TN 1 (05-05)
DI 80550.040 Case Update
A. Updating Case Information in CPMS
During the hearing process, case information, such as the claimant’s address, telephone number, or representative, may change. You can update information gathered during case establishment in CPMS by making entries in the appropriate screens. After you select [Save and Establish Case], you can only change the fields with existing information through case update or the Key Corrections function. To update fields, open the appropriate screen from the CPMS Directory Tree and select [Edit]. Make necessary changes and select [Save] to retain all entered data.
B. Rules for Updating Case Information
1. Congressional Interest
Congressional interest items can never be deleted once they are entered. However, you can close or clear them. If you select the wrong congress person, you must clear the item because this selection cannot be changed.
2. Development Actions
Development actions can never be deleted once they are entered. However, you can close or clear them. If you select the wrong development source, you must clear the item because this selection cannot be changed.
3. Scheduling and Hearing Held screens
After you enter and save a [Scheduled hearing date], you can only change the following Scheduling Worksheet fields:
Declined Video Hearing date
Add/Remove a Hearing Reporter
Hearing site (Hearing Reporter)
Site confirmed (Hearing Reporter)
Hearing Reporter Notes (Hearing Reporter)
Notice sent date
If any participants need to be changed (other than the hearing reporter), you must close the schedule event using postponement, and create a new schedule event by copying the event you just closed.
Schedule events are closed when they enter inactive, postponed, or hearing held status. Subsequent to closure, no information can be changed.
4. Hearing Held Information
Once you select [Hearing held information is complete], no hearing held information can be changed.
5. Disposition Complete
Once a case has reached disposition and you select [Save & Close Case], all disposition screens are locked. Development screens are only available to record attorney fee information. Case update and Key Corrections are not allowed. Update status is not allowed. Users should be very sure that all information in all functions is complete before selecting [Save & Close Case].
6. Fee Agreement or Fee Petition Screen
Once you save the [Action end date] field on the Fee Agreement or Fee Petition screen, no further action on the fee agreement or fee petition is allowed.
C. Updating Limitations
1. Key Corrections
Certain fields, such as claim type, hearing type, and BIC, have been labeled as “key” in establishing a claim. You cannot change these “key” fields through the case update function. Access to the Key Corrections function, where changes can be made, is restricted to specific staff members.
2. Representative Information Screen
The fields for the name, address, and phone number of the representative cannot be changed through Case Update. When you select [Find Representative] and then [Save] from the Representative Information screen, that representative is associated with a case. You can never remove that representative from the case, although you can set him or her to inactive. Be careful when selecting a representative. Selection of the wrong representative could impact approval/disapproval of fee agreements. Use the Representative Fee screens to document when an erroneous representative has been selected.
3. Case Characteristics
The case characteristics screen includes codes assigned to cases with specific features. The codes are established nationally to identify cases with these features. Once you [Select] a case characteristic, you cannot remove it, you can only close it. Document the use of erroneous characteristics in the case-level remarks.
This screen is used to record case-level remarks. Only the office that established a remark can edit that remark. You cannot delete remarks. That is, you cannot remove any case-level remark on the [Remarks] screen once you select [Save].