My Work is an advanced search tool that allows the User to filter the list of tasks that require action. The resulting list can be customised and saved for future use or a snapshot can be taken to be used in a spreadsheet application such as Microsoft Excel.

Procedure

1. On the LPG menu select Worklist > My Work.

There are three main panels on the My Work screen:

• N1  Search Panel where detailed search criteria can be entered.
• N2 Results Table where the search results are displayed as either a Table or a Timeline.
• N3 The Navigation Panel has:
  • A VIEWS section that lists customised My Work “views” that have been created
  • A TO-DOs section that lists items (Orders, Invoices etc.) that require the User’s attention
  • A SETTINGS section that enables the user to configure some on-screen settings

Please Note:

The Results Table can be wide. It is necessary to scroll across the page to see all columns. The columns can be rearranged and/or hidden as required. See the guide Customising My Work Result Table for details.

After you have customised your view of My Work (e.g. set up specific search criteria, rearranged/hidden columns in the Results Table), you can save it as a View and access it again from the VIEWS section. See the guide Save and Use My Work Views.

2. Select the entity type (Matter, Order, Quote, Invoice or Activity) from the View Entity drop-down list.

3. Fill in the search criteria as required.

4. Click the Submit

5. To view the Order, click the Order Id.

6. To take the next action possible for that Order, click the Action

The results Table displays the items that match the search criteria, while the Search Fields are hidden. In the example shown above the search shows Orders actionable by the User.

Tips & Troubleshooting