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JhaneSmith19

CRT UTR Reminders

Updated: Feb 23, 2023


BEFORE SUBMITTING A TICKET TO CRT PLEASE CONSIDER THE FOLLOWING.


● Always review the SOP for instructions.

● READ the account notes in detail at all times

○ Determine if the situation has been resolved or is being worked on

● Do NOT create duplicate requests

● Always verify the client information for accuracy

● Before submitting a ticket, VERIFY ALL CLIENT INFORMATION

○ Verify the Client’s name (First, Middle, and Last Name)

○ Date of Birth

○ Address, Email, and Phone Number

○ Driver's License

○ Vehicle Information, VIN, and Plate Number

○ Verify correct State of Conviction

○ Determine and notate the client's issue, be detailed.

● Always leave detailed account notes

● Submit the correct UTR ticket

○ Client Records Requests - Only for clients requesting a report for themselves or a third party. (Review SOP for additional details)

○ Reporting Requests - Only for State Reporting Requests




CLIENT RECORD REQUEST VS. STATE REPORTING REQUEST




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