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Initial Search Stage, Click on the "View all case" and select…

- - - - Provider only
      - Employer & Provider
      - Employer only
    - - Employer only
        
        Does the employer exist on our database?
        
        YES
        
        Check on retool for the providers we have linked to the employer
        (the LoA's should have sent automatically)
        
        Post a note of your research in the feed
        e.g. Retool / Our DB - Aviva
        
        Write something in the subject
        
        1 more item...
        
        NO
        
        Create an employer account -
        
        Add Employer Contact details to the employer account
        
        Check the Gov Database
        
        1 more item...
      - Provider only requests
        
        Add a note to the subject (e.g. Provider only)
        
        Check that the provider LoA has successfully sent from the User Potential Scheme table
        
        move onto the next request for the customer
      - Employer & Provider requests
        
        Do es the employer exist on our database?
        
        Check whether they exist on our DB (via retool and/or searching their name in the Employer bar
        
        YES
        
        Check on retool for the providers we have linked to the employer
        (the LoA's should have sent automatically)
        
        Post a note of your research in the feed
        e.g. Retool / Our DB - Aviva
        
        Write something in the subject
        
        1 more item...
        
        NO
        
        Create an employer account -
        
        Add Employer Contact details to the employer account
        
        Check the Gov Database
        
        1 more item...