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ContrOCC → Free Content → Core

Annual Uplift


Description
Learn about the key details on how to carry out an Annual Uplift in ContrOCC.

Product: ContrOCC Level: Intermediate Availability: Free Duration: Self Led Type: Webinar

Content
  • Annual uplift on ContrOCC Web - recordings and guide
  • Annual Uplift Guide
  • The Annual Uplift
  • Step 1 - Update Appropriate Financial Assessment Reference Items
  • Step 2 - Update Pension Credit and IS_ESA Settings
  • Step 3 - Uplift Charging Profile Models, if Required
  • Step 4 - Uplift Pricing
  • Step 5 - Uplift Funding
  • Step 6 - Check Annual Update Letters are Enabled
  • Step 7 - Run Standard Weekly Contributions Charges Vs Cost Report
  • Step 8 - Uplift Standard Weekly Contributions
  • Step 9 - Uplift Financial Assessment Settings, if Required
  • Step 10 - Perform Annual Uplift
  • Charging Notification Configuration Process
  • Notification Generation and Output
  • Guides
  • Annual Uplift - Checklist Guide
  • Annual Uplift Guide (2023)
  • Webinars
  • How to perform an Annual Uplift
  • Annual Uplift Q+A Slides.pptx
  • 2023 REcordings
  • Adult's Uplift Q&A Webinar 1 - Part 1 - 15 March 2023
  • Adult's Uplift Q&A Webinar 1 - Part 2 - 15 March 2023
  • Children's Uplift Q&A Webinar - 22 March 2023
  • Adult's Uplift Q&A Webinar - 29 March 2023
  • 2021 recordings
  • Pricing Uplifts in Children’s ContrOCC Webinar (2021)
  • ContrOCC_Perform_Annual_Uplift_A5_2023.doc
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: 1 year
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