Training & Consultancy Services - Capita Software and Managed ...

Capita Software Services
BPIMBAL - Benefits, Payments and Overpayments
Balancing
Duration One Day
© Capita Business Services Limited 2011
Cost Available upon request
Course Description
The course aims to train the delegate in how to reconcile the Capita Benefits,
Payments and Overpayments applications. The course will give the delegate a
thorough knowledge of how the three systems interact and what they would expect to
see in one system when certain actions are performed on another. This will be at a
case level and batch report level. The knowledge gained should help the delegate in
the creation of spreadsheets for ongoing day-to-day reconciliation of the three
systems.
Prerequisites
Prior usage/knowledge of the three applications, especially the Benefits application,
and/ or attendance of the respective implementation courses. Basic knowledge of
and access to Microsoft Excel.
Key Topics
♦ Application overviews;
♦ Individual user processes and their
effects on the other systems;
♦ Report level reconciliation;
♦ Reconciliation with other systems in
the Authority.
Training Methods
This course may be delivered on-site or at Capita’s Trowbridge offices. Where the
course is delivered at Capita’s offices, attendees will utilise a training database,
giving them the opportunity to progress through worked examples.
However, it is anticipated that Authorities would prefer the course to be delivered onsite,
where local issues and examples can be discussed.
As with all our courses, comprehensive training documentation will be provided.
Who Should Attend
The course is especially useful for officers responsible for the balancing of the three
applications, or those involved in auditing and monitoring the systems. It is also
useful for more senior Assessment Officers, or those staff members covering more
complicated issues on cases where all three applications are involved.
What Attendees Will Learn
Upon completion of the course attendees will:
♦ Have a thorough understanding of how the Benefits, Payments & Debt
Management applications interact when key updates are made;
♦ Be able to use the Batch Reports to reconcile the three applications and more
easily identify where imbalances have occurred;
♦ Be able to use the knowledge gained to produce figures for other departments/
systems within the Authority.
Training and Consultancy Services,
Capita Revenues and Benefits, Page 51