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Define Worklist Folder

In this step, you can define worklist folders, which you use to structure the worklist by user-specific categories.

To create a worklist folder, assign a four-character, alphanumeric identifier. You can create an explanatory text for this for each language. This then appears as a description of this worklist folder in the worklist.

Note

If no text has been stored in the user's logon language, the four-character identifier is just displayed for information.

Via the Public worklist folder indicator you can define whether worklist folders are public or private. Public folders display the same contents as those in each of the users worklists who are assigned to this worklist folder. Private folders display only the batches that the user has included. The content of a private folder can only be viewed and processed by the respective user.

You assign worklist folders to users in the step Assign Worklist Folders to Users. You can assign worklist folders to as many users as you wish.

In addition to the worklist folders defined here that a user is assigned to, each user receives the private folder "Standard folder". If you choose Edit -> Add batch to worklist when you create, change, or display a batch master record, the system copies this batch to the "standard folder".