TCM1000030 - How to retain a work list item

Step 1

On the ‘Function Menu’

• select ‘Worklists’ on the toolbar
• select ‘Maintain’ from the options available. You will be taken to the ‘Maintain Worklist’ screen
• select the relevant work list from the ‘Worklist Type’ field
• select the relevant MU from the ‘Management Unit’ field
• select ‘Sort Filter’. You will be taken to the ‘Sort and Filter Worklist Entries’ screen

• in the ‘Filter1’ box

  • select ‘Reference’ from the ‘Worklist Entry by Column name’ field
  • enter the customer’s NINO in the ‘From Value’ field
  • enter the customer’s NINO again in the ‘To Value’ field
• select ‘OK’. You will be taken to the ‘Maintain Worklist’ screen
• select the relevant case
• select ‘Details’. You will be taken to the ‘Worklist Entry Details’ screen
• select the ‘Retained’ checkbox
• select ‘OK’. You have retained the work list item.

Note: The date in the ‘Action Date’ field must be after today’s date in order for the work list item to be retained.