Define Work Task Filter

Explanation

This activity is used to define work task filters. The filter is used to control the data displayed in My Work/ Unassigned Work tab.

Prerequisites

N/A

System Effects

As a result of this activity, a work task filter which can be used to filter unassigned work tasks displayed in the My Work/ Unassigned Work tab.

Window

Work Task Basic Data

Related Window Descriptions

Work Task Basic Data
Work Task Basic Data/Work Task Filters

Procedure

  1. Open the Work Task Basic Data window.
  2. Click the Work Task Filters tab and create a new record (F5).
  3. In the Filter ID field, enter the ID of your work task filter.
  4. In the Description field, enter a description of the filter.
  5. If the filter is to be defined for a site, enter the ID of the site in the Site field. Use the List of Values to select a valid value.
  6. If the filter is to be defined for a particular resource group, use the List of Values to select a valid value for resource group.
  7. Select the Selection Released check box if all work tasks in the Released status are to be displayed in the My Work/ Unassigned Work tab .
  8. Select the Selection Started check box if all work tasks in the Started status are to be displayed in the My Work/ Unassigned Work tab. Note: Only one of the two check boxes can be selected at any given time.   
  9. Select the Auto Start Populate check box if you want to automatically retrieve the unassigned work tasks according to the filter when opening the My Work/ Unassigned Work tab.
  10. If needed, enter a valid date range in the Period Min and Period Max fields.
  11. If a filter is to be defined for a team, enter the identity of the team in the Team ID field. Use the List of Values to select a valid value.
  12. If a filter is to be defined for a maintenance organization, enter the identity of the maintenance organization in the Maint Org field. Use the List of Values to select a valid value.
  13. Save the information (F12).