SAM72116 – Manage work: access to records: worklist manager – technical office
The Worklist Manager in an office with technical responsibility is responsible for
- Monitoring the work state of the office through the use of ‘WORK’ online functions, in particular OFFICE WORK LIST SUMMARY
And
- Dealing with work items appearing on the ‘Inhibited Statements’ work list
The following table shows the functions linked to this role.
For details of how to access any of these functions, select ‘Index Of Functions’ on the left of the screen.
On accessing the function, system help is available to you at function, screen, field, and error message levels.
For ease of reference, functions are grouped under the following sub headings
Appeals
Compliance
Office
Returns
Statements
Taxpayer
Work
Maintain Appeal
View Compliance History
View Compliance Summary
Maintain Responsible Office
Maintain Return Summary
View Statement
Amend Taxpayer Signals
Case Summary
Maintain SA Notes
View Taxpayer Designatory Details
Immediate Action Work Lists
Office Worklist Summary
Operator Worklist Summary
Taxpayer Work List
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