Note:

Do not enter the acknowledgment date of the transmittal of the interim package in the FROMDATE field.

OBJECTIVE:

To verify interim action has been completed timely.

To ensure that interim action is completed prior to statute expiration date.

FREQUENCY: The INTERIM report will be generated and worked on a monthly basis in ACTION TODATE order.

INTERIM Follow-up Number of Days: 30

PROCEDURES:

Review the statutes on the entire INTERIM report. You are responsible to perform follow-up on all cases prior to statute expiration.

Determine your "cut-off" date. For reports that are due monthly, use a cut-off date equal to the current date/report run date. Draw a line under the last case with a date in the follow-up column equal to your cut-off date.

Cases above the line are to be researched. The person working the INTERIM report does all follow-up research, phone calls, memorandums, and is accountable for the entire list.

For cases to be researched, contact APS to request hardcopy verification of adjustment and/or request a transcript that shows all posted transactions (i.e., TXMOD, IMFOL, BMFOL). It is recommended that the 23C date be annotated in the NOTES field on CASES.

Once verification of completion of the interim action is received, update the FROMDATE.

Identify statute dates that will expire within 30 days from the date of the report and notify the PTM immediately of any cases found.

IMPACT: The INTERIM list may impact the statute follow-up list.