SAM71050 - Manage work: work management: management information

Management information, as below, is available on InfoNet for SA Processing and SA Debt Management work lists on the first Friday in the month following the LOMR input.

Analysis of work items

These reports are available monthly. They show for each work list available in your Organisation Unit the number of work items

  • Brought forward from the last report date
  • New items created since the last report date
  • Transferred in since the last report date
  • Transferred out since the last report date
  • Cleared (other than by transfer)
  • Remaining open

Age profile of work items

These reports are available monthly. They show a snapshot of the age profile of work items on the following work lists

SA Processing

  • 鈥榃010 BF Penalty for Issue鈥�
  • 鈥榃015 Open Appeals鈥�
  • 鈥榃016 Manual Issue of Returns鈥�
  • 鈥榃018 Review Revenue Assessments鈥�
  • 鈥榃024 Duplicate Return Logged - Original Already Logged or Captured鈥�
  • 鈥榃025 Fully Captured / Unlogged Returns鈥�
  • 鈥榃028 Repayments to be Authorised or Cancelled鈥�
  • 鈥榃029 Rejected Repayments鈥�
  • 鈥榃030 Inhibited Automatic Repayments鈥�
  • 鈥榃031 Post Repayment Check Cases鈥�
  • 鈥榃033 Transfer to COP Security Review鈥�
  • 鈥榃034 Sundry Charge Quality Check鈥�
  • 鈥榃035 Manual Issue of Form 575鈥�
  • 鈥榃036 Informal Discharge Review鈥�
  • 鈥榃037 Reduction of Amount Coded Out鈥�
  • 鈥榃038 Freestanding Credit Review鈥�
  • 鈥榃041 Manual Statement Issue鈥�
  • 鈥榃042 Returns not Captured鈥�
  • 鈥榃043 Repayments for Quality Checks鈥�
  • 鈥榃044 Over-Repayments鈥�
  • 鈥榃047 Overpayments in Closed Cases鈥�
  • 鈥榃048 Permanent Notes Review Work list鈥�
  • 鈥榃049 Short Tax Return Rejection Work list鈥�
  • 鈥榃050 CID Framework Rejection List鈥�
  • 鈥榃051 Daily Returns Review - Ceased Date Set鈥� (Decommissioned April 2012)
  • 鈥榃052 Daily Returns Review - SA/PAYE Auto-coding exceptions鈥�
  • 鈥榃053 Daily Returns Review - Electronic Return Cases鈥�
  • 鈥榃054 Weekly Returns Review List鈥�
  • 鈥榃055 Failed Online Amendments and HMRC corrections鈥�
  • 鈥榃056 Partnership Online Amendments鈥�
  • 鈥榃057 Review FSC from return amendment鈥�
  • 鈥榃059 Online Return Rejections鈥�
  • `W061 Class 2 NICS and Marriage updates鈥�

SA Debt Management

  • 鈥榃008 Outstanding Debt and / or Return鈥�
  • 鈥榃011 Review Remission for Cancellation鈥�
  • 鈥榃012 Remissions and Remission Cancellation Quality Assurance鈥�
  • 鈥榃013 Potential transfer cases鈥�
  • 鈥榃014 BY / VA Cases鈥�
  • 鈥榃019 Review Informal Standovers鈥�
  • 鈥榃032 RLS Cases鈥�
  • 鈥榃040 Inhibited Statements

The analysis is presented in the following periods, calculated from the date that the work item was created

  • Up to 7 days
  • 8 - 14 days
  • 15 - 28 days
  • 1 - 2 months
  • 2 - 3 months
  • 3 - 6 months
  • 6 - 9 months
  • 9 - 12 months
  • 1 - 2 years
  • 2 - 4 years
  • Over 4 years
  • Total items