Contents
-
Work Items
As described in the previous section, a work item is an activity or milestone in the life of a record. The Worklist groups the related work items for a particular case, client or organization. There are six rules for Work Items and the Worklist which is the management utility for them:
Summarize discrete units of work.
Events may have links to subsequent events.
Linked events may be generated automatically.
Have a life cycle.
Have a single worker with responsibility for completion.
Have a planned and actual duration.
The number of items that are displayed on the Worklist table will be controlled by the criteria chosen on the top half of the screen. As each choice is selected, the results of the displayed items in the table will be limited to those selections. To view a manageable list, select as many search parameters as appropriate.