This page has some information about LR model CMS platform. How to login, what you see on the first screen and what the case IDs mean.

How to login to CMS

A shortcut to the CMS is available via RoS Apps in your browser
- There is a bookmark in the RoSApps list for CMS.
- Use Chrome (as there are display issues when viewed in Internet Explorer).
Login using the same username and password as for accessing your computer.

What you see when you login to CMS

When you login to CMS, the first screen you will see is "My Assignments".
- This screen will show all the cases that you have currently taken on.
- In most cases this will be blank but if you have any cases that you are waiting to Despatch or haven't settled for any reason, then these will appear on this screen.
- Clicking a Case ID link on your My Assignments page will take you to the relevant Case Details screen for that case.
- Clicking "Next Assignment" at the top of the screen will assign the next case to you and this will appear on your My Assignments screen.
- You can sort/filter the cases by clicking the filter marker by each of the categories.
At the top right corner of the screen you should see your name. If you click on this you will be given 4 options:
- Switch Apps - allows you to switch between the FR-CMS platform (for older FR cases) and the LR-CMS platform (for DW and Accelerated Flow FR cases) or to a Team Leader profile (if appropriate).
- Profile - shows your contact details, a link to your TL's profile, the list of groups that you are assigned to, etc.
  - There is also a tab to show work assigned to you and a tab called "Pulse" which shows the Case Collaboration notes that you have posted on cases.
- System Info - shows details about the version of CMS in use.
- Log off - closes your session on CMS.
On the left hand side of the screen you will see 6 options:
- My Assignments - takes you back to your My Assignments page from wherever you are in CMS.
- Pending Referrals - shows you a list of all the cases that you have referred and their current location.
- Search - takes you to the search function.
- Self service - takes you to your profile (as described above).
- CMS News - informs you of any planned updates and times that CMS will be inaccessible.
- Get Help - links to RoSNow knowledge and ways to get help with CMS.
There are additional options if you have Team Leader access:
- My team's assignments - shows a list of the cases that your team has taken on
- Reports - shows a list of different reports on cases.
- Bulk actions - Allows you to change aspects of multiple cases at a time. (e.g. effective date of receipt update).
Below this is a section titled "Recent" that shows links to the last five cases that you have worked on or looked at.
- This allows you to quickly go back to a previous case.
When you are viewing a case then below your name at the top right you will see an "Actions" drop down list.
- For LR cases the Actions list has the following options:
  - Refresh - refreshes the information to do with that case (e.g. if you are viewing a case that someone else is settling).
  - Refer - allows you to refer a case as per the relevant referral processes.
  - Transfer - allows you to transfer the case to yourself or to others on CMS.
  - Add applications - allows you to add details of LRS applications that have been created separately (e.g. if the deed is over more than 1 title).
  - Remove applications - allows you to remove details of LRS applications that have been created together incorrectly.
  - Ungroup APFs - allows you to move APFs out of the current LR case and either into a new standalone LR case or into a different existing LR case.
  - Reject - allows you to begin the rejection process.
  - Internal closure - allows you to close/cancel a case. (Usually only necessary in the case of a re-scan).
  - Add case association - allows you to associate a case with another open case.
  - Remove case associations - allows you to remove an association if cases have been associated incorrectly.
  - Amend date of receipt - allows you to change the Date of Receipt. (Usually only necessary in the case of a re-scan).
  - Pend - allows you to put a case into Standover (e.g. for ROI hits).
  - Synchronise with LRS - allows you to ensure that any changes that you make to an LRS application (title number, UID, etc) are also updated in CMS.
  - Perform LBTT Check - allows you to amend the status of the LBTT check.
  - Change product type - allows you to change the product type of the case (Dealing with Whole, First Registration, Transfer of Part).
  - Change category - allows you to update the LRS category that CMS has recorded and uses to check the LRS details match.
  - Change assigned wquad - allows you to move the case into a squad if appropriate.
  - Transfer - allows you to transfer the case to yourself or to others on CMS.
- For INT cases a subset of these actions is shown:
  - Refresh, Reject, Internal closure, Amend date of receipt, Change product type, Change assigned squad and Transfer.
- There is more guidance for each of these actions in the CMS Resources section.

Also when viewing a case you will notice a "Close" button beside "Actions". This closes the current screen and takes you back to "My Assignments".
On the bottom right you will find all the submitted documents.
- You have the option to Add New documents (e.g. referral forms, ROI hits or other correspondence).
- You have the option to Manage the documents (e.g. to add types, subtypes, significant dates and more information for the supporting documents).
  - There is more guidance for managing documents in the CMS Resources section.
Above the Documents section is a link to the Plan Viewer so that you can view the cadastral map and search for this title.
You are able to save your progress on a case by clicking the Save button at any point.
You can cancel an action by clicking Cancel.
Workbaskets contain the queue of submitted applications.
- There are different workbaskets for different tasks.
- You will only have access to the workbaskets necessary for your role.
- If you are not a Team Leader but want to see the number of cases in a workbasket, click on Profile (either the link on the left hand side of the screen or under your name at the top of the screen).
  - In the "My Workbaskets" section of this screen, you will see the workbasket(s) that you are allowed to access and the number of cases in each workbasket.
  - NB: This is the FULL total of available cases and is NOT your allocation.

Types of CMS Cases

INT (with DW product type): If the Case ID begins with INT, has a 'Dealings with whole' product type and no LRS details on screen then you will be shown the DW intake screens. You will need to create LRS application(s) manually once you have checked the deeds and forms are valid. Once you enter details of the LRS application(s) then an LR case will be created.
- There are some INT cases where CMS has auto-created the LRS application but caseworkers are required to check something before it becomes an LR case.
  - If it has an INT Case ID but has LRS application details on screen and is at the LBTT Check screen then all you will need to do is check the LBTT. (Remember to enter the tax record number in both CMS and LRS). After that, it will become an LR case and will automatically route to the Standard Settle workbasket.
  - If it has an INT Case ID but has LRS application details on screen and is at the Intake Checks screen then you will need to check that the documents are valid and confirm that the new case should group to the existing LR case that CMS has automatically identified. It will then become part of that existing case.
  - For more details on these types of cases check the Standard Dealings intake process.
- INT (with FR product type): If the Case ID begins with INT and has a 'First Registration' product type then you will be shown the First Registration intake screens. Usually you will need to create an LRS application manually once you have checked the deeds and forms are valid. Once you enter details of the LRS application(s) then an LR case will be created.
- BF: If the case ID begins with BF then this is a "Batch Failure" and there has been a problem when creating this case. Contact a Business Lead if you need to process a BF case ID.
LR (with DW product type): If the Case ID begins with LR and has a 'Dealings with Whole' product type then LRS application(s) matching the Case Details will have been created for you. You will be shown the DW legal settle screens.
- CMS uses the Alpha code on the application form to auto-create the LRS applications.
- All LR cases also have associated INT cases so if you search for a specific title or application number you may notice these cases in the search results. These will be read-only resolved cases.
- For more details on these types of cases check the Standard Dealings legal settle process.
LR (with FR product type): If the Case ID begins with LR and has a 'First Registration' product type then it may be one of two types of cases.
- It may be a DW case that has been associated/attached to an existing FR case. You will be shown FR legal settle screens.
- It may be an Accelerated Flow FR case. The relevant LRS applications will have been created and you will be shown the FR plans and legal process screens.
- All LR cases also have associated INT cases so if you search for a specific title or application number you may notice these cases in the search results. These will be read-only resolved cases.
- For more details on the plans steps for these types of cases check the Accelerated Flow FR plans process
- For more details on the legal steps for these types of cases check the Accelerated Flow FR Legal process
LR (with TP product type): If the Case ID begins with LR and has a 'Transfer of Part' product type then this is a DW case that has been associated/attached to an existing TP case. You will be shown the DW legal settle screens (with some customisations).
DIS: If the Case ID begins with DIS then this is a Digital Discharge (DDS application) and you should follow the DDS Process Steps to complete these cases.
REG: If the Case ID begins with REG then this is an older First Registration case on the FR-CMS.

The information on this page relates to the LR CMS For guidance relating to the original CMS platform, see CMS Quick Reference.

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