Work Lists is a tool that allows you to manage your office in a consistent manner. It is launched by selecting:
When launched, the tool displays an empty screen:
The entries shown Bill, Other, Test are the lists defined.
Managing a list
Managers level Associates can create and modify all aspects of list definitions. Other Associates can manage limited aspects of the definitions. We start by clicking on the Settings tab to define the lists:
Selecting Cases (work product) according to whom they have been assigned to
The upper left side of the screen determines which cases (work product) to select according to who is in charge of the case (work product). This section is definable by each associate.
Selecting Cases (work product) according their status
In the lower left corner, you will find a tree list that you can use to select the status of case (work product) to include in the list. The default are Active cases (work product).
Selecting Cases (work product) according their type
In the lower right corner, you will find a tree list that you can use to select the type of case (work product) to include in the list. The default is all unchecked, which will select all cases (work product).
The list details, located in the upper right corner, are defined system-wide and only accessible to manager level associates. These settings define:
Once you have selected a list, you can define the following:
We will describe how results are used below.
Adding fields to the definition grids
You can add fields to the definition grids by dragging the field definition from the field info button next to each field in the data screen:
Drop the field definition into the grid and the field is added.
Deleting fields from the definition grids
To delete a field from a grid, select the entire row by clicking on the row header:
Once the row is selected, press the Del key to delete.
Working with a Work List
You generate the work list by clicking on the Refresh button on the lower right corner:
The list is generated and displayed:
Clicking on the Work it... button:
Displays the work area on the right side:
Clicking on any row in the list displays the job entry in the work area:
The job entry allows you to enter a note and select from a set of buttons.
The job buttons are generated from the Results names, plust the Start and Cancel buttons.
Start - The start button starts the time tracking of the job and enables the result buttons
Cancel - The cancel button cancels the job
Results - When you click on one of the result buttons, the note is saved with a note category from the list name and result button. If any fields are defined for the result, their value will be set.