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 ‘Function Menu’

  • select ‘Worklists’ from the toolbar
  • select ‘Maintain’. You will be taken to the ‘Maintain Worklist’ screen
  • select the relevant ‘Worklist Type’ drop down menu
  • select the relevant MU from the ‘Management Unit’ drop down menu
  • select ‘Sort Filter’. You will be taken to the ‘Sort and Filter Worklist Entries’ screen
  • select ‘REFERENCE’ from the drop down list under ‘filter 1’
  • enter the customer’s NINO into the ‘From Value’ field
  • enter the customer’s NINO into the ‘To Value’ field
  • select ‘OK’. You will be taken to the ‘AMBS - Maintain Worklist’ screen
  • select the case
  • select ‘Transfer’. You will be taken to the ‘Transfer Worklist Entry’ screen
  • enter the MU you are transferring the case to
  • select ‘OK’.