Open a work item by selecting it in the Inbox, Tracker, or work queue.
When you open a work item, the page displays the instructions and other
information you need to complete a particular step in a workflowdata
fields, attachments, response options, and other controls. The workflow
author determines the appearance of the work item page by specifying an
appropriate step
processor. For an item in a work queue, your access rights to that
queue also affect the appearance of the work item page.
A work item page can include the following:
Instructions: The instructions box displays information
for executing this step, if the author specified such.
General tab: This area provides general information
about the work item. The deadline
appears in the Deadline field if one
was specified; if the deadline has arrived, an Overdue status displays.
If there are Response options, choose
the one you want from the list. The choice you make usually determines
how the workflow progresses after you complete the work (for example,
which step is executed next). See Select
a response.
In the Comments area, you can optionally
enter comments. The participants at subsequent steps can view the comments
by checking the status of the workflow.
NOTE The
work item page displays attachments, data fields, workflow groups, and
responses only when they are used in that work item. For example, if
the work item does not include any attachments, the attachments area
is not displayed.
Milestones: This tab lists reached level 1 milestones
and their messages. The maximum length of a displayed milestone message
is 250 characters. The tab is not available if no level 1 milestones
have been reached in the workflow.
Command buttons for work item pages
The following commands may be available on a work item page.
Complete Save your
changes and route the work to the next step in the workflow.
SaveSave your work-in-progress. This
option allows you to continue your work at a later time, or to move work
from a work queue into your Inbox. It does not route the work to the next
step.
Cancel Close the step processor without saving your
changes.
ReassignAssign a work item
to another participant.
ReturnReturn work in
your Inbox to its former holder, such as:
The participant who reassigned the work to you
The work queue from which you moved the work
StatusLaunches
the Tracker application in a separate browser window from your work item
page, if allowed in the workflow definition. Tracker displays status information
including milestones reached, steps completed, and steps in progress.
Additionally, if you are assigned as a tracker for the workflow, Tracker
displays the Properties tab, on which you can make changes.
NOTE If
you make changes to the work item in Tracker, those changes will not be
reflected when you return to the work item page.
Help Display Help information for this work item page.