TCM1000175 - How to obtain the customer’s telephone number when the claim is pre-award
Version 2.0
Changes to previous version - amended guidance.
Step 1
If you are working a work list entry, go to Step 3.
If you aren’t working a work list entry, go to Step 2.
Step 2
On the ‘Function Menu’
- select ‘Application’ on the toolbar
- select ‘Capture Current’ from the options available. You’ll be taken to the ‘Key Entry Data - Applicant’ screen
- enter the customer’s NINO
- select ’OK’. You’ll be taken to the ‘Applicant 1’ screen
Note: If the ‘Signals’ screen displays, select ‘OK’.
- any telephone numbers we hold for the customer will be shown in the ‘Telephone Number’ fields
- if you need to find a telephone number for customer 2
- select ‘Continue’. You’ll be taken to ‘Applicant 2 Additional Information’ screen
- any telephone numbers we hold for the customer will be shown in the ‘Telephone Number’ fields.
Step 3
On the ‘Maintain Worklist’ screen
- select ‘File’ from the toolbar
- select ‘Next Function’. You’ll be taken to the ‘Work Management - Select Next Function’ screen
- select ‘View Application’. You’ll be taken to the ‘Application Summary’ screen
- select ‘Continue’. You’ll be taken to ‘Applicant 1 Additional Information’ screen
- any telephone numbers we hold for the customer will be shown in the ‘Telephone Number’ fields
- if you need to find a phone number for customer 2
- select ‘Continue’. You’ll be taken to ‘Applicant 2 Additional Information’ screen
- any phone numbers we hold for the customer will be shown in the ‘Telephone Number’ fields.