Who:	All Users (depending on role)
Why:	Understanding worklists and what can be done from them.

Overview

N1 - If you select Worklist > All on the LPG menu, the list of all actionable work is displayed on the My Worklist – Summary screen. The displayed work categories (Matters, Orders, Quotes, Invoices etc.) are dependent on the roles that you have.

· NOTE: Only work (Orders, Quotes, Invoices, Contracts) allocated to the Resource group(s) to which you belong will be available in your Worklist.

Procedure

1. On the LPG menu, select Worklist > All.

The My Worklist Summary screen appears.

Up to six sections may be displayed on your My Worklist Summary, depending on the roles assigned to your profile. These sections are:

Service Request	Service Requests (requests from Providers for new service orders to be created)
Admin	Notices that you may need to read and Compliance requirement that may need to be actioned by you
Quotes	Quotes that may need to actioned by you
Orders	Orders (Deliverable or Engagement) and any associated claims that may need to be actioned by you
Invoices	Invoice Requests that may need to be actioned by you
Incidents	Incidents that may need to be actioned by you

Within each section, there may be multiple worklists representing difference 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.

NOTE: Only those items that may be actioned by you, or members of your resource group, are displayed on your worklist.

2. Clicking on any worklist item on the summary screen opens the worklist and displays the individual items requiring action. In the example below, we opened the worklist Orders Not Yet Accepted. In this list there are fifteen orders that can be accessible to the logged-in user.

N1 - If the Order hasn’t been allocated yet, the Acquire button is visible. Click the Acquire button to allocate the work (Order) to yourself.

N2 - If the work (Order) is already allocated to you, the Action button allows you to continue the work.

N3 - If the work (Order) is already allocated to you, the Release button allows you to “let go of” the work (Order) so another Resource group member can acquire it (the Acquire button appears).

N4 - If the work (Order) is allocated to a different Resource group member, clicking the Takeover button lets you reallocate the work (Order) to yourself. NOTE: This action is only available to persons who have been designated the role of supervisor in the Resource.

Provider Users who have the role of Supervisor within the Resource are also able to reassign work from one User to another within the Resource. To reassign an Order do the following:

3. Click the Reassign button. A window opens displaying the list of members within your Resource.

4. Click [Select] next to the User to whom you wish to reassign the Order.

The window closes and the display returns to the My Worklist screen.

N6 - The selected User’s name now appears in the relevant owner column.

Note: This option needs to be turned on to be available for the Law Firm.

“Action” buttons appear next to work items in various situations. Examples include:
N2 - The list of Orders associated with a Matter;

N3 – the results list after performing a search using MyWork.

See topic MyWork Overview and Search.

NOTE: Orders that are being actioned by the Customer do not appear on the Worklist -> All worklists. They can be accessed using the Worklist > Viewable menu option (N4) or by selecting the Viewable option when performing a search in MyWork (N5).

You cannot action the work while it is with the Customer (no “Action” buttons are displayed). The only exceptions that apply is the Recall function which allows you to bring the work back from the Customer to the Provider side. See topic Recall an Order for details.

· NOTE: You cannot action an Order if you use the Find Order function (N6) or click the Order ID (N7) to open an Order screen. This opens the View Order screen. There are very limited actions available from the View Order screen. See topic Find Vs Search.

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 to 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 icon identifies those orders where a breach has occurred. Worklists can be sorted by Priority and by SLA.

Articles in this section

Worklists

Overview

Procedure

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