COM140020 - Work lists: work lists: overview and management: view and update access to work lists

Most of the work lists have view and update versions. Each version has a different four character function code. For example

• The update version of ‘Determination Required No Return’ work list has a function code of DRNR

Whereas

• The view version of that work list has a function code of DRNV

Depending on your user role, you will have either view or update access to the appropriate work lists.

View access

View access allows you to

• See the list of cases
• Filter and sort the list
• Set a BF date
• Record a BF note
• Print the list of cases
• See more details about a particular case on the work list

For more information about

• Filtering, sorting and setting BF dates or notes see section 'Features Of Work Lists' in this business area
• Printing a Work List see subject 'Printing Work Lists' in this section

View access does not allow you to work the cases on the list. It is intended for

• Clerical support staff to use to help to prepare the lists, or get out the files for the operator who will work cases from the work list

And

• Revenue personnel such as Internal Auditors visiting offices who do not need access to update functions

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Update access

Update access provides all the features of view access and enables you to

• Move directly to the function you need to deal with cases on the work list by

• Listing alternative functions that you may want to use when working the case
• Giving access to any of the functions available to you in your user role

You can also

• Delete cases manually from most work lists
• View a statistical break down of the cases on the list
• Identify all of the work lists on which an entry appears for a specific company

When you have completed your task COTAX will take you back to the work list so that you can select and work another case.