TCM1000409 - How to view linked work items

Version 2.0

Changes to previous version - amended guidance.

Step 1

On the 鈥楩unction Menu鈥�

  • select 鈥榃orklists鈥�
  • select 鈥榁iew Linked Work Items鈥� from the options available. You will be taken to the 鈥楰ey Entry Data鈥� screen
  • enter the customer鈥檚 NINO
  • select 鈥極K鈥�.

If you are taken to the 鈥楽elect Household鈥� screen

  • select the relevant household
  • select 鈥極K鈥�. You will be taken to the 鈥榁iew Linked Work Items鈥� screen
  • go to Step 2.

If you are taken to the 鈥楽elect Individual鈥� screen

  • select the relevant individual
  • select 鈥極K鈥�. You will be taken to the 鈥榁iew Linked Work Items鈥� screen
  • go to Step 2.

If you are taken straight to the 鈥榁iew Linked Work Items鈥� screen, go to Step 2.

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Step 2

On the 鈥榁iew Linked Work Items鈥� screen

  • the 鈥榃orklist Type鈥� field will tell you

    • if there are any linked work items
    • what the work list type is
  • the 鈥楢llocated to鈥� field will tell you which processing area the claim is allocated to
  • the 鈥楳anagement Unit鈥� field will tell you which management unit the claim is on.