Authority Manager Tutorial
Introduction
  What is the Worklist Manager?
Scheduled Approvers
The Worklist Manager
  Sorting and Finding
The Transaction Summary
  Taking Action
A Few Details...
Getting Help
Summary

A Few Details...

Like any system, the Worklist Manager has a few quirks. These include:

  • Don't use your browswer's back button. It will cause an error. Use the Return to Worklist or Worklist Home buttons to return to the main worklist.
  • Don't use your browser's refresh button. It will cause an error. Use the Refresh List button instead to refresh the list
  • You must use Internet Explorer when using the Worklist Manager.

Set Up a Filter

If you're concerned about getting a lot of email from the Worklist Manager, we recommend setting up a filter. Filters allow you to automatically sort email from the workflow system into a different folder or mailbox. Click on the email program you use for specific instructions to set up a filter for Eudora or Outlook. These instructions are printable so that you can reference them while having your email program up on the screen.

Data Shown in Transaction Summary

While you don't see every field shown on the PeopleSoft panel, as an approver you do see all of the critical data including some extremely confidential data. Please keep this in mind while reviewing for approval. You are responsible for complying with the Federal law and University policy concerning the privacy rights of students, student applicants, employees, and job applicants. A breach of this confidentiality can be cause for disciplinary action up to and including termination of employment.

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