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Contents

Official guidance
Self Assessment Manual

SAM72000 · Manage work: access to records

  • SAM72001 · Introduction
  • SAM72010 · Case view hierarchy
  • SAM72020 · Individual access
  • SAM72030 · Responsible offices and agents
  • SAM72040 · Responsible offices and taxpayers
  • SAM72050 · Transfer of responsibility for taxpayers
  • SAM72060 · User roles
  • SAM72062 · Agent maintainer
  • SAM72064 · Appeals handler - processing and technical office
  • SAM72066 · Appeals handler - recovery office
  • SAM72068 · BACS rejection processor - FAO
  • SAM72070 · Call centre adviser
  • SAM72072 · Charge remitter - recovery office
  • SAM72074 · Clerical accounts office caseworker
  • SAM72076 · Clerical caseworker - recovery office
  • SAM72078 · Clerical caseworker - technical office
  • SAM72080 · Clerical processing manager
  • SAM72082 · Clerical processing officer
  • SAM72084 · Clerical reallocation officer - processing, recovery and technical offices
  • SAM72086 · Compliance manager
  • SAM72088 · Compliance signals maintainer - CRI
  • SAM72090 · Enquiry officer - processing office
  • SAM72092 · Enquiry officer - technical office
  • SAM72094 · Office manager
  • SAM72096 · Payment processor - processing office
  • SAM72098 · Payment processor - recovery and technical office
  • SAM72100 · Repayment authoriser
  • SAM72102 · Review interest officer - processing and recovery office
  • SAM72104 · Review interest officer - technical office
  • SAM72106 · RTC agent - receivables telephone centre
  • SAM72108 · SA quality case selection officer
  • SAM72110 · SA view only
  • SAM72112 · Time to pay officer - processing and recovery office
  • SAM72114 · Worklist manager - recovery office
  • SAM72116 · Worklist manager - technical office
  • SAM72118 · Worklist viewer
  1. Manage work: access to records: contents
  2. Manage work: access to records: SA quality case selection officer

SAM72108 | Manage work: access to records: SA quality case selection officer

From HM Revenue & Customs · Self Assessment Manual

The operator with this role is generally responsible for creating a request for a new selection list to select returns for inclusion in the Quality Monitoring Exercise (QME).

This role has the same functions as Clerical Processing Officer (SAM72082) plus the extra function SA QME CASE SELECTION to allow the operator to select and view / work the case without having to change role.

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