You can use several different transactions available in the PI Sheet menu in process management to select PI sheets.

• You can use the Find PI Sheets transaction for a general PI sheet selection. After calling the transaction, a selection screen appears on which you can enter your selection criteria. The worklist appears only after you have chosen Execute.
• The following transactions are available for a specific PI sheet selection:

• Worklist - Maintain
• Worklist - Complete
• Worklist - Check

SAP has defined a selection variant and a display variant for each of the above-mentioned transactions. Each of the three selection variants for worklists is assigned to one user parameter. You can also define your own selection and display variants.

You can enter the user parameters in your user master record and assign the appropriate standard selection variant or your own selection variant to it. The selection variants themselves can have your own or standard display variants assigned to them.

• You can create selection variants as follows:

• In Customizing for Process Management by choosing Control Recipes/PI Sheets -> Selection Variants for PI Sheets -> Define Selection Variants for PI Sheets
• On the selection screen of the relevant transaction by choosing Goto -> Variant -> Save as variant...

Depending on the settings you have made in your user master record, one of the following screens appears after you have called the relevant transactions:

• The selection screen containing predefined selection criteria for the processing type you have chosen. You can change these criteria. The worklist only appears after you have chosen Execute.
• The worklist with the standard selection variant and the standard display variant
• The worklist with the standard selection variant and your own display variant
• The worklist with your own selection variant and the standard display variant
• The worklist with your own selection variant and your own display variant

For information about the user parameters you can use and the criteria defined in the standard selection variants and standard display variants, see:

You can define the following criteria on the selection screen to define which PI sheets will be included in the worklist:

• PI sheet data, such as:

• The plant in which the PI sheet was created
• The number of the control recipe from which the PI sheet was created
• The operating group that is responsible for maintaining the PI sheet
• The control recipe destination to which the PI sheet was sent
• The date and time when the PI sheet was created

• Mode of the PI sheet

• Active PI sheets (no test)
• Test PI sheets
• Active and test PI sheets (all)

• New
• In process
• To be completed
• Canceled
• Discarded
• Completed
• Archived (EBR)

• Order data, such as:

• Order number
• The resource to which the PI sheet refers
• Basic dates and scheduled start and finish

• Further material-related data, such as:

• The material to be produced
• The batch to be produced

• The inspection lot if a quality inspection is to carried out for the process order
• In you want, a display variant that determines how the list is prepared for display in the worklist

The worklist is displayed in a table-like overview. In the worklist, you can do the following, for example:

• Sort PI sheets according to different criteria
• Display or maintain individual PI sheets
• Delete PI sheets

Depending on the type of worklist you have called, the following additional information is displayed for the individual PI sheets:

• The Traffic lights icons in the Messages column indicate whether a process message was sent successfully for a PI sheet.
  The icons mean the following:

• The icon indicates that there are deviations in entries in the PI sheet.
• The icon indicates that there is at least one comment in the PI sheet.