Manage Worklist from the Product Information Management Work Area

Use the Manage Worklist task in the Product Information Management work area to access the BPM Worklist page.

The BPM Worklist page opens in a new tab within the Product Information Management work area. Alternatively, you can also open the BPM Worklist page by clicking the Notifications button.

Here are the statuses that you can apply to your tasks from the Worklist tab:

Status

Description

Approve

Once a task is sent for approval, the approver can use the approve action to continue the task.

Reject

Task assignee can reject the task to prevent further approval.

Request More Information

If the task assignee wants more clarification from the requester, the task can again be sent to the requester. Users can also specify who requested the information. At this stage, the task is not rejected. Once the required information is provided, the approval flow begins again.

Reassign

The task assignee can send the task to another user for approval. The new user's hierarchy is used for approval. For example, if a user thinks that the task is relevant to another department, he can reassign it.

Delegate

A user can delegate the task to another user. After approval by the delegate, the initial user's hierarchy is used for approval. The delegate can still act on the task after task expiry.

Withdraw

The task initiator can withdraw the task after the approval has been initiated.

Escalate

A user can escalate the task from the current assignee to the supervisor.

Claim

A task that is assigned to a group or multiple users must first be claimed. Claim is the only action available in the task action list for group or multi-user assignments. After the task is claimed, all applicable actions are listed. Claim is available only if auto claim is disabled and the response required from is set to One.

Dismiss

Used for a task that requires the person (acting on the task) to acknowledge the receipt. This is similar to an FYI notification, which does not involve any action.

Resume

A task that was halted by a Suspend action can be worked on again.

Release

Releasing a claimed task makes it available to other assignees. A task assigned to a group or multiple users can then be claimed by the other assignees.

Suspend

The expiration date remains suspended until the task is resumed. After suspension, options to update a task are disabled.

Note: The Suspend and Resume tasks are only available for application implementation management users.