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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 Leland, Mac Leland, or WebAuth 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 with any
transactions awaiting your approval. The My Approvals tab is covered
in detail in the Approver Tutorial. The My Pending
Items tab takes you to the items you originated. 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 review the transaction you originated.
About ID Links that are inactive
Sometimes you may see an item on
your worklist that has an inactive ID Link. This is
because an approver is already reviewing this item.
You may not review an item that someone else is already
reviewing. Disregard this item for now. Use the Refresh
List button later to determine if the approver has taken
action, or checked the item back in. |
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| User Name |
Your name is diplayed based on your SUNet ID login through
PC-Leland, MacLeland, or WebAuth. Only items that belong to
you will be displayed on 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 availablereview. |
| Help |
Takes you to a special help page for Originators. |
| 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
originator name sort is used by approvers, but will not change
the sort order for you since you originated all of these transactions.
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. |
While an item is on your My Pending Items worklist, it is also
on the My Approvals worklist for one or more approvers.
Next Topic: Sorting and
Finding >>
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