TCM1000430 - How to update Application Notes when working from a work list
Version 1.0
Changes to previous version - new guidance.
Step 1
Note: All messages must include the date, the action, any letters or forms sent, your team, your location and your initials.
Note: Always use the Standardised Messages, where appropriate.
Note: Only use abbreviations from the HMRC standard abbreviations list. Use 鈥楢bbreviations鈥� on TCM0320040.
If you鈥檙e on the 鈥楳aintain Worklist鈥� screen
- select the relevant work list item
- select 鈥楩ile鈥� on the toolbar
- select 鈥楴ext Function鈥� from the options. You鈥檒l be taken to 鈥楽elect Next Function鈥� screen
- select 鈥楳anage Ver Failures鈥�. You鈥檒l be taken to the 鈥楳anage Verification Failures鈥� screen
- go to Step 2.
If you鈥檙e on the 鈥楳anage Verification Failures鈥� screen
- select 鈥楴avigate鈥� on the toolbar
- select 鈥楢mend Application Corrections鈥� from the options available. You鈥檒l be taken to the 鈥楥apture Application鈥� screen
- go to Step 2.
If you鈥檙e on any other screen
- select 鈥楽m鈥� on the toolbar. You鈥檒l be taken to the 鈥楽ummary Information鈥� screen
- go to Step 2.
Step 2
On the 鈥楽ummary Information鈥� screen.
If there is enough room in the 鈥楢pplication Notes鈥� field for your message
- make sure there is a full stop at the end of the last message
- start your message immediately after the full stop
- enter your message, including the four-digit code if it is a Standardised Message
- select 鈥極K鈥�. You鈥檒l be taken to the 鈥楳anage Verification Failures鈥� screen
- select 鈥榊es鈥�. When the message 鈥楾his will re-submit the application for processing and save changes made on this window. Do you wish to proceed鈥�? displays
- select 鈥榊es鈥�. Your message will be saved in the 鈥楢pplication Notes鈥� field and you鈥檒l be taken to the 鈥楳aintain Worklist鈥� screen.
If there isn鈥檛 enough room in the 鈥楢pplication Notes鈥� field for your message, go to Step 3.
Step 3
To make room for your message in the 鈥楢pplication Notes鈥� field, make sure all the existing messages are written using the standard abbreviations list and amend any if necessary.
If there is now enough room for your message in the 鈥楢pplication Notes鈥� field
- make sure there is a full stop at the end of the last message
- start your message immediately after the full stop
- enter your message, including the 4 digit code if it is a Standardised Message
- select 鈥極K鈥�. You will be taken to the 鈥楳anage Verification Failures鈥� screen
- select 鈥榊es鈥�. When the message 鈥楾his will re-submit the application for processing and save changes made on this window. Do you wish to proceed鈥�? displays
- select 鈥榊es鈥�. Your message will be saved in the 鈥楢pplication Notes鈥� field and you鈥檒l be taken to the 鈥楳aintain Worklist鈥� screen.
If there still isn鈥檛 enough room for your message in the 鈥楢pplication Notes鈥� field
- print off the 鈥楽ummary Information鈥� screen
- send the screen print to storage. Follow the guidance in TCM0074140听
- delete any messages in the 鈥楢pplication Notes鈥� field except for any Manual Capture (QN), Compliance (UZ) and Complex (II) messages
- enter the message
鈥楶revious messages at Stores鈥� and include in the message your office, initials, location and today鈥檚 date DD/MM/YY
- make sure there is a full stop at the end of the last message
- start your message immediately after the full stop
- enter your message, including the four-digit code if it is a Standardised Message
- select 鈥極K鈥�. You鈥檒l be taken to the 鈥楳anage Verification Failures鈥� screen
- select 鈥榊es鈥�. When the message 鈥楾his will re-submit the application for processing and save changes made on this window. Do you wish to proceed鈥�? displays
- select 鈥榊es鈥�. Your message will be saved in the 鈥楢pplication Notes鈥� field and you鈥檒l be taken to the 鈥楳aintain Worklist鈥� screen.