TCM1000304 - How to return to the worklist and transfer a case to another MU

Step 1

In 鈥楳anage Verification Failures鈥�

  • select 鈥楥ancel鈥�. The question box 鈥楾his application will NOT be re-submitted for processing and changes made will NOT saved. Do you wish to proceed?鈥� will be displayed.
  • select 鈥榊es鈥�. You will be taken back to the 鈥楳aintain Worklist鈥� screen
  • select the relevant entry
  • select 鈥楾ransfer鈥�. The 鈥楾ransfer Worklist Entry鈥� screen will display
  • enter the new MU number in the 鈥楾ransfer To鈥� field
    Note: If you are unable to access the MU, you must inform your line manager.
  • select 鈥極K鈥�. A message will display asking you to confirm or cancel the transfer
  • check all the details are correct
  • select 鈥極K鈥�. You will be taken back to the 鈥楳aintain Worklist鈥� screen and the case will have been transferred to the other MU
  • go to Step 2.

Top of page

Step 2

Note: To prevent the case re-appearing on your MU, you must retain it on the new MU.

Note: You may not be able to access every MU to retain the case. Cases transferred to Specialist Trace Unit (STU), Persons From Abroad (PFA) and Compliance will be retained by the new MU on the day they are received.

To retain the case on the new MU

  • 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 will 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
  • select the relevant entry on the work list
  • 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 will be taken back to 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
    Note: If you are required to change the action date, overtype the existing date in the 鈥楢ction Date鈥� field with the appropriate date. The new action date must be a future date from tomorrow onwards.
  • select the 鈥楻etained鈥� checkbox
  • select 鈥極K鈥�. The case has been retained.