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HMRC internal manual

Shared Workspace Business Manual

Learning: Online Learning Packages: HMRC Business Authorising Officer

The HMRC Business Authorising Officer (BAO) has overall responsibility for co-ordinating and managing the activities of a Room.

Before an HMRC Member is allowed to carry out the role of BAO they must have successfully completed the completed the HMRC Business Authorising Officer Online e-learning on Kallidus and obtained the Certificates of evidence for both the following packages

  • HMRC Member
  • HMRC Business Authorising Officer

Prospective BAOs who have not successfully completed the Online Learning must not be permitted access to Shared Workspace with the role of BAO.

The BAO Online Learning package covers the following subjects:

  • Welcome

    • Roles and responsibilities
    • Getting started
  • Managing Members

    • Create or delete a custom role
    • Add Organisation to a Room
    • Add Member inbox activity
    • Add an HMRC Member
    • Change role inbox activity
    • Request to change Organisation details
    • Remove Member from Room
  • Managing Content

    • Access Control
    • Re-open a file or an item
    • Delete item inbox activity
    • Delete or restore Recycle Bin content
  • Managing Rooms

    • Room settings
    • Request template creation
    • Lock and unlock a Room
    • Close and re-open a Room
    • Mandatory Room reviews
  • Further Help

    • Help and support
    • Quick Reference Guides
    • Index

The HMRC Member package, including the optional element, takes approximately 2 hours to complete, and the HMRC BAO package approximately 2½ hours.