SAM71030 | Manage work: work management: how work items are created
From HM Revenue & Customs · Self Assessment Manual
When certain events occur in the SA system, details are passed to Work Management to create a work item.
The trigger event(s) differ for each work item.
Some of the details apply only to specific work items. For example
The amount of a debt
The number of returns outstandingThe following details are common to all work items
UTR
Taxpayer name
Date the work item was createdOther details, although potentially common to all work items, will not apply to every item. For example
Employers reference (EMPREF)
NINO
Schedule D register numberThe Index of Work Lists in the left bar provides more information.