IHTM03040 - What is recorded on the file cover: COMPASS/Account
File creation staff will date and initial the first COMPASS (IHTM31101) box at the time they create the COMPASS record and data-capture the form IHT400. You will need to date and initial the remaining boxes when the case is closed on COMPASS and the Sage record balances.
If you re-open a case on COMPASS you will need to date and sign the ‘open’ box. You must remember to date and initial the box when you close the record again.