Dashboard App

This tab defaults to a list of work items Work Item is known by many names ... report, acquittal, form, work order. assigned to the current user (see the filter). An item's Work Item Status/Action Required value is dependant upon the Work Item Type and the item's workflow stage.

Tip Consider filtering the work items listed to view work items for another user and/or focus on a particular work item type and/or a work item period.

Apply a filter to the work item list

1. Click Filter.

   

2. Perform either or both steps:

   • Type some text in Search By field
     (This searches in Contract Number/Work Item Number/Work Item Type fields for typed text)

   • Select Department, Work Item Status, Work Item Type or Assigned to dropdown lists.

The Work Item Status/Action Required value is often a clickable hyperlink when the current user is the the Assigned User to perform the action.

The action of a clicked Work Item Status/Action Required hyperlink for a department user would depend upon workflow stage of the Work Item Type and if the user has the required role.

This tab defaults to a list of contracts which have a pending action for the current user (see the filter). A contract's Current Status/Action value is dependant upon the contract's workflow stage.

Tip  

Apply a filter to the contract list

1. Click Filter.

   

2. Perform either or both steps:

   • Type some text in Search By field
     (This searches in Supplier Organisation Name/Contract Number/Service Outlet Name/Service Outlet Number/Department fields for typed text)

   • Select Department, Supplier Organisation Name, Service Outlet, Assigned User or Current Status/Action dropdown lists.

The Current Status/Action value is a clickable hyperlink when the current user is the Assigned User to perform the action.

The action of a clicked Current Status/Action hyperlink for a department user allows the contract setup or terminate actions:

• Activate and Generate Contracts

• Terminate a contract.

This tab will display work items based on the values in the dropdown lists: Department, Transaction Type, User, Document Code.

For instructions to delegate (reassign) work items, refer to Delegate (reassign) work items.

This tab defaults to a list all price adjustment items for the current user (see the filter). A price adjustment's Current Status/Action value is dependant upon the adjustment the item's workflow stage.

Tip Consider filtering the price adjustments listed to view adjustments for another user and/or focus on a particular adjustment status.

Apply a filter to the work item list

1. Click Filter.

   

2. Perform either or both steps:

   • Type some text in Search By field
     (This searches in Process Id/Assignee/Department fields for typed text)

   • Select Department, Process Initiation Financial Year, Current Status/Action or Assigned Userdropdown lists.

This tab defaults to a list all payment items for the current user (see the filter). A payment's Current Status/Action value is dependant upon the Payment and the item's workflow stage. Refer to:

• (recommend and release payment) Payment Status

• (reconcile payment) Payment Status

Tip Consider filtering the payments listed to view payments for another user and/or focus on a particular payment status.

Apply a filter to the work item list

1. Click Filter.

   

2. Perform either or both steps:

   • Type some text in Search By field
     (This searches in Contract/Payment Code fields for typed text)

   • Select Department, Assigned User or Current Status/Action dropdown lists.

The Current Status/Action value is a clickable hyperlink when the current user is the Assigned User to perform the action.

The action of a clicked Current Status/Action hyperlink for a department user allows contract payment actions:

• Recommend and Release Payment - Process Overview

• Reconcile payments