PAYE110036 - Work management: PAYE work management system: search for work item (Action Guide)

1.

Select ‘Search Property’ from the left hand bar

The following options are displayed

• NINO

• TRN

• Emp Ref

• CESA UTR

• Work Item ID (this is the unique number assigned to a work item when it is created - not to be confused with the work item type)

2.

Select an option

3.

If you wish to refine the search further

• Select Status, then

• Open

• Resolved - Closed

• Resolved - Bulk Rejection

And (if appropriate)

• Select BF option (but only if the status is open)

• On BF

• Not on BF

And (if appropriate)

• Select work item type. This selection will display all the work item types in ascending numerical order

And (if appropriate)

If the tax year is relevant to the work item

• Select the option

• Select tax year

• CY-6 to CY+1

These further search criteria are optional but are not available if the initial search is on the Work Item ID.

4.

Select the [Search] button

• A list of work items matching the criteria will be displayed in a separate Search Results screen. The work items are not retrieved in any specific order but can be sorted by selecting the column heading

If there are no work items matching the search criteria the message ‘No matching data found’ will be displayed.

5.

Select the

• [View] button to view the work item

And

• [Assign] button to allocate the work item to your work list

Note: If you search for a work item and you already have the maximum number of work items on your work list (10) or the work item is not appropriate to any of your roles you will not be able to assign the work item to yourself (although you will be able to view the work item). If you select the [x] button the work item will remain in the work basket.

6.

If you need to assign work items to your work list in bulk

• Select the check box of the items you want to bulk assign

And

• The [Bulk Assign] button

Note: The check box will only be available where the work item status is open, the work item is appropriate to one of your business roles and you have sufficient space on your work list to accept the bulk assignment.