PAYE103087 - Individual records: maintain individual details: work item 26 - specialist business area indicator held - name changed (Action Guide)
To clear work item 26 follow steps 1 - 11 below. This guide is presented as follows
Initial action
| 1. |
Identify if the case is Residency CRT/Expat/CPR or ‘Residency SUB CPR file case’ |
| 2. |
Check the Contact History screen to view notes and to check previous actions taken |
| 3. |
If file indicator is set go to step 4, otherwise go to step 9 |
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Residency CRT/Expat/CPR or Residency SUB - CPR file cases
| 4. |
Call for the file and change the name on the file |
| 5. |
Update any other Information sources (for example Expat database) |
| 6. |
In work management open the work item and make a note ‘name changed on file’ and where appropriate note any additional action taken |
| 7. |
Close the work item in accordance with PAYE110075 and return the file to store |
| 8. |
Update Contact History |
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Any other case
| 9. |
If the case is not a Residency CRT/Expat/CPR or Residency Sub CPR case remove the file indicator on the indicator screen |
| 10. |
In work management open the work item and make a note ‘Not a file case indicator removed’ |
| 11. |
Update Contact History |
