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HMRC internal manual

Tax Credits Manual

From
HM Revenue & Customs
Updated
, see all updates

How to sort and filter a work list

Version 1.0

Changes to previous version - new guidance

Step 1

On the ‘Function Menu’

  • select ‘Worklists’ on the toolbar
  • select ‘Maintain’ from the options available. You will be taken to the ‘Maintain Worklist’ screen
  • select the relevant work list from the ‘Worklist Type’ field
  • select the relevant MU from the Management Unit field

Note: See TCM0322460 for the correct MU number or your manager will be able to provide you with the relevant work list details and MU number.

  • select ‘Sort Filter’. You will be taken to the ‘Sort and Filter Worklist Entries’ screen
  • select the relevant sort reason from the ‘Sort - Worklist Entry by Column name’ field
  • select the relevant filters from the

    • ‘Filter 1 - Worklist Entry by Column name’ field

    and, if appropriate

    • ‘Filter 2 - Worklist Entry by Column name’ field
  • select the ‘Ascending’ or ‘’Descending’ checkbox, as appropriate from the ‘Sort Order’ field
  • complete the following fields under the ‘Filter 1 - Worklist Entry by Column name’ and ‘Filter 2 - Worklist Entry by Column name’ fields, as appropriate

    • ‘From Value’ and ‘To Value’
    • ‘From Date’ and ‘To Date’
    • ‘From Number’ and ‘To Number’
  • select ‘OK’. You will be taken to the ‘Maintain Worklist’ screen, which will show all the work items in the order that you have sorted and filtered them.