TCM1000008 - How to set an action date
Version 3.0
Changes to previous version - amended guidance. New steps added.
Step 1
If you are in a work list, go to Step 3.
If you aren鈥檛 in a work list, go to Step 2.
If you鈥檝e been taken back to the 鈥楳aintain Worklist鈥� screen after working a verification failure, go to Step 4.
Step 2
Note: Use TCM0322460 for the correct MU number.
On the 鈥楩unction Menu鈥�
- select 鈥榃orklists鈥� on the toolbar
- select 鈥楳aintain鈥� from the options available. You鈥檒l be taken to the 鈥楳aintain Worklist鈥� screen
- select the relevant work list from the 鈥榃orklist Type鈥� field
- select the relevant MU number from the 鈥楳anagement Unit鈥� field. The screen will redisplay with the entries currently on the work list for that MU
- go to Step 3.
Step 3
On the 鈥楳aintain Worklist鈥� screen
- select 鈥楽ort Filter鈥�. The 鈥楽ort Filter Worklist Entries鈥� screen will display
- in the 鈥楩ilter 1鈥� column
- select 鈥楻eference鈥� from the 鈥榃orklist Entry by Column name鈥� field
- enter the customer鈥檚 NINO in the 鈥楩rom Value鈥� field
- enter the customer鈥檚 NINO in the 鈥楾o Value鈥� field
- select 鈥極K鈥�. You鈥檒l be taken back to the 鈥楳aintain Worklist鈥� screen
- go to Step 4.
Step 4
On the 鈥楳aintain Worklist鈥� screen
- select the relevant entry
- select 鈥楧etails鈥�. The 鈥榃orklist Entry Details鈥� screen will display
- enter the new action date in the 鈥楢ction Date鈥� field
- select 鈥極K鈥�. You鈥檝e set the action date.