IHTM08058 - File movements: instalment cases


You will identify a file with future instalments because the caseworker will have amended the file status ( IHTM39021) on the file cover to ‘O(Inst),’ or ‘O(S’) if there is money remaining on deposit. The file cover will be amended, in red, in the notes box to show the number of instalments outstanding and the date the next instalment is due. When you receive one of these files you should

  • change the file status on ALF ( IHTM03291) to Open (Instalment)
  • change the file allocation to the O(Inst) team
  • change the file location to the O(Inst) team
  • add all outstanding instalment dates onto ALF
  • on the Compass computer system change the file allocation to the O(Inst) team
  • on the file cover change the file allocation to the O(Inst) team
  • the file should then be sent to the O (Inst) team for your location

In each location the O(Inst) team is identified in differently

  • Nottingham – TSA8 & Central Registry
  • Belfast – BEL INST on ALF; INSTS on file covers; McGreevey on Compass
  • Edinburgh - TSA2E