Prepare Case and Release to Next Destination - FR Intake and Closing Notes
Process Steps
7.1 Add any relevant notes to the application workdesk (e.g. original deed sent to Books of C&S).
7.2 Place the flysheet and documents in the appropriate casebag with the documentation for scan in one folder and the remaining documents in another folder.
7.3 Complete "tie in" card where there is a prior application still in RoS (if applicable).
7.4 If there is a DW application accompanying the lead application, take on this application at "Intake Con", in the same way as for the lead application.
7.4.1 If the DW has the same title number as the lead application, attach the DW to the lead application on LRS.
7.4.2 If the DW has a different title number from the lead application, release to Plans Midpoint Scan or HHO Midpoint Scan, as appropriate.
7.5 Release application to Plans Midpoint Scan or HH Midpoint Scan, as appropriate.
7.6 Check pocket of casebag contains a white route card with the correct title number.
7.7 Place case on appropriate shelf for Centralised Support to have documentation added to scan.
Prepare cheques for Finance
7.8 Ensure that on completion of work on eFin at the end of the day the batch is posted and any cheques are prepared for Finance.
Additional Information
Process Ends