Show TOC

Procedure documentationDefining Worklists for Processing Audit Packages

 

To process an audit package, you first define a personal object worklist. You can define multiple worklists with different properties. Based on how the selected worklist is defined, the system creates a list of audit packages that you can process.

Prerequisites

You have called the function for processing audit packages.

For more information, see: Processing Audit Packages

Procedure

Creating a Worklist

If you call the function for processing audit packages but have not yet created a worklist, the system prompts you to do so. You can create a worklist at any time. Proceed as follows:

  1. Choose Define New Query.

  2. Select the worklist type under Object Type.

    You can also use an existing worklist as a template.

  3. In step two, enter the criteria with which you want to restrict the selection of audit packages in the worklist.

  4. In step three, enter the name of the worklist under Enter Query Description.

    Check that the worklist is activated.

    You can also assign the worklist to a category.

  5. Choose Finish.

  6. The system displays the list of audit packages based on the selection criteria in your worklist.

Changing the Worklist

  1. Choose the worklist in the Active Queries screen area.

  2. Choose Change Query.

  3. Change the selection criteria. You can display a preview of the selected audit packages.

  4. Choose Accept.

Personalizing the Worklist (Activate, Rename, Delete, Change Layout)

  1. Choose the worklist in the Active Queries screen area.

  2. Choose Personalize.

Activating or Deactivating Worklist

  • To deactivate a worklist, select it from the list of Active Queries and choose Remove.

  • To activate a worklist, select it from the list of Available Queries and choose Add.

Deleting or Renaming the Worklist

  1. Deactivate the worklist (list of Available Worklists).

  2. Select the worklist and choose Delete Query or Rename Query.

    Note Note

    You can remove or rename categories in the Active Queries list. You can also create new categories or sort worklists there.

    End of the note.
Changing Layouts

  1. Select the Layout tab page.

  2. Select Tab (tab page per worklist) or Link Matrix (link per worklist)