Using Work Management in the Lease WorkCenter

The purpose of the Work Management Framework is to view and manage exception transactions when they appear in the My Work section of the WorkCenter.

It is important to understand the Work Management Framework from a high-level perspective before applying it to PeopleSoft Lease Administration. Please review Understanding the Work Management Framework prior to reading the following information.

The Work Management Framework provides actions and filters to My Work pagelets to assist users with managing a large list of transactions. Users may assign a specific transaction to themselves, defer the transaction for follow-up to a later date, or mark a transaction as not an exception (inactive). Filters allow the user to view transactions not yet assigned to anyone, transactions assigned to themselves, inactive transactions, or a full list of all transactions. You can also view a history of actions taken on the transaction.

This list provides the steps to setup the optional Work Management feature for the Lease WorkCenter:

1. Use the EOXC_USER role to access the Work Management setup pages.

2. Access the Work Management Link ID's Page.

3. Search for Link ID corresponding to the My Work section for Lease WorkCenter where you want to use the Work Management feature.

   Link IDs corresponding Lease WorkCenter - My Work, Manage Lease Status are:

   Link ID	Description
   RE_DISPUTE_LS	Disputed Leases
   RE_HOLDOVER_LS	Holdover Leases
   RE_EXPIRE_LS	Expired Leases

   Link IDs corresponding Lease WorkCenter - My Work, Manage Critical Dates are:

   Link ID	Description
   RE_CLS90_LEASES	Clauses within 90 days
   RE_OPTN90_LEASES	Options within 90 days

4. Select the View button to access the Enable Work Management Exception Page.

5. Select the Enable option to activate the Work Management feature for that Link ID.

6. Follow instructions in the Enterprise Components documentation for the Enable Work Management Exception Page to complete your setup.

Use the Lease WorkCenter - Disputed Leases page when Work Management is enabled to assign and work on the disputed leases.

Navigation: Asset Management > Lease WorkCenter (Tile).

This example illustrates the fields and controls on the Lease WorkCenter - Disputed Leases page when using Work Management.

When Work Management is enabled for an exception, there are two changes on the WorkCenter page:

• The View drop-down box appears above the grid.

• Additional action options are added to the Actions button.

The actions for Disputed Leases are Lease Abstract, Add to Portfolio and Resolve Dispute. When Work Management is enabled, additional actions are available depending on the option selected in the View field: See Understanding the Work Management Framework, Actions by View section.