The first progress review takes place 6 months after the
’enquiry’ (
IHTM29000) is opened and subsequent
reviews set at six monthly intervals until the Enquiry is closed.
At each review you should consider the progress of all the
sub-files that are open at the time of the review.
Reviews are primarily undertaken by the caseworker. But your
manager must also see the file at the 12, 24, 30 and 36-month
reviews and may ask to see the file at any stage.
There are a series of progress review forms (PR forms) (
IHTM32060) that you must complete when
you carry out the reviews. These forms must be kept with the
enquiry plan (
IHTM29000) on your file.
For death enquiries the progress reviews are controlled by
the Enquiry Reporting System (ERS) (
IHTM29000). The review date is set
automatically when the ERS record is created. This reminds
caseworkers of the reviews due on their files and provides managers
with a method of monitoring the position.
For lifetime and settlement files, ALF (
IHTM03000) should continue to be used
to set the progress review dates.
In both cases you should note the progress review dates on
the enquiry plan.
