Setting up a new Part X Personal Insolvency Agreement Job - Controlling Trustee

This Article shows how to setup a new job for a Part X - Personal Insolvency Agreement (Controlling Trustee Appointment)

The new Job Wizard takes you through a workflow as follows:

Proceed to add a new Job by selecting New -> Job:

Select the appropriate solution under Personal, then Next then Finish.

Enter the details of the debtor, noting you do not require the Matter No. or Check Digit to create the job if you are creating it in advance. These details can be added later.

• The Estate name is the Debtors full name.
• The Short Name is a custom reference field - if you are using a Payment Gateway and planning on Bulk importing contributions, this would be the Payment Gateway reference (example, ClientContactRef for Ezidebit).

Complete the personal details of the Debtor through the Personal, Passport/License & Employment/Income tabs.

• At minimum you need to complete the Debtor's name, address and contact details.
• Some fields applicable within the wizard are not required for PIA's, at present they can be disregarded. Save and exit once completed.

There should be one member of the estate now listed. Click OK to proceed.

Assign your workflow and roles to suit your business processes, this screen also sets the staff permissions based off your work teams. These workflows and permissions are configured a the Practice level. Click next once selected.

Select the appointment method by clicking the ... , then select Section 188 Authority:

• The start date is the date of acceptance of S188 Authority form. If entering the job prior to acceptance of this form, you can just enter the date you are creating the job and amend it later.
• Add the Controlling Trustee as the appointee via the Add button

Untick form 12, then select Next until Finish.

Confirm details, then Next to continue.

Then Finish to create the Job.

You have now created a new Part X - Controlling Trustee Job.