Simplify worklist management using views

For a better overview of your tasks, you can switch between views of the Intake Worklist.

The options visible to you may change depending on your role:

Table 5-1 List of Intake Worklist views

Views	Applicable User Role	Description
All	Workflow Manager	Lists all the intake records, regardless of the assignment. As a workflow manager, this will be your default view when you log in for the first time.
Assigned to Group	Workflow Manager, Intake Processor	Lists the intake records that are: assigned to you assigned to your user group assigned to fellow members of your user group unassigned
Assigned to Me	Workflow Manager, Intake Processor	Lists the intake records that are assigned to you. As an intake processor, this will be your default view when you log in for the first time.

1. Once you have logged in, select the Views drop-down in the top left corner.
2. From the drop-down menu, select your desired view.

   Note:

   The view you have selected will not change if you log out of Oracle Safety One Intake. You will still have the same view when you log back in.
3. Sort your view according to your preferences. You can sort the records based on columns, either ascending or descending, by selecting Sort. By default, the records are sorted based on their date of intake, in ascending order.