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 ‘Worklist� on the toolbar
- select ‘Maintain� from the options available. You will be taken to the ‘Maintain Worklist� screen
- select ‘Verification Failures� from the ‘Worklist Type� field
- select the relevant MU number provided by your manager in the ‘Management Unit� field. All the work items for the MU and work list will be displayed
- select the relevant work list item
- select ‘File� on the toolbar
- select ‘Next Function� from the options available. You will be taken to the ‘Work Management - Select Next Function� screen
- select ‘Manage Ver Failures�
- select ‘OK�. You will be taken to the ‘Manage Verification Failures� screen
- select the relevant verification failure
- select ‘Investigate�. You will be taken to the ‘Investigate Verification Failure� screen where details of the existing customer will be shown
- in the ‘Matching Award Details� field, note the existing customer’s
- surname
- forename
- NINO
- address
- select ‘OK�. You will be taken back to the ‘Manage Verification Failures� screen
- select ‘Cancel�
- when a warning message displays, select ‘Yes�. You will be taken back to the ‘Maintain Worklist� screen
- go to Step 2 to obtain the failed customer’s details.
Step 2
On the ‘Maintain Worklist� screen
- select ‘Verification Failures� from the ‘Worklist Type� field
- select the relevant MU number provided by your manager in the ‘Management Unit� field. All the work items for the MU and work list will be displayed
- select the relevant work list item
- select ‘File� on the toolbar
- select ‘Next Function� from the options available. You will be taken to the ‘Work Management - Select Next Function� screen
- select ‘View Application�
- select ‘OK�. You will be taken to the ‘Applicant Details� screen for the failed customer
- note the failed customer’s
- name
- address
- NINO
- select ‘Continue�. You will be taken to the ‘Applicant 1 Additional Information� screen
- note the failed customer’s
- telephone numbers.