The Notifications tab in the Participant Programme Summary shows any notifications that have been sent to and from your organisation. For each notification, the following details are shown:

• Direction – This indicates whether the notification was sent To or From your provider organisation.

• Reason

• Raised date

• File Download – If a supporting file has been uploaded for the notification, you can select this link to download the file.

• Status

• Decision Outcome

• Decision Received date

Open

Filtering the Notification List

The option to filter by Number of Records shown is available by default above the list. Once you have entered the necessary details, press Enter or select the Search icon to run the search and apply your filters.

Exporting the Notification List

Selecting More also shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.

Adding a New Notification

Selecting Create Notification in this tab will open a window where you can first specify the Direction of the notification:

Open

Select Save to progress to the next step, where you can specify the Reason for the notification.

Once you have finished, select Save to add the new notification or Cancel to discard it. After saving, you will be taken to the edit window, where you can view and edit further details, as explained below.

You can also select Save > Save and Close to add the notification and return to the tab without editing.

Editing Notifications

Either saving a new notification or selecting ... > Edit by one in the list will open the Edit Notification window. The fields available here are the same for both To Provider and From Provider notifications. Here you can enter and amend the following details:

• Raised date – Selecting this will open a calendar date selector.

• Notification File – Here you can upload a supporting file for the notification by either dragging and dropping into the field or selecting the field to open a window where you can browse for the file.

• Status – These statuses indicate the notification’s progress through validation and being sent to the DWP.

• Decision

• Received date – Selecting this will open a calendar date selector.

• Decision File – Here you can upload a supporting file for the resulting decision by either dragging and dropping into the field or selecting the field to open a window where you can browse for the file.

• Notes

Any User Defined Form Fields for Notifications will also be available in this window.

Once you have made your changes, select Save to confirm them or Cancel to discard them.

Notification Actions

The following actions are available by selecting the … icon by a notification in the list:

• Edit – This will open the edit window, as explained above.

• Details – This will open a window showing all the details recorded for the notification in the edit window.

• Generate Document – This will open a window where you can Generate a Document for the notification based on a Notification Document Template.

• Delete – This will remove the notification from the participant record. You will be asked to confirm before the notification is removed.