TCM1000401 - How to check if either customer has been in receipt of IS or JSA/ESA

Version 1.0

Changes to previous version - new guidance

Step 1

On the ‘Function Menu’

• select ‘Application’ on the toolbar
• select ‘View’ from the options available. You’ll be taken to the ‘Key Entry Data - Applicant’ screen
• enter the customer’s NINO
• select the ‘All’ checkbox
• select ‘OK’.

If you’re taken to the ‘Select Individual’ screen

• select the relevant claim
• select ‘OK’. You’ll be taken to the ‘Application Summary’ screen

Note: If you’re instead taken to the ‘Select Application’ screen or the ‘Select Application Version’ screen, follow the guidance below for those screens.

• go to Step 2.

If you’re taken to the ‘Select Application’ screen

• select the relevant claim
• select ‘OK’. You’ll be taken to the ‘Application Summary’ screen

Note: If you’re instead taken to the ‘Select Application Version’ screen, follow the guidance below for that screen.

• go to Step 2.

If you’re taken to the ‘Select Application Version’ screen

• select version 1 of the claim
• select ‘OK’. You’ll be taken to the ‘Application Summary’ screen
• go to Step 2.

If you’re taken straight to the ‘Application Summary’ screen, go to Step 2.

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Step 2

On the ‘Application Summary’ screen

• select ‘VH’ on the toolbar. You’ll be taken to the ‘View Application History’ screen
• check the ‘Additional Details’ field.

If there is a ‘Yes’ next to the ‘IS’ or ‘JSA/ESA’ fields for either customer

• select ‘History’ on the toolbar
• select either ‘IS’ or ‘JSA/ESA’ from the options available. You’ll be taken to the ‘History’ screen
• the dates the customer was in receipt of IS or JSA / ESA are shown in the ‘Start Date’, ‘Include From’ or ‘End Date’ fields.

If there is a ‘No’ next to the ‘IS’ or ‘JSA/ESA’ fields for either customer, the customer wasn’t in receipt of IS or JSA / ESA.