Page Comparison

Screen 1

• Click Create.
• Select the Intake option. 
  • The CreateManualCase screen will appear.

Screen 2

• If there are multiple application forms, click the add application form link.
• If you want new LRS applications to be created, enter the Alpha code from the application form into the Alpha Code box.
• Click Submit to create the APFs.
  
  • The ManualCaseAddDocuments screen will appear.

Screen 3

• This is where you will need to upload the documents for this case.
• Click Attach new in the Documents section.
• Either drag and drop the documents or click Select files to browse to the folder where the documents are located.
• When you've selected all the documents that you want to upload, click Attach.
  • The documents will all now appear in the Supporting Documents section.
  • You will now need to move the documents into the correct APFs.
• Click Manage in the Documents section.
• Click Reclassify to select the document type and move that document into the relevant APF.
  • You can click View to check which document you have selected.
• If the document is an Application Form, click Application for the Document type and then select the relevant APF.
• Click Submit to complete the reclassification of this document.
  • The document will move up into the Applications and live deeds section.
• Click Submit to complete the document move.
  • The application form is now in the APF.
• Click Manage to reclassify the next document.
• If the document is a Deed, click Live Deed and then the relevant APF.
  • An additional box will appear for you to enter the application type. Start typing the deed type and the list of available options will appear.
• Click Submit to complete the reclassification of this document.
  • Again the document will move into the Application forms and live deeds section.
• Click Submit again to move the document to the APF.
• Keep reclassifying until all the forms and deeds are in the relevant APFs. If there are additional documents such as death certificates or powers of attorney, these can stay in the Supporting Documents section.
• Check all the documents and APFs are correct.
• Click Submit to confirm all the APFs are visible and have documents attached.
  • A screen with this routing message will appear.
  • If you have entered alpha codes, then CMS will attempt to create LRS applications and the case will be routed to the Standard Settle workbasket where the settle process can continue as normal.
  • If you did not enter alpha codes (or if they did not work) then the case will be routed to the Intake workbasket where the intake process can continue as normal (or you can enter the details of existing LRS applications if this is a rescan situation).

Screen 1

• Click Create.
• Select First Registration.

Screen 2

• The CreateFRCase screen will appear.
• Select the appropriate Application Form type from the drop-down list.
• If there are multiple application forms, click the add application form link until you have enough on screen.
• If you need CMS to create new LRS applications then enter the Alpha code from the application form in the box and click Save.
• Click Attach new in the Documents section on the right hand side to upload the documents submitted by the agent.
  • In the dropdown list, click File from device.
• Either drag and drop the document files or click Select files to browse to the folder where the files are located.
• When you've selected all the files that you want to upload, click Attach.
  
  • The files will all now appear in the Supporting Documents section.
  • You will now need to move the documents into the correct APFs.
• Click Manage documents.
• Click Reclassify for each file that you need to move into an APF.
  • You can click View to check which file you have selected.
• If the file is an Application Form, click Application for the Document type and then select the relevant APF.
• Click Submit to complete the reclassification of this file.
  • The file will move up into the Applications and live deeds section.
• If the file is a Deed, click Live Deed and then the relevant APF. An additional box will appear for you to enter the application type. Start typing the deed type and the list of available options will appear.
• Click Submit to complete the reclassification of this file.
• Keep reclassifying until all the forms and deeds are in the relevant APFs. If there are additional documents such as plans, these can stay in the Supporting Documents section. Click Submit to finish managing the documents to return to the CreateFRCase screen.
• Check all the files and APFs are correct.
• Click Submit to confirm all the APFs are visible and have documents attached.
  • A screen with this routing message will appear.
• If you have entered alpha codes at this point, then CMS will attempt to create LRS applications and the case will be routed to the relevant Receive workbasket where the Intake process can continue as normal.
• If there is not an alpha code (or if the alpha code did not work) then the case will move to the Complete eForm application screen.
• Click the 'Please complete the eForm' link on the top right of the screen with the routing message to view the screen (or go back to your dashboard and open the case from there).
  • At this point you will need to enter as much detail as you can about the submitted documents.
    • The Application tab requires you to confirm that the form is Version 2 and to give details of the type of deed submitted.
    • The Agent tab requires you to complete details of the presenting agent.
    • The Payment tab requires you to give details of the fees and payment method.
    • The Property tab requires you to give details of the property being registered.
    • If there are multiple properties referred to in the deed, click Add a property to enter additional property details.
    • The Notification tab requires you to enter all the contact email addresses stated on the form. The email address associated with the FAS will be automatically entered.
    • The Parties tab requires you to put in all the details about the applicants and granters.
    • If there are multiple applicants or granters, click Add an applicant/Add a granter to add the details of additional parties.
    • The Plans question tab requires you to enter the Pre-registration Report Number if given on the form.
    • If there are multiple APFs, you will need to enter all of these details for APF 1 and then move onto the next APF and repeat the tabs until all of the APFs have the relevant details entered.
      • Click the arrow next to 'Application 1 of …' to enter the details for the next APF.
    • When all the details for all of the APFs have been entered, click Submit
      • A warning message will appear reminding you to enter details in ALL of the tabs.
    • If all details have been entered, click Submit.
      • The case will move to the relevant Receive workbasket and this routing message will appear.
      • The intake process can now be completed as normal.