There are a number of drop-down options which enable you to access and make various amendments to the COMPASS records.
| Summary | As accessed by the case index ( IHTM31112) |
| Allocate | As accessed by the case index |
| Refer | This enables you to refer a case record, usually when you send the file to your manager to authorise a repayment ( IHTM31603). |
| Status | You can review and amend the case status (open, closed, instalment, future) |
| Link | You can link numerous case records together |
| Events | This page shows a chronological list of the events which occurred on COMPASS, such as issue of assessments, during the life of the case. You will also use this page to action ERS reviews (IHTM29113) and refer them to your manager as necessary. |
| Delete | Usually this is disabled, but if you have use of the option you will be able to delete individual records. |
| Outline | (You can also access this through the branch-picture icon) This is one of the most useful functions available on COMPASS. It will give you an overview of the Entries ( IHTM31011) at your estate and a brief summary of what types of assets and liabilities are recorded under each title. By using the left and right mouse buttons you can enter records quickly to amend them, or create or delete records. |
