CH203530 - How to do a compliance check: recording information: retaining voicemail messages

When you receive a voicemail in relation to a compliance check you are working on, you must record the interaction on Caseflow.

As well as receiving the voicemail in Teams, you will automatically be sent an email. The email will contain a file which is a clip of the voicemail.

Once you have listened to the recording and read the transcript in the email, you must record any relevant information as an interaction in Caseflow or the relevant case management system used in your business area.

To comply with UK GDPR you must delete the email and voice recording on Teams once you have recorded the relevant information. You must not upload the email to the document store in Caseflow or any other document location.