TCM1000037 - How to use Digital Mail Service (DMS)

(This content has been withheld because of exemptions in the Freedom of Information Act 2000)

Step 1

In 바카라 사이트˜My Services바카라 사이트™

  • select 바카라 사이트˜Corporate Services바카라 사이트™
  • select 바카라 사이트˜Tools바카라 사이트™
  • select 바카라 사이트˜Digital Mail Service바카라 사이트™
  • go to Step 2.

Step 2

  • access Digital Mail Service using your log in details (PID and Password)
  • go to Step 3.

Step 3

If you are dealing with a new work item, go to Step 4.

If you are dealing with a 바카라 사이트˜return to user바카라 사이트™ expired BF, go to Step 5.

If you are searching for returned correspondence, or dealing with an expired BF, go to Step 6.

Step 4

  • select 바카라 사이트˜Get Next Unassigned Task바카라 사이트™ to acquire the next document
  • select 바카라 사이트˜Related Items바카라 사이트™ to check for additional documents

If no further related items are shown, go to Step 7.

If further related items are shown

  • select a related work item
  • select 바카라 사이트˜Acquire Task바카라 사이트™ to acquire the item
  • go to Step 7.

Step 5

  • select 바카라 사이트˜my items바카라 사이트™ to view pending assigned items
    Note: Any cases that were BF 바카라 사이트˜return to user바카라 사이트™ will appear here from the date that the BF has expired.
  • select the relevant work item
  • go to Step 7.

Step 6

Check for expired BF or search for returned correspondence.

  • select 바카라 사이트˜Search바카라 사이트™ and enter 바카라 사이트˜Customer ID바카라 사이트™ (NINO without the final letter)
  • make note of any items found
  • select 바카라 사이트˜Acquire Task바카라 사이트™ to acquire the item
  • select 바카라 사이트˜Related Items바카라 사이트™ to check for additional documents.

If further related items are shown

  • select a related work item
  • select 바카라 사이트˜Acquire Task바카라 사이트™ to acquire the item
  • go to Step 7.

If no further related items are shown, go to Step 7.

Step 7

Check to establish if the correspondence relates to your work area.

If the correspondence relates to your work area

  • return to the guidance that you were previously following
  • take relevant action
    then
  • return to this guidance.

If the correspondence relates to an alternative work area, go to Step 8.

When all relevant action is complete

If you are required to redirect the document, go to Step 8.

If you are required to BF the document, go to Step 9.

If you are required to close the document, go to Step 10.

Step 8

If you are required to redirect the document using DMS

  • establish the correct queue for the document. (This content has been withheld because of exemptions in the Freedom of Information Act 2000)
  • update DMS notes to show a category redirection
  • select the relevant category from the 바카라 사이트˜Category바카라 사이트™ drop down menu
  • select 바카라 사이트˜Change Category바카라 사이트™
  • end of action.

If you are required to redirect the document manually

  • print the document from DMS
  • update DMS notes to show a manual redirection
  • go to Step 10.

Step 9

Where you are required to BF the case

  • record actions taken using the DMS notes function
  • select the relevant date from the 바카라 사이트˜BF return date바카라 사이트™ calendar
  • select the 바카라 사이트˜return to user바카라 사이트™ checkbox if directed by your business area
  • select 바카라 사이트˜send item to BF바카라 사이트™
  • end of action.

Note: You must always add a DMS note before placing a document on BF. A BF can only be set for a maximum of 12 months.

Step 10

Where all required action is complete

  • record actions taken using the DMS notes function if applicable
  • amend the 바카라 사이트˜Retention policy바카라 사이트™ to 7 years
  • select 바카라 사이트˜Next Action바카라 사이트™
  • select 바카라 사이트˜Send to Close바카라 사이트™ from the 바카라 사이트˜Choose next steps바카라 사이트™ menu
  • select 바카라 사이트˜Finish바카라 사이트™
  • end of action.