PAYE68081 - employment maintenance: movements browser: movement inhibited - old office (Action Guide)


To deal with work items created in the old Processing Office, where there is an inhibition on the record which prevents it being moved to the new Processing Office, follow steps 1 - 18 below. The guide is presented as follows

PH Signal is setSteps 1 - 3
Cnc Txn Signal is setSteps 4 - 7
UnpTxn Signal is setSteps 8 - 11
Insp Only Signal is setSteps 12 - 15
No Mvmt Signal is setSteps 16 - 18


For details of how to access any of the COP functions use the [Index of Functions] button on the left of the screen.

PH Signal is set

  1. Send E-Form – Standard Form 41A to the new Processing Office to advise them
  • That the record cannot be transferred
  • The possible transfer date. This date will depend on the date of any appeal hearing
  1. Note the work item with a BF date
  2. When the case has been settled
  • Use Function TA to delete the PH signal
  • Send E-Form – Standard Form 41A to the new Processing Office to advise them
  • That the signal has been removed
  • To use Function MA (RE – TRY facility) to request the transfer of the main source record again

For more information on using this function follow the instructions in ‘How To Use The RE - TRY Facility (Action Guide)’ at PAYE62051

  • Delete the work item

Cnc Txn Signal is set

  1. Review the main source record to identify the cancelled not corrected work and use the appropriate function to clear the CNCTXN signal
  2. Send E-Form – Standard Form 41A to the new Processing Office to advise them
  • That the signal has been removed
  • To use Function MA (RE – TRY facility) to request the transfer of the main source record again
  • Deal with any advisory message

For more information on using this function follow the instructions in ‘How To Use The RE - TRY facility (Action Guide)’ at PAYE62051

  1. Transfer any working papers to the new office
  2. Delete the work item

UnpTxn Signal is set

  1. Use Function UP to review the unprocessed work and take the appropriate action to ensure the UNPTXN signal is cleared as soon as possible
  2. Send E-Form – Standard Form 41A to the new Processing Office to advise them
  • That the signal has been removed
  • To use Function MA (RE – TRY facility) to request the transfer of the main source record again

For more information on using this function follow the instructions in ‘How To Use The RE - TRY Facility (Action Guide)’ at PAYE62051

  1. Transfer any working papers to the new office
  2. Delete the work item

Insp Only Signal is set

  1. Print the form and pass it to the Inspector to deal with. The Inspector will establish whether or not the record can be transferred
  2. If the record can be transferred the Inspector will
  • Delete the INSP ONLY signal
  • Send E-Form – Standard Form 41A to the new Processing Office to advise them
  • That the signal has been removed
  • To use Function MA (RE – TRY facility) to request the transfer of the main source record again
  • Deal with any advisory messages

For more information on using this function follow the instructions in ‘How To Use The RE - TRY Facility (Action Guide)’ at PAYE62051

  1. Transfer the file or papers to the new office
  2. If the record can not be transferred the Inspector will send E-Form to the new Processing Office to advise them
  • Why the record cannot be cleared
  • When the inhibition will be cleared

No Mvmt Signal is set

  1. Check the record to see if the NO MVT signal can be removed
  2. If it can be removed
  • Use Function TA to delete the signal
  • Send E-Form – Standard Form 41A to the new Processing Office to advise them
  • That the signal has been removed
  • To use Function MA (RE – TRY facility) to request the transfer of the main source record again
  • Deal with any advisory message

For more information on using this function follow the instructions in ‘How To Use The RE - TRY Facility (Action Guide)’ at PAYE62051

  • Transfer any working papers to the new office
  • Delete the worklist item
  1. If it cannot be removed send E-Form - Standard Form 41A to the new Processing Office to advise them
  • Why the record cannot be transferred

And

  • When the inhibition will be cleared

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