PSI22.2.3 - Operational Procedures: Clerical Procedures - Things to Do - Daily

(This archived guidance relates to HMRC discretionary practice before the 6th April 2006. For current guidance on Registered Pension Schemes see the Registered Pension Schemes Manual)

These are the key tasks and checks that should be carried out on a daily basis:

1. Deal with incoming post and files;
2. Filing;
3. Out trays;
4. Replacing file covers (see PSI22.2.32);
5. Post from Examiners;
6. Diary BF print-out;
7. AVR reminder print-out;
8. Definitive documentation reminder print-out;
9. Checks for old post - any post over 9 days old should be manually recalled via the Van Room no later than the tenth day.

With the exception of item d. all of the above should also be monitored on absent colleagues' seats.