Assessment results can sometimes not pull through to or look incorrect on the Financial Assessment Results screen (FAR), Care Package screen, or Purchase Workstep screens, when you do a financial assessment or reassessment via:
A Financial Assessment form via workstep.
A standalone Financial Assessment form.
A manual financial assessment via the FAR screens.
The Financial Batch Uplift process (FABU).
The first thing you will want to check is the Financial Assessment form within the Template Manager has the correct mappings to pull through the all the assessment charges you want and think you are missing.
If you've got a service user who's full cost, but the system isn't charging them that way, then you'll need to check your system property configuration page. Make sure it's showing Full for the batchUpdateFullFeeText system property.
Otherwise mapping aside, you will not see an error message on screen, but you will know that your new assessment charges do not appear where they should when you look or look incorrect.
We will not see any trace of this assessment in our database tables or audit tables. The only trace of an error will be in our logs.
In this case, please raise a new case online and reference the title of this article. Ensure to share the following information:
The affected Person ID.
The name of the Financial Assessment form and step if done via step.
How was the financial assessment done? Was it via a workstep, a standalone FA form, FABU, or manually on the FAR screen. If from:
a workstep please provide the Workstep ID.
a standalone Financial Assessment Form please provide the date and time for the line on the Documents screen on the left side menu on Person Summary screen.
What assessment charges have not pulled through or are incorrect such as Deferred Charge, Week 13 etc.
What is the valid from date of this assessment?
Is this an initial assessment or a reassessment?
Additionally, it's helpful to recreate the assessment on the text environment so we can induce the error to regenerate in the logs where we can find them.
The simplest ways to help the support team assist you would be replicating the assessment in the most appropriate of the following four methods:
If assessment was done via a Workstep
Agree with the service team a date and time so that logs can be retrieved.
On the day, create a Financial Assessment workstep with all the necessary information, including next actions.
Save the work and then exit the step.
Comment on the ticket the Person ID and the Workstep ID that this has been done on (and worker to act for if necessary).
A support engineer will locate that Workstep ID, click to complete the step, and retrieve logging at the same time.
If assessment was done via a standalone Financial Assessment form
Agree with the service team a date and time so that logs can be retrieved.
On the day, from the Person Summary screen click the Documents button on the left side menu and click Create button at the bottom of the screen.
Choose to create a new Financial Assessment form that will carry the assessment.
Insert all the necessary information saved.
Save the work then exit the step, leaving it in an incomplete state.
Comment on the ticket the name of the Form and the exact date and time from the Date column on the Documents screen.
A support engineer will locate that Form, click to enter it and complete it, and retrieve logging at the same time.
If assessment was done via a manual assessment
Go to the FAR screen and click the Add button to add a manual assessment for the purposes of taking a screenshot of the field values.
Please provide screenshots of the input box for all the assessment types being assessed and the values within each box.
A support engineer will visit the FAR screen and attempt to replicate the manual assessments using the screenshots and retrieve logging at the same time.
If the assessment was done via FABU
Look at the workstep or financial assessment replication above,depending on your preferred method of adding a fresh FA form to the service user.
Liaise with a support engineer so that they are able to finish the form whichever method is undertaken.