IHTM08054 - File movements: allocating and reallocating cases

All cases received in TSB need to be allocated on the ALF ( IHTM03291). This is essential for the

• ability to locate cases
• production of accurate management information

Each day you will receive several files requiring allocation. You should

In Nottingham only

• notify the TSB Manager or Divider of the number of these cases received
• the TSB Manager will give direction on the number of cases to be allocated to each team
• divide the files between the teams according to this direction

In all offices

• allocate the files for each team on ALF
• change the location of each file on ALF to the team location, for example TSB3W where the new team is TSB3
• deliver the files to the new team

ALF

The ALF computer system is used to identify which person or team is currently responsible for each file. Files are given allocation codes according to the type of case

• death files are allocated to the ‘X’ allocation for that team
• non-death files are allocated to the ‘Y’ allocation for that team

You should only re-allocate a file if it is to be permanently worked in another team or another part of the office.