TCM1000142 - How to check for any work list items

Version 1.0

Changes to previous version - new guidance

Step 1

On the ‘Function Menu’

select ‘Worklists’ on the toolbar
select ‘View Linked Work Items’ from the options available. You will be taken to the ‘Key Entry Data’ screen
enter the customer’s NINO
select ‘OK’.

If you are taken to the ‘Select Individual’ screen

select the relevant claim
select ‘OK’. You will be taken to ‘Work Management - View Linked Work Items’ screen
go to Step 2.

If you are taken to the ‘Select Household’ screen

select the relevant claim or award
select ‘OK’. You will be taken to ‘Work Management - View Linked Work Items’ screen
go to Step 2.

If you are taken straight to the ‘Work Management - View Linked Work Items’ screen, go to Step 2.

On the ‘Work Management - View Linked Work Items’ screen, check to see if there are any items shown for the work list you are dealing with.