Personalizing the UWL Display 

Use

Use personalization options to select the display options to be used for the standard Universal Worklist Display. These personalizing options allow you to create displays that hold only the worklist information that is relevant to you. You can either modify the display attributes of one of the default views, or create a separate custom view.

Procedure

       1.      Choose Personalize View.

The Universal Worklist Personalization page is displayed.

       2.      From this page, you can:

Save...

                            a.      Save – save changes when done. The changes to the UWL iView takes a few seconds before the changes appear.

                            b.      Duplicate – create an additional custom list view

                            c.      Restore defaults – restore the default worklist display to it original default format

...

Creating a Custom List View

To create a custom list view, do the following :

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       1.      Select Duplicate. 

       2.      Specify a name for the custom list view. 

       3.      The new worklist display can be personalized using the personalization tools available in the right frame.

       4.      When your custom properties are complete, choose Save.

The new custom list name will appear as a new subcategory beneath the current top category in the worklist navigation.

To delete the custom worklist view, select the Delete button.

Attributes and their orders

The list of currently displayed attributes is shown on tabs.

·        To remove an attribute tab from display, select the one you wish to remove and then select the Remove From Current View button. 

·        To add an attribute tab to the display, find it in the pull-down menu next the Add button. Select Add.

·        To move the column position of an attribute tab, select the attribute tab and then move it left or right in the tab sequence using the left (<<) and right (>>) arrows, until it is in the position you want.

·        To use additional personalization options, select the Advanced View link. The advanced personalization views give you the ability to specify additional display parameters.

For each selected attribute you can specify more detailed personalization:

·        Horizontal alignment

·        Column width

·        Vertical alignment

·        Sortable

When you are finished with your personalization changes, select the Save button to return to the worklist display. Otherwise select Cancel to terminate the personalization activity without change.

To restore the default worklist and remove the current customization, select the Restore View button in the left frame.

Sorting Preference

In this personalization section, you determine the order of task items displayed.  In the first group box, the column with the highest sorting priority is selected. You can specify if the sorting should be ascending or descending. Two more sorting columns can be added to sort within items of equal value in the previous sorting column.

Data Properties

Specify:

·        The number of work items to be displayed on a page

·        The automatic page refresh rate using pull-down menus. 

The advance view gives you the opportunity to specify:

·        The number of days before the due date when task item turns red, to indicate severe time concern.

·        The number of days before the due date when task item turns yellow, to indicate warning of due date.

·        The names and characteristics of view filters that allow you to select or eliminate certain task items for display based on selection criteria, such as keywords within attributes.

Paging Display

This personalization option only appears in the advance view.

Specify:

·        Whether or not to display the page header

·        Whether or not to display the page footer

·        The display location of the global action links, such as Ad Hoc Request, Refresh, and Personalize View.

·        Navigation Mode