TCM1000004 - How to access a work list and establish the reason for a work list item

Version 2.0

Changes to previous version - amended guidance

Step 1

On the 鈥楩unction Menu鈥�

  • select 鈥榃orklists鈥� on the toolbar
  • select 鈥楳aintain鈥� from the options available. You will be taken to the 鈥楳aintain Worklist鈥� screen
  • select the relevant work list from the 鈥榃orklist Type鈥� field

Note: Your manager will be able to provide you with the relevant work list details and Management Unit (MU) number.

  • select the relevant MU from the 鈥楳anagement Unit鈥� field. All the work items for that MU and work list will be displayed.

If you also need to find out the reason for a work list item, go to Step 2.

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Step 2

On the relevant work list

  • select the relevant work list item
  • select 鈥楧etails鈥�. You will be taken to the 鈥榃orklist Entry Details鈥� screen where more details of the selected work list item will be displayed
  • check the 鈥楻eason鈥� field to establish the reason for the work list item.