SAM005 - Index of work lists
Index of work lists
W008 - W018
W019 - W034
W035 - W044
W045 - W061
W008 - W018
Work list name |
Office / Role |
Review frequency |
More information |
Action Guide(s) / Standard Process Description |
|---|---|---|---|---|
W008 -听Outstanding debt and / or return |
Where there is no prior debt and / or return outstanding, low risk items will be allocated to the Debt Management Telephone Centre. An officer with the user role of RTC Agent will work these items. |
Daily |
See the Debt Management and Banking Manual (DMBM) |
|
W010 -听BF penalty for issue.听Note: Currently not used |
- |
- |
- |
|
W011 -听Review remission for cancellation |
Recovery /听Charge remitter |
Daily |
See the Debt Management and Banking Manual (DMBM) |
|
W012 -听Remissions and remission cancellation quality assurance |
Recovery /听Work list manager |
As advised by senior management |
See the Debt Management and Banking Manual (DMBM) |
|
W013 -听Potential transfer cases |
Processing/Recovery or Technical /听Clerical processing officer / Clerical caseworker |
Weekly |
||
W014 -听Bankruptcy or voluntary arrangement cases |
Recovery /听Clerical caseworker |
Monthly |
See the Debt Management and Banking Manual (DMBM) |
|
W015 -听Open appeals |
Processing/Technical /听Appeals handler |
Monthly |
- |
|
W016 -听Manual issue of returns |
Processing /听Clerical processing officer |
Weekly |
SAM71094听-听For individual work items see below |
As below |
- |
- |
Welsh language |
||
- |
- |
Deceased signal |
||
- |
- |
RLS signal |
||
- |
- |
Manual return signal |
||
W018 -听Review revenue assessments |
Processing /听Clerical processing officer |
Immediate |
W019 - W034
Work list name |
Office / Role |
Review frequency |
More information |
Action Guide(s) / Standard Process Description |
|---|---|---|---|---|
W019 -听Review informal standovers |
Processing/Technical/Recovery /听Appeals handler |
Monthly |
- |
|
W024 -听Duplicate return logged - original already logged or captured |
Processing /听Clerical processing officer |
Weekly |
||
W025 -听Fully captured / unlogged returns |
Processing /听Clerical processing manager |
Weekly |
||
W028 -听Repayments to be authorised or cancelled |
Processing /听Repayment authoriser |
Immediate |
||
W029 -听Rejected repayments |
Processing /听Payment processor |
Immediate |
||
W030 -听Inhibited automatic repayments |
Processing /听Payment processor |
Immediate |
||
W032 -听RLS cases |
Recovery /听Clerical caseworker |
Daily /听weekly |
||
W033 -听Transfer to COP security review.听Note: Currently not used |
Processing /听Clerical processing manager |
Daily |
||
W034 -听Sundry charge quality check.听Note: Currently not used |
Processing /听Clerical processing manager |
Monthly |
W035 - W044
Work list name |
Office / Role |
Review frequency |
More information |
Action Guide(s) / Standard Process Description |
|---|---|---|---|---|
W035 -听Manual issue of review form 575 |
Processing /听Clerical processing officer |
Weekly |
||
W036 -听Informal discharge review.听Note: Compliance staff only |
Processing/Technical /听Compliance manager |
Daily |
- |
|
W037 -听Reduction of amount coded out |
Processing /听Clerical processing officer |
Daily |
W037 - Reduction of amount coded out |
|
W038 -听Freestanding credit review list |
Processing /听Clerical processing manager |
Daily |
||
W039 -听Potential non-filers.听Note: Currently not used |
Processing /听Clerical processing officer |
- |
- |
|
W040 -听Inhibited statements |
Processing/Recovery or Technical /听Clerical processing manager/Worklist manager |
Daily |
||
W041 -听Manual statement issue |
Processing /听Clerical processing officer |
Immediate |
||
W042 -听Returns not captured |
Processing /听Clerical processing officer |
Weekly |
||
W043 -听Repayments for quality checks |
Processing /听Clerical processing manager |
Immediate |
||
W044 -听Over-repayments |
Processing /听Payment processor |
Immediate |
W045 - W061
Work list name |
Office / Role |
Review frequency |
More information |
Action Guide(s) / Standard Process Description |
|---|---|---|---|---|
W045 -听Pensioner and low income review list. Note:听Obsolete with effect from 1 April 2010 |
Processing /听Clerical processing officer |
- |
- |
|
W046 -听Pensioner and low income quality review list. 狈辞迟别:听Obsolete with effect from 1 April 2010 |
Processing /听Clerical processing manager |
- |
- |
|
W047 -听Overpayments in closed cases |
Processing /听Clerical processing officer |
Weekly |
||
W048 -听Permanent notes review.听Note: Currently not used |
Processing/Technical /听Clerical processing officer/Clerical caseworker |
- |
- |
|
W049 -听Short tax return rejection work list |
Processing /听Clerical processing officer |
Immediate |
||
W050 -听CID framework rejection list |
Processing /听Clerical processing officer |
Daily |
||
W051 -听Daily returns review - ceased date set.听Note: Decommissioned April 2012 |
Processing/Technical /听Clerical processing officer/Clerical caseworker |
Daily |
||
W052 -听Daily returns review - SA/PAYE auto coding exceptions |
Processing /听Clerical processing officer |
Daily |
||
W053 -听Daily returns review - electronic return cases |
Processing /听Clerical processing officer |
Daily |
||
W054 -听Weekly returns review list |
Processing /听Clerical processing officer |
Weekly |
SAM71158听-听For individual work items see below |
As below |
- |
- |
Liability unlikely |
||
- |
- |
Source exception |
||
- |
- |
Transfer of allowances |
||
W055 -听Failed online amendments and HMRC Corrections |
Technical/Processing /听Clerical caseworker/Clerical processing officer |
Immediate |
WO55
- Failed online amendments |
|
W056 -听Partnership online amendments |
Technical/Processing /听Clerical caseworker/Clerical processing officer |
Immediate |
||
W057 -听Review FSC from return amendment |
Processing /听Clerical caseworker/Clerical processing officer |
Daily |
||
W059 -听Online return rejections |
Processing /听Clerical caseworker/Clerical processing officer |
Review as directed |
Worklist
59 |
|
W061 -听Class 2 NICS and Marriage updates |
Processing /听Clerical caseworker/Clerical processing officer |
- |
SPD W061听 |