Block Edit — Internal Revenue Manual Part 3. Submission

Block edit is used by EOPs to do searches and corrections. It is used by Quality Reviewers to review work. Following are the procedures to select a block of work for Block Edit and the results associated with each procedure.

Block Edit for EOPs is accessed as follows:

Actions

Results

Select Block Edit from the Data Entry Operations window.

The BE Request Work Dialog box appears.

Press to move to the desired selection criteria - either ABC/SOP combination, or Block DLN/RPSID/GPPID, or use +A to select ABC, or +B for block DLN.

Cursor is positioned in the desired selection criteria.

Press or OK.

Section 01 of the first document appears.

EOPs can select a block of work for Block Edit when the block is in the following statuses:

OE Partial

OE Complete

KV Partial

Format Complete

If the block is in OE Partial and the EOP performing BE ends the block (EB), the status of the block will change to OE Complete. If the block is in OE Complete, the status at the end of BE will remain the same. BE does not act as KV for the block.

Block Edit for QRs is accessed as follows:

Actions

Results

Access BE as a Quality Reviewer.

QR Request Work Dialog box appears.

Press to move to the desired selection criteria.

Cursor is positioned in the desired selection criteria.

Enter either the EOP User ID if selecting work for an individual employee, or Program Number if selecting work from a program, etc.

User ID or Program Number appears.

Press .

The QR Select Work Dialog box appears, with the Block DLN/RPSID/GPPID from which to select.

Use arrow key to highlight the block.

Block is highlighted.

Press .

Section 01 of the first document is displayed.

To retrieve blocks using a QR ID, the block status should be "OE Complete" . Blocks can be reviewed if they are in "Format Complete" status. If QR does review these blocks, they will go back to a status of "In Format" .

All users are able to view data. EOPs are able to change data. There is a system configuration parameter to allow QR to change data. For this to be invoked, a System Administrator must change the configuration parameter.

Once in BE, the navigation is exactly the same as for OE. The same rules apply when performing BE as for OE. All field validation and field type rules are the same.