LCP CaseView - Assessment & Payment Section

LCP CaseView - Assessments and Payments

The Assessment and Payment section in Case Manager allows the Compliance Officer to add, edit, modify, and track case assessments and any payments made by the Employer. This includes penalties or restitution made by the Employer, as well as hours assessed, and hours paid on behalf of the employees. This section is essential for managing and documenting all transactions related to making the employee whole, ensuring transparency and accountability.

To access the Assessment and Payment section, you must first have a case loaded on the screen. Once the case is displayed, a navigation bar will appear. Clicking on the sixth tab on the navigation menu will open the view containing all the information related to the Assessments and Payments associated with the case.  

Once inside the section, a compact dashboard will display, featuring three main categories that provide an overview of the Assessments and Payments for the selected case. These categories display the Assessed, Collected, and Balance amounts. When an assessment is created, the user must specify the type of penalty being assessed and the amount the employer is required to pay.

A list is also displayed, which varies depending on the type of Assessment or Payment added to the current case. This list can be filtered using a sub-navigation bar that includes all available Penalty Types, and it also supports pagination to easily browse through multiple items.

Each record in the list includes an Actions column, which provides the following options based on the user's permissions:

• View: Opens a read-only view of the selected record, allowing the user to see detailed information about the activity and its associated data. This functionality is exclusively available to users assigned the Viewer role.
• Edit: Opens the selected record for editing, allowing authorized users to modify the activity's information.
• Delete: Deletes the selected activity record from the case. This option is only available to users with the appropriate deletion permissions.

To add an Assessment or Payment, click the button Add Assessment/Payment located in the top-right corner of the section. This action will take the user to the corresponding form to add a new activity record.

Add an Assessment/Payment

Upon selecting Add Assessment/Payment, a form will be displayed where all relevant information about the Assessment/Payment can be entered. All fields are required; if these fields are left blank, the record cannot be created.

The first step in filling out the form is to select the Class Type, which can be either an Assessment or a Payment. Based on this selection, the user can then choose a Penalty Type and proceed to fill out the remaining fields.

The Penalty Type options are related to the Case Law and can be filtered using a search filter.

Once all the required fields are filled out, the Create button will be enabled to allow the creation of the record.

Once an Assessment is created, it will appear in the list, and the Case Status bar will update, reflecting that the case now has a balance different from $0.00. As a result, the status will be marked as ‘Uncollectible’, and if the case is later moved to a Closed status, a justification note will be required.

If the balance is $0.00, the case will be displayed as ‘Paid in Full’.

Edit an Assessment/Payment

To edit a Payment/Assessment Record, click the Edit button located on the specific record you want to modify. A form will then appear displaying all the editable fields. You can make the necessary changes and save the updated information.

To finalize the editing of a record, you can click Save. If no changes are desired, click Cancel instead.  

Delete an Assessment/Payment

To remove an Assessment/Payment from the current case, click the Delete action in the list within the section. 

This will open a new pop-up menu to confirm the deletion of the record from the case.