If you are looking for guidance about grouping from LR cases, please follow this link to the Grouping and ungrouping cases page.
Auto-grouping
Sometimes you will be presented with an INT case at the Intake Checks screen with LRS application details showing. This is an "auto-grouping" case where you are only required to confirm that the documents are valid before allowing the case to group to an existing open case which CMS has already identified. In these cases:
- You will be presented with the Intake Checks screen.
- Perform the basic intake checks - deeds are valid, form and deed match, payment type is correct, etc.
- If the new case is acceptable then click Yes and Submit.
- CMS will move on to the final intake screen, showing details of the existing case that CMS has identified for grouping purposes.
- Click Lookup Case to check the details of the existing case.
- Be aware that sometimes the CMS case has been left open by mistake even though the case is settled. In these cases, do not allow the new case to group to the existing case.
- If you are sure that the new case should be grouped to the existing case then:
- Check where the existing case is on CMS and LRS.
- Take on the LRS application for the new case then, re-categorise and tidy up the workdesk as necessary.
- Release the LRS application to the appropriate location.
- In CMS, click Submit and this new case will be grouped to the existing case.
- This is the end of your involvement in this case.
- If you think that the new case should should be grouped to a different existing case then:
- Check where the existing case is on CMS and LRS.
- Take on the LRS application for the new case then, re-categorise and tidy up the workdesk as necessary.
- Release the LRS application to the appropriate location.
- In CMS, enter the details of the correct LR case and then click Submit.
- This is the end of your involvement in this case.
- If you think that the new case should not be grouped at all then select the As a Standalone Case option and click Submit.
- This will create an LR case and you will need to continue processing this case.
- If there are multiple APFs over different titles, these will default to creating (or grouping to) separate LR cases.
- If you want them to remain as a single LR case, click the Amend button,
- A message will appear to state that the APF will be moved to the appropriate group.
- Click Submit.
- You can now choose whether to group these to another existing case or to create a single standalone LR case.
Grouping at Intake stage
This same grouping screen will be shown at the end of all INT cases and you will always have the option to choose an existing case to group to or to create a standalone case.