Back Forward Worklist

A worklist is a list of open, outstanding (not complete) assignments ready and waiting for a user to perform them. Thus, a worklist display shows selected instances of the Assign-Worklist class.

NoteWorklist displays usually include a column that identifies a work item ID, but a worklist is not a list of work items. At any point in time, one work item may have two or more open assignments. These assignments may all appear on one user's worklist, or on the worklist of various users.

Usually, assignments appear on a worklist because an Assignment shape in a flow created the assignment. Assignments appear in order of assignment urgency — the most urgent assignments appear first, those with the highest pxAssignUrgency value. (When normally computed by a Declare Expression rule, the assignment urgency value Assign-.pxAssignUrgency is linked to — but not always the same as — the overall work item urgency Work-.pxUrgencyWork.)

Other columns of the worklist often identify the work item ID, work item status, and instructions.

Information on the worklist display may become stale (outdated) if the user is inactive or works only in a workspace other than the Process Work workspace. Click the refresh icon (Refresh or Refresh) or interact with the worklist to refresh its contents.

Worklist displays on the Case Manager portal

From the My Dashboard tab on the Case Manager portal, you can view a worklist (Urgent Work) of open assignments for yourself, for anyone else in your work group, or for workbaskets in your work group. The items on the list represent the 15  case assignments that have the highest urgency values.

See Case Manager portal — Using the My Dashboard tab.

This display is based on a section (Data-Portal.pyShowMyCases) that uses a tree grid control.

Worklist displays on the User and Manager portals

In the composite User and Manager portals, the worklist appears in the Process Work workspace.

Worklist displays on the WorkUser and WorkManager portals

A worklist appears in theProcess Work barworkspace. The worklist appears in the My Work In Progress area of this workspace. Details of its appearance vary.

A yellow clock icon () next to a row indicates that the goal time for this assignment is less than 24 hours into the future. GREEL 12/18 /08 A red clock icon () indicates that the deadline time for this assignment is less than an hour in the future or has occurred. B-18180 ZELEK When the deadline occurs but the assignment remains open (not performed) the assignment is untimely. The standard control rule TimeLimitUrgency determines the schedule and appearance of the yellow and red clock icons. Your application can override this rule. ZELEK 3/9/06

The Where-am-I? icon () links to the diagram representation of the flow rule.

Definitions assignment, deadline, flow, gadget, goal, instructions, timeliness, Where-am-I? icon, work item, urgency
Related topics Case Manager portal — Using the My Dashboard tab
Composite User portal basics — Using the Process Work workspace
Traditional User Portal basics — Using the Process Work workspace

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