SAM72116 - Manage work: access to records: worklist manager - technical office

The Worklist Manager in an office with technical responsibility is responsible for

• Monitoring the work state of the office through the use of ‘WORK’ online functions, in particular OFFICE WORK LIST SUMMARY

And

• Dealing with work items appearing on the ‘Inhibited Statements’ work list

The following list shows the functions linked to this role.

For details of how to access any of these functions, select ‘Index Of Functions’ on the left of the screen.

On accessing the function, system help is available to you at function, screen, field, and error message levels.

For ease of reference, functions are grouped under the following sub headings

Appeals
Compliance
Office
Returns
Statements
Taxpayer
Work

Appeals

Maintain Appeal

Compliance

View Compliance History

View Compliance Summary

Office

Maintain Responsible Office

Returns

Maintain Return Summary

Statements

View Statement

Taxpayer

Amend Taxpayer Signals

Case Summary

Maintain SA Notes

View Taxpayer Designatory Details

Work

Immediate Action Work Lists

Office Worklist Summary

Operator Worklist Summary

Taxpayer Work List