This page lists To Do entries of a given type that are either Open (i.e., not assigned to a specific
user) or are assigned to you.
Note:
Restricted by role. Only those entries assigned
to a role to which you belong may be seen on this page. Refer to
To Do Entries Reference A Role for more information.
Fastpath: We recommend familiarizing yourself with the
topics described in
The Big Picture of To Do Lists to fully appreciate how To
Do entries are managed by the system.
Use to open this page.
Description of Page
This page contains a grid that summarizes the To Do entries of
a given type on which you can work.
The Info section contains a concatenation of the To Do
Type's description and the user's name.
The area beneath Info provides you with options that control
which To Do entries appear and the order in which they are displayed.
The following points describe the various options:
- Use Sort By to define how you want the To Do entries sorted.
The following options are available:
-
Assigned Date - On or After. This option
sorts the To Do entries in chronological order (based on the date
the entry was assigned to you) starting from the input Date. If you choose this option, the system assumes you want to start
from the earliest To Do entry. If you want to start from a date other
than the earliest To Do entry, enter the desired Date and click
the adjacent search button.
-
Assigned Date - On or Before. This option
sorts the To Do entries in reverse chronological order (based on the
date the entry was assigned to you) starting from the input Date. If you choose this option, the system assumes you want to start
from the today's date. If you want to start from a date other than
today's date, enter the desired Date and click the adjacent
search button.
-
Create Date - On or After. This option
sorts the To Do entries in chronological order (based on the date
the entry was created) starting from the input Date. If you
choose this option, the system assumes you want to start from the
earliest To Do entry. If you want to start from a date other than
the earliest To Do entry, enter the desired Date and click
the adjacent search button.
-
Create Date - On or Before. This option
sorts the To Do entries in reverse chronological order (based on the
date the entry was created) starting from the input Date. If
you choose this option, the system assumes you want to start from
the today's date. If you want to start from a date other than today's
date, enter the desired Date and click the adjacent search
button.
-
Extra Information. This option sorts the To Do entries by the value of the Extra
Info.
- Use Extra Info to change the type of information displayed
in each entry's Extra Information column.
Note:
Extra Info. Each To Do list's default
Extra Info is defined on the list's
To Do Type. Also note that each To Do list's available
Extra Info differs. In Oracle Utilities Customer Care and Billing,
for example, the
Extra Info options for the
Bill Segments In Error To Do list
differs from the
Extra Info options for the
Accounts
Without Bill Cycles To Do list.
- Use Filter by to restrict the To Do entries based on their
status. The following options are available:
-
All. This option
shows all entries that are Open or Being Worked On.
-
Being Worked On.
This option shows all entries that are Being Worked On (and assigned to you).
-
Open. This option
shows all entries that are Open.
The grid that follows contains the To Do entries that match your
criteria. The following information appears:
- Click the Select All button to select all entries displayed
in the grid. Click the Clear All button to remove the selections
in the grid.
- Use the checkbox if you want to mark specific entries as Completed or Being Worked On.
- 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. This
column appears if at least one To Do has either comments or a special
log entry.
- Entries are further sorted by their Priority. Highest in
priority are listed first.
-
Create Date/Time contains the date and time the To Do entry
was created by the system.
- Click the Create Date/Time hyperlink or either of the special
icons to navigate to the To Do entry page.
- Click the number of Related entries hyperlink to navigate
to the To
Do Search query to list potentially related entries to the
current entry.
-
Assigned Date/Time contains the date and time the To Do
entry was assigned to a user. This field is only populated on entries
that are Being Worked On. If a user assigned the To Do entry, the user ID and name of the
user who assigned the To Do entry are displayed beneath the Date/Time.
-
Message contains a description of the To Do entry. Use
the message description hyperlink to drill into the page on which
the entry's respective object is displayed. 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. Refer to Working On A To Do Entry for more information.
Note:
Current To Do. Drilling into an entry from this page
sets it to be the user's current To Do. Refer to
A User's
Current To Do for more information on how to efficiently scroll
through additional entries in your current work list.
CAUTION:
Automatic Assignment! When you drill into
an entry using the message description hyperlink from this page, the
system changes the status of the entry to Being Worked
On and assigns it to you.
-
To Do Entry Status is the current status of the To Do entry.
-
Extra Information contains more information about the entry.
-
To Do ID contains the unique identifier of the To Do entry.
- If you want to mark one or more entries as Being Worked
On, check the desired entries and then click the Assign button.
- If you want to mark one or more entries as Completed, check the desired entries
and then click the Complete button. Completed entries do not
appear on the To Do list (but they are retained on the database for
audit purposes).
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