To Do Entry

Refer to Understanding To Do Processing for detailed explanations about many To Do entry features.

To view a To Do entry. Use Menu > To Do > To Do Entry > Search . You are brought to a query portal with options for searching for a To Do Entry. Note that some query options limit the results. Refer to the inline help for more information.

Note: Restricted by role. Any user may change Comments for any To Do Entry. In addition, any user may add user Log details. However, for all other changes and actions, you may only change To Do entries that are assigned to you or ones that are Open and assigned to a role to which you belong. Refer to To Do Entries Reference A Role for more information about roles.

Once a To Do Entry has been selected, you are brought to the maintenance portal to view and maintain the selected record.

The inline help provides information about several fields. The following points highlight information about some of the fields that may be visible.

If the To Do entry has non-complete related entries an insight appears indicating the number of related entries. In addition, details about the related entries are shown in the Related To Do Entries zone.

If the To Do entry was Created By a background process, information about that background process appears with a link allowing the user to drill into the batch run, if desired. Refer to To Dos Created for Object-Specific Error Conditions for more information.

If the To Do type is configured to To Do Entries May Be Routed Out Of The System, the Extract Info appears. If the extract process is pending, the information indicates that. Otherwise, if it has run, information about the background process appears with a link allowing the user to drill into the batch run, if desired.

The Characteristics collection shows existing characteristics. This collection is maintained using the Edit action for users that are allowed to update this To Do entry. Refer to To Do Entry Characteristics for more information.

Actions

Most of the actions are self-explanatory and are related to simply updating the status value. This page has three special actions.

  • Using the Work button causes several things to occur. You drill into the page on which the entry’s respective object is displayed. If the To Do type has been configured to associate a script with this To Do entry's message number, then instead of being taken to the respective page, the associated script is launched. If the To Do entry is Open, it gets assigned to you and the assigned substatus is set to In Progress, if your implementation has implemented this functionality. Refer to What Happens When You Work A To Do Entry for more information.

  • Use the Forward to assign a To Do to another user or role. When a To Do is forwarded, a log entry indicates who forwarded the To Do, to whom it was forwarded, and the specified reason. The dialogue prompts for whether to send to a User or a Role. The search for User includes information about the number of To Do entries already assigned to this user. When choosing a User, confirm the correct Role. The Details provided are captured in the log entry.

  • Send Back is only applicable if the Sent By user is populated. When a To Do is sent back, a log entry is created that indicates when the To Do was sent back and by whom. If the To Do is Open, this dialogue allows you to send it back to a different role. If the To Do is assigned to you, the dialogue allows you to re-assign the To Do to the person who assigned it to you. The Details provided are captured in the log entry.

Related To Do Entries

If the To Do has related To Do entries, this zone appears with information about the related entries. Use this Edit hyperlink to navigate to the To Do Search query to perform actions on the related entries.