Understanding the Worklist

A worklist is an organized list of the work items that need to be addressed. PeopleSoft Resource Management workbenches—the Staffing Workbench, Pool Manager Workbench, and My Assignments component—contain a Worklist page that displays notifications and actions that are added to the page from PeopleSoft workflow processes. A link to the worklist appears at the top of the workbench to alert you to outstanding items. From the worklist, you can access item details, complete the required actions, and mark items complete.

You can select a item to work on, and the item provides access to the pages that you need. This enables you to bypass other navigation and work directly from the worklist. The target page that appears when you select an item is based on the type of activity that you perform. For example, if you are a resource manager and you receive notification that an assignment date changed for one of your resource's, you access the Assign Resource (approval) page from the worklist if assignment approval workflow is enabled.

The worklist items that appear are based on workflow options that are specified during implementation. Each worklist item identifies the action that generated the workflow. For example, an action of Recommendation Made appears on the resource's worklist when a manager recommends the resource to fulfill a resource request.

This table lists PeopleSoft Resource Management worklist actions, a description of the action, the user who typically performs the actions, and the target pages that appear when users select an item:

Worklist Action	Description	User	Target Pages
New Assignment For Approval	Assignment requires approval by the resource manager.	Resource Manager	Assign Resource approval (RS_ASSIGN_APRVL)
Date Change For Approval	Assignment schedule change requires approval by the resource manager.	Resource Manager	Assign Resource approval
New Assignment Created	Notification of new assignment.	Resource	Assign Resource review and schedule update (RS_ASSIGN_UPDDTS)
Assignment Status Change	Notification of assignment status change.	Resource	Assign Resource review and schedule update
Assignment Date Change	Notification of assignment schedule change.	Resource	Assign Resource review and schedule update
Recommendation Made	Notification of a resource recommendation to fulfill a resource request.	Resource	Job Detail (RS_WRKR_JOBINFO)
Route to Staffing Person	Service order is ready for fulfillment by the person responsible for staffing the order.	Staffing Coordinator	Order Summary (RS_SO_SUMMARY)
Generic Resource for Approval	Generic resource request is ready for review and approval by pool manager.	Pool Manager	Generic Resource Request approval (RS_GRR_APPRVL)
Date Change for Approval	Generic resource allocation schedule change requires approval by the pool manager.	Pool Manager	Generic Resource Request approval
Status Change for Approval	Generic resource request status change is ready for approval by pool manager.	Pool Manager	Generic Resource Request approval

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 same worklist items appear on all worklist pages, and you can view and process items from any worklist. The advantage of the PeopleSoft Resource Management worklist is that you can easily alternate between the worklist and other workbench pages. The advantage of the PeopleTools worklist pages is that you can format or filter the list of items, assign a priority to each item, reassign items, and view additional details.