TCM1000215 - How to find the action date on a work list item

Step 1

On the ‘Function Menu�

  • select ‘Worklistsâ€� on the toolbar
  • select ‘Maintainâ€� from the options available. You will be taken to the ‘Maintain Worklistâ€� screen
  • select the relevant work list from the ‘Worklist Typeâ€� field
  • select the relevant MU number from the ‘Management Unitâ€� field. The screen will redisplay with the entries currently on the work list for that MU
  • select ‘Sort Filterâ€�. You will be taken to the ‘Sort and Filter Worklist Entriesâ€� screen
  • in the ‘Filter 1â€� column
  • select ‘Referenceâ€� from the ‘Worklist Entry by Column nameâ€� field
  • enter the customer’s NINO in the ‘From Valueâ€� field
  • enter the customer’s NINO in the ‘To Valueâ€� field
  • select ‘OKâ€�. You will be taken back to the ‘Maintain Worklistâ€� screen
  • select the relevant entry
  • select ‘Detailsâ€�. You will be taken to the ‘Worklist Entry Detailsâ€� screen
  • the action date will be shown in the ‘Action Dateâ€� field.