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 checkbox 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.

Synchronizing the Worklist

There is a new Enterprise Scheduler Service (ESS) job that you can run to synchronize the display of the worklist so that completed tasks no longer appear in the worklist and only those tasks that are still open display for the agency user. This job synchronizes and refreshes the entire worklist for all users.

To schedule the ESS job, you can:

• Access Functional Setup Manager, select the System Administration functional area for your offering, click the Run Schedule Worklist Sync Process task.
• Or, select Navigator > Common > Schedule Worklist Sync.

The job needs to be run by a system administrator.

When the job is running, the worklist page will not be accessible. It is recommended to schedule the job to run after agency working hours. Depending on how frequently your agency needs to refresh the worklist, you can set the recurrence for this job to run daily at an appropriate downtime, such as midnight.