Reviewing the enquiry allows you to stand back and take a
fresh look the work that has been done on the file. You can make
sure that you have done, and are doing, everything that you should
to bring the enquiry to an early close. If you identify areas you
have missed or could have done better, you should use the review as
the opportunity to take action.
Your manager will consider formal progress reviews at regular
intervals. You will be able to see which files are due for review
by checking COMPASS at the beginning of each month. All files that
are due for review in the coming month will be shown in the COMPASS
referrals list for your allocation in the case index screen of
COMPASS.
On the day the review is due you should refer the file to
your manager. At the same time you should refer the case for review
on COMPASS. To do this select the case from the referrals list, by
highlighting it and then select ‘events’ from the file
dropdown menu. You will see the outstanding review on the next
screen. It will be marked ‘action due’. Highlight the
review and click the ‘action’ button at the bottom of
the screen. Click ‘yes’ at the next prompt and you will
be taken to the referral screen. Type a brief message and allocate
the referral to your manager. When your manager has completed the
review they will amend COMPASS to show that they have
‘actioned’ the referral. ERS will automatically set a
new review date.
The Enquiry Plan (
IHTM29051) sets out the aspects of the
account considered for enquiry, whether or not they are
subsequently included in the scope of the enquiry. As the enquiry
progresses you should update the enquiry plan, so that it reflects
the current situation.
Both you and your manager should review the enquiry plan and
make sure that it is updated as necessary
