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 ‘OPG102 – 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 (optional)
  • Client details, including:
    • First names
    • Last name
    • Address
    • Postcode
    • Telephone number (optional)


Populated Information - Section 5


The form currently populates the following information:

  • Bank/building society name
  • Branch sort code
  • Last four digits of account number
  • Client's money paid in / Total for reporting period
  • More detail on money paid in
  • Client's money paid out / Total for reporting period
  • More detail on money paid out


As the bank account being reported in this section is the client's main bank account, please ensure within Troika Administration, 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 following sections:

  • Section 2
  • Section 3
  • Section 4
  • Section 6
  • Section 7
  • Section 8


Viewing Forms Previously Issued


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


With the 'OPG102 - Report Form (08.18)' form selected, click onto the History tab.  All previous OPG102 (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.