This is an HTML version of an attachment to the Freedom of Information request 'Guidance for planned interventions'.

Award period and reviews 
340. The Case Manager (CM ) decides the period of an award based on all the 
evidence including the advice from the Healthcare Professional (HP). The CM also 
decides if a review or ‘planned intervention’ will apply and when the review date 
should be set for. This should also be based on all the evidence including the claimant 
questionnaire, (PIP2) other evidence provided and advice from the HP. 
341. A review point or ‘ PIP Award Review’ is an opportunity to look at entitlement 
at set intervals to ensure the claimant continues to get the right amount of Personal 
Independence Payment (PIP). The review point selected should be based on the 
claimant's individual circumstances. 
342. If the CM decides a PIP Award Review is appropriate based on the evidence and 
advice they record the review date in the Personal Independence Payment Computer 
System (PIPCS) when the decision is made. The CM sets the end date of the award 
for a year after the planned intervention date this is to allow enough time for the 
intervention to take place. 
343. The award period options for the CM to consider and decide are: 
Short fixed term award, (SFT) with or without a PIP Award Review, these can be 
for a minimum of 9 months and up to a maximum of two years.  
Longer fixed term award, (LFT) the CM decides the review (planned intervention) 
point and then sets the end date of the award for 12 months after the review date.  
Ongoing award, where any change is very unlikely and with a planned intervention 
date no more than 10 years from the award date. 
344. The HP gives their recommendations and justification for the recommended 
review date in their consultation report. The review questions for the HP are in the 
report forms and also in the ‘Recommendations’ screen or page of the PIPCS 
assessment questionnaire.  
345. The HP answers one of the following two questions in the report about review 
either giving a review period or stating review isn’t required.  
346. The review period question for the AP is: 
‘Based on the claimant’s likely future circumstances, it would be appropriate to 
review the claim in’: ‘Years and Months’ fields 
Date the HP gives recommended date from 
347. The recommendation year and month given by the HP is taken from the date of 
the consultation. If the assessment is paper-based this would be from the date the HP 
completes the assessment report. 

348 The review not required option is:  
‘I consider there to be no requirement for future reviews of this claim as significant 
change is unlikely’ 
349. If the HP has answered ‘Yes’ to the review not required question above this 
indicates an ongoing award may be appropriate. The explanation from the HP should 
give further detail to support the HP’s answer and should be taken into account by the 
CM when deciding the award period.  
350. The consultation report form also contains the further question for the HP: 
‘It is likely that the functional restriction identified in this report will be present at the 
recommended point of review’  
351. For the above question the options for the HP are: Yes, No, Not Applicable (no 
restriction present) and the HP will, select: 
‘Not applicable’, if they consider the claimant either has few or no functional 
‘No’, if they consider the restrictions may not still be present at the time any award 
made by the CM is likely to end  
‘Yes’, if they consider the restrictions will stay the same or deteriorate.  
Awards reviews and end of award  
Short fixed term award  
356. A short fixed term award (SFT) with or without a planned intervention may be 
appropriate for some claimants. To decide which type of award is appropriate the CM 
should consider all the available evidence. 
Note the HP will always provide a review period unless the HP considers the 
claimant’s condition is stable and highly unlikely to improve or deteriorate. The CM 
may consider an ongoing award in such cases.  
357. The CM would consider a short fixed term award without a review may be 
appropriate if the HP: 
answers No to the question - ‘It is likely that the functional restriction identified in 
this report will be present at the recommended point of review’ and  
indicates in the report the claimant’s limitations would be expected to improve to such 
an extent that they are unlikely to have the degree of difficulty in activities that would 
result in entitlement at the end date of the award 

358. A SFT award without a planned intervention stops when the award ends. If the 
claimant considers they still have difficulties with daily living and mobility, they will 
need to make a new claim. 

359. A SFT award with a planned intervention would be appropriate where the HP: 
answers Yes to the question “It is likely that the functional restriction identified in this 
report will be present at the recommended point of review” and 
recommends a review date of two years or less. 
360. The report should give reasons for the HPs recommendations and if the above 
applies, unless the evidence is contradictory or conflicting a SFT with or without a 
planned intervention as appropriate should be made. 
For example: 
Example 1:  
Claimant assessment consultation on: 07/06/2013  
HP recommends review in one year  
HP answers No to question ‘It is likely that the functional restriction identified in this 
report will be present at the recommended point of review’  
Report clearly indicates that in 9 months to a year the claimant will have improved to 
the extent that they will have either no functional limitations or very low level.  
The CM makes a SFT award for a year from date of consultation.  
The end date of the award will be recorded as 06/06/2014 
Example 2  
Claimant assessment consultation on: 07/06/2013  
HP recommends review in one year  
HP answers Yes to question ‘It is likely that the functional restriction identified in this 
report will be present at the recommended point of review’  
Report clearly indicates that the claimant’s condition may improve to some extent but 
there may or may not be any effect on their functional limitations.  
The CM makes a SFT award with a planned intervention date set for a year after the 
consultation. That is they set the review (PI) date for one year and add 12 months on 
to this.  
This gives an planned intervention date of 06/06/2014 and end date of award as 
361. If there are any issues with the report or evidence the CM should try to resolve 
them via the Quality Assurance Manager (QAM) with the HP. 
Longer fixed term award  
362. Longer fixed awards with planned interventions are appropriate if it is likely the 
claimant’s level of restriction in daily living and mobility activities may change at a 
later stage. That is the claimant may have some improvement or deterioration that 
could result in a change in the rate of PIP entitlement. 
363. For any decision on period of award, the CM should decide as to whether a 
longer fixed term award (LFT) is appropriate based on all the evidence, including the 
claimant questionnaire, any other evidence provided and the HP recommendations 
and advice. 

364. A LFT award would be appropriate where the HP: 
indicates the functional restrictions are likely to be present at the recommended point 
of review and  
also recommends a review date of more than 12 months from the date of the 
365. The HP report should include reasons for the HPs recommendations. 
366 The CM should take appropriate action to clarify anything in the HPs 
recommendation or other evidence that is unclear, or if there has been any relevant 
evidence received at DWP the HP may not have seen  
Ongoing award 
370. Ongoing awards are appropriate where the claimant’s restrictions on daily living 
and or mobility are unlikely to change significantly. If the HP considers no significant 
change is likely and no requirement for future review it indicates an ongoing award 
may be appropriate. 
371. If the HP considers the claimant’s restrictions will continue but are likely to 
deteriorate they would usually advise on an appropriate review period rather than no 
372. If the CM considers all the evidence and advice and decides an ongoing award 
applies, they don’t record an end date in PIPCS.  
373. The planned intervention date will depend on the particular circumstances of the 
case and the CM will decide the most appropriate date based on the evidence and the 
advice from the HP. The date will be set from the consultation date. A date may be set 
for less than 10 years but in any case the planned intervention date should be no 
longer than 10 years following the consultation date  
End of Award 
374. PIPCS automatically issues an ‘end of award’ notification to the claimant (or 
appointee if appropriate) 14 weeks before the end of award. 
375. This advises the claimant their award is ending. It is issued for all cases reaching 
the end of an award whether or not the award has had a planned intervention or any 
type of review at any point. 
376. The end of award notification advises the claimant how to claim if the claimant 
considers their needs have continued and it also advises of other benefits.  
377. For exportability cases, that is, those identified in PIPCS with a ‘Competent 
State’ marker there is a tailored notification. 

1. When making a decision to award PIP the Case Manager (CM) will decide the 
period of award based on all the evidence including advice from the Health 
Professional (HP). The CM will decide whether a review will apply and the date of 
the recommended review.  
Please note: Although Interventions have now been renamed to Award Reviews any 
output from the system will still refer to Interventions 
2. The Award Review rules are applied on determining the recommended review date.  
3. PIPCS will check if CoC Award Review is on going. If so, the Award Review is no 
longer required.  
4. PIPCS also checks to see if PIP is in payment.  
• if PIP isn’t in payment PIPCS will defer the Award Review until payment is 
• if payment of PIP isn’t reinstated before the award end date the Award Review is 
not required and no further action will be taken. 
• if payment is reinstated Award Review activity will start . 
PIP Award Reviews record created  
5. If PIP is in payment, PIPCS will automatically create an Award Reviews record in 
the Create Intervention screen. The screen displayed is as follows:  
• The Received date This field will be set to the date the Award Reviews is created; 
• The type This field will be set to ‘Award Reviews’;  
• Requested By This field will be set ‘Secretary of State’;  
• Part 2 required This is a drop down menu and will be ‘yes’;  
• Conclusion This is a drop down menu and will default to blank. Values set by 
PIPCS when the User completes the determination are: 
i. Changed; and 
ii. Unchanged; 
• Comments if appropriate. 
6. From 1 February 2016 Award Review (Planned Interventions) tasks generated by 
PIPCS will be automatically assigned to the Case Manager (CM) with an Award 
Reviews skill set. 
7. PIPCS will not create Award Reviews if there is an open intervention in progress.  
8. PIPCS will automatically issue a PIP2(UI) and PIP1021 covering letter and sets a 
wait time of 40 calendar days for its return, after 19 days PIPCS automatically issues 
a reminder. 

PIP2(UI) not returned - additional support identified 
9. PIP2(UI) not returned within 40 calendar days, PIPCS will identify claimant’s 
requiring Additional Support (AS) and create a task to the Assessment Provider (AP) 
to consider a face to face assessment.  
10. PIP2(UI) not returned no AS is identified, PIPCS will automatically issue 
notification PIP.1025. This advises the claimant a PIP2(UI) has not been returned and 
they need to return it  
PIP2(UI) not returned – PIP not in payment 
11. PIP2(UI) not returned within 40 calendar days and PIP is not in payment, an 
automatic task is created for the CM to consider deferring the task to await 
reinstatement of payment. If payment is unlikely to be reinstated before the end of 
award date and the End of Award notice has been issued, the claimant will need to 
contact PIP if they want the award to continue. 
PIP2(UI) process without an extension request 
12. The claimant is given 1 calendar month from the day after the date of issue to 
return the PIP2(UI). For example, the PIP2(UI) covering notification PIP.1021 issued 
03 February asks the claimant to return the PIP2(UI) by 0 4 March.  
13. However, PIP2(UI) return date is automatically set by PIPCS for 40 calendar days 
from the date of issue. After 19 calendar days PIPCS will generate and issue the 
automatic reminder notification PIP.1025 if PIP2(UI) hasn’t been returned. 
14. Task timers for cases where the PIP2(UI) is issued manually will not be set 
automatically and users must manually set a deferred task. For example, any of the 
clerically issued PIP2(UI).  
15. No AS identified and PIP2(UI) not returned within 40 calendar days , PIPCS will 
generate an automated task for the CM to make a negative determination and 
supersede the current entitlement decision. You must issue a manual PIP notification 
PIP.7021 to notify the claimant where you have made the decision to supersede and 
disallow. You should create a Communication Record. 
16. Claimants needing AS will have been identified from the PIP1 or subsequent 
claimant contact and a flag recorded on PIPCS. These cases are referred to the AP 
without the completed PIP2(UI) at the 40 calendar day trigger point. 

Claimant requests more time to return PIP2(UI) - 2 week 
extension provision 
17. If the claimant asks for more time to return PIP2(UI), the telephony or processing 
agent can extend the PIP2(UI) return date by 2 weeks (14 calendar days) where the 
claimant has not previously had an extension. Note: This guidance for extending the 
return date of PIP2(UI) applies to all versions of the PIP2: 
• PIP2, PIP LP, PIP2 NI and PIP2 NI LP – all issued by Extream 
• PIP2 clerical version for issue in exceptional circumstances (for example no NINO 
• PIP2(UI) (clerical issue)  
• PIP2 VO for visiting officers (clerical issue)  
• PIP2, the Welsh and LP versions (clerical issue). 
18. The telephony agent will: 
• check PIPCS ‘Timers’ tab to ensure this is the first request for more time;  
• add 14 calendar days to the original return date by extending the timers, this 
calculates the new return date but will not be displayed. . This action automatically 
resets the PIP2(UI) return date and resets the disallowance trigger date to 54 calendar 
• advise the claimant they now have another 14 calendar days from the date on their 
letter. The agent may need to establish the original return date from the claimant and 
add 14 calendar days should the claimant ask for the new return date. The 40/54 
calendar day trigger point must not be mentioned.;  
• advise the claimant any reminder will show the original return date and this date 
should be ignored; and 
• If the claimant provides a reason for the extension record it in the ‘Reason’ notes 
field. Providing or recording a reason for a 14 calendar day extension is not 
19. PIPCS does not produce a notification and there is no requirement to issue a 
clerical one - See: ‘Enquiry Line’ guidance - Request for PIP2 UI form 2 week 
extension’ and ‘Reset the timers for return of PIP2’ guidance.  
Extension requested of more than 14 calendar days 
20. If the claimant requests an extension of more than 14 calendar days or they’ve 
already had a 14 day extension, the CM on behalf of the S of S needs to consider if 
it’s ‘reasonable’ to allow more time.  
21. The claimant must provide reasons why they need more time to return PIP2(UI). 
The telephony agent will create a CAMLite ‘To Do’ task for the CM and record the 
reasons provided by the claimant in the ‘To Do’ task notes field.  
22. You may also receive a PIPCS task created by non-telephony ‘back office’  
processing staff who received the extension request via an outbound call or letter.   

Case manager considers if it is reasonable to allow more 
23. On behalf of the S of S the CM will consider if it’s ‘reasonable’ to allow more 
time for the claimant to return the PIP2(UI)  
24. You may allow as much additional time as you consider is reasonable. There is no 
definition in law as to what is reasonable but to help, you should ask the claimant why 
they need more time to return PIP2(UI). The test of ‘reasonable’ is an ordinary one 
and isn't defined or limited, so this is very much for you to consider. 
25. It depends entirely on the individual circumstances of each case and may be 
something outside either the claimant's or the department's control.  
26. If the reasons recorded by the agent in the CAMLite ‘To Do’ task notes field 
aren’t sufficient to help you decide, you will phone the claimant, making 3 attempts at 
different times over a two-day period. When a Case Worker or Case Manager 
attempts to contact a claimant by outbound telephone call and fails to make contact 
the sending of a manual SMS text message should be considered, notifying the 
claimant that the DWP has attempted to contact them and advising them that DWP 
will attempt to call them back or advising the claimant to.  
27. You don’t need to ask for or consider the claimant’s original reasons for 
requesting the original 14 calendar day extension. If you can’t contact the claimant by 
phone you must: 
Step Action 
1 issue general enquiry clerical letter PIP.3033  
2 create a Communication Record 
3 set a task in PIPCS for 14 days for the reply 
28. Claimants are allowed 1 calendar month and 1 day to complete and return the 
PIP2(UI). A 14 day extension may also be granted if requested.  
29. If the claimant can’t return PIP2(UI) within the 1 calendar month and 1 day plus 
any 14 calendar day extension, you need to carefully consider if a longer period is 
reasonable in the particular circumstances of the case.  
30. The length of the extra time requested is also an important factor when looking at 
why the time already allowed isn’t enough. The claimant could make further requests 
for even more time which you will also need to consider if it’s reasonable, in the 
particular circumstances given.  

31. The PIPCS trigger point for disallowance is set for 40/54 calendar days (rather 
than 1 calendar month and 1 day/1 calendar month and 1 day plus the 14 calendar 
days) to allow extra time for general postal and or internal DWP delays. You should 
therefore note that this reason is already allowed for. 
Example A 
32. The PIP2(UI) covering notification PIP.1021 dated 03 February asks the claimant 
to return the PIP2 UI by 03 March.  
The 19 day reminder issued on 22 February prompts a request for more time on 25 
February because the claimant was admitted to hospital as an emergency on 20 
A 14 day extension was granted by the telephony agent with a new return date of 17 
A second request for a further 14 calendar days to return PIP2(UI) was made on 13 
March because the claimant had major surgery with subsequent complications and 
was not discharged until 11 March.  
The difficulty in returning PIP2(UI) by 17 March was outside the control of both the 
claimant and the Department and so the extra 14 calendar days requested for return is 
Although there were a few days following discharge and the extended date of return, 
the claimant could not ‘reasonably’ be expected to complete and return the PIP2(UI) 
immediately on discharge, given the seriousness of their condition. 
Note: - in these same circumstances, had the claimant’s second extension request been 
for more than 14 calendar days then it could bring into question whether allowing 
more than 14 calendar days extra was in fact reasonable. 
Example B 
33. The PIP2(UI) covering notification PIP.1021 dated 03 February asks the claimant 
to return the PIP2(UI) by 03 March.  
A request for more time was made on 18 February and a 14 calendar day extension 
was granted by the telephony agent, with a new return date of 17 March.  
Reason for requested extension – extreme weather conditions on 05 February caused 
flood damage to property and the claimant moved to temporary accommodation until 
16 February whilst repairs were completed.  
A request for more time to return PIP2(UI) is made on 14 March – reason given on 
returning home it took some weeks to get the house straight so the claimant didn’t get 
round to completing the form.  
This is outside anyone's control and was a cause for some of the delay. However, the 
continued post-crisis delay by the claimant was a long one and overall, allowing a 
further period for claiming may not be reasonable. The claimant had from 18 Feb to 
17 March to complete and return PIP2(UI).  
Example C 
34. The PIP2(UI) covering notification PIP.1021 dated 03 February asks the claimant 
to return the PIP2(UI) by 03 March.  
A request for more time was made on 18 February. The reason given was the claimant 
needed help to complete PIP2(UI) and the earliest appointment with Citizens Advice 

was for 18 March. The claimant also said it would then take a few days for the 
completed form to be returned.  
This request was for more than 14 calendar days so the telephony agent created a 
CAMLite task to the CM to decide if the request for extra time was reasonable.  
In this case the CM decides the request is reasonable and allows the claimant until 25 
March to return the PIP2(UI). 
35. Given the nature of PIP and the requirements of the form, extensions in these 
instances should be considered reasonable. There may also be further extensions: For 
example: appointment cancelled, as the advice worker unavailable due to illness.  
36. Requests to allow longer periods for the return of PIP2(UI) could be caused by 
other factors which you should consider. For example, there may be a postal dispute 
causing a delay in the return of PIP2(UI).  
Case manager decides it is reasonable to allow more time 
37. If you decide it’s reasonable to allow more time for the return of PIP2(UI) than 
the 1 calendar month and 1 day plus any 14 calendar day extension, record details of 
the request in PIPCS.  
38. You will need to reset the timers in the ‘PIP Application Case’ screen. This 
ensures notification and disallowance triggers and/or tasks are moved forward to 
reflect the extra time allowed for extension. 
Reset the Timers in PIPCS  
Step Action 
1 to navigate to the PIP Application Case select: 
• ‘Cases and Outcomes’ tab from the PIPCS Banner  
• ‘Claimant Record’ tab  
• ‘Application’ tab  
• ‘PIP Application Case’ link  
See: Enquiry Line- PIPCS overview and navigation.  
2 select the ‘Timers’ tab 
‘Timers’ provide a description of the automatic timer set following the issue of the 
In the ‘Timers’ tab you can see a list of timers set against the case. 
‘PIP 2(UI) timer 40 days’ is the duration of the timer and the deadline of the timer is a 
count down of number of days left. 
You can view previous extensions and the reasons for them. 
3 expand the timer by using the ‘Arrow’ button next to ‘PIP2(UI) timer 40 days’ to 
check if there has been a previous extension or not. The box is blank if no previous 
extension granted. 
Note: If the PIP2(UI) has already had an extension you will see a panel with ‘Days 
Extended’ in it.  
4 select the ‘Action’ button.  
5 select ‘Extend’ from the drop down. 

6 type the number of calendar days you have agreed to extend the return date by in the 
‘Days Extended’ field 
7 record the reason for extending the timer in the ‘Reason’ notes field for example 20 
calendar day extension granted because…’. This will help telephony agent should the 
claimant phone.  
8 select ‘Save’ 
39. PIPCS will automatically reset the PIP2(UI) return date and the disallowance 
trigger but will not produce a notification about the extension. It won’t show the new 
return date, you will need to calculate this yourself. 
40. You should phone the claimant, recognised representative or unofficial 
representative to tell them your decision and the new return date. You must make 3 
attempts at different times over a two-day period and create a Communication Record 
for each attempt. When a Case Worker or Case Manager attempts to contact a 
claimant by outbound telephone call and fails to make contact the sending of a manual 
SMS text message should be considered, notifying the claimant that the DWP has 
attempted to contact them and advising them that DWP will attempt to call them back 
or advising the claimant to call.  
41. Where you contact the claimant, recognised representative or unofficial 
representative by phone, create a Communication Record.  
You should:  
Step Action  
1. access the ‘Notes Box’ in the Communication Record  
2. input the claimant’s reasons for requesting an extension for the return PIP2 UI  
3. input your reasons for accepting the request for more time is reasonable. 
42. If you can’t contact the claimant by phone send clerical notification PIP.1020 to 
tell them you’ve accepted their reasons and to give a new return date. You should 
create a Communication Record.  
43. If PIP2(UI) is received after the 1 calendar month and 1 day plus any 14-day 
extension but before the 40/54 day task is triggered, the claim will still be tasked to 
the AP by PIPCS. Although the PIP2(UI) is technically late, we have received it 
before a lateness or negative determination decision. 
44. Note: The 40/54 day timer is for internal administrative purposes only and there is 
no reason to inform the claimant of these dates.  
45. If the PIP2(UI) was issued clerically a task is set to issue the reminder, return by 
date and the disallowance trigger. In these cases you need to defer the tasks to 
correspond with the new return by date  

Case Manager decides it is not reasonable to allow more 
46. If you decide it’s not ‘reasonable’ to allow a longer period than 1 calendar month 
and 1 day (plus any 14 calendar day extension already granted) to complete and return 
PIP2(UI), phone the claimant, recognised representative or unofficial representative to 
notify them of your decision. You must make 3 attempts at different times over a two-
day period and create a Communication Record for each attempt. When a Case 
Worker or Case Manager attempts to contact a claimant by outbound telephone call 
and fails to make contact the sending of a manual SMS text message should be 
considered, notifying the claimant that the DWP has attempted to contact them and 
advising them that DWP will attempt to call them back or advising the claimant to 
47. You need to be aware of the case timer and return by dates before you phone the 
claimant. If appropriate, the emphasis for the claimant should be on returning the 
PIP2(UI) as soon as possible if the 40/54 day timer hasn’t been reached. Tell the 
• you’ve looked at their reasons for needing more time but consider they’re not 
sufficiently ‘reasonable’ to extend the time for returning PIP2(UI) further;  
• their claim may be disallowed if the PIP2(UI) isn’t received by the latest recorded 
return by date (This date is either the date on PIP.1021, if this is the first request for 
more than 14 calendar days, or that date plus any number of days extension already 
• who can provide independent help, where they can get more information and where 
they can phone to make a fresh claim should this claim be disallowed for non return 
of the PIP(UI); and 
• if appropriate, you may tell the claimant a disallowance notification giving dispute 
rights will be issued when the return by date has passed and PIP2(UI) hasn’t been 
48. Where contact is made with a claimant, recognised representative or unofficial 
representative by phone or post, create a Communication Record.  
You should:  
Step Action  
1. access the ‘Notes Box’ in the Communication Record  
2. input the claimant’s reasons for requesting an extension for the return PIP2(UI)  
3. input your reasons for not accepting the request for more time 
49. If you can’t contact the claimant by phone send clerical notification PIP.1020 to 
tell them you don’t accept their reasons. The notification tells the claimant what 
happens next and where to get help. You should create a Communication Record.  
50. Your decision not to allow more time does not carry dispute rights. But any 
subsequent negative determination decision for non-return of PIP(UI) has dispute 

Negative Determination for non receipt of PIP2(UI) where 
an extension has been granted  
51. When the 40/54 calendar day point (or other number of days has been considered 
reasonable) is reached and the PIP2(UI) hasn’t been received. If AS is identified, 
PIPCS will automatically notify the AP PIP2(UI) has not been returned and further 
support is needed. PIPCS will create the assessment case and task it to the AP.  
52. If AS is not identified PIPCS will create a task for you.  
53. On receipt of the task, where good reason has not been established, access the 
Medical Evidence details page and note the following:  
Step Action  
1. effective date of change field 
Note the effective date should be today’s date 
2. see the failure to supply information cluster 
3. negative determination – if required 
4. part 2 not returned – good reason accepted field. You should select ‘no’ 
5. select ‘save’ 
54. Once the changes to the evidence have been saved the system creates an ‘In Edit’ 
record. Once the record is successfully applied the relevant changes become active.  
Validating evidence and applying evidence changes 
55. You must now validate and apply the evidence (to make sure that it is correct) so 
the legislative rules can be run.  
Accessing the Evidence screen to Validate changes 
56. From the PIP case homepage, (application or integrated case) you will:  
Step Action  
1. select ‘Case and Outcomes’ tab at the top of the determinations page to open the 
case home page 
2. select ‘Evidence’ tab to display the ‘Evidence’ dashboard 
57. From the evidence dashboard you can select and view any evidence recorded to 
58. You will:  
Step Action  
1. select ‘Validate Changes’ option from the action drop down menu 
59. A dialogue box opens showing all the evidence and details. You should select 
‘save’ to validate all the evidence. You should then close the dialogue box and return 
to the evidence dashboard.  

Accessing the Evidence screen to Apply Changes 
60. ‘Apply changes’ is a mandatory step which is needed to trigger PIPCS to 
activating all the evidence and later run the legislative rules. From the evidence 
dashboard you will:  
Step Action  
1. select ‘in edit’ evidence option from the navigation panel on the left 
2. select ’Apply changes’ option from the action drop down button that opens a 
dialogue box showing the evidence details 
3. select ‘save’ 
61. The action to ‘Apply changes’ will do one of two things; 
• show error messages; or  
• activate the evidence.  
62. If further amendments are needed to any of the evidence screens you should make 
the necessary changes to the evidence before selecting ‘apply changes’ again to 
Checking eligibility  
63. Once all the evidence is validated in PIPCS you must run the legislative rules 
against the information held.  
64. Eligibility can be checked on a case at any time after the PIP application has been 
submitted in PIPCS. The eligibility rules are run on the evidence at the time a check is 
made. The result will be either ‘eligible’ or ‘ineligible’  
65. You should: 
Step Action  
1. select ‘eligibility checks’ tab. If previous eligibility checks have been run a list of 
previous eligibility will be displayed 
2. select ‘Check Eligibility’ from the action drop down menu in the top right-hand 
corner. This opens a ‘check eligibility’ dialogue box. This displays all the available 
PIP claims for the case  
3. tick ‘Use Active Evidence only’ checkbox if not already ticked 
Note: an error message will display and the eligibility check will fail if there is no 
active evidence. If this is the case you’ll need to return to the evidence screens to 
check, but validating the evidence and applying changes means the eligibility check 
fail shouldn’t occur.  
You should:  
Step Action  
1. tick the current PIP claim check box if not already ticked  
2. select ‘yes’ to run the legislative rules and return the eligibility checks list 

66. The legislative rules are now run and PIPCS will provide a detailed result of each 
rule and will show a result of ineligible.  
67. You will issue clerical notification PIP 7021. To prepare the PIP 7021 you will 
require three dates to input into the notification. These are: 
• the date the PIP2(UI) was sent to the claimant, PAB or CPAB; 
• the date the department issued the reminder PIP 1025 notification; and 
• the final date the claimant is no longer entitled to PIP.  
68. You will prepare two copies – one for the claimant or authorised person. The 
other must be marked ‘copy’ and sent to the Document Repository System (DRS) for 
document retention, create a Communication Record.  
69. If there is a Motability agreement present, you must create a manual task for the 
Motability team to notify MOps.  
70. PIPCS will then automatically close the PIPCS record.  
PIP 2(UI) received case referred to the AP  
71. When the PIP2(UI) is received the Mail Opening Unit (MOU) will scan it into 
DRS and PIPCS will refer the case direct to the AP work Queue for Assessment 
72. Where PIPCS indicates the claimant needs AS and the PIP2(UI) isn’t returned 
after the 40/54 days (or agreed extended period) an automatic task is triggered to the 
AP new referral queue. 
73. Once the task for a new assessment is created there is a 30 working day deadline 
for the AP to clear it.  
AP action complete AP report returned  
74. From October 2013 the PIP Assessment Tool (PIPAT) a computer system for APs 
to support the assessment process is available to Aps within limited areas. . PIPCS 
and PIPAT are linked therefore assessments and reports can be completed and 
returned through PIPAT into PIPCS. However, APs can choose a phased approach to 
PIPAT and may continue to access PIPCS directly in some cases. DWP will receive 
information from the AP either using PIPAT or directly through PIPCS.  
75. When all AP action is complete and the AP is accessing PIPCS directly, the 
assessment is submitted into PIPCS and the completed report form is sent to Mail 
Opening Unit (MOU) for scanning into DRS.  

76. If PIPAT is used by the AP once the assessment questionnaire is submitted in 
PIPCS through PIPAT the report is uploaded automatically into DRS and the case 
tasked to the CM work queue.  
77. The status of the Application case and of the Determination remains ‘In Progress’ 
until the CM completes their action in PIPCS. The questionnaire completed with the 
HP’s answers will be the latest ‘active submission’ available for the CM to view. 
AP returns supplementary reports or other relevant 
information to the CM  
78. The AP can return supplementary reports or other relevant information to the CM 
by using ‘Update Assessment Progress’. The AP can also return a Award Review 
referral to the CM if they are unable to complete the Award Review submission.  
CM reviews all evidence and completes their determination 
79. You should review all the evidence from the AP. If you are satisfied with the 
submission record the effective date of the decision and complete the determination. 
Select ‘complete determination’ from the action drop down menu of the particular 
determination. PIPCS will then display a Complete Determination pop up window. 
You should: 
Step Action  
1. select ‘Next’  
2. PIPCS will then display an Effective Date field 
3. enter the appropriate Effective date  
select ‘Save’ 
80. PIPCS will then update the Effective Date for the determination and changes the 
determination status of ‘Report Outstanding’. PIPCS will return you to the List 
determinations page. You should then complete your determination in PIPCS.  
81. Where you have made a decision to change entitlement (either extended at the 
same rate, increased, reduced or disallowed) PIPCS will automatically set the status 
for Award Reviews Conclusion status to ‘Changed’  
Modifying the determination 
• select ‘Determinations’ tab; PIPCS will then show completed Determination line 
• select ‘Action’ button on right hand side 
• select ‘Modify Determination’ 
The ‘Modify Determination’ screen will appear. 
• select the ‘Determination’ reason ‘Reconsideration’ 
• requested for ‘Claimant’  
• select ‘Save’.  
The ‘Determination’ status will then revert to ‘In Progress’. 
The CM will then: 

• toggle the ‘Determination’ line 
• add details of new evidence provided, if applicable 
• add details of any new disabilities identified, if applicable 
• re-answer the questionnaire; making any changes to descriptors as appropriate 
• toggle ‘Reasons’ 
• select ‘New’ on left hand side and cut and paste new reasons 
82. You will modify the determination when you want to make changes to the 
descriptors but this also happens when you request advice from the AP. 
When modifying the determination you will see the information recorded by the 
previous Case Manager. 
83. Completing this action will create a new determination period which will 
constitute the body of your decision. You can record new reasons for each 
84. When you ‘complete’ the new determination you will be prompted to provide an 
effective date. 
85. If there is a Motability agreement present, you must create a manual task for the 
Motability team to notify MOps.  
86. Where you have made a decision not to change either the duration or level of 
entitlement, PIPCS will set the status for Award Reviews Conclusion status to 
87. PIPCS will notify the claimant or PAB of the outcome decision once you have 
completed your determination.  
CM reviews all evidence and requires further information 
from the AP  
88. If you require further information from the AP you can request further 
CM reviews all evidence and refers the case back to the AP 
as rework  
89. If you are not happy with the evidence from the AP you should discuss the case 
with your Quality Assurance Manager (QAM) who will liaise with the AP and refer 
back See: decision making part 1 

CM makes relevant notes on the assessment regarding 
Award Reviews 
90. You can make relevant notes on the assessment regarding the Award Reviews. 
You can:  
create Assessment Notes;  
list Assessment Notes; and  
view Assessment Notes.