Page 6 of 8, EO Attribute MatrixThis page is a continuation of 5 of 83. General and Project ProceduresActual Review QuestionNo.Attribute NameDefinitionExample592 CJE526 CJE512 CJEf. Were secured returns (other than delinquent) processed as required?622Edit Return/Reinput returnUse this field to identify if the employee correctly edited or cleared a return for processing / reprocessing as required.Applies to all returns except delinquent returns. Did the employee use the correct procedures to process a secured return? Examples would include; current year returns, returns with gross receipts over 1 million, returns posted after our letter and returns that were previously unprocessable.4A2B4Bg. Was the case file properly assembled?723Case File FolderUse this field to determine if the employee properly prepared and assembled the case file.Was the case file assembled according to the Case File Assembly Guide?3C4B3Ch. Were all tax law issues properly developed and pursued?404Obtain/ Determine tax Law FactsUse this field to identify if the employee obtained/determined appropriate facts on tax law issues.Did the employee consider tax law and local guidelines to identify, develop and properly refer all issues such as indications of fraud and frivolous correspondence and returns per guidelines?2A2A2Ai. Was the EOCU database updated as required?617Input/Update to Specialized systemsUse this field to identify if the employee input to or updated specialized systems per IRM guidelines. This does not include IDRS/ACS/ISTS.Was the EOCU database updated as required? CCR input should be coded under 1h.4A4A4Aj. Were the specific project procedures followed which led to the appropriate case conclusion?**715Correct/ Complete Response/ ResolutionUse this field to identify if the employee provided the taxpayer with the correct response or resolution to their case or issue, and if appropriate, took the necessary case actions or case disposition to provide this response or resolution.Did the employee follow specific project code guidelines in order to reach the appropriate conclusion? For the purpose of coding this attribute, do not take into consideration any additional IRS issues or procedures that do not directly impact the taxpayer’s issue or case.2A2A3ASummary Question 3: Overall, in the reviewer's judgment, did the employee follow all necessary procedures to accurately work the case?Page 6 of 9Revision - 11-05-2013