TCM1000063 - How to set or remove the Manual Correspondence marker
Version 3.0
Changes to previous version - amended guidance at step 3.
Step 1
On the ‘Function Menu’
- select ‘Application’ on the toolbar
- select ‘Correction’ from the options available. You’ll be taken to the ‘Key Entry Data’ screen
- enter the customer’s NINO
- select the relevant checkbox
- select ‘OK’.
If you’re taken to the ‘Select Individual’ screen
- select the relevant claim
- select ‘OK’. You will be taken to the ‘Applicant Details’ screen
- go to Step 2.
If you’re taken to the ‘Select Application’ screen
- select the relevant claim
- select ‘OK’. You will be taken to the ‘Applicant Details’ screen
- go to Step 2.
If you’re taken straight to the ‘Applicant Details’ screen, go to Step 2.
Step 2
On the ‘Applicant Details’ screen
If the ‘Signals’ screen displays and none of the signals affect the action you’re taking
- select ‘OK’
- go to Step 3.
If the ‘Signals’ screen displays and any of the signals affect the action you’re taking
- select ‘Cancel’ on the ‘Signals’ screen
- select ‘Cancel’ on the ‘Applicant Details’ screen
- take no further action.
If the ‘Signals’ screen doesn’t display, go to Step 3.
Step 3
On the ‘Applicant Details’ screen
- select ‘Household’ on the toolbar
- select ‘Details’ from the options available. The ‘Household Details’ screen will display
If you want to set the ‘Manual Correspondence’ marker
- select the ‘Manual Correspondence’ checkbox
- select ‘OK’. The ‘Manual Correspondence’ marker has been set
- select the source as ‘Paper’
- select the reason as ‘NTC Error’
- select ‘OK’.
If you want to remove the ‘Manual Correspondence’ marker
- select the ‘Manual Correspondence’ checkbox to remove the tick
- select ‘OK’. The ‘Manual Correspondence’ marker has been removed
- select the source as ‘Paper’
- select the reason as ‘NTC Error’
- select ‘OK’.