COM126010 - Repayments / reallocations: repayment / reallocations work lists: reallocations for authorisation list (RLAU)
This subject is presented as follows.
Purpose of the list
How often should the list be reviewed?
Who does what?
When are new entries added?
Reasons for entry
Sorting and filtering - Options and recommendations
The normal next action function
Automatic deletion
Manual deletion
Purpose of the list
There are two version of the Reallocation for Authorisation List.
- Function RLAU is the update version.
- Function RLAV is the view only version.
This work list is available only in Debt Management offices and the CT Unit Cumbernauld. The purpose of the list is to allow the Repayment / Reallocation Authoriser to review cases automatically selected by COTAX for security checking.
How often should the list be reviewed?
The Reallocation for Authorisation List is an immediate action work list. The Repayment / Reallocation Authoriser must review the list daily and deal with any entries immediately.
Who does what?
The list must be dealt with by the Reallocation Authoriser (Debt Management Office) or Repayment / Reallocation Authoriser (CT Unit Cumbernauld).
When are new entries added?
Entries are added to the Reallocation for Authorisation List immediately when COTAX selects a case for security checking.
Reasons for entry
COTAX selects cases for security checking and puts them on the Reallocations For Authorisation List.
Sorting and filtering - Options and recommendations
Before you start to work cases, you may want to sort and filter the work list to make it more manageable. You can do that by using any of the criteria below. The criteria shown in bold are those you may find most useful when filtering the Reallocation for Authorisation List.
- District.
- Reference.
- Name.
- Amount Reallocation.
- AP number.
- B/F date.
- B/F note.
- Employee name.
- Entry date.
- Group payment record.
- Participator.
- Reallocation number.
The normal next action function
The normal next action function is PRKR (Provide Risk Response).
Automatic deletion
Cases are automatically deleted from the work list when any of the following apply.
- The Repayment / Reallocation Authoriser authorises the reallocation using function PRKR (Provide Risk Response).
- The Repayment / Reallocation Authoriser stops the reallocation using function PRKR (Provide Risk Response).
- The case is transferred to a new office. The case automatically appears on the new office work list.
Manual deletion
You cannot delete a case from the work list manually.
See COM126011 for a list of functions to use in particular situations.