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Contents

Official guidance
Shared Workspace Business Manual

SW04200 · HMRC Business Authorising Officer

  • SW04205 · Responsibilities
  • SW04207 · Mandatory Reviews
  • SW04210 · Activity Inbox Introduction
  • SW04215 · General Management of Activity Inbox
  • SW04220 · Reviewing the Activity Inbox
  • SW04225 · Review Request to Add HMRC Member to a Room
  • SW04230 · Review Request to Add First Two Customer Nominated Contacts to a Room
  • SW04235 · Review Request to Add Customer Member to a Room
  • SW04240 · Review Request to Change HMRC Member Role
  • SW04245 · Review Request to Change Customer Member Role
  • SW04250 · Review Request to Delete a Room Item
  • SW04255 · Authenticate Customer Organisation Representative
  • SW04260 · Add HMRC Member to a Room without HMRC Member Request
  1. HMRC Business Authorising Officer: Contents
  2. HMRC Business Authorising Officer: Activity Inbox Introduction

SW04210 | HMRC Business Authorising Officer: Activity Inbox Introduction

From HM Revenue & Customs · Shared Workspace Business Manual

A BAO Activity Inbox is similar to an Outlook Inbox. It receives on-line requests, can be managed by activity type, date received etc, and can be accessed by other HMRC Business Authorising Officers (BAO) of the same Room.

The purpose of the BAO Activity Inbox is to receive in one central location on-line requests requiring BAO approval before each activity can be completed. This enables the BAOs of a Room to effectively manage all requests generated within their Room.

The following activities require BAO approval and generate an on-line request

SW04230Add First Two Customer Nominated Contacts to a Room
SW04225Add HMRC Member to a Room
SW04235Add Customer Member to a Room
SW04240Change HMRC Member Role
SW04245Change Customer Member Role
SW04250Delete a Room Item
SW05250Reissue of Known Facts Letters

All BAOs of the Room have access to the outstanding online requests for their Room. How the Inbox is managed is for the BAOs of each room to decide. But BAOs have collective responsibility for their Room and it is essential the Inbox is effectively managed to avoid delays and complaints.

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