Use Submission Tracking

A case is categorized as follow-up if it previously was submitted to the same regulatory agency and report form; otherwise it is categorized as initial. The same logic applies to cases missed in the previous period, and those cases are marked as initial or follow-up based on the submission record:

• Initial: No submission record exists for that case, agency, and report form combination.

• Follow-up: The case has a periodic submission record for the current report form and agency.