SolvedTCM1000430 | How to update Application Notes when working from a work list
From HM Revenue & Customs · Tax Credits Manual
Version 1.0
Changes to previous version - new guidance.
Step 1
Note: All messages must include the date, the action, any letters or forms sent, your team, your location and your initials.
Note: Always use the Standardised Messages, where appropriate.
Note: Only use abbreviations from the HMRC standard abbreviations list. Use ‘Abbreviations’ on TCM0320040.
If you’re on the ‘Maintain Worklist’ screen
select the relevant work list item
select ‘File’ on the toolbar
select ‘Next Function’ from the options. You’ll be taken to ‘Select Next Function’ screen
select ‘Manage Ver Failures’. You’ll be taken to the ‘Manage Verification Failures’ screen
go to Step 2.
If you’re on the ‘Manage Verification Failures’ screen
select ‘Navigate’ on the toolbar
select ‘Amend Application Corrections’ from the options available. You’ll be taken to the ‘Capture Application’ screen
go to Step 2.
If you’re on any other screen
select ‘Sm’ on the toolbar. You’ll be taken to the ‘Summary Information’ screen
go to Step 2.
Step 2
On the ‘Summary Information’ screen.
If there is enough room in the ‘Application Notes’ field for your message
make sure there is a full stop at the end of the last message
start your message immediately after the full stop
enter your message, including the four-digit code if it is a Standardised Message
select ‘OK’. You’ll be taken to the ‘Manage Verification Failures’ screen
select ‘Yes’. When the message ‘This will re-submit the application for processing and save changes made on this window. Do you wish to proceed’? displays
select ‘Yes’. Your message will be saved in the ‘Application Notes’ field and you’ll be taken to the ‘Maintain Worklist’ screen.
If there isn’t enough room in the ‘Application Notes’ field for your message, go to Step 3.
Step 3
To make room for your message in the ‘Application Notes’ field, make sure all the existing messages are written using the standard abbreviations list and amend any if necessary.
If there is now enough room for your message in the ‘Application Notes’ field
make sure there is a full stop at the end of the last message
start your message immediately after the full stop
enter your message, including the 4 digit code if it is a Standardised Message
select ‘OK’. You will be taken to the ‘Manage Verification Failures’ screen
select ‘Yes’. When the message ‘This will re-submit the application for processing and save changes made on this window. Do you wish to proceed’? displays
select ‘Yes’. Your message will be saved in the ‘Application Notes’ field and you’ll be taken to the ‘Maintain Worklist’ screen.
If there still isn’t enough room for your message in the ‘Application Notes’ field
print off the ‘Summary Information’ screen
send the screen print to storage. Follow the guidance in TCM0074140
delete any messages in the ‘Application Notes’ field except for any Manual Capture (QN), Compliance (UZ) and Complex (II) messages
enter the message
‘Previous messages at Stores’ and include in the message your office, initials, location and today’s date DD/MM/YY
make sure there is a full stop at the end of the last message
start your message immediately after the full stop
enter your message, including the four-digit code if it is a Standardised Message
select ‘OK’. You’ll be taken to the ‘Manage Verification Failures’ screen
select ‘Yes’. When the message ‘This will re-submit the application for processing and save changes made on this window. Do you wish to proceed’? displays
select ‘Yes’. Your message will be saved in the ‘Application Notes’ field and you’ll be taken to the ‘Maintain Worklist’ screen.