The Worklist Manager
The Worklist Manager is the central place for originators, approvers,
and super-approvers to view and take action on pending transactions.
The Worklist uses your PC or Mac Leland login to show you only
the transactions you may take action on currently.
To log into the Worklist Manager, go to http://worklist.stanford.edu.
When you log in, you'll see the main approver worklist. Click
on any of the blue labels to jump to more information about that
feature.
| Navigation
Tabs |
The My Approvals tab shows you any transactions
you may take action on. These are transactions waiting for
your approval. The My Pending Items shows
you any transactions you created in PeopleSoft which are still
awaiting approval. |
| ID Link |
Each transaction on your Worklist has an ID Link.
Click this link to take you to the Transaction Summary where
you may take action.
About ID Links that are inactive
Sometimes you may see an item on
your worklist that has an inactive ID Link. This is
because someone else with the same approval role (or
the originator) is already reviewing this item. You
may not take action on an item that someone else is
already reviewing. Disregard this item for now. Use
the Refresh List button later to determine if the other
approver has taken action, or checked the item back
in. |
|
| User Name |
Your name is diplayed based on your SUNet ID login through
PC-Leland, MacLeland, or WebAuth. Only items belonging to
you will be displayed in your worklist. |
| Refresh List |
Refreshes the items displayed in your worklist. This button
is especially important to use after having your worklist
up for a while. Clicking Refresh List ensures that you are
looking at the current transactions you need to review. |
| Help |
Help takes you to a special help page for Approvers. |
| End Session |
End Session logs you out of the Worklist Manager and checks
in any items you reviewed but did not take action on. |
| Sort By |
The sort feature allows you resort your worklist by origination
date, originator name, ID number, or transaction type. The
default sort for the worklist is by origination date with
the most recent items at the bottom of the list. This feature
will be discussed further in the next topic. |
Next topic: Sorting and
Finding >>
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