The WorkCenters in each module give quick access to the menu items, reports and queries that are required to perform the responsibilities for that module. It puts the items you need in a central location to save time involved in navigation to the many transaction screens.
In this article, you will take a tour of a WorkCenter to understand how daily tasks are organized and managed.
In this example, you will see the Accounts Payable WorkCenter.
First, log into OneUSG Connect.
Most WorkCenters are accessed from the Classic menu, not from the Fluid homepages.
Click the Classic Home tile.
Use the Main Menu to navigate to your WorkCenter. Each module has its own WorkCenter.
All WorkCenters are organized in the same fashion. They are divided into two main areas.
The left side of the WorkCenter page is called the pagelet area.
There are two tabs, Main and Reports/Queries, with two pagelets on each.
The right side of the page is the transaction area. This is the area where you will perform the work associated with the tasks you select.
You can collapse the pagelets to more easily see the other pagelet on the page.
Notice that the My Work pagelet has minimized so that you can see the information in the Links pagelet.
To explore what is in the My Work pagelet contains, you will need to expand this section.
The Main tab contains the My Work and Links pagelets.
The My Work pagelet contains information to point you to tasks that need your attention. You will find notifications, links to items awaiting your approval, and links to other work items that are awaiting action.
Notice that these links are divided into groupings based on the type of work. These group headings are expandable and collapsible to make items for your attention easier to access.
You can also resize the pagelets using the dotted line in each pagelet.
Hover over the line until it turns into a double-sided arrow and drag it up or down to resize the area.
The Links Pagelet includes links to other pages to enter, modify and view data.
You can click on these links to open the pages to enter transactions.
The Reports/Queries tab contains two pagelets.
The Queries pagelet contains links to run queries that have been created to provide information relevant to that module's activity.
These queries have been selected specifically as the system was built and the list is maintained by the system administrator.
The Reports/Processes pagelet provides links to reports and processes that are frequently used. The links go directly to the Run Control page for the selected report or process.
These are also maintained by the system administrator.
There is one other link that can help you control information retrieved from the WorkCenter.
The Edit Filters link allows you to specify criteria for the items in your My Work pagelet.
If an item in that area appears in red, the filters have not been specified.
The Edit Filters page is displayed. Use this page to adjust filters for the links in the My Work pagelet.
Click the Edit Filter button to add criteria for the menu item.
Use the operators and look-up information to set the parameters you use most of the time.
For example, you may want to enter the Business Unit so that each time you click the work item, it fills in that information.
When you have entered the needed values, click OK or Apply.
After making a change, you need to reload the My Work pagelet to make sure that the changes are available.
Notice that the item is now available for use on the My Work pagelet.
If you click on the link, the search page appears in the transaction area so you can perform that task.