TCM1000175 - How to obtain the customer’s telephone number when the claim is pre-award

Version 2.0

Changes to previous version - amended guidance.

Step 1

If you are working a work list entry, go to Step 3.

If you aren’t working a work list entry, go to Step 2.

Step 2

On the ‘Function Menu�

  • select ‘Applicationâ€� on the toolbar
  • select ‘Capture Currentâ€� from the options available. You’ll be taken to the ‘Key Entry Data - Applicantâ€� screen
  • enter the customer’s NINO
  • select ’OKâ€�. You’ll be taken to the ‘Applicant 1â€� screen

Note: If the ‘Signals� screen displays, select ‘OK�.

  • any telephone numbers we hold for the customer will be shown in the ‘Telephone Numberâ€� fields
  • if you need to find a telephone number for customer 2
  • select ‘Continueâ€�. You’ll be taken to ‘Applicant 2 Additional Informationâ€� screen
  • any telephone numbers we hold for the customer will be shown in the ‘Telephone Numberâ€� fields.

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Step 3

On the ‘Maintain Worklist� screen

  • select ‘Fileâ€� from the toolbar
  • select ‘Next Functionâ€�. You’ll be taken to the ‘Work Management - Select Next Functionâ€� screen
  • select ‘View Applicationâ€�. You’ll be taken to the ‘Application Summaryâ€� screen
  • select ‘Continueâ€�. You’ll be taken to ‘Applicant 1 Additional Informationâ€� screen
  • any telephone numbers we hold for the customer will be shown in the ‘Telephone Numberâ€� fields
  • if you need to find a phone number for customer 2
  • select ‘Continueâ€�. You’ll be taken to ‘Applicant 2 Additional Informationâ€� screen
  • any phone numbers we hold for the customer will be shown in the ‘Telephone Numberâ€� fields.