROGRESS..................................................................................................................................... 32
INCOME (PROJECTS ONLY) .............................................................................................................. 34
GRANT PAYABLE THIS CLAIM (PROJECTS ONLY) ................................................................................ 35
PAID CLAIMS .................................................................................................................................. 36
PROGRESS ONLY CLAIMS AND LEGACY PROGRESS REPORTS ............................................................ 36
GRANT PAYABLE THIS CLAIM (ACTION PLANS ONLY) .......................................................................... 37
SUBMIT A CLAIM ............................................................................................................................ 40
CLAIM COVER SHEET ...................................................................................................................... 40
PRINT CLAIM REPORT ................................................................................................................... 42
COVER SHEET ................................................................................................................................ 43
CLAIM HISTORY .............................................................................................................................. 44
EXPENDITURE ................................................................................................................................ 45
INDICATORS ................................................................................................................................... 46
PROJECT INCOME ........................................................................................................................... 47
PROGRESS AND CHANGES TO PROJECT ........................................................................................... 48
MEASURE FINANCIAL STATUS .......................................................................................................... 49
GRANT DUE ................................................................................................................................... 52
PROJECT FINANCIAL PERFORMANCE THIS MEASURE ......................................................................... 56
SAVE AND EDIT A CLAIM .............................................................................................................. 57
ROUTE A CLAIM ............................................................................................................................. 58
OFFER DETAILS ............................................................................................................................. 60
COVER SHEET ................................................................................................................................ 61
VIEW CONTRACTUAL DOCUMENTS ................................................................................................... 62
PROJECT AND APPLICANT DETAILS................................................................................................... 63
CLAIM SCHEDULE ........................................................................................................................... 64
TARGETS ....................................................................................................................................... 65
COSTS PROFILE ............................................................................................................................. 66
YEARLY FUNDING PROFILE .............................................................................................................. 67
QUARTERLY FUNDING PROFILE ........................................................................................................ 68
TERMS AND CONDITIONS ................................................................................................................. 69