Introducing WorkCenters

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Overview

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.

1. Step 1

First, log into OneUSG Connect.

Most WorkCenters are accessed from the Classic menu, not from the Fluid homepages.

Click the Classic Home tile.

2. Step 2

Use the Main Menu to navigate to your WorkCenter. Each module has its own WorkCenter.

3. Step 3

All WorkCenters are organized in the same fashion. They are divided into two main areas.

4. Step 4

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.

5. Step 5

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.

6. Step 6

You can collapse the pagelets to more easily see the other pagelet on the page.

7. Step 7

After clicking the dropdown menu, click the minimize button to close the paglets.

8. Step 8

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.

9. Step 9

After clicking the dropdown menu, click the Expand button to explore.

10. Step 10

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.

11. Step 11

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.

12. Step 12

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.

13. Step 13

Click on the Reports and Queries tab to view paglets.

14. Step 14

The Reports/Queries tab contains two pagelets.

15. Step 15

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.

16. Step 16

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.