TCM1000409 - How to view linked work items
Version 2.0
Changes to previous version - amended guidance.
Step 1
On the ‘Function Menu’
- select ‘Worklists’
- 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 Household’ screen
- select the relevant household
- select ‘OK’. You will be taken to the ‘View Linked Work Items’ screen
- go to Step 2.
If you are taken to the ‘Select Individual’ screen
- select the relevant individual
- select ‘OK’. You will be taken to the ‘View Linked Work Items’ screen
- go to Step 2.
If you are taken straight to the ‘View Linked Work Items’ screen, go to Step 2.
Step 2
On the ‘View Linked Work Items’ screen
-
the ‘Worklist Type’ field will tell you
- if there are any linked work items
- what the work list type is
- the ‘Allocated to’ field will tell you which processing area the claim is allocated to
- the ‘Management Unit’ field will tell you which management unit the claim is on.