Managing a Worklist

This topic discusses how to manage worklist items.

Page Name

Definition Name

Usage

Worklist Page

RS_MYWORKLIST

Review and process worklist items that are assigned to you.

Use the Worklist page (RS_MYWORKLIST) to review and process worklist items that are assigned to you.

Navigation:

  • Click You currently have <number of items> unworked items in your worklist on the My Assignments - Assignments page.

  • Click You currently have <number of items> unworked items in your worklist on the My Assignments - Job Spy page.

  • Resource Management, My Assignments, Worklist

A link to your worklist appears at the top of the workbench to alert you to any outstanding workflow items that require your attention. From the worklist, you can access item details, complete the required actions, and mark the items complete.

Use the Worklist page to view and manage worklist items such as:

  • Notification of changes to your assignment status.

  • Notification of changes to your assignment dates.

  • Notification of requests for which you have been recommended.

A variety of worklist items may appear, including items that originate from sources other than PeopleSoft Resource Management. The actions that generate workflow actions or notification messages are specified during PeopleSoft Resource Management implementation.

Note: PeopleTools also provides a worklist that you can access from the folder navigation or from the Worklist link in the PeopleSoft universal navigation header. The worklist items are the same on any Worklist page, and you can view and process items from any worklist.