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
- Open the Work Task Basic Data
window.
- Click the Work Task Filters tab and
create a new record (F5).
- In the Filter ID field, enter the ID of your work task filter.
- In the Description field, enter a
description of the filter.
- 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.
- 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.
- 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 .
- 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.
- 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.
- If needed, enter a valid date range in the Period Min and Period Max
fields.
- 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.
- 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.
- Save the information (F12).