Last modified by MasterApps Support on 2022/11/16 03:09
From version 1.1 >
edited by MasterApps Support
on 2021/06/18 01:51
To version < 2.1
edited by MasterApps Support
on 2022/11/16 03:09
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1 -There may be circumstances where a claim is assigned to the incorrect company or to the correct company but in an incorrect state scheme. It is important that claims are assigned to the correct employing entity and state scheme as this will impact on reporting and  the policy to which a claim can be assigned. If you discover that a claim is assigned to the incorrect company and/or state scheme please follow these instruction to move the claim to the correct company and/or state scheme.
1 +If you have a claim (or incident) which has been assigned to the incorrect company or scheme, it is important to ensure that the claim be reassigned to the correct employing entity and state scheme as it will impact reporting and the policy to which the claim can be assigned.
2 2  
3 -Please note the same process below can be followed for incidents. 
3 +The company/scheme to which a claim is assigned is set by the 'worker profile' to which it is linked. Therefore, in order to move the claim to a new company/scheme, the worker's profile must first be recreated with a new Cost Centre under the correct company and scheme.
4 4  
5 -The company and state scheme to which a claim is assigned is set by the 'worker profile' to which it is linked. To move the claim to a new company and/or state scheme, the cost centre under the worker profile must be changed.
6 6  
7 -**~1. CORRECT THE COST CENTRE UNDER THE WORKER PROFILE**
6 +**~1. CREATE WORKER PROFILE WITH COST CENTRE IN CORRECT COMPANY/SCHEME**
8 8  
9 -When a worker profile is added to Injury Master the user must select a cost centre within an employing entity within a state scheme (e.g. Maintenance / GreenValley Hospital Pty Ltd / WorkSafe Victoria).
8 +In the PEOPLE area, find the worker's profile with the incorrect cost centre and select __Clone__.
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11 -[[image:Attachments.WebHome@2016-02-18_9-25-52.487a3.png||style="max-width:192px"]]
10 +[[image:image-20221116132938-1.png]]
12 12  
13 -Go to the workers profile (this can be found under the Edit Claims tab or in the workers area), select edit and change the cost centre to the correct one (there is an x button next to the cost centre name).  
12 +In the **Clone Employee** window, select the x button next to the cost centre name to remove the incorrect cost centre. Then search, browse or create a new cost centre with the correct company/scheme. Select **Add** to finish creation of cloned employee.
14 14  
15 -[[image:Attachments.WebHome@2016-02-18_9-26-29.31d9f.png||style="max-width:333px"]]
14 +[[image:image-20221116134402-4.png]]
16 16  
17 -The next step is to reassign the worker to the claim - to do this please see below.
16 +[[image:image-20221116134411-5.png]]
18 18  
19 -**2. MOVING THE CLAIM TO THE CORRECT COST CENTRE**
18 +*OPTIONAL* The older worker profile can now be moved to the //Archived// tab by selecting __Archive__. This will make reassigning the claim easier. Archived profiles can then be deleted.
20 20  
21 -Return to the Claim profile and select the //Edit Claim// tab.
20 +*NOTE* Do not delete older worker profile before reassigning claim, or any linked incidents/claims will be deleted along with the worker.
22 22  
23 -[[image:Attachments.WebHome@2016-02-19_12-08-13.45c94.png||style="max-width:330px"]] 
22 +[[image:image-20221116135029-6.png]]
24 24  
25 -Under the Worker information select //'> Move to a different company or scheme'//, a pop up will appear enabling you to select the worker profile to assign to the claim. This will now link the claim to the worker with the correct employing entity and state scheme//.//
24 +
25 +**2. MOVE CLAIM TO WORKER PROFILE IN CORRECT COMPANY/SCHEME**
26 +
27 +Open the //Edit Claim// area of the for the worker in question, and select __Move to a different company or scheme__.
28 +
29 +[[image:image-20221116140138-8.png]]
30 +
31 +In the **Move To Company/Scheme **window, search or browse for the new worker profile in the correct company/scheme, and select **Move**. If the claim has been assigned a company-specific Location, you will be prompted to select a new location too.
32 +
33 +*NOTE* If claim is to be moved to a new scheme, you will receive a warning about the loss of scheme-specific information.
34 +
35 +[[image:image-20221116140819-11.png]]
36 +
37 +
38 +The claim will now be linked to correct worker profile in the correct company/scheme. The old worker profile can now be deleted if no other incidents/claims are assigned.
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