Understanding Worklists

In this topic you will review using the Worklist to view notification messages.

Steps:

1. Click in the User ID field.

   Step 1

2. a valid value
    e.g.
   Enter
    "lee.robinson"
    into the User ID field.
   Step 2

3. Click in the Password field.

   Step 3

4. a valid value
    e.g.
   Enter
    "welcome1"
    into the Password field.
   Step 4

5. Click the Sign In button.

   Step 5

6. Click the Main Menu button.

   Step 6

7. Click the Worklist menu.

   Step 7

8. Click the Worklist menu.

   Step 8

9. Worklists are prioritized lists of the work items that a person (or group of people) has to do.

   Step 9

10. You can sort the worklist items by clicking on the headers of each column.

     

    For example: by clicking on the Date From, the items will sort by date.

    Step 10

11. When work is routed to a CONNECT user, it is put in the user’s worklist. To work on an item, select it from the worklist and the appropriate page will open so you can begin work.

    Step 11

12. Click the Home link.

    Step 12

13. Click the Sign out link.

    Step 13

You have completed reviewing how to use the Worklist to view notification messages.

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