TCM1000172 - How to amend or delete Appointee details

Version 1.0

Changes to previous version - new guidance.

Step 1

On the ‘Function Menu’

  • select ‘Application’ on the toolbar

If you’re amending the appointee details, go to Step 2

If you’re deleting the appointee details, go to Step 3

If you’re capturing appointee details, go to Step 4

Step 2

Select the ‘Correction’ option

  • go to ‘Applicant Details’
  • select ‘ApT’ on the toolbar menu. You will be taken to the ‘Appointee’ screen
  • enter the appointee details
  • enter the reason for the appointee change in the ‘Reason’ field
  • go to Step 5

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Step 3

If the claim is pre-award

  • use function ‘Capture Application’
  • go to the Summary Information screen
  • select the ‘No’ checkbox in the ‘All Signatures Present’ field

Note: If appointee details have already been captured, delete them

  • select the ‘Change of Circumstances’ option
  • go to Step 5

If the claim is post award

  • use function ‘Amend Application’
  • go to ‘Applicant Details’
  • select ‘ApT’ on the toolbar menu. You will be taken to the ‘Appointee’ screen
  • delete the appointee details
  • go to Step 5 

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Step 4

If the claim is pre-award

  • use function ‘Capture Application’
  • select ‘ApT’ on the toolbar menu. You will be taken to the ‘Appointee’ screen
  • capture the appointee details

Note: When entering the details the only characters that are valid are alpha characters (A-Z), hyphen (-), apostrophe (‘) and space. If any other characters are entered the claim will remain at status ‘Awaiting Award’ until the invalid characters are removed.

If the claim is post award

  • use function ‘Amend Application’
  • go to ‘Applicant Details’
  • select ‘ApT’ on the toolbar menu. You will be taken to the ‘Appointee’ screen
  • capture the appointee details
  • go to Step 5

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Step 5

If the payment details need amending

  • use function ‘Amend Application’
  • select ‘Pm1’ on the toolbar menu
  • amend payment details
  • go to Step 6

If the payment details don’t need amending, go to Step 6

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Step 6

Select the ‘OK’ button. You will be taken to the ‘Amend Finish’ screen

  • enter the date the notification of the change was received
  • enter the source of the change for example telephone or paper
  • enter the reason for the change
  • select ‘OK’. The computer will automatically accept the amendments made

Note: If the message ‘The year(s) you are changing has been finalised EOY do you wish to proceed?’ displays, the changes you are making will re-finalise the claim. Follow the guidance in TCM0042260 before making the change.

Note: The changes made will not be applied until you complete the ‘Amend Finish’ screen.

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