Work Lists

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.

Assign using
 Selected UserSelect cases (work product) assigned to the Assigned to field
 Current UserSelect cases (work product) assigned to the the user logged in
 Current User and Team UserSelect cases (work product) assigned to the user logged in and teams
Assign to The user for the Selected User option
Worked by Group Include selected associates from group
Team Include associates in selected teams

 

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).

 

List details

The list details, located in the upper right corner, are defined system-wide and only accessible to manager level associates. These settings define:

List of NamesAllow you to select the list to be defined
AddAllows you to add a new list
RemoveAllows you to remove a list

Once you have selected a list, you can define the following:

View 
Display EachWhich entry to display as the master dataset. In this example we are displaying each Applicant dataset
ContactThe Address Book field to use as the contact. Here we are displaying each Applicant. If you leave this field empty the list becomes a To Dolist, rather than a contact list
Phone # preferredIf a contact is defined, which phone number is the preferred, for example Home if the home number is the one that should be used
Max. PhonesNumber of phone numbers to display
Show personal Info?Display the Gender and Language of the contact?
Fields BeforeWhich fields to display at the left side of the list
Fields AfterWhich fields to display at the right side of the list

Triggers
Label The label (name) of the field
Field The field definition
Op
 Is EmptyThe field does not have a value
 Is Not EmptyThe field has a value
 HasThe field contains the string defined in the value column
 Does not haveThe field does not contains the string defined in the value column
 Equal toThe field value matches the value column
 Not equal toThe field does not match the value column
 Greater thanThe field value is greater (after alphabetically) than the value column
 Greater than or equal toThe field value is greater (after alphabetically) or matches than the value column
 Less thanThe field value is lower (before alphabetically) than the value column
 Less than or equal toThe field value is lower (before alphabetically) or matches than the value column
Value The value to be used in the comparison

Results
List of NamesAllow you to select the list to be defined
AddAllows you to add a new list
RemoveAllows you to remove a list
 
For each result
LabelThe label (name) of the field
FieldThe field definition
ValueThe value to set the field to

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.

 

Job 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.