Clients/Questions Discussed

Use this field to identify how many clients/questions were discussed.

User Entry

2 characters, numeric

ACS Priority Code

Use this two-digit field to identify the priority score on ACS phone calls and ACS Case Processing cases.

Drop-Down

2 characters, alpha numeric

AIMS Status

Use this field to identify the current location of the return on AIMS (2- digit numerical code).

User Entry

2 characters, numeric

Application Number

Use this field to identify the three-digit ASPECT application number for the call being reviewed.

Drop-Down

2 characters, numeric. Smart by SPRG.

Automation

Use this field to indicate if the caller attempted to use Automated Services.

Drop-Down

Bucket Category

Use this field to identify the Bucket Category

Drop-Down

CAIS Tracking

Use this field to indicate if the caller attempted to use Automated Services.

Drop-Down

NQRS Only

Call Disconnected

Use this field to identify if the call was disconnected.

Drop-Down

Yes or No default to No

Call/Case Length in Minutes

Calculated field based on Time Call/Case Started and Call/Case Completed.

Case Number

Use this field to identify the case number.

User Entry

20 characters

Case Type

Use this field to identify the case type being reviewed.

Drop-Down

Smart by SPRG

Closing Date

Use this field to identify the date the taxpayer's inquiry or case was resolved.

User Entry

MM/DD/YYYY

Completion Date

Use this field to identify the report completion date.

User Entry

MM/DD/YYYY

Contact Recorded

Use this field to identify if the review was performed using CR.

Drop-Down

No, Yes - no screen capture, Yes - screen capture NOT utilized and Yes - screen capture utilized

Corporate Timeliness

Use this field to identify the prior Corporate Collection function's timeliness when issuing an interim contact or final response.

Drop-Down

Yes or No, Defaults to blank

Corrective Action Required

Use this field to identify if the review was marked with Corrective Action Required or FLASH.

Drop-Down

Yes or No, Defaults to No

CP Number

Use this field to identify the notice or letter the taxpayer is calling or writing about.

Drop-Down

Contact ID/Router Call Key

Use this field to record the Contact ID on cases where CR was used.

User Entry

12 characters

CSS Review Type

Use this field if the review is for a call or ticket.

Drop-Down

Customer Group Code

Use this field only when directed by Headquarters to capture the customers operating group code.

Drop-Down

NQRS

Customer Name

Use this field to identify the name of the IRS customer.

User Entry

100 characters

Cust Sat Survey Offered

Use this field to identify if the assistor offered the Customer Satisfaction Survey to the caller.

Drop-Down

3 characters

Date Controlled/Assigned to Employee

Use this field to identify when controlled/assigned to employee.

User Entry

MM/DD/YYYY

Date Forwarded For Review

Enter date caseworker forward the case for overlay review

User Entry

MM/DD/YYYY

Date Records Ordered

The date when the Form 2275 has been forwarded for processing or an email has been forwarded to

User Entry

MM/DD/YYYY

Date Records Received

The date when the caseworker has actual possession of the documents.

User Entry

MM/DD/YYYY

Date Redaction Process Began

Enter the first date the caseworker began the review and redaction process

User Entry

MM/DD/YYYY

Date Redaction Process Ended

Enter the date the caseworker completed the review/redaction process

User Entry

MM/DD/YYYY

Date Returned to Caseworker

Date the case was returned to the caseworker for corrections or closing

User Entry

MM/DD/YYYY

Discharge Determination Type

Use this field to identify the DDR issue involved with the discharged module adjustment.

Drop-Down

Disp/Cert Code

Use this two-digit field to identify the correct disposal code for Exam Paper, TE/GE Issue Code (00-99), the certification code for EITC Certification Paper cases, or Disposition Code for COIC.

Drop-Down

Smart by SPRG

Docket/Contract Number

Use this field to identify the docket/contract number assigned to the case being reviewed.

User Entry

20 characters

Efficiency Tools Used

Use this field to identify if an efficiency tool was or was not used or was not applicable during the call/case.

Drop-Down

Confirm, Unconfirm, N/A and default to blank

EFO Assignment Groups

Use this field to identify the assignment group.

Drop-Down

E-Time

Use this field to enter the duration of a monitored call.

User Entry

5 characters mm:ss

Employee Name

Use this field to identify the name of employee whose work is being reviewed.

User Entry (NQRS) Drop-Down (EQRS)

100 characters

EOPS Assignment Group

Use this field to identify the assignment group.

User Entry

ERC Ticket Number

Use this field to record the ERC Ticket Number

User Entry

File Name

Use this field to capture the File Name.

User Entry

File Type

Drop-Down

IMF, BMF, Default to Blank

Fiscal Year

Use this field to identify the fiscal year of the report being reviewed.

User Entry

First Contact Resolution

Reserved

Drop-Down

Smart by SPRG

Format

Use this field to identify the type of contact.

Drop-Down

Fraud

Use this field to identify if the case involves fraud.

Drop-Down

Yes or No

Good Taxpayer

Drop-Down

Yes or No

GSA Building Number

Use this field to identify the building being reviewed.

User Entry

Grade of the Employee

Use this field to identify the grade of the employee.

Drop-Down

Group Code

Use this field to further identify the source/type of work being reviewed.

Drop-Down

Smart by SPRG

HQ Tracking

HQ will use this field for tracking issues for special analysis.

User Entry

50 characters

Help Request ID Case Number

Use this field to identify the Help Request ID case number.

User Entry

50 characters

ICS Ticket Deferred Date

Use this field to identify the date the IQA deferred the help request.

User Entry

MM/DD/YYYY

ICS Ticket Open Date

Use this field to identify the date the customer opened the help request.

User Entry

MM/DD/YYYY

IDRS Status

Use this field to capture the IDRS Status of the case being reviewed.

Drop-Down

NQRS Only

ID Theft

Use this field to identify if the case involves ID Theft.

Drop-Down

Yes or No

Imperfect Determination Date

User Entry

MM/DD/YYYY

Inventory Time In Minutes

Use this field to identify the inventory time.

User Entry

Innocent Spouse Tracking

Use this field to identify the ISTS stage.

Drop-Down

Interim Contact Date

Use this field to identify the date of the first interim contact.

User Entry

MM/DD/YYYY

Invalid

Use this field to indicate if the TIN is invalid. Y or N field.

Drop-Down

Yes or No. Defaults to No

IRM Tracking Field

User Entry

IRS Rec’d Date

Use this field to identify the date the taxpayer's inquiry or case was received by the service.

User Entry

MM/DD/YYYY

IRWorks Incident Number

Use this field to record the IRWorks Incident Number

User Entry

20 characters

Knowledge Article

Use this field to record the Knowledge Article number

User Entry

20 characters

Local Use

Use this field to identify that a case is for local review purposes only.

User Entry

3 characters

Masterfile

Use this field to identify the Masterfile of the case being reviewed.

Drop-Down

Select the primary Masterfile of the case being reviewed. The responses are IMF, BMF, or Other. If two or more Masterfiles are addressed, choose the Masterfile with the primary issue. If neither Masterfile is addressed or the case involves another Masterfile (NMF, EPMF) select other.

Math Error Notice Code

Use this field to identify the primary Math Error Notice Code that initiated the inquiry.

Drop-Down

MFT Code

Use this field to identify the Master File Tax Account Code of the case being reviewed.

Drop-Down

Monitoring Service

User Entry

National Emergency

Use this field to identify a National Emergency.

Drop-Down

On every case/call reviewed, select CV19 on all cases/calls impacted with specific Coronavirus (COVID-19) account and tax related issues. Otherwise select N/A

National Use

Use this field to designate special/additional review attributes for selected cases when directed by Headquarters.

User Entry

3 characters

Number of Cases Included

Use this field to identify the number of cases included.

User Entry

Offer/CII/Case Number

Use this field to identify the Offer/CII/Case Number of the case being reviewed.

User Entry

12 characters

OFP

Use this field to identify the appropriate function and program codes.

User Entry

9 characters XXX-XXXXX

Operation/Territory Rec’d Date

Use this field to identify the date a taxpayer's inquiry or case was received by a specific Operation/Territory within a Site/Area.

User Entry

MM/DD/YYYY

Pay Period

Use this field to identify the pay period

User Entry

2 characters

Phase 1 Time Charged

User Entry

Phase 2 Time Charged

Time to complete records search and ordering/moved to records pending.

User Entry

Phase 3 Time Charged

Time to complete the review/redaction process

User Entry

Phase 4 Time Charged

Total time on case

User Entry

Phone Transfer

Use this field to indicate that the assistor ended the call segment by transferring the caller.

Drop-Down

NQRS Only

PMG Indicator

Use this field to indicate whether the inquiry is one of the following: ITLA, PMG, both, and to indicate if PMG/ITLA was required but not used.

Drop-Down

Primary CA Driver IRM Reference

Use this field to identify the primary IRM reference or written authority cited for defects coded as Customer Accuracy Drivers. Do not enter the attribute or more than one IRM reference/written authority in this space.

User Entry

30 characters Numbers, periods, parentheses () and hyphens

Prior Application Number

Use this field to identify the ASPECT application number if known, when the caller has been transferred in.

User Entry

3 characters

Prior Ops/Dept Code

Use this field to identify if a prior function made an error on the case.

Drop-Down

Prior Site

Use this field to identify the call site that transferred-in the call, if known.

Professional Decision Making

Use this field to identify if Professional Decision Making was used while working the case.

Drop-Down

Project Code

Use this field to identify the project code.

User Entry

4 characters

Reason for Contact

Use this field to identify the reason for the taxpayer's contact.

Drop-Down

Smart by SPRG

Resolution Type

Use this field to identify how the case was resolved.

Drop-Down

Smart by SPRG

Review Category

Use this field to identify whether the contact is evaluative, evaluative or non-evaluative test call, non-evaluative other, or evaluative or non-evaluative targeted.

Drop-Down

EQRS only

Review Date

Use this field to identify the date of the review.

User Entry

MM/DD/YYYY

Review Process

Use this field to identify the DCI Review Process type.

Drop-Down

Single Case or Multi Case

Review Type

Use this field to identify if the review type is "in process" or "closed case."

Drop-Down

Smart by SPRG EQRS only

Reviewer Name (number)

Use this field to identify the person performing the review.

Determined by user profile.

Number can be overridden in NQRS

Reviewer Type

Use this field to identify the position of the person who performed the review.

Permission driven

EQRS only

Reviewer Type/Category

Reviewer Type/Category is either National or Local. Use this field to identify whether the review performed is part of the National or local quality sample.

NQRS only

Sampled Date

Use this field to identify the actual date the case was selected in the CII Sample.

User entry

NQRS only

Scheme Disposition

Use this field to identify the two-character disposition code of the scheme.

Drop-Down

Scheme Number

Use this field to identify the number of the scheme.

User Entry

10 characters

Secondary CA Driver IRM Reference

Use this field to enter a second IRM reference or written authority cited for defects coded as Customer Accuracy Drivers. Do not enter the attribute or more than one IRM reference/written authority in this space.

User Entry

30 characters Numbers, periods, parentheses () and hyphens

Site Type

AM/CS/FA/TE.

Drop-Down

System tables

Site/Area

Site of Employee.

Drop-Down

System tables EQRS only