Open a work item by selecting it in the Inbox, 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
workflow—data 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.
If a deadline was specified
for this step, the expiration date and time display; if the deadline
has passed, 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 tracker for this workflow can view the comments.
If a subsequent step allows the participants to view the status of
the workflow, those participants can also view any comments.
- Attachments, Data fields, Workflow Groups: If Attachments,
Data fields, or Workflow Groups are displayed, see the instructions
for information about how to use these items to complete the work.
See Assign a file or document to an attachment, Specify field values, and Assign users to workflow groups.
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.
A work item page can include the following command buttons:
- Complete Save
your changes and route the work to the next step in the workflow.
- Save Save
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.
- Reassign Assign
a work item to another participant.
- Return Return
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
- Status Launch
the Process Tracker application in a separate browser window from
your work item page. Process Tracker displays the workflow maps and
status information including milestones reached, steps completed,
and steps in progress. This option is available only if specified
in the workflow definition.
If you are assigned as a tracker for
the workflow, a Properties tab displays where you can view and change
the values of some fields, attachments, and workflow groups.
Note: If
you make changes to the work item in Process Tracker, those changes
will not be reflected when you return to the work item page.
- Help Display Help information for this
work item page.