TCM1000136 - How to set the Complex Case and Manual Correspondence markers
Version 1.0
Changes to previous version - new guidance.
Step 1
Note: Once the 鈥楥omplex Case鈥� marker has been set, it can鈥檛 be removed.
Note: Selecting the 鈥楥omplex Case鈥� checkbox, automatically selects the 鈥楳anual Correspondence鈥� checkbox.
On the 鈥楩unction Menu鈥�
- select 鈥楢pplication鈥� on the toolbar
- select 鈥楥orrection鈥� from the options available. You鈥檒l be taken to the 鈥楰ey Entry Data鈥� screen
- enter the customer鈥檚 NINO
- select the 鈥楢ll鈥� checkbox
- select 鈥極K鈥�.
If you鈥檙e taken to the 鈥楽elect Individual鈥� screen
- select the relevant claim
- select 鈥極K鈥�. You鈥檒l be taken to the 鈥楢pplicant Details鈥� screen
- go to Step 2.
If you鈥檙e taken to the 鈥楽elect Application鈥� screen
- select the relevant claim
- select 鈥極K鈥�. You鈥檒l be taken to the 鈥楢pplicant Details鈥� screen
- go to Step 2.
If you鈥檙e taken straight to the 鈥楢pplicant Details鈥� screen, go to Step 2.
Step 2
On the 鈥楢pplicant Details鈥� screen
Note: If the 鈥楽ignals鈥� screen displays, select 鈥極K鈥�.
- select 鈥楬ousehold鈥� on the toolbar
- select 鈥楧etails鈥� from the options available. You鈥檒l be taken to the 鈥楬ousehold Details鈥� screen
- select the 鈥楥omplex Case鈥� checkbox. This will set the 鈥楥omplex Case鈥� and 鈥楳anual Correspondence鈥� markers
- select 鈥極K鈥�. You鈥檒l be taken to the 鈥楢mend Finish鈥� screen
- don鈥檛 complete the 鈥楢mend Finish鈥� screen at this point, just return to the guidance you were previously following.