I have been saying I would do something like this for ages. I have just found sufficient motivation to do so – an in-house training session tomorrow. Print it on coloured paper and get your fee earners to complete it at the point at which the threshold to Level 2, Family Help is reached. Yes […]
File Review – Getting it Right We know you hate this requirement however our contention is simple; do this properly and your files will pass audit. Do it infrequently or ineffectively and you are almost certain to fail. This session guides you through the mandatory requirements and the process an auditor will take to your […]
Just before Fridays Webinar we had our attention drawn to a seeming contradiction between 2010 CDS Contract and SQM. The former does not now contain mandatory frequency, volume and method requirements for File Reviews (save for staff working at unsupervised branch offices). The latter repeats the old Contract requirement – minimum 2 per month, quarterly […]