The system will in certain circumstances
And where those rules suggest a transfer of responsibility for the type of Revenue activity falling to the operator’s Organisation Unit is appropriate
Briefly, this will usually happen where the operator
The full circumstances in which a transfer prompt will be presented to the operator in the Organisation Unit with active responsibility for processing, technical, or recovery work are as follows
And in the office with processing responsibility only
The operator will be presented with the CASE AVAILABLE FOR
TRANSFER screen. It will show the Organisation Unit number and name
of the office to which transfer is proposed. The operator has only
to confirm or reject the transfer.
Where the prompt refers to a partnership record, there will be no reference to transfer of records for the individual partners. The operator will consider each partner separately.
The system will never prompt the operator to transfer an SA trust record.
When responsibility is transferred, all current work items for that type of Revenue activity will be transferred to the new office automatically.
Debt Management & Banking responsibility
Although the Banking Operations operator may change an address, the prompt will never be presented to that operator. Where the SA responsible office rules suggest a transfer of active responsibility for processing, technical, or debt management work, a potential transfer work item will be created in the relevant office(s). That office / those offices will then consider transferring their responsibility.
The computer will review the banking and accounting responsibility, following transfer of processing responsibility, and where appropriate transfer that responsibility automatically. Any current work items for that type of Revenue activity will be transferred to the new office automatically