Managing Work Lists Associated With Cases

You can select a case in the Case Manager and view the work items that are using that case data. You can view information about the work item such as its name, description, ID, priority and so on. You can also perform some actions on the work item. For example, you can open the work item and submit it, or allocate the work item to another resource.

Prerequisites

You must be logged in as a user that has privileges with the correct system action assigned to view the work lists.

Procedure

  1. Select a case type to view a list of cases of that type.
  2. Select the case you are interested in.
    If there are a large number of cases, you can use search to find the case. See Using Search.
  3. From the right hand pane, select the down arrow next to Work items to expand the work item list.

    The work items display a summary of the case data that this work item is accessing. Summary case data is configured at design-time.

  4. Double-click the work item you want to open.
  5. You can perform actions on a work item. See Processing Work Items and Allocating Work Items for more information.

    Note: If, because of an action performed by another user, the case data associated with the work item has gone into a terminal state before you have completed the action you want to perform, a
    This case version has not been updated
    message is displayed. This is because a case in a terminal state cannot be updated.