TCM1000008 - How to set an action date
Version 3.0
Changes to previous version - amended guidance. New steps added.
Step 1
If you are in a work list, go to Step 3.
If you aren’t in a work list, go to Step 2.
If you’ve been taken back to the ‘Maintain Worklist’ screen after working a verification failure, go to Step 4.
Step 2
Note: Use TCM0322460 for the correct MU number.
On the ‘Function Menu’
- select ‘Worklists’ on the toolbar
- select ‘Maintain’ from the options available. You’ll be taken to the ‘Maintain Worklist’ screen
- select the relevant work list from the ‘Worklist Type’ field
- select the relevant MU number from the ‘Management Unit’ field. The screen will redisplay with the entries currently on the work list for that MU
- go to Step 3.
Step 3
On the ‘Maintain Worklist’ screen
- select ‘Sort Filter’. The ‘Sort Filter Worklist Entries’ screen will display
- in the ‘Filter 1’ column
- select ‘Reference’ from the ‘Worklist Entry by Column name’ field
- enter the customer’s NINO in the ‘From Value’ field
- enter the customer’s NINO in the ‘To Value’ field
- select ‘OK’. You’ll be taken back to the ‘Maintain Worklist’ screen
- go to Step 4.
Step 4
On the ‘Maintain Worklist’ screen
- select the relevant entry
- select ‘Details’. The ‘Worklist Entry Details’ screen will display
- enter the new action date in the ‘Action Date’ field
- select ‘OK’. You’ve set the action date.