Get familiar with the Intake Worklist

The Intake Worklist is a central list within the Oracle Safety One Intake system which contains all the records that require manual intervention.

The Intake Worklist can contain records from both manual and automatic uploads. For more information on uploading records to Oracle Safety One Intake, see Uploading documents.

To identify the source of a record, see the Source column. This column can have the following values:

• User Uploaded: this indicates that a user has uploaded the record manually, via the user interface.
• API source names, as configured by your administrator.
• Email source names, as configured by your administrator.
• EDI agency name, as configured by your administrator.

For efficient allocation, each record from the Intake Worklist is associated with a specific manual task you need to complete as an intake processor.

The records you can see in the Intake Worklist depend on your permissions:

• As a workflow manager, what you see in the Intake Worklist depends on site security.
• As an intake processor, what you see in the Intake Worklist depends on site and user group security.

You can access task-specific information without leaving the Intake Worklist by selecting Expand Details for individual records.