TCM1000476 - How to trace a child or young persons details on the tax credits computer

Version 1.0

Changes to previous version - new guidance.

Step 1

On the ‘Function Menu’

select ‘Worklist’ 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

Note: Your manager will provide you with the relevant work list details and Management Unit (MU) number.

select the relevant MU from the ‘Management Unit’ field. All the relevant details for the MU and work list will display
select the relevant work list item
select ‘File’ on the toolbar
select ‘Next Function’ from the options available
select ‘Manage Verification Failures’ from the options available
select ‘OK’
select ‘Investigate’ on the toolbar. You’ll be taken to the ‘Investigate Verification Failures’ screen, which will contain details of the child or young person.

If you don’t need to amend the child or young persons details, return to the guidance you were previously following.

If you need to amend the child or young person’s details, go to Step 2.

On the ‘Investigate Verification Failures’ screen

select ‘Navigate’ on the toolbar
select ‘Amend Application Correction’ from the options available. You will be taken to the customers live claim
select ‘Ch’. You will be taken to the ‘Children Details’ screen.