Manual Case Creation/Rescans

Screen 1

• Click Create at the top of the CMS screen.
• Select the Intake option. 
  • The Create manual case screen will appear.

Screen 2

• If there are multiple application forms to be added to the case, click the Add application form button until you have as many as you need.
  • If you add too many APFs, click the Delete button to remove the unnecessary boxes.
• For each application form, select the appropriate option from the Application form type drop down list.
  • Automatic plot registration (FR type)
  • Deed over the whole of a registered plot (DW)
  • Deed over an unregistered plot (FR)
  • Deed over part of a registered plot (TP)
  • Voluntary registration (FR type)

NB: If the Product type of the form does not match the Product type of the CMS case that you want to create then pick the option that matches the case type that you want. (e.g. it’s a TP form but you want to create a DW case then select DW).

• If you want new LRS applications to be created, enter the Alpha code from the application form into the Alpha code box.
  • If you already have the required LRS applications (e.g. because it's a rescan) then do not fill in the alpha code box.
• Click Submit to create the APFs.
  
  • If the case type selected and the case type of the alpha code don't match then a review screen will appear.
  • If everything matches then the Add case documents screen will appear.

Screen 3

• If you enter an alpha code where the product type does not match the form type selected then you will be shown the Review create manual case screen and the error message will appear on the APF affected. (This review screen will not appear if there’s no discrepancies).
• You can choose to continue despite the mismatch but be aware that app create will work from the details of the alpha code so any LRS applications created will match that product type.
  • If you want to make changes, click Back.
  • If you are sure you want to continue, click the checkbox beside “I confirm the above” and then click Submit.
    
    • The Add case documents screen will appear.

Screen 4

• On the Add case documents screen, 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 appear in the Supporting Documents section.
  • You will now need to move the documents into the relevant 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 deed type.
  • Start typing the deed type and the list of available options will appear.
  • Select the relevant option.
• 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, affidavits, plans or referral documents, these can stay in the Supporting Documents section.
• Check all the documents and APFs are correct.
• Click Submit.
  • A screen with a 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 relevant workbasket depending on the Product type selected where it can be processed as normal.
    • If you want to continue working on the case, click the link in the Open Assignments section and then use the Transfer action to transfer it back to your workbasket.
  • If you did not enter alpha codes (or if they did not work) then the case will be routed to the relevant workbasket depending on the Product type and will be at the Capture application details screen so that  the LRS applications details can be manually entered.
    • If you want to continue working on the case, click the link in the Open Assignments section and then use the Transfer action to transfer it back to your workbasket.

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.