Adding a Job

Last modified 07:53, 24 Apr 2017

Overview

This scenario will take you through all the steps of adding a Bankruptcy job with one appointee as Trustee in Bankruptcy.

Adding a Job

In this exercise you will enter the Job information, select the job type and assign the trustee.

1.    From the toolbar, select New > Job.

File:test/insolvency/200_18+Personal+Insolvency/020_Adding+a+Job/Personal1.png

The New Job Wizard will be shown.

File:test/insolvency/200_18+Personal+Insolvency/020_Adding+a+Job/Personal2.png

2.    The next step is to select the job type.   In this case, select Bankruptcy.

File:test/insolvency/200_18+Personal+Insolvency/020_Adding+a+Job/Personal3.png

Click [Next] to continue.  A confirmatory screen is shown:

File:test/insolvency/200_18+Personal+Insolvency/020_Adding+a+Job/Personal4.png

Click [Finish] to confirm or [Back] to change your choice.

3.    If the practice has several offices, the next step requires that the relevant office that is to administer the job is selected.  If the practice has only one office, the practice name is pre-completed.  Click [Next].

4.    In the next screen, enter the following estate details:

Field

Value

Full Name

Joe Bloggs

(or your name of choice)

Short Name

BLO165

(or your job reference format of choice)

Click [Next].

5.    We now need to enter the debtor’s full details

File:test/insolvency/200_18+Personal+Insolvency/020_Adding+a+Job/Personal5.png

Enter the following:

Field

Value

Title

Mr

First Name

Joseph

Last Name

Bloggs

Formerly Known As:

(This field is relevant if the debtor has changed his or her name and this is shown on the Bankruptcy Description)

Address

27 Church Street

Stratford

Town / City

London

Post Code

E7 4PF

6.    Enter these details in the Numbers section:

Field

Value

Phone

020 8776 5463

Email

joe.blow @gmail.com

7.    Compare your results with the screen shot below:

File:test/insolvency/200_18+Personal+Insolvency/020_Adding+a+Job/Personal6.png

8.    Click on the Personal tab and enter the following details:

Field

Value

Gender

Male

Date of Bankruptcy

01/04/2013

Date of Birth

09/02/1958

9.    Click on the Employment/Income tab and enter the name of the debtor’s Employer as “Joe Bloggs Enterprises Inc (San Marino, Singapore, Stratford)”.  You may need to add the employer as a counterparty.  Enter the Occupation as Entrepreneur.

10.    Click [Save and Exit] and the following screen will appear:

File:test/insolvency/200_18+Personal+Insolvency/020_Adding+a+Job/Personal7.png

Note

At this screen you can also add additional estate members, for example, where a Consolidation Order has been made against partners of the same (informal) partnership, by clicking on the [Add] button and following steps 7-10 above.

11.    Click [OK] and the following screen is shown confirming the entries made previously:

File:test/insolvency/200_18+Personal+Insolvency/020_Adding+a+Job/Personal8.png

12.    Click [Next] and the following screen will appear:

File:test/insolvency/200_18+Personal+Insolvency/020_Adding+a+Job/Personal9.png

If there have been any previous appointees, they should be entered here.  Otherwise, click [Next] to continue.

13.    Add a workteam, reporting manager and reporting user, as appropriate:

File:test/insolvency/200_18+Personal+Insolvency/020_Adding+a+Job/Personal11.png

Additional users may be added in linked or derived Workteams or in standalone roles from this screen, if required.

Click [Next] to continue.

14.    The following screen is used to enter the appointment details:

File:test/insolvency/200_18+Personal+Insolvency/020_Adding+a+Job/Personal12.png

Start by selecting the method of appointment.  Click on the ellipsis next to the Appt. Method field and the following screen will appear:

File:test/insolvency/200_18+Personal+Insolvency/020_Adding+a+Job/Personal13.png

Select Appointment by Creditors and enter the following details:

Field

Value

Petitioner Name

Joseph Bloggs

Petition Type

Debtor’s Petition

Date of Petition

01/04/2013

Date of Appointment

24/07/2013

Date of Court Order

01/04/2013

Matter Number

005589

Year

2013

Court Name

High Court of Justice

Official Title

Joseph Bloggs, also known as Joe Bloggs, an entrepreneur, of 27 Chruch Street, Stratford, London, E7 4PF, and carrying on a business as Joe Bloggs Enterprises Inc (San Marino, Singapore, Stratford)

Note

The Official Title is generally shown on the top of the Bankruptcy Order and more properly describes the debtor, previous names and addresses, known aliases and occupation.

Note

You may also add a note to the appointment record, as well as recording whether an LPA, Court-appointed or fixed charge Receiver has been appointed by the fixed charge holder, and whether the fixed charge has been satisfied.

In this example, we will not be entering any information into these fields.

Your screen should resemble that shown below:

File:test/insolvency/200_18+Personal+Insolvency/020_Adding+a+Job/Personal14.png

Click [OK] to continue.

15.    The following screen confirming the appointment details is shown:

File:test/insolvency/200_18+Personal+Insolvency/020_Adding+a+Job/Personal15.png

Note

The Start Date has been automatically added from the date entered into the Date of Appointment field above.  If this is incorrect, you may wish to amend it.

Note

Depending on the number if appointees, the Appointee’s table may be pre-populated with a sole appointee.

To add another appointee, click [Add]:

File:test/insolvency/200_18+Personal+Insolvency/020_Adding+a+Job/Personal16.png

16.    The following screen is shown next:

File:test/insolvency/200_18+Personal+Insolvency/020_Adding+a+Job/Personal17.png

This allows for values to be entered against the Personal Information items held in the Estate Info tab.

Note

The fields shown and whether they are required (shown in red) preferred (green), optional (black) or not shown at all, is dependent on settings for these fields in Manage Static Data, which should be set by the practice’s system administrator.

Fields can also be added ‘on the fly’ by clicking the [Add] button.

Once you have completed the fields shown, click [Next] to continue.

17.    The job addresses screen is shown next:

File:test/insolvency/200_18+Personal+Insolvency/020_Adding+a+Job/Personal18.png

The job’s address is used as the postage address for the Company.  It is used for invoices and is not necessarily the Practice’s Address.  The Practice Addresses and Numbers will default.

Click [Next].

18.    This screen allows for a Redundancy Payments Office to be added as a creditor.  If it is expected that an employee or employees will be entered onto the system later, an RPO creditor entry will also be added.

File:test/insolvency/200_18+Personal+Insolvency/020_Adding+a+Job/Personal19.png

If the debtor had no employees, or it is not known whether the debtor had employees or if they will make claims against the insolvent estate, this option can be ignored.

Click [Next] to continue.

19.    The next step enables a chart of accounts to be selected for the job (if there is more than one chart of accounts available for that job type).

File:test/insolvency/200_18+Personal+Insolvency/020_Adding+a+Job/Personal20.png

Click [Next] to select the default chart of accounts or select a different chart of accounts and click [Next] to continue.

File:test/insolvency/200_18+Personal+Insolvency/020_Adding+a+Job/Personal21.png

20.    All steps are complete.  Please click [Finish] to finalise the wizard.

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