Standard Operating Procedure: Implementing an ART Decision, Order or Notice

FOI 25/26-1057 DOCUMENT 1

OFFICIAL

For Internal Use Only

National Disability Insurance Agency

Reviews and Information Release Division

Standard Operating

Procedure:

Implementing an ART

Decision, Order or

Notice

This document is uncontrolled in hardcopy.

Document Control

OFFICIAL For Internal Use Only

Document applicability

National — Reviews and Information Release Division

Owner

Director, Performance, Policy, and Quality

Approval Status Log

Revision History

Note: Document uncontrolled in hardcopy

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Contents

1. Introduction …………………………………………………………………………………………………… 5

   1.1 Purpose ………………………………………………………………………………………………… 5

   1.2 Scope …………………………………………………………………………………………………… 5

   1.3 Roles and Responsibilities ………………………………………………………………………. 5

2. Checklist ……………………………………………………………………………………………………….. 6

3. Procedure ……………………………………………………………………………………………………… 8

   3.1 When to use CRM and PACE ………………………………………………………………….. 8

   3.2 Identify the ART Document ……………………………………………………………………… 8

   3.3 Upload the ART Document ……………………………………………………………………… 9

   3.3.1 Upload the ART Document to LEX …………………………………………………….. 9

   3.3.2 Upload the ART Document to CRM ……………………………………………………. 9

   3.3.3 Upload the ART Document to PACE ………………………………………………… 10

   3.4 What further action is required? ……………………………………………………………… 11

   3.4.1 Orders requiring no action ……………………………………………………………….. 11

   3.4.2 Orders requiring access to the NDIS be granted …………………………………. 11

   3.4.3 Orders requiring a Plan build ……………………………………………………………. 11

   3.5 Dismissals and Withdrawals …………………………………………………………………… 11

   3.5.1 Create a closed Interaction in CRM …………………………………………. 11

   3.5.2 Create a closed Enquiry Case in PACE …………………………………………. 12

   3.6 Access Matters …………………………………………………………………………………….. 13

   3.6.1 Create an Enquiry Case in PACE …………………………………………. 13

   3.6.2 Refer the PACE Enquiry Case to the Scheme Eligibility Branch (SEB)….. 14

   3.7 Planning Matters ………………………………………………………………………………….. 14

   3.7.1 Refer the matter to TAPIB for Home and Living Supports …………….. 14

   3.7.2 Create an ART Order Implementation Interaction in CRM …………….. 15

   3.7.3 Build a Plan in CRM ……………………………………………………….. 15

   3.7.4 Build a Plan in PACE ……………………………………………………….. 16

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3.7.5 Planning Support …………………………………………………………………………… 16

3.7.6 Delegation Level 5 Plan Approval …………………………………………. 16

3.7.7 Create a Plan Implementation Case in PACE …………………………… 16

3.7.8 Refer the PACE Plan Implementation Case …………………………… 19

3.7.9 Create an Enquiry Case in PACE to have the Plan Implementation Case

               prioritised by National Delivery .................................................                 19

3.7.10 Refer the PACE Enquiry Case to National Delivery ……………………. 20

3.7.11 Complete the ART Order Implementation Interaction in CRM …………. 21

3.8 Closing an ART Matter ………………………………………………………………………….. 21

4. Process Flowchart ………………………………………………………………………………………… 22

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1. Introduction

1.1 Purpose

This Standard Operating Procedure will help you to process, review, and finalise

Orders and Notices of the Administrative Review Tribunal (ART), and close

matters in LEX.

The NDIA has a statutory obligation to ensure that, within 28 calendar days of the

date on which an ART Decision, Order or Notice is received:

• a prospective participant is granted access to the Scheme; or

• a participant’s plan is approved and implemented.

1.2 Scope

This procedure applies nationally across the External Review Branch (ERB) and

the Information Access and Privacy Branch (IAP) and is to be used by:

• Case Managers (CM);

• ART Operations Officers; and

• the Planning Support Team (PST).

1.3 Roles and Responsibilities

The roles and responsibilities set out in the Standard Operating Procedure:

Document Control apply also to this procedure.

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2. Checklist

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□ 3.7.9 Create an Enquiry Case in PACE to have the Plan

Implementation Case prioritised by National Delivery

(if required)

□ 3.7.10 Refer the PACE Enquiry Case to National

Delivery (if required)

□ 3.7.11 Complete the ART Order Implementation

Interaction in CRM (if required)

Further Reference:

□ 4 Process Flowchart

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3. Procedure

3.1 When to use CRM and PACE

The NDIA is phasing out the CRM business system. Unless otherwise stated, the

guidance in this procedure around the use of CRM is to be followed only in

planning matters, where the internal review process was initiated in CRM and

where National Delivery have not initiated a plan change process in PACE.

PACE is the business system intended to replace CRM. Unless otherwise stated, the

guidance in this procedure around the use of PACE is to be followed at all times.

The 3P Service Delivery Hub is a helpful resource to support Agency staff, as

PACE is progressively rolled out across the Agency, and includes notices and

information around upcoming enhancements and known system defects.

To support the gradual transition from CRM to PACE, it may be necessary for

certain actions to be performed in both CRM and PACE.

3.2 Identify the ART Document

Orders will set out, in numbered paragraphs, the Orders of the ART. The first page

of the Orders will identify the date on which the Orders were made, at which

Registry, and by which Member. Orders also sealed (stamped) by the ART. The

Date of an Order is the date as it appears on the first page of the document.

It is imperative that ART Orders are processed as soon as possible

to ensure compliance with the NDIA’s statutory obligation to give effect to

an ART Order within 28 days of receipt.

Decisions will usually be accompanied by sealed Orders, and seek to explain, in

numbered paragraphs, the reasoning behind the ART’s decision, as set out in

those Orders. The Date of a Decision will be clearly identified in the document.

Withdrawal and Dismissal Notices are typically set out in the form of a letter,

which states: ‘the application is now dismissed with the effective date of… We will

not continue with the review, and we have closed the file’ (or similar). Notices will

not identify a particular Member, and are not usually sealed (stamped) by the ART.

The Date of a Notice is the ‘effective date’ referred to in the body of the Notice or,

in the absence of such a reference, the date as it appears on the first page.

Note: Where an application is lodged out of time and an extension of time is

not granted by the ART, the ART will not typically issue a Dismissal

Notice. This is because, without that extension of time, the application

is deemed to be valid, and thus cannot be dismissed. In these

circumstances, it is common for the ART to notify the parties by email

that the extension of time has not been granted.

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3.3 Upload the ART Document

3.3.1 Upload the ART Document to LEX

All ART Orders and Notices must be uploaded to LEX.

In keeping with the Standard Operating Procedure: Records Management —

Naming of Selected Records, when uploading ART Order or Notices to LEX,

you must ensure that:

• relevant emails and attachments (including ART Orders and Notices)

  are uploaded to LEX separately;

• all documents uploaded to LEX are appropriately named; and

• all documents uploaded to LEX are appropriately categorised.

Categorising the ART Document in LEX

To categorise a document, use the drop-down menu to select the most

appropriate document type, in accordance with the table below.

TABLE 1 — CATEGORISATION OF ART DOCUMENT IN LEX BY DOCUMENT TYPE

3.3.2 Upload the ART Document to CRM

Refer to 3.1 for guidance around when to use CRM.

To begin uploading an ART Document to CRM, access the NDIS Account

window in CRM by selecting the My NDIS panel on the CRM home screen.

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Locate the participant’s record by selecting the Search Button in the top

left-hand corner of the screen, and searching by their NDIS Number.

Once you have located the participant’s or prospective participant’s record,

select Add Items in the bottom right-hand corner of the screen, and then

select Inbound Document from the pop-up menu. This will open the

New Inbound Document webform.

Use the relevant drop-down menus to complete the webform, as below.

Description: ART Order 20__/____

Document Type: Others

Priority: Low

Status: Completed

Category 1: NDIA Service

Category 2: Other Form

Employee Responsible:

After completing the required fields, select Upload File in the bottom right-

hand corner of the window. Using the file explorer pop-up window, locate a

copy of the relevant ART Order or Notice, and select Open. Make sure that

the document is listed as an attachment.

To complete the document upload, select Save.

Proceed to 3.3.3, below.

3.3.3 Upload the ART Document to PACE

To begin uploading an ART Document to PACE, locate the participant’s or

prospective participant’s record. To do so, search by their NDIS Number in

the search bar at the top of the PACE window. Select the appropriate

participant’s or prospective participant’s record from the available search

results under the Accounts tab (centre-screen).

From the participant’s or prospective participant’s record, navigate to the

Documents tab, and select Add Documents. Complete the pop-up

Document Details window as below, and then select Next.

Document Category: Authorisation

Document Sub-Category: Legal Order

Personal Identifiable Information: Yes

Description: ART <Order / Dismissal / Withdrawal> 20__/____

Select Upload Files, and using the file explorer pop-up window, locate a

copy of the relevant ART Order or Notice, and select Open.

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Make sure that all documents are marked Ready for Upload, and select

Save. If documents are not ready for upload, or if you encounter an error in

uploading the document, select Retry.

The document is now uploaded to PACE. You may now select Close.

3.4 What further action is required?

3.4.1 Orders requiring no action

Dismissal or Withdrawal Notices, or other Orders which seek to dismiss

an application, do not require further action by the NDIA. Decisions of the

ART which affirm the decision under review also require no action.

Proceed to 3.5, below.

3.4.2 Orders requiring access to the NDIS be granted

All ART Orders which relate to a decision to grant a prospective

participant access to the NDIS, must be referred to the Scheme Eligibility

Branch (SEB). All access decisions are to be actioned in PACE only.

Proceed to 3.6, below.

3.4.3 Orders requiring a Plan build

All ART Orders which relate to a decision to fund one or more supports,y

require that a plan be built and implemented. Refer to 3.1 for guidance

around when to use CRM and PACE.

Proceed to 3.7, below.

3.5 Dismissals and Withdrawals

Where a matter is dismissed by the ART, withdrawn by a participant or prospective

participant (or their representative), or affirmed by the ART, you will create a

closed interaction in CRM (if required) and a closed enquiry case in PACE,y

after you have uploaded copies of the ART Document(s) (3.3).

3.5.1 Create a closed Interaction in CRM

Refer to 3.1 for guidance around when to use CRM.

In the participant’s or prospective participant’s record in CRM, select

Add Items in the bottom right-hand corner of the screen, and then select

Interaction from the pop-up menu. This will open the Create Interaction

(Interaction Record) webform.

Use the relevant drop-down menus to complete the webform, as below.

Category 1: Specialised

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Category 2: AAT

Category 3: AAT Application – Closed

Channel: Internal Notes

Status: Closed

Notes: AAT Application dismissed / withdrawn

Select Submit in the bottom right-hand corner of the window.

Proceed to 3.5.2, below.

3.5.2 Create a closed Enquiry Case in PACE

From the participant’s or prospective participant’s record in PACE, navigate

to the Details tab and select Create Enquiry. This will open a new pop-up

window in which you will record information related to the enquiry.

Complete the first step, titled Who is Making the Request?, as below, and

then select Next.

Requested by: General Enquiry Only

Case Origin: Internal

Complete the Enquiry Details as below, and then select Next.

Date Received: <date on which you received the Notice / Orders >

Enquiry Type: Other

Category: General

Sub Category: Policy/Process Information

Complete the Risk Matrix by selecting the most appropriate option, and

then select Next.

Complete Notes and Next Steps as below, and then select Next.

Enquiry Notes: ART Application dismissed / withdrawn

Enquiry Outcome: Keep enquiry open (do not re-assign)

Once you have reviewed the information you provided when creating the

enquiry, select Submit. After selecting Submit, an enquiry case will be

created. You will be redirected to the Details tab of the case, where you will

be able to review and, if needed, update the information recorded, by

selecting the pencil icon next to the field you wish to update.

Update the case Details as follows:

Subject: ART Application dismissed / withdrawn

Status: Completed

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Description: ART Application dismissed / withdrawn

Closure Reason: Completed - Resolved

Navigate to the Documents tab of the enquiry case, and select Link

Documents. Locate the ART Document(s) you uploaded in 3.3.3, above,

and select the checkbox which appears next to the Document(s). This will

link the ART Document(s) to the enquiry case in PACE.

Refer to the Standard Operating Procedure: Closing an ART Matter for

further procedural guidance.

3.6 Access Matters

This section is only to be completed where you are in receipt of ART Orders which

require that a prospective participant be granted access to the NDIS, and after

you have uploaded copies of the ART Document(s) to PACE (3.3.3).

SEB (refer to section 3.6.2) is responsible for the intake and assessment of all

applications seeking access to the NDIS, and for determining whether a

prospective participant meets the eligibility criteria for access.

3.6.1 Create an Enquiry Case in PACE

This section is applicable to all access matters.

From the prospective participant’s record, navigate to the Cases tab, and

select New (on the left-hand side of the tab). When prompted, select

Enquiry, and then select Next.

Complete the New Case: Enquiry window as below, and then select Save.

Subject: ART Orders

Status: New

Prioritize:

Enquiry Description:

meets the access criteria under section 21 of the

NDIS Act, namely:

1. the age requirements in section 22

2. the “residence requirements” in section 23

3. the disability requirements in section 24 with

impairments in the following categories, attributable to the

<diagnosis/diagnoses> of <disability/disabilities>: <delete those that

don’t apply> intellectual, cognitive, neurological, sensory, physical,

impairments relating to a psychosocial disability

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4. the early intervention requirements in section 25 with

<impairments in the following

categories attributable to the <diagnosis/diagnoses> or

<disability/disabilities>: <delete those that don’t apply> intellectual,

cognitive, neurological, sensory, physical, impairments relating to a

psychosocial disability>

For completeness, please send me an email at once

implementation is complete.

Type: Access

Category: Access Request

Sub Category: Escalation Enquiry

Case Reassignment Reason: Referral to other business area

Internal Comments:

After selecting Save, an enquiry case will be created. You will be redirected

to the Details tab of the case, where you will be able to review and, if

needed, update the information you entered above, by selecting the pencil

icon next to the field you wish to update.

Navigate to the Documents tab of the enquiry case, and select Link

Documents. Locate the ART Document(s) you uploaded in 3.3.3, above,

and select the checkbox which appears next to the Document(s). This will

link the ART Document(s) to the enquiry case in PACE.

Proceed to 3.6.2, below.

3.6.2 Refer the PACE Enquiry Case to the Scheme Eligibility Branch (SEB)

To refer the enquiry to SEB, return to the Details tab, and update the Case

Owner to National Eligibility Escalation Queue. To update a Case Owner,

select the icon that appears next to the Case Owner field in the Details tab.

Refer to the Standard Operating Procedure: Closing an ART Matter for

further procedural guidance.

3.7 Planning Matters

This section is only to be completed where you are required to build a plan as part

of the progression or conclusion of the matter, and after you have uploaded

copies of any ART Document(s) to LEX and CRM and/or PACE (3.3) (if applicable).

3.7.1 Refer the matter to TAPIB for Home and Living Supports

This section is only applicable to ART Orders which concern the provision of home

and living supports. For all other matters, proceed to 3.7.2.

The Home and Living Branch is responsible for reviewing support options for

participants in need of supported living arrangements, such as Specialist

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Disability Accommodation (SDA), Supported Independent Living (SIL),

Medium-Term Accommodation (MTA), or Individualised Living Options (ILO).

Where a participant plan is to contain home and living supports, a referral

must be made to the Technical Advice and Practice Improvement

Branch (TAPIB) in the form of a request for supplementary advice, for

support with home and living calculations as part of the plan build. Copies of

the latest TAPIB Advice Request forms are accessible from the Externaly

Review Branch Guidance Library and Directory.

3.7.2 Create an ART Order Implementation Interaction in CRM

Refer to 3.1 for guidance around when to use CRM.

In the participant’s record in CRM, select Add Items in the bottom right-hand

corner of the screen, and then select Interaction from the pop-up menu.

This will open the Create Interaction (Interaction Record) webform.

Use the relevant drop-down menus to complete the webform, as below.

Category 1: Specialised

Category 2: AAT

Category 3: AAT Order — Implementation

Channel: Internal Notes

Status: Open

Notes: AAT Order uploaded and actioned.

Select Submit in the bottom right-hand corner of the window.

Note: For reporting purposes, the interaction must be created before

initiating a plan review in CRM or a plan change case within PACE.

Note: As CRM is not being updated to reflect the change from AAT to ART,

please continue to use AAT interaction.

3.7.3 Build a Plan in CRM

Refer to 3.1 for guidance around when to use CRM. For guidance relating to

conducing a plan build in PACE, refer to 3.7.4.

Participant plans can only be built by Case Managers who have

received formal training; and approved by Case Managers who are

delegates of the CEO, and who have received formal training.

To promote a consistent, national approach to plan building, the full suite of

CRM-related guidance material published by National Delivery can be

accessed by CMs on the NDIA intranet Pre-Planning and Planning pages.

Hyperlinks to relevant guidance material can also be accessed by CMs from

the External Review Branch Guidance Library and Directory.

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3.7.4 Build a Plan in PACE

This section is not to be completed where the internal review process was initiated

in CRM, and where a plan change process has not been initiated in PACE. For

guidance relating to conducting a plan build in CRM, refer to 3.7.3.

Participant plans can only be built by Case Managers who have

received formal training; and approved by Case Managers who are

delegates of the CEO, and who have received formal training.

To promote a consistent, national approach to plan building, Knowledge

Articles (KA) will appear in the live PACE environment as users work

through relevant cases in PACE. The KAs are intended to offer support and

guidance to all users (including CMs), and include hyperlinks to other

relevant KAs, to offer end-to-end support through the plan build process.

Hyperlinks to relevant guidance material can also be accessed by CMs from

the External Review Branch Guidance Library and Directory.

3.7.5 Planning Support

To complement formal training and the guidance material referred to in 3.7.3

and 3.7.4 above, the Planning Support Team (PST) offers support to CMs.

This includes by conducting pre-approval quality assurance upon request.

A copy of the PST Service Offering is available on the Information Accessy

and Privacy Branch Guidance Library and Directory.

Support can be requested from PST through LEX, or by email to

redacted: s47E(d) - certain operations of agencies@ndis.gov.au.

3.7.6 Delegation Level 5 Plan Approval

PST is responsible for coordinating delegate level 5 plan approval.

Participant plans with an annualised value in excess of $1.265 million are

subject to delegate level 5 approval, to minimise any risk to the participant or

the Scheme in relation to high-value, complex plans.

Plans which require delegate level 5 approval must be sent for mandatory

quality assurance by PST, eight business days prior to the deadline by

which the Agency is required to implement the ART Order. As part of the

approval process, PST will work with the CM if the level 5 delegate requires

further information. If no further information is required, PST will inform the

CM once the plan has been approved.

3.7.7 Create a Plan Implementation Case in PACE

This section is applicable to all planning matters. For plan builds completed within

PACE, the Plan Implementation case will automatically generate once the Plan

Approval Case is marked Completed. For PACE Plan Variation Cases and plan

builds completed in CRM, the Plan Implementation Case must be created manually.

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Once the plan is approved, from the participant’s record, navigate to the

Cases tab, and select New (on the left-hand side of the tab). When

prompted, select Plan Implementation, and then select Next.

Complete the New Case: Plan Implementation window as below, and then

select Save. No other changes are necessary.

Reason for Case Creation: Outcome of an ART Decision

After selecting Save, a plan implementation case will be created. You will be

redirected to the Details tab of the case, where you will be able to review

and, if needed, update the information recorded, by selecting the pencil icon

next to the field you wish to update.

Complete Handover Notes

Navigate to the Handover Notes tab of the plan implementation case.

Select all applicable options relating to the implementation of the plan, and

answer the relevant questions, when prompted.

Answer the final question under Supporting Notes, ‘Is there anything elsey

to let the plan implementer know about?’, as below, and then select Save.

Plan has been approved by on

Primary Disability:

Streaming:

Plan management:

Support Coordination/Psychosocial Recovery Coach: <Y/N>

The Plan has been approved for months, due to

unscheduled review conducted in accordance with ART Order

<20__/____> .

S 103(2):

NOTE: This ART Matter has been finalised. For information regarding

the supports included as per the ART Order, or implementation of the

plan, please contact Case Manager . For any future

planning matters, please direct all correspondence to the Region.

S 85(1):

This decision was made pursuant to a remittal by the Administrative

Review Tribunal, pursuant to s 85(1) the Administrative Review

Tribunal Act 2024. Upon reconsideration, I have decided to vary the

statement of participant supports to provide continued access to

supports, while the matter remains in the Tribunal, by changing the

review date; and by providing for pro-rata funding of supports, as set

out in the revised plan. I note that the effect of the reconsideration is to

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vary the statement of participant supports that is under review by the

Tribunal, rather than make a new statement of participant supports.

S 48:

Upon reconsideration, I have decided to set aside the statement of

participant supports by way of a s 48 to provide continued access to

supports <and/or> to provide new R&N supports <remove if not

necessary>, whilst the matter remains in the Tribunal, by:

• changing the review date;

• providing supports pro-rata for months;

• providing <new / additional> R&N funded supports of:

  . It has been

  determined that these supports meet the R&N criteria based

  on <legal / TAPIB / H&L> advice, and objective oversight by

  an <EL1 / EL2>, External Reviews Branch.

Please contact Case Manager for any information

regarding the supports included in this plan.

Log an Activity Note

Navigate to the Activity tab of the implementation case (on the right-hand

side of the screen), and under the Log Activity sub-tab, select Create new…

Use the relevant drop-down menus to create a new activity note, as below,

and then select Save.

Activity Type: Internal Note

Outcome: Not Applicable

Subject: Internal Communication

Comments: <copy the case handover notes, entered as per Complete

Handover Notes>

Upload a copy of the plan to the Implementation Case

Navigate to the Documents tab of the implementation case, and select Add

Documents. Complete the pop-up Document Details window as below, and

then select Next.

Document Category: Participant Communication

Document Subcategory: General Communication

Personal Identifiable Information: Yes

Description: Plan approved to implement

ART Orders

Select Upload Files, and using the file explorer pop-up window, locate a

copy of the relevant participant plan, and select Open.

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Make sure that all documents are marked Ready for Upload, and select

Save. If documents are not ready for upload, or if you encounter an error in

uploading the document, select Retry.

The document is now uploaded to PACE. You may now select Close.

Proceed to 3.7.8, below.

3.7.8 Refer the PACE Plan Implementation Case

Plan implementation cases must be routed to either the MyNDIS Pooly

Queue (for participants with an Agency assigned My NDIS Contact) or to the

My NDIS Contact (for participants with a partner, CSN or YPIRAC staff

member assigned My NDIS Contact). For further information and guidance,

refer to the KA: Case Permissions and Routing – Plan Implementation Case.

To refer the plan implementation case, return to the Details tab of the plan

implementation case, and update the Case Owner. To update a Case

Owner, select the icon that appears next to the Case Owner field in the

Details tab of the plan implementation case.

3.7.9 Create an Enquiry Case in PACE to have the Plan Implementation

Case prioritised by National Delivery

This section is only applicable where plan the implementation case created in 3.7.8

above, is to be routed to the MyNDIS Pool Queue.

The purpose of this section is to create an enquiry case in PACE, to ensure

that the plan implementation case is prioritised by the appropriate National

Delivery state-based implementation queue.

From the participant’s record, navigate to the Cases tab, and select New (on

the left-hand side of the tab). When prompted, select Enquiry, and then

select Next.

Complete the New Case: Enquiry window as below, and then select Save.

Subject: ART Plan Approved

Type: Other

Category: General

Sub Category: Policy/Process Information

Internal Comments:

After selecting Save, an enquiry case will be created. You will be redirected

to the Details tab of the case, where you will be able to review and, if

needed, update the information recorded, by selecting the pencil icon next to

the field you wish to update.

Proceed to 3.7.10, below.

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3.7.10 Refer the PACE Enquiry Case to National Delivery

This section is only applicable to Enquiry Cases created in 3.7.9 above.

To be able to refer the case to the appropriate escalation queue, a Case

Reassignment Reason must be provided. From the Details tab of the

enquiry case, update the enquiry as below, and then select Save.

Case Reassignment Reason: Referral to National Delivery

To refer the enquiry to the appropriate escalation queue, update the Casey

Owner by selecting the icon that appears next to the Case Owner field in the

enquiry Details tab, and select the most appropriate queue as set out below.

TABLE 2 — SELECTING THE MOST APPROPRIATE ESCALATION QUEUE

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3.7.11 Complete the ART Order Implementation Interaction in CRM

This section only applies where an ART Order Implementation interaction was

created in 3.7.2, above.

Once the plan has been approved, update the status of the AAT Ordery

Implementation interaction in CRM.

To do so, navigate to the Interactions tab of the participant’s record in CRM,

and select the interaction you created in 3.7.2 above. Select Edit in the

bottom right-hand corner of the Interaction Details pop-up window, and use

the drop-down menus to update the webform as below, and select Submit.

Status: Completed

Notes: Plan approved in <PACE / CRM> on

3.8 Closing an ART Matter

For further procedural guidance around closing an ART Matter in LEX, please refer

to the Standard Operating Procedure: Closing an ART Matter.

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4. Process Flowchart

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