This guide will show you how to register a new client when creating a new application in CCMS.
If after searching its evident the client does not have an existing record, register them by clicking on Register New Client.
Confirm the Fair Processing Agreement. Do this by ticking the box at the bottom of the agreement and then click on Next.
NOTE: If required, the Fair Processing Agreement can be printed for the client.
On the Basic Clients Details screen complete all the required fields and all additional information.
Click Next.
Repeat these steps for the client contact information.
NOTE: Clients who have been designated as Vulnerable cannot be searched for.
Complete the Client Address Details. Search for a client’s address using the post code and the Find Address button.
Click on Next at the bottom of the page.
NOTE: If the client is a prisoner, please provide their prisoner number. If the prisoner number is not included this will mean correspondence will not reach the client.
Complete the Equal Opportunities Monitoring fields. Scroll down and click Next.
From the Summary of Client Information scroll down to view all fields and use the edit links to change details.
Click Submit Client.
When the Client has been successfully registered a Submission Confirmation page is displayed.
Click Next.