Manage work: work management: W031 post repayment check cases
A work item is created when the automatic risk factors cause an issued repayment to be selected by a batch process for a post repayment check.
Other than details common or potentially common to all types of work item, the following specific details will be available
- Amount of the repayment
- Repayment serial number
- Issue date
Allocation of responsibility
The work item is allocated to the office with processing responsibility for the taxpayer. Within that office, the item will be worked by an officer with the user role of Repayment Authoriser.
Where, following transfer of processing responsibility, a repayment initiated in the previous office appears on a Work List, you should take immediate steps to obtain relevant papers in order to deal with the work item.
Frequency of review
This list must be reviewed as directed.
Updating of details
Until the work item is cleared, the following details held on the work item are updated by Work Management immediately the corresponding entry is updated on the taxpayer record
- Taxpayer name
- Employers reference (EMPREF) or Schedule D register number
Action to take on the work item
Advice on the action to take to clear the work item is available in the section ‘Repayment Work Lists’ (SAM113041).
Deletion of the work item
The work item is deleted automatically when the [Cancel] button in function VIEW REPAYMENT is used to cancel the repayment on the SA record.
It can be deleted manually, using function WORK LIST CASES or function SELECTED CASE.