Viewing Tasks in the Worklist

The worklist enables agency users to view a list of just the workflow tasks assigned to them.

The tabs displayed in the worklist depend on the agency user's role. For example, a plan reviewer will see the Plan Reviews tabs with their assigned plan reviews, and an inspector will see the Inspections tabs with their assigned inspections for permits, planning applications, business licenses, and so on. Common tabs include Incoming Tasks and My Tasks.

Note:

While most of the information displayed on the worklist is common to all offerings, certain offerings such as Business Licenses, display unique data for an business inspection, such as the Doing Business As column.

For more information, see Worklist Overview.

Here's how to access the Worklist pages and tasks:

1. The menu link for Permitting and Licensing Worklist takes you to the Worklists available for your agency user role:

2. On the Worklist page, click the drop-down list to select an offering.

3. On the selected Worklist <Offering> page, select the tab that lists the tasks that you want to review.

4. Click a task in the list to open the transaction details.

   Clicking the View More Details button for a task on the Incoming Tasks and My Tasks tabs takes you to the Workflow page in the transaction details, where you can manually advance the workflow. For more information, see Using Workflow and Using Workflow in Code Enforcement.