P11D processing: management of workflow management tool: link between a home office and RCU situated on the same site
The National Systems Administrator (NSA) will establish a link between the home office and an RCU office where the offices are on the same site.
This will enable you to use the Workflow functionality and continue to complete non-P11D work in your normal office.
For offices where a link is established the NSA will create the following access groups in the home office rather than the RCU
- Capture P11D WMT
- RCU Manager WMT
Workflow will recognise the link and you will have the access roles as if they belong to the RCU.
Note: You cannot create a linked office if you have an existing relationship with an RCU and there are uncompleted batches. All existing batches must have a status of closed for the link to be effective.
Section 1.09 of the ECS First User Guide includes details of the information that is required by the NSA so that a link can be created.