Assess reports and recommend payment

  1. From the contract's Trigger Payments screen, click the Payment Id.

    Tip Refer to Search for contracts in the Contract Management Hub and Navigate to trigger payments screen

    Note Acknowledge receipt of Client Management Data reports (e.g. ARC, SHS, YSCIS).

    Example  

    The P2i Contract Officer ticks the checkbox next to the reporting period's report.

    Click Save.

    Trigger payments screen

    Trigger payments screen

  2. Review the payment and reports.

    • click Workflow Status to review any previously entered comments at different workflow stages (e.g. when the P2i Contract Manager has Rejected or either the P2i Director or P2i Senior Director has Escalation : Rejected the payment recommendation)

      Example  

      workflow status comments screen

    • click View Notes and View Attachments hyperlinks to review any previous entered details at different workflow stages

    • click the Report Links for each report to review the details of the report

    3. Assessment of Reports screen

  3. Make an assessment decision (i.e. a recommendation).

  4. Add or update existing Notes and/or upload or remove existing Attachments to support the recommendation. These are not visible to the Funded Organisation.

  5. Click Recommend or Pay-Exception.

    Tip  

    • Recommend is unavailable until all reports are approved by the department and all Client Management Data are marked as received.

    • Pay-Exception displays a warning dialog box for confirmation.

      confirm warning in a dialog box

  6. Select a Recommendation Details payment option.

    Tip  

    When recommending Partial Payment, enter an Amount($) in whole numbers (i.e. no decimal place) and cannot be 0.

    Recommendations Details dialog box with payment options

    Warning Partial payments cannot be "made up" at a later date. When a partial payment has been recommended, the Funded Organisation will only ever receive the reduced amount once it has been adjusted by the P2i Payment Allocation Officer and released by the P2i Contract Manager.

    Once the partial payment has been released it can only be handled through Reconcile payments (i.e. by reversing or reissuing a payment). The full amount cannot be reissued.

  7. Add any Comments relevant for the Approver. These are not visible to the Funded Organisation.

  8. Click Send for Approval.

  9. Click Go to Trigger Payments.

    go to trigger payments screen

    The Payment Id's Workflow Status displays as Recommended.

    Trigger payments screen with updated status

The P2i Contract Manager has been notified the payment is recommended.