The Case Summary is a full page synopsis of the COMPASS (
IHTM31101) and ERS (
IHTM29101) record.
Case details
The top of the window gives brief identification details of
the case event and the allocated caseworker
Notes
PC&S caseworkers use this box as part of their file
management to record important events on a case, such as valuation
referrals, amendments and phone calls. This is used in conjunction
with the file notes as part of the file management.
Assessments
Scroll down the box to find records of all the assessments
raised on the case, by date, assessment number and status
(raised/issued/paid/repaid). You can use the option box to include
withdrawn assessments in the list.
Double click on a record to open the full assessment record.
SAGE
The brief details show you the total amounts assessed and
received, and an “at a glance” note of the balance. To
view the full SAGE (
IHTM31851) record, click on the SAGE
Trans button.
Compliance
In this box you can see the total compliance yield (
IHTM29107) so far recorded.
Designatory
This box records two dates
