TCM1000540 - How to open and close a case on CCMIS - HMRC internal manual

TCM1000540 - How to open and close a case on CCMIS

Version 1.0

Changes to previous version - new guidance.

To open a case

open CCMIS system and select 鈥楥laimant鈥�
enter the customers details
select 鈥楽ave鈥�
select 鈥楢dd Case鈥�
enter the appropriate details on the 鈥業nitials screen鈥�
enter the appropriate year of the claim
enter the appropriate award status
enter claimant 2 details as appropriate
enter the appropriate source code
enter the appropriate risk code
enter the application ID in the NTC application ID field
select 鈥榮ave鈥�
go to the inbox
highlight the relevant case in the 鈥楥ases Pending鈥� field and assign it to yourself
select inbox from the drop down menu
select 鈥榲iew鈥�
select the 鈥業nterventions Details鈥� tab
enter today鈥檚 date in the 鈥業nterventions Started鈥� field
select 鈥楽ave鈥�

To close a case

open CCMIS system enter the claimant鈥檚 NINO in the search field
select to view case
enter the claimant鈥檚 NINO in the search field
select to view case
select the interventions tab
enter the date in the 鈥楧ate Intervention Closed鈥� field
enter the appropriate Household note the 鈥楴otes鈥� field
if there is yield to record, select the appropriate risk from the drop down 鈥楶roven Risk鈥� menu
select the 鈥楥ompletion Details鈥� tab
tick the closed box
select the enter/view adjustments button
enter the projected yield
select 鈥榓pply鈥�
select 鈥極K鈥�
enter the appropriate reason in the 鈥楶enalty Details鈥� field
enter the appropriate reason the 鈥楽ettlement Type鈥� field
select 鈥楽ave鈥�