developers to be involved in the task Current CU issues will be managed by the incident process. force to redesign the Client Update (CU). CU redesign will be managed by the software services project. Software developers will be engaged for co-design through the software services group engagements. 14/11 – 09 Advise via SIPO or Account Managers of Software Closed 28 November 2016: their interest to be involved in the task Developers Some software developers had submitted interest. Details will force to re-design the Client Update Nicole Moutia be provided to the software services team. (CU). Same as for action #14/11-08. 01/11 – 01 Investigate a concern raised by agents Anne Soe Closed 31 January 2017: about having to give their staff lodge In the absence of any feedback it was decided to close this permissions for pre-fill and pre-lodge. action item. 13 December 2016: *Clarified 29/11 – to provide a mapping An XLS document provided with the Agenda for 13th document showing the levels of access December confirms that pre-fill and pre-lodge functions are permissions for forms. available under ‘View’ and ‘Prepare’ permission settings. This means that practitioners do not need to provide lodgment (or ‘Submit’) permission to allow staff to perform these functions. Information outlining the functions that sit within permission groups (a simplified version of the attachment) will be will be added to existing Access Manager and PLS web content to guide tax professionals when setting permissions. Action: All developers were asked to consider the mapping document (see action #13/12-01). 28 November 2016: The rules are that: A prepare permission allows a user to prefill (IITR) and pre-lodge. A submit permission allows a user to lodge, pre-lodge and prefill (IITR). The IITR Business Implementation Guide (BIG) will be
developers to be involved in the task force to redesign the Client Update (CU). Current CU issues will be managed by the incident process. CU redesign will be managed by the software services project. Software developers will be engaged for co-design through the software services group engagements. 14/11 – 09 Advise via SIPO or Account Managers of their interest to be involved in the task force to re-design the Client Update (CU). Software Developers Nicole Moutia Closed 28 November 2016: Some software developers had submitted interest. Details will be provided to the software services team. Same as for action #14/11-08. 01/11 – 01 Investigate a concern raised by agents about having to give their staff lodge permissions for pre-fill and pre-lodge. *Clarified 29/11 – to provide a mapping document showing the levels of access permissions for forms. Anne Soe Closed 31 January 2017: In the absence of any feedback it was decided to close this action item. 13 December 2016: An XLS document provided with the Agenda for 13th December confirms that pre-fill and pre-lodge functions are available under ‘View’ and ‘Prepare’ permission settings. This means that practitioners do not need to provide lodgment (or ‘Submit’) permission to allow staff to perform these functions. Information outlining the functions that sit within permission groups (a simplified version of the attachment) will be will be added to existing Access Manager and PLS web content to guide tax professionals when setting permissions. Action: All developers were asked to consider the mapping document (see action #13/12-01). 28 November 2016: The rules are that: A prepare permission allows a user to prefill (IITR) and pre-lodge. A submit permission allows a user to lodge, pre-lodge and prefill (IITR). The IITR Business Implementation Guide (BIG) will be
PLS_working_group_action_items_10_Apr_2018.docx