Understanding Worklist Messages

PeopleSoft Workflow administrators frequently communicate information to system users. For example, an administrator might send everyone the backup schedule or send managers a weekly update about the work that their groups performed. Workflow Administrator provides a page for creating and sending this kind of general message. You can send the message by email or to the users’ worklists.

For standard messages that you send out regularly to the same people, Workflow Administrator enables you to define default messages and default routings for those messages so that you need only type them once.

A default message is a saved version of a common message that you can use over and over. When you open the Worklist/Email Message page to send a message, you can select from the list of default messages. Then, you can add to or change the message before sending it.

Default messages are also a good way of defining standard mailing lists. You can define default messages without default text, but they are addressed to a default list of users, such as all managers. When you are ready to send a message to the managers, you select the default message and add the text; thus, you do not have to select the managers individually each time.