SW04450 - HMRC Shared Workspace Team: Review a Request to add a New Organisation
When an HMRC Business Authorising Officer (BAO) makes a request to add a new organisation, it is sent to the Shared Workspace Live Service Support Team (SW LSST) Activity Inbox SW04420.
The Team will review all requests for new organisations to be added to the service. Only a member of the SW LSST can approve a request for a new organisation.
It is essential that the Team member reviewing the request makes the following checks:
- Requestor
By selecting the envelope icon alongside the ‘Requestor’ name, check that their email address is in line with the Business Unit for which they are requesting to add a new organisation.
- Request a Room
View the Room via the ‘Request a room’ link, to ensure that the organisation is appropriate for the Room.
- Room Purpose SW06110
Clarify that the purpose identifies collaboration with the requested organisation.
- Other Organisations in the Room
Confirm that the requested organisation is not already in the Room under a different name.
- The New Organisation Details
Search existing organisations on Shared Workspace to confirm that the requested organisation does not already exist.
If there are doubts regarding any of the checks, the Team member must reject the request.
Approving a request
Where a request is approved, the service will:
- Create the organisation requested.
- Send an email to the BAO to notify them of the approval.
Rejecting a request
Where a request cannot be approved, the SW LSST will reject the request and make an appropriate note of their reason in the required field when prompted.
The service then sends an email to the BAO, confirming the rejection.
