Supervisor To Do Assignment

This page lists To Do entries of a given type and allows a supervisor to assign / reassign them to a designated user.

Note: Refer to the To Do Management portal for a page that provides many more filters to narrow down the results. In addition, it provides more data in the results and allows the user to adjust the priority of To Do entries.

Use Menu > To Do > Supervisor To Do Assignment to open this page.

Description of Page

This page contains Open or Being Worked On To Do entries of a given type. These entries can be assigned to a specified user one-by-one or several at a time. The following points describe this functionality:

  • You can select a different To Do Type by typing in a value or pressing the search button in the upper right corner. An Info description of the To Do type appears on the left.

  • You can change the list of entries displayed according to their status. Select the Filter by status to be All (blank), Open, or Being Worked On.

  • For Being Worked On entries, you may also Filter by User to limit the search to a specific user assigned to the To Do entries.

  • If you want to re-sort the entries by a different value, click the search button adjacent to Extra Information. Each row's respective sort value is displayed in the Extra Information column.

Note: Extra Information. Each To Do list's default Extra Information is defined on the list's To Do Type. Also note that each To Do list's available Extra Information differs.

  • Click the Select All button to select all entries displayed in the grid. Click the Clear All to remove the selections in the grid.

  • Use the checkbox if you want to assign specific entries.

  • Entries are further sorted by their Priority. Highest in priority are listed first.

  • Create Date/Time contains the date and time the To Do entry was created by the system. Click the Create Date/Time hyperlink to navigate to the To Do page where additional information is visible and where additional actions are possible.

  • Click the number of Related entries hyperlink to navigate to the To Do Search query to list potentially related entries to the current entry.

  • Worked By shows the user currently assigned to the To Do entry.

  • To Do Entry Status is the current status of the To Do entry.

  • Message contains a description of the To Do entry. Use the message description hyperlink to 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. Refer to Working On A To Do Entry for more information.

  • You can assign entries to a user:

    • Enter a user ID or search for a user using the Assign To User field. You can only select a user that is associated with a role that is associated with this To Do Type. Note that the current number of assignments is displayed adjacent.

    • Select one or more entries to assign to this user and click the Assign button. The entries' status becomes Being Worked On.