ADDM230 - ADD user guidance: award details (action guide)


To view the Award Details, consider steps 1 to 6 below. The guide is presented as follows

Initial actionSteps 1 - 2
Award DetailsStep 3
Award Historic DetailsSteps 4 - 6

Initial action

1.To view a customer’s Award Details, you must first be in the Account Summary screen.
If you are not in this screen
  • Follow the guidance in Account Summary ( ADDM206)

Then

  • Go to step 2
2.To view the Award Details section
  • Scroll down the Account Summary screen until you can view the Award Details section. The
    • Benefit name
    • Award amount

And

  • Start and end dates will be displayed
  • To view further details on the individual benefits, go to step 3

Award Details

3.To view more details about each individual benefit, click on the Details hyperlink against that benefit.
Note: The layout of the screen displayed depends on the benefit awarded
Note: This screen only shows the award details of the record selected in either the Account Summary screen or the Award Historic Details screen
  • To view details of other benefits
    • Click on the Award History hyperlink

Then

  • Click on the Details hyperlink against the benefit you want to view
  • To view the Award Historic Details screen, go to step 4

Award Historic Details

4.If you
  • Have returned to the Account Summary screen, click on the Award Historic Details hyperlink
  • If you are viewing the individual benefit details, click on the Award History hyperlink
  • From the Award Historic Details screen you can go to the following screens
    • Account Summary
    • Name History
    • Contact Details
    • Address History
    • Relationship History
    • Business Interests History
  • Go to step 5
5.To view
  • Benefit details within the Award Historic Details screen, click on the Details hyperlink in the table next to the benefit you want to view
  • The full Award History screen, click on the Display Full Award History hyperlink

Then

  • Go to step 6
6.To go back to the
  • Account Summary screen, click on the Account Summary screen hyperlink
  • ADD Home screen, click on the [Close] button
Note: If you accessed the Account Summary screen from the Person Trace screen, click on the [Close] button to go back to the Person Trace screen and then click on the [Close] button on the Person Trace screen to go back to the ADD Home screen

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