NOI Workflow Process For ER

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NOI Workflow Process for ER

Note: Notice of Intent to File Lien (NOI)

1. The RA2 will access the Customer Detail Screen in ERB to change the
Disposition to NOI and Reason appropriately (Real Property, Surviving
Spouse, Minor Child, Disabled Child or CoOwner).

2. The RA2 will go to the Claim Workflow Screen to select the NOI task. The
RA2 will assign the correct parcel(s) and contacts.

3. The RA2 will click the Print button to bring up the NOI Packet in PDF
Format. The RA2 will electronically sign the NOI.

4. The RA2 will email the NOI Packet to the Operation Support Unit (OSU)
Group Email for mailing.

5. The RA2 will select the Copy Radio button and click the Print button. This
will send a copy of the NOI to MODIS to be indexed to the case.

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