Viewing Alerts in the My Work Grouplet
The Fluid My Work grouplet provides alert links that consolidate a user’s actionable tasks, using the user ID as the Assigned User ID to show only items in their own queue. Alerts are defined in Enterprise Component’s Events & Notifications framework.
The Alerts link group includes these links to transaction areas in small and large form factors:
Owner Actions List
Worklist
Conversations to Review
Alerts Link Text |
Fluid Page Name and Definition |
Row Counts (in parenthesis) |
Alternate Navigation (Classic) |
Available Group Actions |
---|---|---|---|---|
Owner Actions Lists page (AR_WC_ALERTS_SEL_FL) |
Action list items assigned to the user |
Accounts Receivable, Customer Interactions, Actions, Owner Action List |
Cancel Reassign |
|
WorkList page (AR_WLIST_FL) |
Workflow worklist tasks assigned to the user |
Worklist, Worklist |
None |
|
Conversations to Review page (AR_WC_ALERTS_SEL_FL) |
Conversations assigned to the user |
Accounts Receivable, Customer Interactions, Conversations, View/Update Conversations, Conversations |
None |
Use the Owner Actions Lists page (AR_WC_ALERTS_SEL_FL) to review and act upon the action list items assigned to you.
Navigation:
(SFF) Select an action in the list to view the Action Detail page.
(LFF) Select the More button associated with an item to show action details on the Action Detail page. Each action in the Action column must be performed individually by drilling into the action from this list.
Field or Control |
Description |
---|---|
Actions menu |
Select one or more rows in the Owner Actions List and choose from these actions available in the actions menu:
|
Use the WorkList page (AR_WLIST_FL) to review and act upon workflow worklist tasks assigned to you.
Navigation:
When work is routed to you, it is put in your worklist. To work on an item, you select it from the Worklist and the system presents the appropriate page to begin work.
The worklist shows these items in the grid:
New Write Off Requiring My Approval
New Action List item Created
New Debit/Credit Created
New Payment Predictor On-Account Created
(SFF) Select the work item to view the Action Detail page. Select the Mark Worked button to complete a work item.
(LFF) Select the More button associated with a work item to show action details on the Action Detail page. Select the Mark Worked button to complete a work item.
Use the Conversations to Review page (AR_WC_ALERTS_SEL_FL) to review conversations assigned to you and to access the Conversations page.
Navigation:
The Conversations to Review list shows conversations for active customers with any of these statuses:
Review Required
Follow-Up Required
Supervisor Review Required
Promise Date Review
Broken Promise Review
The grid also shows existing conversations for inactive customers; in this case, the conversation details are read-only.
(SFF) Select a conversation to view read-only conversation details.
(LFF) Select a conversation to open the Conversations (CONVER_DATA1_SS) page, where you can view and update the conversation.