TCM1000142 - How to check for any work list items

Version 1.0

Changes to previous version - new guidance

Step 1

On the 鈥楩unction Menu鈥�

  • select 鈥榃orklists鈥� on the toolbar
  • select 鈥榁iew Linked Work Items鈥� from the options available. You will be taken to the 鈥楰ey Entry Data鈥� screen
  • enter the customer鈥檚 NINO
  • select 鈥極K鈥�.

If you are taken to the 鈥楽elect Individual鈥� screen

  • select the relevant claim
  • select 鈥極K鈥�. You will be taken to 鈥榃ork Management - View Linked Work Items鈥� screen
  • go to Step 2.

If you are taken to the 鈥楽elect Household鈥� screen

  • select the relevant claim or award
  • select 鈥極K鈥�. You will be taken to 鈥榃ork Management - View Linked Work Items鈥� screen
  • go to Step 2.

If you are taken straight to the 鈥榃ork Management - View Linked Work Items鈥� screen, go to Step 2.

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Step 2

On the 鈥榃ork Management - View Linked Work Items鈥� screen, check to see if there are any items shown for the work list you are dealing with.