Worklist Overview

The Worklist page provides a single location for agency users to view and work on items across supported offerings, such as License, Code Enforcement, Permits, and Planning and Zoning.

Accessing and Using the Worklist

From the Fusion Applications Permitting and Licensing homepage, click the Worklist tile to access the Worklist page.

The worklist displays the tabs and records that are available to you based on your role, permissions, and enabled offerings. The users having access to more than one offering, can use the drop-down menu to select the worklist to view. When you open any worklist, the grid initially loads 25 records at a time. Scroll down in the grid to view more records.

Let's take a look at the fields for the worklist page:

Page Element	Description
All	Displays worklist tabs available to the user across enabled offerings. Best for users who work across multiple offerings
License	Displays license-related worklist tabs, such as unassigned license applications, my license applications, incoming tasks, and my tasks. For more information see Using the License Worklist.
Code Enforcement	Displays code enforcement worklist tabs, such as inspections, access requests, unassigned incidents, incidents, notices, hearings, unassigned cases, and cases etc. For more information see Using the Code Officer Worklist and Using the Code Technician Worklist.
Permits	Displays permit-related worklist tabs, such as incoming tasks, my tasks, plan reviews, faulted transactions, and alerted tasks. For more information see Using the Permits Worklist.
Planning and Zoning	Displays planning-related worklist tabs, such as unassigned planning applications planning applications, planning activities, plan reviews, incoming tasks, and my tasks. For more information seeUsing the Planning and Zoning Worklist.

Note:

The tabs, records, columns, and actions that appear on a Worklist page depend on the selected offering and the user’s security access. Users see only the worklist information that they are authorized to access.

Now, let's look at the common page elements for the worklist page:

Page Element	Description
Worklist dropdown	Allows users to switch between All, License, Code Enforcement, Permits, and Planning and Zoning.
Tabs	Display the worklist tabs available for the selected offering.
Tab count	Displays the number of records. Note: The tab count is calculated the first time you open a worklist tab. After the count is displayed, changing, or applying filter chips within the tab does not update the tab count.
Search	Allows users to search records in the selected tab.
Filters	Help users filter the results by the available values.
Results table	Displays records for the selected tab. Columns vary by offering and tab. Select a row to open the corresponding details page of that application.
Actions menu	Provides row-level actions based on the selected record and user permissions.
Export button	Allows users to export or download table data.
Customize Columns button	Allows users to manage visible table columns.
Edit Page Layout	Allows users to personalize the page layout by adding or arranging available KPIs.
Reset to Default	Restores the default page layout.