SolvedTCM1000215 | How to find the action date on 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 number from the ‘Management Unit’ field. The screen will redisplay with the entries currently on the work list for that MU
select ‘Sort Filter’. You will be taken to the ‘Sort and Filter Worklist Entries’ screen
in the ‘Filter 1’ column
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 in the ‘To Value’ field
select ‘OK’. You will be taken back to the ‘Maintain Worklist’ screen
select the relevant entry
select ‘Details’. You will be taken to the ‘Worklist Entry Details’ screen
the action date will be shown in the ‘Action Date’ field.