| Sorting and Finding
 The
Worklist Manager has a sort function to enable you to sort your
worklist in a way that makes it convenient for you to work. The
default sort order is by origination date with the oldest transactions
at the top of the list.
| Origination Date |
This is the default sort order. Use the Origination Date
selection in the Sort By pull down to return to this sort
order after sorting with different criteria |
| Originator |
Lists the items in alphabetical order by last name of
the originator. This sort won't help you since you are the
originator on all of these transactions. |
| ID Number |
Sorts by identificaton number. The type of ID number varies
by the transaction type. Great for scanning quickly for a
particular ID number. |
| Process |
Sorting by Process lists the transactions grouped by the
type of transaction (create a position, create a job requisition,
etc.) in alphabetical order. Great for reviewing one kind
of transaction. |
Searching
The Worklist Manager does not currently have a built-in Search
function. Instead, we recommend using your browser's Find function.
In Internet Explorer, access this function by going to
Edit>Find (on this page)
or pressing Ctrl+F. Type your search
criteria and click "Find Next".
In Netscape Navigator, access this function by going to Edit>Find
in Page... or pressing Ctrl+F.
Type your search criteria and click "Find Next".
The browser find function can be used to find any text on the
page, so it's especially useful for finding transaction ID numbers,
names, effective dates, or a key word from the Remarks.
Can't find an item you expect to see?
There are a couple of possible reasons for this:
- The approver(s) may have fully approved this transaction
- An approver may have returned or declined the transaction.
You will receive an email when this happens. If the transaction
was returned, you may access it in PeopleSoft, make any requested
changes, and resubmit the transaciton for approval.
- If you were listed amongst the only approval role, the transaction
was automatically approved.
In either case, you can no longer access this transaction from
the Worklist Manager. In addition, it is no longer on any approver's
worklists.
Next Topic: The Transaction
Summary >> |