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Contents

Official guidance
Shared Workspace Business Manual

SW02200 · Learning: Online Learning Packages

  • SW02210 · Introduction to Online Learning Packages
  • SW02220 · HMRC Business Authorising Officer
  • SW02230 · HMRC Member
  • SW02240 · Customer Organisation Representative
  • SW02250 · Customer Nominated Contact
  • SW02260 · Customer Member
  1. Learning: Online Learning Packages: Contents
  2. Learning: Online Learning Packages: Customer Member

SW02260 | Learning: Online Learning Packages: Customer Member

From HM Revenue & Customs · Shared Workspace Business Manual

It is essential that all Customer Members have the appropriate skills and knowledge to use Shared Workspace before they access the service. This is to ensure that information security and online service performance levels are not compromised by inappropriate or inefficient use of the service.

All Customer Members should complete the Customer Member Online Learning package before they access Shared Workspace for the first time.

The Customer Member Online Learning package covers the following subjects:

  • Welcome

  • Roles and responsibilities

  • Getting started

  • Accessing Your Room

  • Explaining the My eRooms page

  • Navigating around a Room

  • Working In Your Room

  • Creating a new database entry

  • Add, alert and edit

  • Viewing files

  • Creating a note

  • Creating a calendar event

  • Tracking versions and editing

  • Having an online discussion

  • Setting up and receiving notifications

  • Delete file or item

  • Further Help

  • Help and support

  • Quick Reference Guides

  • Index

The package takes approximately 1½ hours to complete.

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