TCM1000250 - How to access function Manage Verification Failures to obtain details of existing customer and failed customer

Version 1.0

Changes to previous version - new guidance

Step 1

On the ‘Function Menu�

  • select ‘Worklistâ€� on the toolbar
  • select ‘Maintainâ€� from the options available. You will be taken to the ‘Maintain Worklistâ€� screen
  • select ‘Verification Failuresâ€� from the ‘Worklist Typeâ€� field
  • select the relevant MU number provided by your manager in the ‘Management Unitâ€� field. All the work items for the MU and work list will be displayed
  • select the relevant work list item
  • select ‘Fileâ€� on the toolbar
  • select ‘Next Functionâ€� from the options available. You will be taken to the ‘Work Management - Select Next Functionâ€� screen
  • select ‘Manage Ver Failuresâ€�
  • select ‘OKâ€�. You will be taken to the ‘Manage Verification Failuresâ€� screen
  • select the relevant verification failure
  • select ‘Investigateâ€�. You will be taken to the ‘Investigate Verification Failureâ€� screen where details of the existing customer will be shown
  • in the ‘Matching Award Detailsâ€� field, note the existing customer’s
    • surname
    • forename
    • NINO
    • address
  • select ‘OKâ€�. You will be taken back to the ‘Manage Verification Failuresâ€� screen
  • select ‘Cancelâ€�
  • when a warning message displays, select ‘Yesâ€�. You will be taken back to the ‘Maintain Worklistâ€� screen
  • go to Step 2 to obtain the failed customer’s details.

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Step 2

On the ‘Maintain Worklist� screen

  • select ‘Verification Failuresâ€� from the ‘Worklist Typeâ€� field
  • select the relevant MU number provided by your manager in the ‘Management Unitâ€� field. All the work items for the MU and work list will be displayed
  • select the relevant work list item
  • select ‘Fileâ€� on the toolbar
  • select ‘Next Functionâ€� from the options available. You will be taken to the ‘Work Management - Select Next Functionâ€� screen
  • select ‘View Applicationâ€�
  • select ‘OKâ€�. You will be taken to the ‘Applicant Detailsâ€� screen for the failed customer
  • note the failed customer’s
    • name
    • address
    • NINO
  • select ‘Continueâ€�. You will be taken to the ‘Applicant 1 Additional Informationâ€� screen
  • note the failed customer’s
    • telephone numbers.