TCM1000540 | How to open and close a case on CCMIS

From HM Revenue & Customs · Tax Credits Manual

Version 1.0

Changes to previous version - new guidance.

Step 1

To open a case

open CCMIS system and select ‘Claimant’
enter the customers details
select ‘Save’
select ‘Add Case’
enter the appropriate details on the ‘Initials screen’
enter the appropriate year of the claim
enter the appropriate award status
enter claimant 2 details as appropriate
enter the appropriate source code
enter the appropriate risk code
enter the application ID in the NTC application ID field
select ‘save’
go to the inbox
highlight the relevant case in the ‘Cases Pending’ field and assign it to yourself
select inbox from the drop down menu
select ‘view’
select the ‘Interventions Details’ tab
enter today’s date in the ‘Interventions Started’ field
select ‘Save’

To close a case

open CCMIS system enter the claimant’s NINO in the search field
select to view case
enter the claimant’s NINO in the search field
select to view case
select the interventions tab
enter the date in the ‘Date Intervention Closed’ field
enter the appropriate Household note the ‘Notes’ field
if there is yield to record, select the appropriate risk from the drop down ‘Proven Risk’ menu
select the ‘Completion Details’ tab
tick the closed box
select the enter/view adjustments button
enter the projected yield
select ‘apply’
select ‘OK’
enter the appropriate reason in the ‘Penalty Details’ field
enter the appropriate reason the ‘Settlement Type’ field
select ‘Save’