10 Worklist

This chapter contains the following topics:

Section 10.1, "Overview"
Section 10.2, "Viewing Manual Worklist"
Section 10.3, "Viewing Archived Records"

10.1 Overview

The worklist details page lets you track the transactions carried out in UMT for a trial at user, site, role, and group levels, after the trial goes live. There are two types of worklists, such as Manual and Automated.

Note:

Only UMT users and third party Tier-I help desk users with required access rights can access the Worklists tab.

10.2 Viewing Manual Worklist

You can view manual worklist details at user, site, role, group, and configuration levels. You can assign a manual worklist to User Manager (UM), User Approver (UA), and Quality Control (QC), and complete the worklist. The completed worklists are archived.

To view a manual worklist:

Select Worklist from the menu bar. By default, the manual worklist details page is displayed.

For more details on worklist details, see Section A.48.
Select the sponsor company and trial from the Current Sponsor Company and Trial drop-down lists. The list of worklists at user level for the selected sponsor company and trial is displayed.

Note:
To view the worklist details at site, role, group, and configuration levels, click the corresponding links.
To filter worklists based on user, site, role, group, or configuration levels, enter the filter criteria, and click Find. The list of worklists that satisfy the specified filter criteria is displayed.

For more details on how to filter and view worklist details, see Section A.48.
Select the required worklist from the list by clicking the corresponding check box.
Select the user to assign the worklist to, for approval from the Select drop-down list.

Note:
You should assign a worklist to User Manager (UM), User Approver (UA), and Quality Control (QC), in the sequence, for approval.
Select Mark as Pending or Archive Records as required from the Select drop-down list.
Enter the reasons in the Comments text box and click Go.

The worklist record is updated successfully.

10.3 Viewing Archived Records

After a worklist is approved and processed completely, it will be archived in UMT.

To view the archived worklists:

Select Worklist from the menu bar. By default, the manual worklist details page is displayed.
Click the View Archived Records link. The list of archived worklists is displayed.
Select the sponsor company and trial from the Current Sponsor Company and Trial drop-down lists. The list of archived worklists for the selected sponsor company and trial is displayed.