How to create a Person, a Case and selecting the applicable Workflow

Create a person and a case

Most applications for a Blue Badge will be made through the DfT website and the request automatically arrives in the BBCMS.

However, some will still have paper applications, therefore this function is used to manually create a new person into BBCMS.  The system will only allow the user to create a new person if there is no existing person using the NINO provided.

The user is presented with the ability to add a new person as illustrated below:

There is a function so that as a part of doing this the relevant case type can be defaulted to new etc.

When a new person is created, the system will then prompt the user to create a case linked to the person record.  The user can then begin to update the case with the appropriate application data.

To create a case, press on the  and the following screen appears:

On completing the screen press on the  button.

This will take you to the screen where you can select the Workflow for which this application is intended: 

By clicking on  the following dropdown will be shown to select the required Workflow:

If ‘Blue Badge Application’ is selected, the following screen is shown:

By pressing on  the following appears:

This will now be the point at which the New applications made through the DfT are automatically shown with the ‘Blue Badge Application’ workflow as the default.