Teachers' Pensions

Task Manager: Quick Guide

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The task manager is the new tool to make managing the authorisation and tracking of web forms easier. You'll be able to manage authorisations for:

  • Retirement applications
  • Additional pensions applications
  • Certificates of re-employment
  • Opt out applications

The tool allows easy management of web forms by using a selection of filters, which consist of:

  • Task name: allows filtering by form type
  • Status: need action or actioned
  • Employer filter: allows a per establishment view
  • TP reference: search for specific members forms

In addition to the filters all forms can be sorted by updated date and retirement forms additionally by due date.

To view extra details on a form click the 'details' button for a drop down of additional information. To jump straight into a form simply click anywhere within its line.

Last Updated: 28/07/2017 13:57


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