Features of the UWL 

Use

You can access the UWL user interface to orientate yourself when new or existing tasks need action. You can start the actual processing of work items from the UWL user interface.

Features

The following features can be found on the user interface:

Tasks

The following options are available under this category:

●      New tasks

●      Tasks in progress

●      Tasks you have received from someone

●      Tasks forwarded to someone

●      Tasks for resubmission

●      Tasks due today

●      Overdue tasks

●      Rejected tasks

●      Completed Tasks

For more information, refer to Tasks.

It depends on the task type and the configuration of the Universal Worklist if a particular function is available to you, for example, forwarding a task.

More information: Configuring the Universal Worklist

Alerts

The following options are available under this category:

●      New alerts

●      Alerts in progress

●      Alerts you have received from someone

●      Alerts forwarded to someone

●      Alerts for resubmission

●      Completed alerts

Notifications

Notifications are messages that inform you about missed deadlines and so on.

The following options are available under this category:

●      New notifications

●      Notifications in progress

●      Notifications you have received from someone

●      Notifications for resubmission

●      Completed notifications

Tracking

The Tracking category contains items from collaboration tasks, forwarded items, those items you have chosen to resubmit (Resubmission Items), items that have been sent on your behalf (On Behalf of Me), and items that you have chosen to track (Tracked Items).

The following options are available under this category:

●      Items in progress

●      Items you have received from someone

●      Items for resubmission

●      Approved workflows you started

●      Rejected workflows you started

●      Completed workflows you started

Substitution

Substitution is a feature of the UWL that allows you to take over items from other users (on a due-course basis, as well as in case of emergency) and to assign items to other users (that is, to give other users permissions to take over items). These cases are defined by certain substitution rules, which you manage on the Substitution screens.

See Substitution for more information.

Follow-Up (Resubmission)

From the Details area, you can resubmit a task. From the resubmission UI you can enter a date manually or choose a date to assign a follow-up for the task.

For further information, refer to Resubmit Tasks.

Managing Attachments

On the Manage Attachments screen you can add and remove an attachment.

For more information, see Managing Attachments.

Add a Memo

You can add additional information to a Business Workflow task by adding a memo.

For more information, see Adding a Memo.

Forward an Item

You can forward a task or an item to another user.

For more information, refer to Forwarding Tasks.