TCM1000215 - How to find the action date on a work list item
Step 1
On the ‘Function Menu�
- select ‘Worklists� on the toolbar
- select ‘Maintain� from the options available. You will be taken to the ‘Maintain Worklist� screen
- select the relevant work list from the ‘Worklist Type� field
- select the relevant MU number from the ‘Management Unit� field. The screen will redisplay with the entries currently on the work list for that MU
- select ‘Sort Filter�. You will be taken to the ‘Sort and Filter Worklist Entries� screen
- in the ‘Filter 1� column
- select ‘Reference� from the ‘Worklist Entry by Column name� field
- enter the customer’s NINO in the ‘From Value� field
- enter the customer’s NINO in the ‘To Value� field
- select ‘OK�. You will be taken back to the ‘Maintain Worklist� screen
- select the relevant entry
- select ‘Details�. You will be taken to the ‘Worklist Entry Details� screen
- the action date will be shown in the ‘Action Date� field.