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Background documentationFeatures in the UWL Locate this document in the navigation structure

 

You can access the UWL user interface to orientate yourself when new or existing tasks need action. From here, you can start into their actual work on the items.

Features

Following are the major user interface features:

Tasks

From this category you can view:

  • New tasks

  • All In Progress Items

  • Tasks received on behalf of someone.

  • Tasks forwarded to someone.

  • Tasks for resubmission.

  • Today’s due tasks.

  • All Overdue Items

  • Rejected tasks

  • All Completed Items

For more information, see Tasks.

Note Note

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

More information: Configuring the Universal Worklist

End of the note.
Alerts

From this category you can view:

  • New alerts

  • Alerts in progress

  • Alerts received on behalf of someone.

  • Alerts delegated to someone

  • Alerts for resubmission.

  • Completed Alerts.

Notifications

Notifications are messages that inform you about missed deadlines, for example.

From this category you can view:

  • New notifications

  • Notifications in progress

  • Notifications received on behalf of someone.

  • Notifications for resubmission

  • Completed notifications.

Tracking

The category Tracking contains items from Collaboration Tasks, forwarded items, those items you have chosen to Follow-up on (Follow-Up Items), items that have been sent on behalf of you (On behalf of me), and items that you have chosen to track (Tracked Items).

From this category you can view:

  • Items in progress

  • Items received on behalf of 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 an 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 can be managed through the Substitution screens.

For more information, see Substitution.

Follow-up (Resubmission)

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

For more information, see Resubmit Tasks.

Manage Attachments

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

For more information, see Managing Attachments.

Adding a Memo

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

For more information, see Adding a Memo.

Forwarding an Item

You can forward a task / item to another user.

For more information, see Forwarding a Task.