Producing the Form


Within the Administrator module, and the Client tab, access the Client Details – Edit menu option.  Click the Forms button to open the Forms Production window.


Where the Jurisdiction of your client is already set to England and Wales, the ‘OPG103 – Report Form (08.18)’ form will immediately be available to you in the forms listing presented.  In the event your client has any other jurisdiction noted, use the Jurisdiction drop down list to select England and Wales to continue.


Populated Information – Section 1


The form currently populates the following information:

  • Case Number
  • Reporting Period - Start date and End date
  • Deputy details, including:
    • First names
    • Last name
    • Address
    • Postcode
    • Telephone number
    • Email
  • Client details, including:
    • First names
    • Last name
    • Address
    • Postcode
    • Telephone number (optional)


Populated Information – Section 6


The form currently populates the following information:

  • Bank/building society name (of the client’s main bank account only)
  • Account type (of the client’s main bank account only)
  • Branch sort code (of the client’s main bank account only)
  • Last four digits of account number (of the client’s main bank account only)


Further development work on getting the balances reporting here is in progress, and will be available in a future release.


The first bank account being reported in this section is the client’s main bank account.  Please ensure within Troika Administrator, Client Details – Edit, the Registers tab, and within the Bankers register, the correct bank is noted as the main account using the tick box available.


Sections Not Populated


The form does not yet populate any information in the followings sections:

  • Section 2
  • Section 3
  • Section 4
  • Section 5
  • Section 7
  • Section 8
  • Section 9
  • Section 10
  • Section 11


Viewing Forms Previously Issued


Within the Forms Production window, a History tab is available which displays form history.


With the 'OPG103 – Report Form (08.18)’ form selected, click onto the History tab.  All previous OPG103 (08.18) forms produced will be listed here.


To view the form, click the Reader button.


To delete any form not required to be stored in this client history (produced in error, for example), click the Delete button to remove from the list.


These notes are confirmed to be applicable from Troika release 2.09.010.