Access to the SA computer system is controlled
Access controls are governed by
And
An Organisation Unit that deals with a particular aspect of a
taxpayer’s affairs is deemed to be responsible for that
taxpayer, and will be allowed to update that taxpayer’s SA
record. There will be more than one responsible office at any time.
Responsibility for an SA record is allocated by Revenue
activity, as follows
The current office with processing responsibility for the
taxpayer will always have an active responsibility to maintain that
record. Other responsibilities are allocated when the need arises.
Technical, recovery and accounting responsibilities fall to the
office, with that Revenue activity.
User Roles
A user role will reflect a particular job, and will
determine the functions that an individual operator can access to
perform that job.
Work Management uses the responsible office rules and user
roles in allocating work items to the appropriate office.
Access to Functions
Function CASE SUMMARY is available for whole case working,
that is carrying out multiple tasks for the same taxpayer.
If a single task is to be carried out on the taxpayer
record, it is invariably more efficient in both operational and
computer resource terms to access the required function from the
Function Menu. Where the required function is not available from
the Menu, then the Case View hierarchy may be entered at a lower
level than function CASE SUMMARY.
View Access
View access is not restricted to the business responsibility
of the operator’s office. However,
you should only view a taxpayer’s SA record if there
is a business needto do so.
The main clerical processing roles include view functions,
which can be used in exactly the same way as with the View Only
role.
