Stopping tax credits: work lists (unprocessed): AA action - change of circumstances
As you are working on the Unprocessed IYS17 work list, you must ensure that the cases have been cleared from the work list when action has been taken on them.
If any work items have not been cleared from the work list when the action has been taken, you must
- access Function CAPTURE IN YEAR S17 FINALISATION
- select Process to clear the work item.
When the work item has been cleared from the Unprocessed IYS17 work list, the work item can re-populate the work list with another reason.
For example: The work item has a reason of Uncoc and this is then processed. The work item is then re-populated with a reason of verification failure because the change that was entered has now created a verification failure.
There are two Action Guides that you must follow depending on the reason for the work list item. These Action Guides are
- TCM0358080 - change of circumstances
- TCM0358120 - verification failure.
Note: When sending customer, staff or process data to another individual or team, make sure you follow the latest data security guidelines or contact the Data Guardian or Data Security Team for advice.
Sort and filter the work list by creation date. For how to do this, use TCM1000208
- go to Step 2.
Make a note of the first customer NINO on the work list
- go to Step 3.
Check if the work list item is on the unprocessed change of circumstance work list. For how to do this, use TCM1000409
If the work list item is on the Unprocessed Change of Circumstances work list
- take no further action
If the work list item is not on the Unprocessed Change of Circumstances work list
- go to Step 4
Process the Award declaration. For how to do this use TCM1000584
- go to Step 5.
Check if the work item is still on the work list. For how to do this, use TCM1000208
If the work item is still on the work list
- transfer it to the Worked and Cleared MU. For how to do this, use TCM0140020
If the work item is not on the work list
- take no further action.