IRT – Complete remaining closure tasks for an internal review

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DOCUMENT 11

IRT – Complete remaining closure tasks for an internal review

This article provides guidance for a review officer to make sure all tasks are closed on a completed internal review case.

Recent updates

20 January 2025

Updated closure steps for completing a case.

Before you start

You have completed the steps in the article IRT - Communicate an outcome.

Record the implementation plan meeting offer

If an outcome phone call has not been made, or was unsuccessful, you must check if a reply to the plan implementation meeting offer has been received. If there has been a reply, refer to article Record the implementation meeting offer outcome.

Close the internal review

If you have completed a Budget Update or Plan Approval case as part of the internal review decision, the child case and Internal Review case will have moved to the completed case stage automatically. Please only complete step one to create an Internal Communication to note the decision has been made. For confirm decisions, you will need to complete all steps below.

From the Internal Review Case:

  1. From the Log Activity view, create an Internal Communication to note the decision has been made. Refer to article Log an activity or internal note for guidance on creating case activities. Use the correct template from either:

    o IRT - Access and revocation internal note templates o IRT - Planning request internal note templates.

  1. Once you have completed the decision and sent the outcome letter, you can now complete the Internal Review case.
  2. From the Decision screen, click the Complete case button.
  3. A close case box will appear. In the Closure Reason drop down menu, select completed.
  4. Select the Confirm button.
  5. A message will appear advising the case has been completed successfully. Select Done. The Internal Review case will now be completed.