Using Worklists


Concept


Steps:

  1. You can open the Worklist page by using the folders and links in the navigation pagelet or clicking the link in the universal navigation header.

     

    For this example, use the link in the universal navigation header.

     

    Click the Worklist link.

    Step 1

  2. The Worklist page can be better viewed if the menu pagelet is closed.

     

    Click the Collapse button.

    Step 2

  3. The Worklist page provides summary information about all items in your personal worklist. From this page, you can view additional details about the work, perform the work, or reassign work items. You can define the sorting method and customize the columns of the grid. You also can sort the rows according to various columns.

     

    Click the Work Item link.

    Step 3

  4. Notice that the rows are now sorted in ascending alphabetical order, based on the Work Item column. If you click the column heading again, it sorts the rows in descending order.

     

    Click the Work Item link.

    Step 4

  5. Notice that the rows are now sorted in descending alphabetical order, based on the Work Item column.

    Step 5

  6. The Link column enables you to work on an item from the Worklist page.

     

    Click the Grafton,Ken, KU0004, 0, 1987-08-07, LOA, EDU link.

    Step 6

  7. The system transfers you to the page where you can perform the required task. When you have worked on the item, it is automatically removed from your worklist. You can also manually mark an item as Worked in the worklist.

     

    Click the View Worklist button.

    Step 7

  8. Notice that the worklist now appears with the default sorting.

    Step 8

  9. You may want to use the Mark Worked button to manually mark an item as worked if an entry is a simple notification and needs no follow-up.

     

    If you click the Mark Worked button, the item will be removed from your list.

    Step 9

  10. The Reassign button enables you to reassign a worklist item to another user.

    Step 10

  11. The Worklist Details page includes all the information from the Worklist page, plus additional information about items on your worklist.

    Step 11

  12. Click the Expand button.

    Step 12

  13. Click the Worklist Details link.

    Step 13

  14. Click the Collapse button.

    Step 14

  15. Notice that the time displays for each worklist item in the Date From column.

    Step 15

  16. There is also a Business Process Name column on the Worklist Details page.

    Step 16

  17. Click the horizontal scrollbar.

    Step 17

  18. The Timed Out Dttm field displays the date and time when the item will time out if it is not already worked.

    Step 18

  19. The Previous User field displays the user whose action triggered this item.

    Step 19

  20. The Selected Dttm field displays the date and time when you first selected this item in order to work on it.

    Step 20

  21. If the item was forwarded from another user, the comment is displayed in the Comment field.

    Step 21

  22. Items on your worklist have built-in timeout parameters. The Timed Out column indicates if the items have timed out.

    Step 22

  23. The Instance is a unique identifier for each item of the same type.

    Step 23

  24. The Transaction is a unique identifier for each item in the worklist.

    Step 24

In summary, a worklist is an organized list of the work items that need your attention. If you select an item on the list, you are taken to the page you need in order to complete the task.

 

Use the Worklist Detail page to view more details about each item on your worklist.

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