Current To Do Zone

The Current To Do zone is designed to streamline the process of working on To Do entries from assignment to completion. It displays key information about the user's current To Do entry and provides functions that help minimize the number of steps it takes to resolve the entry and potentially other entries related to it.

Users may have the option to click on the icon to request the next To Do entry they should work on. This functionality is optional and can be configured to follow your organization's business rules in determining the next task for a user. For example, if your organization practices work distribution "on demand", this feature can be configured to find the highest priority entry a user can work on and assign it to the user. Refer to work distribution for more information on this business practice.

Note: Next Assignment Rules Are In A Plug-in. Refer to Next Assignment Algorithm for more information on how to configure the system to take advantage of this function.

If the system is successful in determining the next entry the user should work on, this entry becomes the user's current To Do and its information is displayed on the zone. Note that using the next assignment icon is only one way of setting the user's current To Do. Regardless of how an entry became the User's current To Do its information is displayed in the zone.

Fastpath: Refer to A User's Current To Do to better understand the notion of a current To Do and the various ways it can be set.

The Message describes why the entry exists. The message description allows the user to drill into the page on which the entry's respective object is displayed. For example, if the entry is associated with a bill segment that's in error, the user is brought to the bill segment page to correct the error. If the To Do type has been configured to associate a script with this To Do entry's message number, then instead of being taken to the respective page, the associated script is launched.

Info displays the standard To Do information. An icon appears if there are comments on the To Do and an icon appears if there is a log entry of type Forwarded, Sent Back or User Details on the To Do. The description drills into the To Do entry page allowing the user to view more information about the entry or make changes to it as needed.

If the To Do entry has non-complete related entries a summary Related To Do description appears. The description states the total number of related entries, how many are still in Open, how many are assigned to current user and how many assigned to others. This hyperlink navigates to the To Do Search query allowing the user to review the related entries. At this point the user may decide to assign entries that can be positively identified as being caused by the same problem as the current To Do also to himself.

After resolving the problem indicated in the current entry's message the user could use the Complete All button to complete in one step the current entry and all its truly related entries assigned to the current user.

Alternatively, the user may opt to use the Complete button to complete the current entry alone and work on related entries one at a time. Using the related To Do information hyperlink the user may navigate to the To Do search page and drill into the first related To Do to work on using the message hyperlink. This entry now becomes the user's current To Do and the Next To Do and Previous To Do action buttons are set to scroll through the related entries list.