Worklist Overview

Overview 

If you click Worklist and select All on the LPG menu, the list of all actionable work is displayed on the My Worklist – Summary screen. 

Procedure 

1. On the LPG menu, select Worklist and click All on the drop down menu  

The My Worklist Summary screen appears.  

Up to eight sections may be displayed on your screen, these sections are: 

• Matters - Matters that may need to be actioned by you 
• Service Request - Service Requests (requests from Providers for new service order to be created) that may need to be actioned by you 
• Orders - Orders (Deliverable or Engagement) and any associated claims that may need to be actioned by you 
• Quotes - Quotes that may need to actioned by you 
• Invoices - Invoices that may need to be actioned by you 
• Incidents - Incidents that may need to be actioned by you 
• Contracts - Contracts and compliance requirements that may need to be actioned by you 
• Admin - Notices that you may need to read 

Within each section, there may be multiple Worklists representing different stages that the events in that section may pass through.  All of these events require some action by you or other members of your workgroup(s).  The action may be to provide more information or to verify or approve information uploaded by the provider. 

A count is displayed against each Worklist identifying the number of discrete items in that list requiring action. 

Flags & icons 

Orders in worklists may have flags (N1) and icons (N2) displayed against them.  

The Priority flag identifies the urgency of the order.  Urgent orders may have tighter schedules and stricter SLAs associated with them.  Within the LPG, orders default to a standard priority.  

The SLA icon only appears on worklist where there are Service Legal Agreements (SLAs) about response times.  These icons provide visual warning of SLA breaches.   

If there is an SLA column on the worklist but no SLA icons are displayed, then all work in the worklist can be completed on time.  If a yellow warning icon is displayed, actioning of this item is now urgent and should be addressed as there is risk of the SLA being breached.  A red iconidentifies those orders where a breach has occurred.  Worklists can be sorted by Priority and by SLA.