TCM0152080 - Notes - recording and viewing: Application Notes and Household Notes - correct completion (AG)

To add a note in Application Notes or Household Notes, consider steps 1 to 4.

Step 1

If you바카라 사이트™re adding

  • an Application Note, follow the guidance in TCM0152040.
  • a Household Note, go to Step 2.

Step 2

To add a Household Note, use Function MAINTAIN HOUSEHOLD NOTES

  • enter the customer바카라 사이트™s NINO in the Key Entry Data screen
  • select the 바카라 사이트˜Latest바카라 사이트™ checkbox
  • select [OK]. You바카라 사이트™ll be taken to the Maintain Household Notes screen
    then
  • select [Add Note]. You바카라 사이트™ll be taken to the Add Note screen
    Note: If there isn바카라 사이트™t enough space to enter a new note, follow the guidance in TCM0152100.
  • enter today바카라 사이트™s date in the Event Date field
    Note: The date in the Event Date field will always be the same as the date in the Creation Date field.
  • select the appropriate category from the Select Category drop down menu
    then
    • If the note is to be marked as a retained note, go to Step 3.
    • If the note isn바카라 사이트™t to be marked as retained, go to Step 4.
      Note: You can only mark a note as retained if you have the appropriate level of access, and you work in one of the following areas
      • Customer Service and Support Group (CSSG)
      • Appeals
      • Compliance
      • Debt Management Group
      • Persons From Abroad.

Step 3

Before you mark the note as retained, you must consider the following

  • Does the information you바카라 사이트™re entering need to be kept permanently?
  • Will other areas need to be aware of this information before conducting any action on a claim?
  • Is this note essential to the correct processing of the claim (for example, residency or compliance issues)?
    • If any of the circumstances apply, mark the note as retained by selecting the Retained Note checkbox. Go to Step 4.
    • If none of the circumstances apply, don바카라 사이트™t mark the note as retained. Go to Step 4.

Step 4

Enter the main text of the note. The note must be

  • prefixed with the effective date
    Note: The effective date you use must be the date the change or amendment actually happened or the date you were notified of the change. If it isn바카라 사이트™t possible to use any of the above dates, then the date the correspondence was received or the tax year the note relates to must be used to prefix the note.
  • taken from the Action Guide you바카라 사이트™re working from
    or, if there is no note
  • you must check Standardised Messages to check if there바카라 사이트™s a message appropriate to your action
    Note: If you바카라 사이트™ve used a standardised message, prefix the message with the effective date. If you바카라 사이트™re entering a standardised message with the code at the end of the message, you바카라 사이트™ll be unable to prefix the message with an effective date. In these cases, you must enter the effective date at the end of the standardised message after the code.
    Note: The Household Note must convey the action you have taken, for example
    바카라 사이트˜031007 Complaint Correspondence received or 2004/05 System Estimated Income amended by CR2222바카라 사이트™
    • If there is a message appropriate to your action, follow the guidance in TCM0154060
    • If there isn바카라 사이트™t a message appropriate to your action, record the following information
      • details of any enquiry you have made or received
      • who you contacted for the information, or who contacted you with the information
      • the details of the information you have requested, or the information that you바카라 사이트™ve received.
  • If you바카라 사이트™ve been notified of a change of circumstances, you must record
    • the details of what has changed
    • the details prior to the change
      and, if known
    • the effective date of the change
      or, if not known
    • the date you were notified of the change.
  • If you바카라 사이트™re issuing a non-automated letter or form, you must record your details in the following format
    • Customer Processing - Form (number) or letter issued /CP Number/Grp Number/Task/Building/Floor or Room/PID바카라 사이트™
    • Compliance - Form (number) or letter issued/ CxHx/PID/telephone number
  • In any other case, you must record your details in the following format
    • Customer Processing NW & NE - 바카라 사이트˜CP Number/Grp Number/Task/Building/Floor or Room/PID바카라 사이트™
    • Compliance - 바카라 사이트˜CxHx/PID/telephone number바카라 사이트™
      then, once you have completed your action
  • select [OK].