COM141010 | Work lists: features of work lists: B/F date and B/F notes

You can add a B/F date to a case in a work list function by using the [B/F] button at the bottom of the screen. The B/F date is simply a reminder to you of the date when you next want to look at a case. It is not an instruction to COTAX telling it when next to present the case to you. You can also use the B/F date as a filter and sort item later on.

If you enter a B/F date you can add a B/F note of up to 40 characters. The first 10 characters are used to sort or filter items. You must use B/F note as published in local guidance at all times.

The B/F note should conform to the B/F "how to guide" to allow effective filtering of cases.

When intstructed to B/F within the same grade, use the following codes:

• AO B/F code starts XAO

• CTC B/F code starts YO

• HO B/F code starts ZHO

When instructed to B/F to a higher grade, use the following codes:

• AO B/F code AO

• CTC B/F code O

• HO B/F code HO

One of the following BF codes should be used in line with best practice:

• Add

• Incomp

• Pen

• WT1

• GTR

• CIS

• Loss

• ELCB

• QP

• DORM

• CESS

• EIP

• Misc

• Rpyt

• NWC

• CIR

• Insol

• Obj

• Supp (S455)

• PDF

You cannot enter a B/F note without a B/F date.