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 ‘Claimant’
- enter the customers details
- select ‘Save’
- select ‘Add Case’
- enter the appropriate details on the ‘Initials screen’
- 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 ‘save’
- go to the inbox
- highlight the relevant case in the ‘Cases Pending’ field and assign it to yourself
- select inbox from the drop down menu
- select ‘view’
- select the ‘Interventions Details’ tab
- enter today’s date in the ‘Interventions Started’ field
- select ‘Save’
Step 2
To close a case
- open CCMIS system enter the claimant’s NINO in the search field
- select to view case
- enter the claimant’s NINO in the search field
- select to view case
- select the interventions tab
- enter the date in the ‘Date Intervention Closed’ field
- enter the appropriate Household note the ‘Notes’ field
- if there is yield to record, select the appropriate risk from the drop down ‘Proven Risk’ menu
- select the ‘Completion Details’ tab
- tick the closed box
- select the enter/view adjustments button
- enter the projected yield
- select ‘apply’
- select ‘OK’
- enter the appropriate reason in the ‘Penalty Details’ field
- enter the appropriate reason the ‘Settlement Type’ field
- select ‘Save’