The Workflow Task Manager allows a user to manage work items assigned to them. Depending on their permissions, a user may view work items, advance work items, view records associated with work items, clear work item errors, and purge workflows.
The Workflow Task Manager can be opened in the Workflow Task Manager widget or in a tab. To open the Workflow Task Manager in a tab, open the Feature Sidebar, select the Administration tab, and select Workflow Task Manager.
The columns of the Workflow Task Manager are:
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#: An index number.
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[Unlabeled #1]:
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:
Select the icon to open the work item's record or repository.
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:
Select the icon to view the Properties and System Attributes
of the work item.
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[Unlabeled #2]: If the system is configured to allow advancing work items through the Workflow Task Manager, a Submit Work Item icon
will
appear. Click it to send the work item to the next activity in the
workflow. If a Submit Work Item icon is not
displayed, to advance the work item the user must click the Open
Record/Repository icon to
open the record or repository in a Repository View and advance the
work item from there. For more information, see Workflow in
the Detail Editor. -
[Unlabeled #3]: For details regarding this column, contact EnterWorks.
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Task: The name of the task as defined in the workflow.
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Task Item: The name of the work item for the workflow. Usually the name is the same for all work items in a workflow, but in some workflows each work item is uniquely named (such as including the date and time it was created).
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Task Status: Indicates the status of the work item:
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Completed: The work item has reached an end activity. Work items with a status of Completed only appear if All Completed Work Items has been selected in the Work Item List.
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En Route: The work item is in a workflow. Work items with a status of En Route only appear if My Active Work Items or All Active Work Items have been selected in the Work Item List.
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In Error: The work item is stuck at an automatic activity with a processing error. Work items with a status of Error only appear if My Active Work Items or All Active Work Items have been selected in the Work Item List.
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Task Role: Optional role that can be set in the workflow. This typically identifies either an individual or the role of the person who needs to act on the task. This is not necessarily an EnterWorks group or workflow role.
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Work Item: Same as the Task Item.
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Priority: An optional field in work items to allow higher priority work items to be displayed first in the list of work items. Most work flows do not use this feature
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Activity: The name of the workflow activity in which the work item is currently sitting.
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Sender: The name of the workflow activity from which the work item was sent.
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Sent Date: The date and time the work item was sent to the current activity
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Status: Same as Task Status.