TCM1000540 - How to open and close a case on CCMIS
Version 1.0
Changes to previous version - new guidance.
Step 1
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�
Step 2
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�