TCM1000337 - How to obtain details that are on the Free Format screen

Version 1.0

Changes to previous version - new guidance

Step 1

On the ‘Function Menu’

  • select ‘Application’ on the toolbar
  • select ‘Change of Circumstances’ from the options available. You will be taken to the ‘Key Entry Data’ screen
  • enter the customer’s NINO
  • select the ‘Latest’ checkbox
  • select ‘OK’. You will be taken to the ‘Applicant Details’ screen

Note: If the ‘Signals’ screen displays, select ‘OK’.

  • select ‘View’ on the toolbar
  • select ‘Apply Free Format’ from the options available. You will be taken to the ‘Apply Free Format’ screen where any details recorded on the ‘Free Format’ screen will be shown.