Notes on Ordering K17 and OS1 in a Purchase File

Overview

This guide outlines the steps to order a K17 and an OS1 in a purchase file using the screen split purchase prep completion screen, including how to handle potential issues that may arise.

Steps to Order K17 and OS1

Screen Split Purchase Prep Completion

1. Access the Completion Screen: Navigate to the screen split purchase prep completion screen.
2. Initiate Order:
   • Click the designated button to order the OS1 and K17.
   • After ordering, note that two boxes will appear:
     • First Box: Displays K17 expiry date.
     • Second Box: Displays OS1 expiry date.

Handling Expiry and Validity

• Messages You Might Encounter:
  • "Not yet obtained": Indicates the search hasn't been completed.
  • "Already done and valid": The search is still valid; no new search is needed.
  • "Done but expired": A new search will need to be run.

Running the Searches

• Prompt for Searches:
  • You may be asked to run the OS1 search, K16, or both. Usually, both are required.
• Automatic Submission:
  • Submissions are done directly through Proclaim to Land Registry.
  • No need for additional login or assistance from the post-completion team.

Reviewing Search Results

K17 Search Results

1. Notification: A pop-up will notify you that you're about to see the K17 search.
2. Result Handling:
   • Results appear in a PDF format, indicating if any adverse entries have been made.
   • Confirm: "Does the reply show only the words 'yes'?" If yes, proceed.
   • Priority Checks:
     • Ensure priority is your own and not someone else's. If it’s someone else's, follow system prompts.

Important Note

• PDF Handling:
  • Close the PDF document after viewing to avoid errors when saving into history.

Client-Specific Documents

• Client One and Two:
  • View and verify documents for each client individually.
  • Ensure each document is clear before closing it and proceeding.

Finalization

• Once all documents are verified as clear, dates populate automatically in the system.

These steps ensure that the process of ordering and verifying K17 and OS1 searches is completed efficiently and accurately, minimizing potential errors in the purchase file process.