When you have completed your action on a case, all assessments
are paid and you have checked the SAGE (
IHTM31895) record, you can close your
file (IHTM39711).
When you close the case status on ALF (
IHTM03291) to
the Compass status will automatically be amended within a few
days. If there is a problem with unbalanced money over de minimis
limits on the accounting record, Nottingham Cashiers will send you
a transaction printout within 5 working days.
Instalment cases
The case status will remain as open in O(S) cases, where
there is money on deposit against future instalments. TSA8 will
change the status when the deposit is utilised.
Well known persons
If you decide, in consultation with the Secure Cases
portfolio holder (
IHTM03342), that the deceased was
sufficiently famous to retain the file, set the case as
“VIP” on the Case Status window (accessed by clicking
on File, Status).
Possible problems
COMPASS will not change the status from Open if
or
In each case, COMPASS will alert you that there are open events
to be dealt with when you try to change the case status.
If there are assessment groups that have not been assessed,
for example because they are entirely exempt, you must raise nil
assessments and then pay (
IHTM31211) them. You will then be able
to amend the record status.
Sometimes you may be asked if you want to continue to change
the case status as there have been amendments since the last
assessment was raised.
Case closed
Once the case is closed or set as a future case, you cannot
input any amendments or raise any assessments. To do this you need
to change the status back to Open. You can do this through the
COMPASS windows, but the status will automatically return to the
ALF position in a few days unless you change that too.
Remember to return the case status to Closed or Future once
the assessment is paid.
