IHTM29110 - Enquiry Reporting System (ERS): closing the ERS record

You must check that all adjustments and yield recorded (now or earlier) are relevant and correct before you close the ERS record.

Cross-check that the yield shown on screen makes sense compared to the amounts you have assessed. Remember that this may not always be an exact match as there may be non-yield adjustments.

When you are sure that all the information has been entered accurately, you should click on the ‘Enquiry Settled’ box. Click on ‘Close’ to return to the Case Index screen.

• Once an Enquiry Record is settled you cannot re-open it.
• If, subsequently, a further adjustment for yield comes to light, you will need to set up a new ERS record.
• If there has been an error and the ERS record has been closed showing too much yield, refer the file with an explanatory note to the Products and Process Team. Say how much adjustment is required and how the error has arisen.
• When you open a second or later enquiry, all the adjustment records for the file will appear on the first screen. If you highlight the relevant enquiry and click on ‘View’, you can look at everything that was done during an earlier enquiry. But, you cannot alter any of the fields.