TCM1000030 | How to retain a work list item

From HM Revenue & Customs · Tax Credits Manual

Step 1

On the ‘Function Menu’

select ‘Worklists’ on the toolbar
select ‘Maintain’ from the options available. You will be taken to the ‘Maintain Worklist’ screen
select the relevant work list from the ‘Worklist Type’ field
select the relevant MU from the ‘Management Unit’ field
select ‘Sort Filter’. You will be taken to the ‘Sort and Filter Worklist Entries’ screen
in the ‘Filter1’ box
- select ‘Reference’ from the ‘Worklist Entry by Column name’ field
- enter the customer’s NINO in the ‘From Value’ field
- enter the customer’s NINO again in the ‘To Value’ field
select ‘OK’. You will be taken to the ‘Maintain Worklist’ screen
select the relevant case
select ‘Details’. You will be taken to the ‘Worklist Entry Details’ screen
select the ‘Retained’ checkbox
select ‘OK’. You have retained the work list item.

Note: The date in the ‘Action Date’ field must be after today’s date in order for the work list item to be retained.