Worklist Updates

Granular group permissions

The Worklist is driven by the group permissions defined for each user.

  • Under group permissions, you can provide granular permissions to the following worklist options:
    • Worklist - New
    • Worklist - Open
    • Worklist - Reports
    • Worklist - Action Items
    • Worklist - Coding Action Items
    • Worklist - Contacts
    • Worklist - Bulk Transmit
    • Worklist - Bulk Print
    • Worklist - Bulk E2B Transmit
    • Worklist - Local Labeling
    • Worklist - Coding Status
    • Worklist - Letters
    • Worklist - Intake (default is disabled)
  • If the worklist is disabled during the upgrade, then all the sub-elements are disabled; otherwise, all are enabled.
  • The default for New Group Creation is enabled.
  • The User Group Permissions Report has been updated to reflect granular permissions.

Worklist UDFs

To provide the ability to identify cases based on additional criteria, the Worklist > Open and Worklist > New screens provide two User Defined Fields (UDFs) of number type having at least one value configured in the Selectable list.
  • These fields appear in Search Case section > Filter drop down and at the bottom section of the Worklist Grid.
  • These UDFs are displayed for all users having access to the Workflow > New and Workflow > Open screens (not only the Workflow Manager).
  • When a user selects any of the UDF from the Filter drop down, the Value field becomes a drop down, and lists all the values as used in the cases.

Configuring worklist UDFs

When you upgrade to Argus 8.4.3, these UDFs can be configured from the backend in the CMN_PROFILE_GLOBAL table with SECTION = SYSTEM, KEY = WORKLIST_UDF_FIELDS. The VALUE column remains blank by default.

Note:

  • Both UDFs must belong to the same table.
  • This is a one-time configuration from the backend and no user-interface is available for this switch.
  • This feature is not applicable to Global Worklists.

If you update the VALUE column, then this feature is enabled. Otherwise, this feature remains disabled and no UDFs are displayed in the Worklist screens.

To update the VALUE column, use the format as TABLE NAME;COLUMN_NAME1,COLUMN_NAME2. For example, "CASE_ASSESS;ud_number_10,ud_number_11".

Note:

The formatting must be strictly followed during configuration. Any mistake in the format (including semi-colon, comma) results in error during case save.
When these UDFs are configured, you must configure their labels in the LM_TRANSLATION_LABEL table.

Note:

UDF labels configured from Console > System Configuration > Field Properties are used only for displaying in the Case Form. For the Worklist screens, the labels are picked from the LM_TRANSLATION_LABEL table.
  • New Label IDs are added in the LM_TRANSLATION_LABEL table for English and Japanese labels.
  • You must replace the following Translation ID for UDF 1 and UDF 2 to reflect correct labels in the Worklist Grid UDFs and Filter UDFs items in Worklist > New and Worklist > Open.
    TRANSLATION_ID English default label Japanese default label
    WL_CMN_UDF_FIELD_1 WL UD Field 1 WL UD Field 1(J)
    WL_CMN_UDF_FIELD_2 WL UD Field 2 WL UD Field 2(J)
  • If the labels are not replaced, then the default values are displayed in the Worklist screens.
  • For legacy cases, you need to manually populate the data in the CASE_WORKLIST table.

Configuring the maximum cases routed at the same time

A configurable backend parameter, CMN_PROFILE_ENTERPRISE.MAX_ROWS_SELECTED_ROUTING, is introduced to set the limit of cases that can be routed at the same time. By default, it is set to 50. On selecting and routing more cases than configured, a warning message is displayed.

Parent topic: Configuring Workflow