ADDM221 - ADD user guidance: address trace (action guide)


To search for an address using the Access to DWP Data (ADD) system and to view the occupancy history for successful address matches, consider steps 1 to 8 below. The guide is presented as follows

Initial actionStep 1
Address TraceSteps 2 - 4
Address ResultsStep 5
Occupancy history searchStep 6 - 8

Initial action

1.In the ADD Home screen, to get to the Address Trace screen
  • Click on the Person Trace hyperlink
  • Click on the Address Trace hyperlink

Then

  • Go to step 2

Address Trace

2.To trace a customer by their address, complete a combination of the following fields
Note: If the Post Code is not known, the minimum data entered must be at least 2 of the remaining fields
  • Post Code
  • Building Name / Number
  • Street
  • Town

Then

  • Click on the [Search] button. If the trace is
    • Successful, go to step 3
    • Unsuccessful, go to step 4
Note: The quickest way to trace is by using the building name or number and postcode
3.If the search is successful, the Address Trace screen will redisplay showing two additional sections
  • Address Results

And

  • Occupancy History Search

Note: The Occupancy History Search results are defaulted to the day the trace is made

  • To view the Address Results section, go to step 5
  • If you want to search for the occupancy history of one of the records held in the Address Results section, go to step 6
4.If the search is unsuccessful
  • Click on the [Clear] button to delete the previous entry details

And either

  • Re enter a new combination in the Address Trace screen and then click on the [Search] button again

Or

  • Click on the Home hyperlink to end the search and go back to the ADD Home screen

Address Results

5.Successful address searches will be shown in the Address Results section of the Address Trace screen
  • Use the scroll bar to scroll down to the Address Results section
  • If multiple results are displayed, you will need to scroll through the results to find the correct match

Note: The address and post code will display the entry details that were used to perform the address search. Once an address has been viewed these details are removed from the screen

  • If you want to view the occupancy history of a particular address, click on the Address hyperlink results you want to view. You will be taken to the Occupancy History screen which will display the current occupants of the address
  • To search for previous occupants, enter dates in the Occupancy Dates fields for the period you need to search for
  • If you want to refine the occupancy history address search
    • Click on the Address Trace hyperlink to go back to the Address Results section

Then

  • Go to step 6

Occupancy history search

6.If you want to refine the occupancy history search or search for previous occupants using personal information rather than an address, complete the following fields in the Occupancy History Search section of the Address Trace screen
  • Benefit Type. Use the drop down menu to select the relevant benefit type from the benefit options available
  • Date Range
    • If you do not enter any dates, the screen will display details of all occupants on record who have lived at that address
    • If you enter both a ‘To’ and ‘From’ date, the screen will display all occupants who have lived at that address between the dates entered
    • If you enter just a ‘From’ date you will receive an error message stating the data has been entered in an invalid format. You will need to either delete the ‘From’ date or enter an ‘End’ date to conduct a trace
  • Surname (mandatory field)
  • Forenames

Then

  • Click on the Address hyperlink you want to search for in the Address Trace section. If the search is
    • Successful, go to step 7
    • Unsuccessful, go to step 8
Note: The following combination of fields must be completed in the Occupancy History Search section of the Address Trace screen
  • Surname
  • Surname and Forename
  • Surname Wildcard and Forename
  • Surname and Forename Wildcard
7.If the search is successful
  • Select the NINO of the customer you want to view. You will be taken to the Account Summary screen. Follow the guidance in Account Summary ( ADDM206)
Note: In the Occupancy History Results screen you will be able to view the current and historic business interests information associated with each result record. This information will be presented in the form of a ‘pop-up’ window which is displayed when you hover the mouse over the ‘Interests’ link. The Interests pop-up window displays a list of business interests associated with that individual. Items with a light grey background are current business interests: items with a dark grey background are historic
8.If the search is unsuccessful, the message ‘No records found’ will be displayed
  • Click on the [Clear] button in the Occupancy History Search section to delete all the previous key personal data details

And either

  • Re enter new personal key data in the Occupancy History Search section and then click on the [Search] button again

Or

  • Click on the Home hyperlink to end the search and go back to the ADD Home screen
Notes:
1. The benefit types are detailed in alphabetical order
2. Only the first and second forename, if applicable are required

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