SolvedTCM1000409 | How to view linked work items
From HM Revenue & Customs · Tax Credits Manual
Version 2.0
Changes to previous version - amended guidance.
Step 1
On the ‘Function Menu’
select ‘Worklists’
select ‘View Linked Work Items’ from the options available. You will be taken to the ‘Key Entry Data’ screen
enter the customer’s NINO
select ‘OK’.
If you are taken to the ‘Select Household’ screen
select the relevant household
select ‘OK’. You will be taken to the ‘View Linked Work Items’ screen
go to Step 2.
If you are taken to the ‘Select Individual’ screen
select the relevant individual
select ‘OK’. You will be taken to the ‘View Linked Work Items’ screen
go to Step 2.
If you are taken straight to the ‘View Linked Work Items’ screen, go to Step 2.
Step 2
On the ‘View Linked Work Items’ screen
the ‘Worklist Type’ field will tell you
if there are any linked work items
what the work list type is
the ‘Allocated to’ field will tell you which processing area the claim is allocated to
the ‘Management Unit’ field will tell you which management unit the claim is on.