What this means
m21-4:appendix-b.4 explains how an 800 series work item is established. In plain terms, the official guidance says manually establishing a work item is not possible. 800 series work items are system generated. It also addresses once an 800 series work item has been reviewed, dispose of the work item as provided in the table below.
How this may help with a claim
Use m21-4:appendix-b.4 as a lookup tool for how an 800 series work item is established. Match the exact label, code, condition, or table row in your records to the official entry; one useful point is: Manually establishing a work item is not possible. 800 series work items are system generated. Once an 800 series work item has been reviewed, dispose of the work item as provided in the table below. Keep the notice or screen that uses the term so you can distinguish an internal status label from a filing deadline or entitlement rule.
What to review in your file
- Check the file against this official condition: disposition of an 800 series work item after review
- Confirm that the record or notice addresses this source point: establishing date of claim when an 800 series work item requires action
- Document how this stated step or exception applies: Exception: When necessary, certain actions can be taken in connection with review of an 800 series work item without a separate end product (EP) as provided in M21-4, Appendix B, 4. c.
Important limits
m21-4:appendix-b.4 helps decode how an 800 series work item is established, but a code, tracked item, or table entry is not proof that VA has granted or denied the underlying benefit. Use the governing notice and controlling law for rights and deadlines. The official context includes: Manually establishing a work item is not possible. 800 series work items are system generated. Ensure that 800 series work items affecting payments are worked in accordance with work management priorities.
Search terms when useful
Phrases that may help when searching your claim file or this library.
- How an 800 Series Work Item Is Established
- m21-4:appendix-b.4
- How 800 Series
- Work Item Established
- Processing Series Work Items
- series work item established
- appropriate series work item
- disposition series work item
Original VA guidance
The official VA text of this section
4. Processing 800 Series Work Items
Introduction
This topic contains general processing guidelines for 800 series work items, including
- how an 800 series work item is established
- appropriate use of the 800 series work item
- disposition of an 800 series work item after review
- establishing date of claim when an 800 series work item requires action
- prioritizing 800 series work items, and
- potential underpayment or overpayment.
Change Date
September 15, 2020
B.4.a. How an 800 Series Work Item Is Established
Manually establishing a work item is not possible. 800 series work items are system generated.
B.4.b. Appropriate Use of the 800 Series Work Item
800 series work items are to prompt review for potential action and to assist in tracking. Do not complete any development, rating, or award actions under an 800 series work item.
Exception: When necessary, certain actions can be taken in connection with review of an 800 series work item without a separate end product (EP) as provided in M21-4, Appendix B, 4. c.
B.4.c. Disposition of an 800 Series Work Item After Review
Once an 800 series work item has been reviewed, dispose of the work item as provided in the table below.
If …
Then...
no action is required
cancel the 800 series work item using the reason Message Received, No Action Necessary.
additional action is required
- clear the 800 series work item using the reason Message Received, Worked Under Proper EP, and
- take the required action under the proper EP.
Exceptions:
- System programming prevents users from manually clearing an 850WI.
- In some cases, the required action does not require creation of an EP. Examples include
- processing an FNOD using the FNOD command in Share
- reviewing a claims folder to confirm the accuracy of the results of a records-matching program, and
- sending a questionnaire or letter due to failure of automatic issuance by the Hines Information Technology Center, such as described in M21-1, Part VII, Subpart i, 1.B.1.d.
B.4.d. Establishing Date of Claim When an 800 Series Work Item Requires Action
When action is required, use the date of the 800 series work item as the date of claim for the controlling EP.
Important: Do not use the date of review as the date of claim for the controlling EP.
Reference: For more information on establishing a control EP and its date of claim, see M21-1, Part II, Subpart i, 2.C.2.d.
B.4.e. Prioritizing 800 Series Work Item
Ensure that 800 series work items affecting payments are worked in accordance with work management priorities.
VSCs and PMCs must consistently prioritize 800 series work items that potentially result in an underpayment, overpayment, or potential financial hardship.
B.4.f. Potential Underpayment or Overpayment
If an award adjustment associated with an 800 series work item could result in an overpayment or underpayment of benefits attach the Potential Under/Overpayment special issue to a contention of the controlling EP referenced in M21-4, Appendix B, 4.d.
The special issue must remain in place until any and all actions involving an underpayment or overpayment are completed, to include simultaneous or subsequently received information involving an additional underpayment or overpayment action. This includes adding the special issue to any EP 600 associated with proposed adverse action arising from the 800 series work item.
References: For more information on
- considering the potential underpayment or overpayment resulting from an 800 series work item, see M21-1, Part II, Subpart i, 2.C.2.d, and
- establishing timeliness controls, see M21-1, Part II, Subpart i, 2.D.3.