SAM71030 - Manage work: work management: how work items are created

When certain events occur in the SA system, details are passed to Work Management to create a work item.

The trigger event(s) differ for each work item.

Some of the details apply only to specific work items. For example

  • The amount of a debt

  • The number of returns outstandingThe following details are common to all work items

  • UTR
  • Taxpayer name

  • Date the work item was createdOther details, although potentially common to all work items, will not apply to every item. For example

  • Employers reference (EMPREF)
  • NINO
  • Schedule D register numberThe Index of Work Lists in the left bar provides more information.