Managing Worklists

This topic describes how to set up and manage various worklist features.

Displaying Faulted Processes and Alerted Tasks

You can display workflow processes with issues and alerted tasks in the agency user's worklist. Using the Faulted Transactions and Alerted Tasks tabs, the agency users gains quick access to this information, and they can take action as needed. Populating these worklist tabs requires running an ESS job on a regular basis.

To populate the Faulted Transactions and Alerted Tasks tabs:

1. Navigate to Setup and Maintenance.

2. Select the offering, such as Public Sector Permits.

3. Go to the System Administration functional area for the offering.

4. Select this task: Managing Faulted Workflow Processes.

5. On the Load Public Sector Faulted Workflow Processes Job page, select the Schedule tab and set up a schedule to run the ESS job to suit your business requirements.

6. Click Submit.

Enabling the Enhanced Worklist

You can enable the enhanced worklist feature, which flattens the worklist layout and task lists so each data element occupies its own column. The enhanced list layout improves searching capabilities and allows you to use any column for sorting.

To enable the enhanced worklist:

1. Navigate to Setup and Maintenance.

2. Select the offering, such as Public Sector Permits.

3. Click the Change Feature Opt In link.

4. Select the Features icon for System Administration.

5. Select the Enable check box for the Enhanced Worklist feature.

6. Go to the Initial Setup functional area for the offering.

7. Select this task: Run Load Public Sector Workflow Tasks Job.