The Phase 2 Wall — Internal Revenue Manual Part 21. Customer

Applications that come into USRC are worked in First-In, First-Out (FIFO) order. This means that earlier IRS Received Dates should be worked before later dates. Once a batch of applications has been controlled, it sometimes needs to wait for earlier dates to be cleared before it can go to the technical teams for processing (Phase 2). While it is waiting, it is held in the Clerical department on the Phase 2 Wall. Work staged on the Phase 2 wall is separated by:

IRS Received date

Mixed or Flow

After Logging a batch of completed ICP, look on the batch sheet to see if the batch is “Mixed” or “Flow”.

Mixed batches are staged on the top 3 rows of the Phase 2 wall and are separated by red date dividers.

Flow batches are staged on the bottom 3 rows of the Phase 2 wall and are separated by green date dividers.

Place the batch into a storage sleeve within the earliest received date for that batch.

Fill up each storage sleeve before putting a batch into an empty sleeve. It is okay for batches within a given received date to go together, just don’t fill a sleeve so full that it is difficult to remove or add a batch.

You may have to move sleeves around to get batches to fit into a given IRS Received Date. It is not acceptable to place work on top of sleeves.

On batches that list a date range (for example, 4/23 to 4/26), stage the work under the earliest date in the range (4/23 in this example).

Keep all batches belonging to a single Multi together. If most of the work in a Multi is Mixed with a little bit of Flow, stage it under Mixed. If most of the work is Flow with a little bit of Mixed, stage it under Flow. Occasionally, you will have cases that are too large to fit into a storage sleeve. See your Manager or Lead for permission to stage on a High- Volume Phase 2 Cart.

You may need to start a new date section. Stage the work in the appropriate section (Mixed or Flow) and place the corresponding date divider at the front of the new section. Each date divider includes 4 dates – 2 on each side – that are 3 months apart. For example, a divider for January 6 (1/6) also includes April 6 (4/6), July 6 (7/6), and October 6 (10/6). To avoid waste, look through the provided date dividers to find the date you need before creating a new divider.