Learning scenario
So far, we have highlighted the navigation around the Shared Workspace. For example,
- how to log in
- how to select an eRoom from the My eRooms screen
- how to select a specific customer record
- the buttons and items common to each eRoom.
For the remainder of the learning, we will concentrate on how you work a case within the Shared Workspace.
A number of different actions you may take while dealing with a customer record will be demonstrated.
The fictitious company used throughout this learning is called A UK Business Agent. The fictitious agent is Derek Halliwell and his new customer is Thomas Adamson.
The fictitious HMRC member dealing with the case is Jessie Gilroy.
