TCM1000038 - How to refer a case to the International Claims IN team
Version 1.0
Changes to previous version - new guidance.
Step 1
On the 鈥楩unction Menu鈥�
- select 鈥榃orklists鈥� from the toolbar
- select 鈥楳aintain鈥�. You will be taken to the 鈥楳aintain Worklist鈥� screen
- select the relevant 鈥榃orklist Type鈥� drop down menu
- select the relevant MU from the 鈥楳anagement Unit鈥� drop down menu
- select 鈥楽ort Filter鈥�. You will be taken to the 鈥楽ort and Filter Worklist Entries鈥� screen
- select 鈥楻EFERENCE鈥� from the drop down list under 鈥榝ilter 1鈥�
- enter the customer鈥檚 NINO into the 鈥楩rom Value鈥� field
- enter the customer鈥檚 NINO into the 鈥楾o Value鈥� field
- select 鈥極K鈥�. You will be taken to the 鈥楢MBS - Maintain Worklist鈥� screen
- select the case
- select 鈥楾ransfer鈥�. You will be taken to the 鈥楾ransfer Worklist Entry鈥� screen
- enter the MU you are transferring the case to
- select 鈥極K鈥�.