CISR91040 - Office Manager Guide: Debt Management & Banking (DMB)

Tasks undertaken by this team

CIS Unit (Shipley)

Members of this team deal with the following CIS tasks

• dealing with bulk verification requests
• contacting contractors to resolve exceptions for a range of work items. These include

• logging and capture of nil monthly returns (in complaint cases)
• processing returns with printer friendly continuation sheets
• investigating orphan continuation sheets

Banking Units

Members of this team bank subcontractor deductions and allocate them to BROCS.

Debt Management Telephone Centre

Members of these teams pursue contractors by telephone for all outstanding returns.

Debt Management Offices

Members of these teams deal with outstanding returns.

Network Group

Members of this team respond to enquiries from contractors before debts or outstanding returns are referred to IDMS for recovery.

Tracing Units

Members of these teams handle RLS items.

CISR user roles required by this team

CIS Unit (Shipley)

On the CIS Unit (Shipley) team staff should be allocated the following core and work management roles

• CISR Worklist Processor
• CISR Capture and Worklist Proc
• CISR Returns Exception Handler, and
• CISR Verification Processor

These roles allow staff to deal with the following CIS tasks

• identification of customers and authentication of contacts
• returns exceptions
• bulk verifications - 10 or more subcontractors
• updates to customer details
• requests to issue pre-populated returns
• corrections to returns
• returns with printer friendly continuation sheets
• orphan continuation sheets

To carry out some, or all, of these tasks a team member may need to view a customer's CIS record. They may also need to view or check details of previous contacts with the customer (or customer's representative).

Debt Management

On the Debt Management team staff should be allocated the CISR Pursuit Officer role. This allows them to deal with the following CIS tasks

• identification of customers and authentication of contacts
• issue replacement pre-populated returns
• manually log and capture nil returns
• update customer details

To carry out some or all of these tasks a team member may need to view a customer's CIS record. They may also need to view or check details of previous contacts with the customer (or customer's representative).