CBS Worklist Manager Role (Info)

The CBS Worklist Manager user role is available in the Compliance Business Service, for managing Work Lists in the office responsible for claimant compliance. To select the role in Interim Single Sign On

• Click on ‘CBS Worklist Mgr’

The role provides access to all functions required for Work List management in tax credit compliance offices. The functions linked to this role are listed below.

On accessing the function, system help is available to you at function, screen, field and error message levels.

The functions are listed in alphabetical order

• FUNCTION MENU

• MAINTAIN WORKLIST

• TRACE CITIZEN

• TRACE EMPLOYER

• VIEW AWARD

• VIEW AWARD CALCULATION (not available direct from FUNCTION MENU)

• VIEW HOUSEHOLD ACCOUNT

• VIEW HOUSEHOLD NOTES (not available direct from FUNCTION MENU)

• VIEW LINKED WORK ITEMS

• VIEW WORK STATE SUMMARY