Lien Workflow Process for ER

1. The Revenue Agent 2 (RA2) in the Estate Recovery Unit will access the
Daily Tickler Queue in ERB.

2. The RA2 will click on the 37-Day NOI Tickler on the date it is due which will
take you to the Customer Detail Screen.

3. The RA2 will go to the Claim Workflow Screen, select the Lien task and click
the Record New Claim Task button. This will automatically add a narrative
on the Memo Screen indicating the Lien was forwarded to the Operation
Support Unit (OSU) for mailing and set a 90-Day Tickler.

4. The RA2 will click the Print button which will bring up the Lien in PDF. The
RA2 will email the Lien to the OSU Group Email.

5. The RA2 will select the Set to Copy Radio button and click the Print button
which will export the Lien to MODIS so it can be indexed to the case. It will
also add a narrative in the Memo Screen that the Lien was exported to
MODIS.

6. The RA2 will go to the Customer Detail Screen change the Disposition to
Lien.

7. The RA2 will go to the Case Tickler Screen and close the 37-Day NOI
Tickler.