The View All Work Items page lists out every active work item within a company. This feature allows a user to take action on another user’s behalf.
Viewing All Work Items
Objective
After completing this lesson, you will be able to reassign a Work Item to another SAP Fieldglass user.
View all Work Items
Navigating the View all Work Items Admin Object
| 1 | To review a user’s work items, select View All Work Items from the System Tools section of the admin menu. |
Work Items List page
This is a list of all work items that users across the organization are currently required to take action on.
The Work Items window is divided into two panes:
- The Work Items list, and
- The Work Item details.
In this default horizontal view, the top pane is the Work Items list. Selecting a work item in the list will display that item’s detail at the bottom of the list.
| 2 | You can show the work items for all SAP Fieldglass users, or you can limit the list to display only your work items using the Your Work Items, All Work Items, and Reassign Work Items options. Additionally, you can reassign any active work items to another user. |
| 3 | The Received Within, Recipient, and Action items allow you to filter the time frames of the work items, the recipient of the work item, and/or what actions the work item is defining, such as work order or job posting approvals. |
| 4 | The Module indicates the type of work item. It can be a job posting, an invoice, a work order or any number of items that need an approval. |
| 5 | Next Step indicates the action that is required from the recipient of the work item. For instance, does it require approval, or review? Does the original approval need to be edited? |
| 6 | Recipient is the user who is required to act on the work item. |
| 7 | Selecting Vertical view will present a truncated work items list with the details of the selected work item to the immediate right of the list. |
Work Items List page: Vertical View
The vertical view presents the work items in a truncated list to the left of the screen, and the details of the selected work item to the immediate right.
| 8 | Selecting Horizontal view will restore the work items to the default view whereby the details of a selected work item are presented at the bottom of the work items list. |
| 9 | The Actions buttons listed for the Work Item are indicated by buttons on the top right of the details pane. These action buttons can differ depending upon what activity the Work Item requires. These represent the actions available for Work Items needing approval. Restart Approval work items will show Restart, Messages, and a button to Star the item sets a priority for you or another approver. |
Reassign a Work Item
Mavis, the manager of network engineering for WorkingNet Networking, Inc., a global manufacturer of data networking equipment, received a work item asking her to confirm and schedule an interview with a worker. However, she wants Peter Davison, the person who would be the worker’s immediate supervisor, to conduct the interview.
She asks you, the SAP Fieldglass administrator, to reassign the interview confirmation work item to Peter.
Summary
The "View All Work Items" feature within a company's admin system is crucial for managing and tracking active work items across the organization.
Key Points:
- Access View All Work Items: Navigate to the System Tools section of the admin menu and select "View All Work Items."
- Work Items List Overview: The Work Items window is split into two panes: a list of work items and details of the selected work item.
- Filter and Reassign Work Items: Options like "Your Work Items," "All Work Items," and "Reassign Work Items" filter and manage work items. You can also reassign any active work item to another user.
- Filter Criteria: Use "Received Within," "Recipient," and "Action items" to filter by time frames, recipients, and types of actions.
- Work Item Details: View details like the module (type of work item), next step required, and the recipient. Use vertical view to see a truncated list with selected item details on the right.