TCM1000215 - How to find the action date on a work list item

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 number from the ‘Management Unit’ field. The screen will redisplay with the entries currently on the work list for that MU
• select ‘Sort Filter’. You will be taken to the ‘Sort and Filter Worklist Entries’ screen
• 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 will be taken back to the ‘Maintain Worklist’ screen
• select the relevant entry
• select ‘Details’. You will be taken to the ‘Worklist Entry Details’ screen
• the action date will be shown in the ‘Action Date’ field.