Deputyship
Updated Feb 1st, 2023
Allocate a Custom Questionnaire
New File Information
Send Standard Document
Add an automatic keydate to matter
CHASECLI – In 7 Days if the instruction paperwork has not been returned
Meet unmet keydates by type
CHASECLI – Instruction paperwork has been returned
Add an automatic keydate to matter
REVIEW After 7 days Draft the COP1 form when the application form is received
Add an automatic keydate to matter
COP3_A After 7 days Draft COP3 Form
Add an automatic keydate to matter
COP4 AFTER 7 DAYS DRAFT THE cop4 FORM
Allocate a Custom Questionnaire
Deputyship – Application Details
Display a message to the user
You must notify at least 3 people of this application. Please complete their details on the following screens
Allocate a Custom Questionnaire
Deputyship – Respondent Details
Allocate a Custom Questionnaire
Notified People
Allocate a Custom Questionnaire
Social Services – Will only run if application is for the Appointment of deputy for personal welfare
Display a message to the user
Please check and complete the COP1 Application form along with relevant Annex
Send Standard Document
Send Standard Document
Send Standard Document
Meet unmet keydates by type
REVIEW
Add an automatic keydate to matter
Review after 14 days can the application be sent to COP
Allocate a Custom Questionnaire
Capacity Assessor or Doctor
Display a message to the user
Please complete Part A of this form only
Send Standard Document
Send Standard Document
Meet unmet keydates by type
COP3_CA
Add an automatic keydate to matter
COP3_CA after 7 days has the Cop 3 been returned to the capacity assesor.
Meet unmet keydates by type
COP3_CA
Send Standard Document
Send Standard Document
Display a message to the user
Please enclose a copy of COP1 with letter
Add an automatic keydate to matter
CHASECLI – 7 Days chase if applicant 1 hasn’t returned the completed COP4
Send Standard Document
Send Standard Document
Display a message to the user
Please enclose copy of COP1 with letter. Will only run If Applicant 2 exists
Meet unmet keydates by type
COP4
Add an automatic keydate to matter
CHASECLI2 if after 7 days the second applicant has not returned the completed COP4 chase them up. Will only run If Applicant 2 exists
Allocate a Custom Questionnaire
Deputyship – Applicant 1 COP4 Returned
Meet unmet keydates by type
CHASECLI.
Will only run if you have indicated that applicant 1 has returned COP4
Tick Task
Will only run if you have indicated that applicant 1 has returned COP4
Allocate a Custom Questionnaire
Deputyship – Applicant 2 COP4 Returned
Will only run if Applicant 2 exists
Meet unmet keydates by type
CHASECLI2
Will only run if Applicant 2 exists and you have indicated that they they have returned COP4
Tick Task
Will only run if Applicant 2 exists and you have indicated that they they have returned COP4
Allocate a Custom Questionnaire
Deputyship – Court of Protection
Send Standard Document
Display a message to the user
Please enclose cheque for application fee
Meet unmet keydates by type
REVIEW
Add an automatic keydate to matter
CHASECOURT If after 10 days the stamped copy from the OPG has not been received chase the court.
Allocate a Custom Questionnaire
Deputyship – Date of Stamped Application
Allocate a Custom Questionnaire
Deputyship – Court of Protection
Meet unmet keydates by type
CHASECOURT
Add a keydate linked to dossier field
COP_SRVCL – Date of Stamped Application + 14 Days – Last Day to serve notice to deputyship subject
Add a keydate linked to dossier field
COP_SRVCL – Date of Stamped Application + 7 Days – 7 days to serve notice to deputyship subject
Add a keydate linked to dossier field
COP_NTFY – Date of Stamped Application + 14 Days – Last Day to serve notice to relevant parties
Add a keydate linked to dossier field
COP_NTFY – Date of Stamped Application + 7 Days – 7 days to serve notice to relevant parties
Send Standard Document
Send Standard Document
Allocate a Custom Questionnaire
Deputyship – Are we Serving the Notice?
Display a message to the user
Arrange to visit the person to whom the application relates to, in order to serve notice.
Will only run if you are serving the notices.
Allocate a Custom Questionnaire
What date will you be serving notice?
Will only run if you are serving the notices.
Meet unmet keydates by type
COP_SRVCL
Add a keydate linked to dossier field
COP_SRVCL1 – Client 1 Date Notified of Application + 7 Days – Last Day to inform OPG that notice has been served to person whom application relates
Send Standard Document
Will only run if you are not serving the notices.
Add an automatic keydate to matter
CHASECLI- if after 3 days applicant hasn’t confirmed notice.
Will only run if you are not serving the notices.
Send Standard Document
Will only run if Respondent 1 Full Name is not blank
Send Standard Document
Will only run if Respondent 1 Full Name is not blank
Send Standard Document
Will only run if Respondent 1 Full Name is not blank
Allocate a Custom Questionnaire
Deputyship – Res 1 Notice of Issued App Served.
Will only run if Respondent 1 Full Name is not blank
Send Standard Document
Will only run if Respondent 2 Full Name is not blank
Send Standard Document
Will only run if Respondent 2 Full Name is not blank
Send Standard Document
Will only run if Respondent 2 Full Name is not blank
Allocate a Custom Questionnaire
Deputyship – Res 2 Notice of Issued App Served.
Will only run if Respondent 2 Full Name is not blank
Send Standard Document
Will only run if Respondent 3 Full Name is not blank
Send Standard Document
Will only run if Respondent 3 Full Name is not blank
Send Standard Document
Will only run if Respondent 3 Full Name is not blank
Allocate a Custom Questionnaire
Deputyship – Res 3 Notice of Issued App Served.
Will only run if Respondent 3 Full Name is not blank
Send Standard Document
Will only run if Respondent 4 Full Name is not blank
Send Standard Document
Will only run if Respondent 4 Full Name is not blank
Send Standard Document
Will only run if Respondent 4 Full Name is not blank
Allocate a Custom Questionnaire
Deputyship – Res 4 Notice of Issued App Served.
Will only run if Respondent 4 Full Name is not blank
Send Standard Document
Will only run if Notified Person 1 Full Name is not blank
Send Standard Document
Will only run if Notified Person 1 Full Name is not blank
Send Standard Document
Will only run if Notified Person 1 Full Name is not blank
Allocate a Custom Questionnaire
Deputyship – Ntfy 1 Notice of Issued App Served.
Will only run if Notified Person 1 Full Name is not blank
Send Standard Document
Will only run if Notified Person 2 Full Name is not blank
Send Standard Document
Will only run if Notified Person 2 Full Name is not blank
Send Standard Document
Will only run if Notified Person 2 Full Name is not blank
Allocate a Custom Questionnaire
Deputyship – Ntfy 2 Notice of Issued App Served.
Will only run if Notified Person 2 Full Name is not blank
Send Standard Document
Will only run if Notified Person 3 Full Name is not blank
Send Standard Document
Will only run if Notified Person 3 Full Name is not blank
Send Standard Document
Will only run if Notified Person 3 Full Name is not blank
Allocate a Custom Questionnaire
Deputyship – Ntfy 3 Notice of Issued App Served
Will only run if Notified Person 3 Full Name is not blank
Send Standard Document
Will only run if Notified Person 4 Full Name is not blank
Send Standard Document
Will only run if Notified Person 4 Full Name is not blank
Send Standard Document
Will only run if Notified Person 4 Full Name is not blank
Allocate a Custom Questionnaire
Deputyship – Ntfy 4 Notice of Issued App Served
Will only run if Notified Person 4 Full Name is not blank
Meet unmet keydates by type
COP_NTFY
Add a keydate linked to dossier field
COP_NTFY1 – Respondent 1 date notified + 7 Days – Last Day to inform OPG that notice has been served.
Will only run if Respondent 1 Full Name is not blank
Add a keydate linked to dossier field
COP_NTFY1 – Notified Person 1 date notified + 7 Days – Last Day to inform OPG that notice has been served.
Will only run if Notified Person 1 Full Name is not blank
Allocate a Custom Questionnaire
Date Notice served to Subject
Send Standard Document
Meet unmet keydates by type
COP_SRVCL1
Allocate a Custom Questionnaire
Respondent 1 Date Notified of Application
Send Standard Document
Certificate of notification non-notification of the person to Respondent 1
Meet unmet keydates by type
CHASECLI
Meet unmet keydates by type
COP_NTFY
Meet unmet keydates by type
COP_SRVCL
Meet unmet keydates by type
COP_NTFY1
Add an automatic keydate to matter
CHASECOURT if after 21 days we have not heard from COP
Allocate a Custom Questionnaire
Has the Application been Approved?
Allocate a Custom Questionnaire
Is a Security Bond Required?
Will only run if application has been approved by the COP
Allocate a Custom Questionnaire
Is a Hearing Required?
Will only run if application has not been approved by the COP
Allocate a Custom Questionnaire
Date of notification of the hearing?
Will only run if initial hearing is required
Allocate a Custom Questionnaire
What is the date of the hearing
Will only run if initial hearing is required
Add a keydate linked to dossier field
COP_SRVCL – Hearing date +14 Days – Last Day to serve notice of hearing
Will only run if initial hearing is required
Add a keydate linked to dossier field
Deputyship Hearing Date
Will only run if initial hearing is required
Send Standard Document
Will only run if the application has not been approved by the COP and an initial hearing is not required
Add an automatic keydate to matter
CHASECLI if after 7 days we haven’t had the return of further information
Will only run if the application has not been approved by the COP and an initial hearing is not required
Send Standard Document
Will only run if the application has not been approved by the COP and an initial hearing is required
Send Standard Document
Will only run if the application has been approved by the COP and a security bond is required
Add an automatic keydate to matter
CHASECLI if after 7 days we haven’t received Security Bond
Will only run if the application has been approved by the COP and a security bond is required
Send Standard Document
Will only run if the application has been approved by the COP and a security bond is not required
Meet unmet keydates by type
CHASECOURT
Tick Task
Will only run if application is approved by the COP
Meet unmet keydates by type
CHASECLI
Will only run if application has not been approved by the COP
Send Standard Document
Will only run if application has not been approved by the COP
Add an automatic keydate to matter
CHASECOURT – +14 Days Have we heard from the COP?
Will only run if the application has not been approved by the COP
Send Standard Document
Will only run if initial hearing is required
Send Standard Document
Will only run if initial hearing is required
Display a message to the user
Arrange to visit the person to whom the application relates to, in order to serve Notice of hearing
Will only run if we are serving notices and an initial hearing is required
Allocate a Custom Questionnaire
Deputyship – Date Notice of Hearing Served
Will only run if we are serving notices and an initial hearing is required
Meet unmet keydates by type
COP_SRVCL
Add a keydate linked to dossier field
Last Day to inform OPG Served Notice of Hearing
Will only run if an initial hearing is required
Send Standard Document
Will only run if we are not serving notices and an initial hearing is required
Add an automatic keydate to matter
CHASECLI if after 3 days we haven’t received confirmation of serving notice from applicant 1.
Will only run if we are not serving notices and an initial hearing is required
Allocate a Custom Questionnaire
Deputyship – Date Notice of Hearing Served
Will only run if an initial hearing is required
Send Standard Document
Will only run if an initial hearing is required
Meet unmet keydates by type
COP_SRVCL1
Will only run if an initial hearing is required
Meet unmet keydates by type
CHASECLI
Will only run if an initial hearing is required
Send Standard Document
Letter to OPG Confirming Security Bond in Place
Will only run if a security bond is required
Meet unmet keydates by type
CHASECLI
Add an automatic keydate to matter
CHASECOURT if after 14 days we haven’t heard from COP
Will only run if a security bond is required
Tick Task
Will only run if application is approved by the COP and a security bond is not required
Send Standard Document
Letter to Applicant 1 enclosing Official Copy Orders
Will only run if application is approved by the COP and a security bond is required
Meet unmet keydates by type
CHASECOURT
Will only run if application is approved by the COP and a security bond is required