TCM1000117 - How to check which signals are set

Version 1.0

Changes to previous version - new guidance

Step 1

If you are checking if an inhibit signal is set, go to step 2 {#}

If you are not checking the inhibit signal

On the ‘Function Menu’

  • select ‘Household’ on the toolbar
  • select ‘View Claim Summary’ from the options available. You will be taken to the ‘Key Entry Data’ screen
  • enter the customer’s NINO
  • select ‘OK’.

If you are taken to the ‘Select Individual’ screen

  • select the relevant claim
  • select ‘OK’.

If you are taken to the ‘Select Application’ screen

  • select the relevant claim
  • select ‘OK’.

If you are taken to the ‘Select Award’ screen

  • select the appropriate award period
  • select ‘OK’. You will be taken to the ‘View Claim Summary - Signals’ screen

Note: A tick in the box indicates that the signal is set.

  • make a note of the signals that are set.

Step 2 {#} {.filledcircle}

On the ‘Function Menu’

  • select ‘Renewal’ on the toolbar
  • select ‘Manage Finalisation’ from the options available. You will be taken to the ‘Key Entry Data - Applicant’ screen

Note: When this screen is first displayed, the ‘Period’ checkbox will be automatically populated and should not be changed.

  • enter the customer’s NINO
  • enter the relevant tax year in the ‘Period Dates’ field
  • select ‘OK’.

If you are taken to the ‘Select Household’ screen

  • select the relevant household
  • select ‘OK’. You will be taken to the ‘Manage Finalisation’ screen

If you are taken to the ‘Select Tax Credit Period’ screen

  • select the relevant period
  • select ‘OK’. You will be taken to the ‘Manage Finalisation’ screen

If you are taken straight to the ‘Manage Finalisation’ screen

  • select ‘Continue. You will be taken to the ‘Finalisation Details’ screen
  • check the tickbox under Inhibit Finalisation to see if Inhibit signal is set