Link / Buttons

Description

Tasks

The current list of tasks to be performed by the user.

First Number - Number of newly fetched items

Second number - Total number of tasks

Alerts

When the critical situation defined in the alert category arises, the system recognizes this and sends an alert instance to the recipients determined. Once configured, these alerts can be accessed through the UWL screens.

First Number - Number of newly fetched alert items

Second number - Total number of alerts

Notifications

The Universal Worklist (UWL) Notifications screen holds a table that lists messages sent to you of events, copies of worklist-related messages, and other status.  A selection of buttons, icons, and a hyperlink to message details are provided to assist you to understand each notification.

First Number - Number items not yet read by the user

Second number - Total number of notifications

Tracking

Under this tab you will find all the tasks / requests by the tracked-by users. There are two default filters available – Completed and Uncompleted.

Number - Number of tracked tasks

All Tasks

List of all new tasks and those awaiting approval.

Assigned tasks

Tasks assigned to other users. (Note: this may be in a specific Collaboration task not in general UWL)

Tracked tasks

Tasks assigned to other users.

Filter

Search functionality on the subject column. Keyword will return results with those tasks containing the search string text.

New Task

Create an Ad Hoc Workflow task associated with the task item selected.  It starts up the Ad Hoc Workflow (AHW) Task description tool. This wizard prompts you to enter the details of the new task, including steps, assigned workers, attachments, and so forth. For details on how to create an Ad Hoc Workflow Task, see The Ad Hoc Workflow Wizard document.

Refresh

Refresh to the latest status of all work items from the source work item providers, deleting the items executed, and adding new items.

Personalize View

Configure worklist display features for the particular user. See Personalizing the Display.

History

List of recently viewed pages.

Select

Search for and display all work items with the text contained in the search string.

Approve / Reject

These options are available only in the approvals subcategory for each approval item. Select Approve to indicate approval of the item. Select Reject to indicate disapproval. You can decide for multiple rows at once. 

Submit Memo

You can write notes to yourself or for the users who are tracking your request. You can also submit a memo before completing the task.

Complete Task

Use this button to confirm and complete the task.

Edit

Edit the properties of the selected task.

Forward

You can forward the task / request to other users. Use the search window to add a new user or to an existing selection of users.

Delete

You can delete task / request item. If an item is deleted, the iView is not automatically updated. This has to be done using the Refresh button.

Create Ad Hoc Request

You can create a new Ad Hoc Workflow work item. See The Ad Hoc Workflow Wizard

Return

Return to the previous page.

Show All of This Type

Shows all work items in the same category as the one currently selected.

View Detail

View in a separate window the task item in more detail.

Acknowledge

Visible only when viewing Alerts. Use this button to confirm the Alert. Once confirmed the Alert is no longer in your inbox.

Icons

Description

Get connection status of all work item providers

Choose the work item by clicking on the radio button

View the attachment to the work item

Status of the task is ’new’.

Task is awaiting confirmation or approval

Task is in progress

View detail

Sort on the column.

Escalate task

Memo attachment

Hover menu, click to see options

Columns

List / Description

Subject

Edit – edit work item.

Forward – forward to another user (or multiple users) and also add more comment if required.

Delete – delete the task.

Change Status – change status to ‘New’, ‘In progress’ or ‘Completed awaiting approval’.

Escalate – set the flag to escalate which enables you to sort the task from the Escalate column.

De-escalate – remove the Escalate flag.

From

Send E-mail

Create Appointment

Show availability

Send Instant Message

Share Application

Start WebEx Session

Create Room

Create Session

These are Collaboration related tasks. For details refer to the Collaboration documentation.

Create Standard task

Create Request for Feedback

Create request for nomination

Create new Ad Hoc Workflow items using these options. See Ad Hoc Workflow documentation for details.

Progress

Shows percentage of work completed.

Escalate

Click Remove Flag to de-escalate the task.

Columns

Description

Subject

Subject text as entered during task creation.

Priority

Shows the priority level for the task. Choose from Low, Normal, High.

From

Shows the user name of the creator of the request.

Sent

Date the request was sent on.

Due

Due date for the task.

Menu Option

Description

Open tasks

To see the list of existing tasks that require attention, use the Open Tasks category.  A selection of buttons, icons, and a hyperlink to message details are provided to assist you to understand each task action.

Completed Tasks

To see the list of completed tasks completed, use the Completed Tasks category.  A selection of buttons, icons, and a hyperlink to message details are provided to assist you to understand each completed task.

Forwarded Tasks

To see the list of Forwarded task items, use the Forwarded Tasks category.  A selection of buttons, icons, and a hyperlink to message details are provided to assist you to access the details of the completed requests.