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Monitoring the Inter-environment Change of Address (ICoA) facility for started transfers 102-03020060

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This page contains the process to monitor started Inter-environment Change of Address (ICoA) activities.

Monitor started ICoA activities

Expand table

Step

Action

1

Monitor transfer

To check the ICoA in:

2

Process Direct - monitor transfer

Once Transfer is scheduled the Inter Environment Transfer (ICOA) screen will display:

  • Losing environment
  • Gaining environment
  • Requested by (SO logon)
  • Requested on (Date)
  • Status (Scheduled)

Note: with Child and Partner records, the Status field will not display as Scheduled. The status will show in the Requested on field as Scheduled. Requested under XXX (the Parent/Carer CRN). When completed, these fields will return to blank.

Procedure ends here.

3

Customer First/Customer Record - monitor transfer

Regular checks for started (STA) transfers need to be performed in both the gaining and losing environments.

Started (STA) transfers cannot be changed to scheduled (SCH) transfers once the ICoA transfer screen flow has been exited.

Any transfers which retain a status of STA should be cancelled and restarted or just cancelled if no longer required.

Regular checks for started transfers need to be performed in both the gaining and losing environments.

Note: transfers can be one of four status types.

4

Checks in the gaining environment

In the gaining environment, go to the Scheduled Transfers (ITSC) screen. The default display is a list of all scheduled (SCH) transfers for the user's region.

Complete the UID: field (user ID), and update the Status: field to 'STA' and press [Enter].

Are there any activities listed with a status of STA?

5

Transfers with STA status in the gaining environment

Any transfers in the gaining environment which retain a status of STA should be cancelled and restarted.

Contact the losing office and request them to complete the activity:

  • Go to the ITSC screen
  • Code the keyword: field (that is 'NSS', 'PEN' or 'FAO')
  • Code the transfer out: field as 'Y'
  • Place a 'c' beside the record to be cancelled
  • Record details on a DOC detailing why the transfer had to be cancelled and advise the customer of the outcome
  • Then run the Daily Driver, by coding 'DDR' in the Nxt: field, and press [Enter]

This will result in the cancellation of that activity. The ICoA screen flow can then be restarted.

See Inter-environment change of address (ICoA) transfer of a customer record or Inter-environment change of address (ICoA) transfer of a child record to recommence the transfer.

6

Checks in the losing environment

In the losing environment:

  • go to the ITSC screen. The default display is a list of all scheduled transfers for the user's region.
  • Modify the search with more detailed criteria by coding:
  • 'STA' in the Status: field
  • 'N' in the Transfer In: field
  • 'Y' in the Transfer Out: field, and
  • the appropriate User ID in the User ID: field

Are there any activities with a status of 'STA'?

7

Transfers with STA status in the losing environment

Any transfers in the losing environment which retain a status of STA should be cancelled and restarted.

  • Go to the ITSC screen
  • Code the keyword: field (that is 'NSS', 'PEN' or 'FAO')
  • Code the transfer out: field as 'Y'
  • Place a 'c' beside the record to be cancelled
  • Record details on a DOC detailing why the transfer had to be cancelled and advise the customer of the outcome
  • Then run the Daily Driver, by coding 'DDR' in the Nxt: field, and press [Enter]

This will result in the cancellation of that activity. The ICoA screen flow can then be restarted.

See Inter-environment change of address (ICoA) transfer of a customer record or Inter-environment change of address (ICoA) transfer of a child record to recommence the transfer.