TN 6 (03-11)

GN 00903.345 Updating the File Data With Information and Referral (I&R)

Policy for updating the file data

Field Offices (FOs) are required to:

• provide systematic and periodic verification of the file data; and

• display the action data prominently on the entry for each agency to avoid referral errors.

NOTE: For the definition of “file data” and “agency” used above, see GN 00903.330.

Referral errors due to problems in other agencies, include, but are not limited to:

• Office hour variations,

• Policy changes,

• Waiting lists,

• Budget limitations,

• Personnel changes, and

• Geographic limitation.

For some agencies, this data will seldom change. However, in some cases, referral to a given agency may be infrequent. The FO representative uses the last date that we verified data with a specific agency to determine whether to re-verify the file data with the agency before making a referral.

NOTE: When updating FO I&R files, be sure to:

• Share updated information with co-located teleservice centers; and

• Update information on the 800 number INFO screen. For more information on the INFO screen, see MSOM APPTS 001.003.