Contents -

Navigation through the System

There are several basic items that allow work to be performed in the system. 

Functions

These items are concerned with searching, creating, retrieving, and updating information in the system.

Notices

A notice is a message sent to worker letting them know that something of interest has happened or that they need to take some action. 

Work Items

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.