Turn On Payment Flags


Concept

In this topic, you will learn how to turn on payment flags.


Steps:

  1. Click the Payment Flag Maintenance menu to begin the process of turning on payment flags.

    Step 1
  2. Click in the Payment Flag Level field to display the payment flag levels.

    Step 2
  3. Click the Award list item.

    Step 3
  4. Enter the correct information into the PR/Award No field.

     

    For this example, enter a valid value e.g. "P005A220005".

    Step 4
  5. Click the Search button to search for the award you entered.

    Step 5
  6. Click the Select option to mark the award.

    Step 6
  7. Click the Modify button to move to the Award Payment Flags tab.

    Step 7
  8. Note:  You may set payment flags to route payments, stop payments or on reimbursement.

    Step 8

  9. Note:  There are action buttons to select awards on reimbursement or for stop payment.  You may use this functionality when marking multiple awards.

    Step 9
  10. This screen shows a sample list for selecting multiple awards to be marked as "On Reimbursement."  You may select multiple awards individually by marking the boxes for each or you may click Select All to mark all of the awards which are listed.

    Step 10
  11. This example focuses on adding a Stop Payment flag to a single award.

     

    Click the Stop Payment Request option.

    Step 11
  12. Click in the Risk Level field to select the risk level.

    Step 12
  13. Select the appropriate risk level.

     

    In this example, click the Evidence of Risk list item.

    Step 13
  14. Click in the Mitigation Strategy field to select the mitigation strategy.

    Step 14
  15. Select the appropriate mitigation strategy.

     

    In this example, click the Stop Payment list item.

    Step 15
  16. Select the appropriate option in the Available Performance Issues section.

     

    In this example, select the Excessive cash drawdowns option.

    Step 16
  17. Click the Add > button to add the reason you selected to the Selected Performance Issues column.

    Step 17
  18. Click the Vertical scrollbar to scroll down the page.

    Step 18
  19. Select the appropriate option in the Available Identification Methods section.

     

    In this example, select the Monitoring option.

    Step 19
  20. Click the Add > button to add the reason you selected to the Selected Identification Methods column.

    Step 20
  21. Click the Vertical scrollbar  to scroll down the page.

    Step 21
  22. Note:  When placing an award on Route Payment, you will select the appropriate reasons in the Route Reasons section.

    Step 22
  23. Click the Vertical scrollbar again to scroll down the page.

    Step 23
  24. When placing an award on Stop Payment, you will select the appropriate reasons in the Stop Reasons section.

     

    In this example, select the Excess Cash option.

    Step 24
  25. Click the Add > button to add the reason you selected to the Selected Reasons column.

    Step 25
  26. Click the Vertical scrollbar again to scroll down the page.

    Step 26
  27. Enter a comment explaining why the award is being flagged into the Comments field.

     

    For this example, enter a valid value e.g. "The payee has created excessive drawdowns.".

    Step 27
  28. Click the Continue > button to move to the Summary tab.

    Step 28
  29. Click the Vertical scrollbar to scroll down and review the information.

    Step 29
  30. Click the Submit button to save your work.

    Step 30
  31. The system displays a message indicating that the payment flags were updated successfully.

     

    Click the Vertical scrollbar to scroll down.

    Step 31
  32. You can return to the Payment Flag Maintenance page to confirm the flag has been applied.

     

    Click the Done button to return to the Payment Flag Maintenance page.

    Step 32
  33. After searching for the award, the Stop Payment status is "On".

    Step 33
  34. Click the Main menu item to return to the My Home Page screen.

    Step 34

Congratulations!

 

You have successfully turned on payment flags.