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Contents

Official guidance
Compliance Handbook

CH600700 · The One to Many Approach: Caseflow Process

  • CH600710 · Contents: The role of Caseflow in OTM activity
  • CH600720 · How do I use Caseflow for OTM
  1. The One to Many Approach: Caseflow Process: contents
  2. The One to Many approach: Caseflow process: how do I use Caseflow for OTM

CH600720 | The One to Many approach: Caseflow process: how do I use Caseflow for OTM

From HM Revenue & Customs · Compliance Handbook

If you are partnering with RIS this process will be completed for you automatically when you request your profile.

Project Leads should work with RIS to identify the treatment group, and once selected this will be uploaded by RIS to Caseflow

If you are creating your own profile then you will need to follow the guidance for uploading the cases onto Caseflow yourself.

Detailed end to end guidance can be found on the OTM Caseflow Sharepoint site which will provide an overview for all involved into the actions needed to be taken whether you are using RIS or your own resource.

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