TCM1000030 - How to retain a work list item - HMRC internal manual

HMRC internal manual

Tax Credits Manual

On the 鈥楩unction Menu鈥�

select 鈥榃orklists鈥� on the toolbar
select 鈥楳aintain鈥� from the options available. You will be taken to the 鈥楳aintain Worklist鈥� screen
select the relevant work list from the 鈥榃orklist Type鈥� field
select the relevant MU from the 鈥楳anagement Unit鈥� field
select 鈥楽ort Filter鈥�. You will be taken to the 鈥楽ort and Filter Worklist Entries鈥� screen
in the 鈥楩ilter1鈥� box
- select 鈥楻eference鈥� from the 鈥榃orklist Entry by Column name鈥� field
- enter the customer鈥檚 NINO in the 鈥楩rom Value鈥� field
- enter the customer鈥檚 NINO again in the 鈥楾o Value鈥� field
select 鈥極K鈥�. You will be taken to the 鈥楳aintain Worklist鈥� screen
select the relevant case
select 鈥楧etails鈥�. You will be taken to the 鈥榃orklist Entry Details鈥� screen
select the 鈥楻etained鈥� checkbox
select 鈥極K鈥�. You have retained the work list item.

Note: The date in the 鈥楢ction Date鈥� field must be after today鈥檚 date in order for the work list item to be retained.