Trigger. Perform this procedure when using the CRM Worklist. Helpful Hints
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- Ariel Conley
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1 Purpose The purpose of this Work Instruction is to navigate the CRM Worklist and identify tools required to process and complete workflow tasks and alerts. Trigger Perform this procedure when using the CRM Worklist. Helpful Hints "xxxx" within a document represents a variable, which may consist of a name, number, etc. In the field description tables, R indicates the action is required, O indicates the action is optional, and C indicates the action is conditional. The following notes may be used throughout this work instruction: Note type Icon Description A general note of information A cautionary note Acritical note Contact someone This is the most commonly used note icon. It is the default icon in the uperform system for all notes. Use this icon for general information that falls out of the scope of these other icons. Use this note to communicate to the end-user of something that MUST be completed or another trigger that should be started and is related to the procedure. Use this note to specify something that MUST NOT be done during the procedure. Use this icon to specify to the enduser the need to initiate a communication within the organization due to an event in the procedure. Thursday, March 28, 2013 FN_Worklist_Navigating_the_Worklist.udc 1/10
2 A reference is available Use this note to specify that more information is available in another location. You may reference SOPs, another system, or document. Thursday, March 28, 2013 FN_Worklist_Navigating_the_Worklist.udc 2/10
3 Procedure 1. {Start the transaction from the MIDAS CRM Home Page.} Home 2. Click the Worklist button. Access the CRM Worklist from the Homepage. Thursday, March 28, 2013 FN_Worklist_Navigating_the_Worklist.udc 3/10
4 Worklist 3. Click the Refresh button. The Worklist will refresh frequently. However, you can update it instantly by clicking the Refresh button. 4. Click the Due button. You can filter each column by clicking the header button and selecting filter options from the dropdown. 5. Click the icon. The Due column displays status in color coded shapes to quickly alert you of the status of tasks and alerts. 6. Click the Due button to filter the list. 7. Click the (All) list item. 8. Click the Alerts button to expand or collapse. 9. Click the Collapse Navigation button. Click the Collapse Navigation button to hide the navigation pane. Thursday, March 28, 2013 FN_Worklist_Navigating_the_Worklist.udc 4/10
5 10. Click Alerts button to expand Alerts. 11. Click the Process button. Filter Workflow Tasks by Process to manage tasks by Business Process. 12. Click Process button to filter the list. 13. Click the Farm Records menu item to only view Farm Records related tasks. 14. Click (All) list item to view all items. 15. Click the Personalize icon. The Personalize icon allows you to manipulate the column layout. Thursday, March 28, 2013 FN_Worklist_Navigating_the_Worklist.udc 5/10
6 Personalization 16. Click Select table row. Choose which columns should be displayed in the Worklist. Move column headers from Displayed to Available or up and down. You can also manage column width by adjusting the percentage. Choose Reset to Default to retain original settings. 17. Click button to move selection to the Available Columns table. 18. Click the Save button. Thursday, March 28, 2013 FN_Worklist_Navigating_the_Worklist.udc 6/10
7 Worklist 19. Click Personalize Workflow Tasks button. Select Personalize Workflow Tasks to manage Substitutions in CRM. 20. Click the Help button. Select the Help icon to view MIDAS context sensitive help. Thursday, March 28, 2013 FN_Worklist_Navigating_the_Worklist.udc 7/10
8 Worklist 21. Click Expand Navigation link label. This action will restore the view of the Navigation pane. Thursday, March 28, 2013 FN_Worklist_Navigating_the_Worklist.udc 8/10
9 Result You have successfully navigated the MIDAS CRM Worklist. Thursday, March 28, 2013 FN_Worklist_Navigating_the_Worklist.udc 9/10
10 Next Steps Thursday, March 28, 2013 FN_Worklist_Navigating_the_Worklist.udc 10/10
Purpose The purpose of this work instruction is to navigate search criteria and search results in MIDAS CRM.
Purpose The purpose of this work instruction is to navigate search criteria and search results in MIDAS CRM. Trigger Perform this procedure when searching data. Helpful Hints "xxxx" within a document represents
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