Setting Up and Using the Work Management Framework

The purpose of the Work Management Framework is to view and manage transaction errors or warnings when they appear in My Work sections of a PeopleSoft WorkCenter. Some transaction errors or warnings may fall off of this list when a system resolution is available, but others may not.

Transaction errors or warnings appear in a WorkCenter to bring attention to a potential issue with the transaction. These transactions typically require some action to resolve them, such as notifying an employee or manager, or running a pending process. When Work Management is enabled for a transaction, and you act on the transaction, the system automatically populates the history table with as much information as possible. This information can be displayed using the All History view.

The Work Management Framework adds functionality to track transactions identified in My Work. This optional framework provides additional actions, in addition to existing application-delivered actions, to track and clear transactions when no system-based resolution exists. The transactions are placed into one of five different views: Active, All Assigned, All History, Assigned to Me, and Inactive.

When addressing transactions that are in the Active view, you can determine a follow-up date and add a comment. The follow-up date temporarily removes the transaction from the Active view while external activities are carried out such as making a phone call. The comment is saved in history for reference. When the follow-up date is reached, the transaction reappears in Active view for further attention.

Examples of transactions that may not have a system resolution are:

• Overdue Purchase Order Shipments not yet received.

• Corporate credit card expenses that violate reimbursement policies.

• Invalid exceptions that need to be removed from the query results.

To manage these situations, Work Management can be enabled to track the actions taken to resolve issues. The system tracks both system-generated actions, such as notifications or tasks, and manual actions, such as a phone call to a supplier. The follow-up date and a complete action history is visible, along with the ability to view actions taken by all users.

When a transaction does not need additional to be taken, has been resolved, or is no longer valid; you can change it to Inactive status. An Inactive status indicates that the transaction will not be resolved, such as those that need to be removed from query results, or a cash advance that was sent to an employee who is no longer with the company. When you inactivate a transaction, you can add a comment to explain why the status is applied.

Actions by View

The action that can be taken on a transaction depends on two things:

• The delivered options of what actions are allowed from the WorkCenter and the Work Management setup.

  These product-enabled actions are always listed at the top.

• The Work Management Framework listing of what actions are allowed from the WorkCenter.

  These Work Management-enabled actions are always listed at the bottom.

View	Description and Actions
Active	Displays all transactions that are waiting for an action. Action options are: Assign to Me - select to move the transaction to the Assigned to Me view. If you are using the comment feature in Work Management, an Exception Comments window appears where you can view or edit the follow-up date, and enter a comment. Mark as Inactive - Select to move the transaction to the Inactive view. These should be transactions that no longer need additional actions to be taken but have not fallen off of your list. Exception History - Select to display all actions taken for this transaction. Whenever you want to act on a transaction, it must be in the Active view. You may need to move a transaction from Assigned to Me back to Active. To do this, go to the Assigned to Me view, select the Action icon, and select Unassign.
All Assigned	Displays all transactions that are being worked on (at least one action has been taken) by yourself or someone else. These transactions need follow-up or some type of action on a deferred time frame. Action options are: Mark as Inactive - select to move the transaction to Inactive status. Exception History - select to access the Exception History page for the transaction. Unassign - select to unassign the transaction and move it to Active status.
All History	Displays the status of all transactions, which includes Active, Inactive, Assigned to Me, All Assigned, and history. You can download all transactions to an excel spreadsheet. No other actions are allowed in this view.
Assigned to Me	Displays all transactions that you are working on (at least one action has been taken). These transactions need follow-up or some type of action on a deferred time frame. Transactions being worked on by others are not displayed. Action options are: Mark as Inactive - select to move the transaction to Inactive status. Exception History - select to access the Exception History Window for the transaction. Unassign - select to unassign the transaction and move it to Active status.
Inactive	Displays all transactions where the transaction has been addressed, is no longer an issue, or is resolved. Action options are: Mark as Valid Exception - select to move to Active status. Exception History - Select to access the Exception History Window for the transaction.

To setup the Work Management feature for a WorkCenter - My Work errors or warnings:

1. Use the EOXC_USER role to access the Work Management setup pages.

2. Use the Enable Work Management Exception Page to enable the desired transaction, determine the default follow-up day, track history, and track comments.

Optionally:

• Use the Work Management Product Default Page to view or modify the pillar product ID with their default record groups and corresponding record and comments record.

• Use the Work Management Record Group Default Page to view or modify a pillar record group, the status of the record group, and the corresponding record and comments record.

Use these pages to enable Work Management for PeopleSoft applications.

Use the Work Management Link ID's page (EOXC_SETUP_SRCH_FL) to select link ID's and access the Work Management page.

Navigation:

Enterprise Components > Work Management > Work Management

This example illustrates the fields and controls on the Work Management Link ID's page.

As mentioned above, some transaction categories (known as Link ID's on this page) that appear in the My Work section of a WorkCenter may not be a candidate for the Work Management framework and therefore are not delivered.

Use the Enable Work Management Exception page (EOXC_SETUP_FL) to Enable the Work Management feature, determine follow-up days, and enable comments.

Navigation:

Enterprise Components > Work Management. Select the View button for the Link ID.

This example illustrates the fields and controls on the Enable Work Management Exceptions page.

The Enable Comments option does not REQUIRE comments. When selecting this option, comments are optional. When this option is not selected, the Exception Comments Window does not appear after selecting Assign to Me or Mark as Inactive.

Action Settings Section

Field or Control	Description
Action Name and Description	Displays the actions that are allowed for the transaction. These are the related content actions defined by PeopleSoft Product Development, not by the Work Management framework.
Enable	Select to allow the action to be selected when Work Management is enabled for the transaction.
Track Action History	Select to have the system log this action in the history table for the transaction. Tthis allows you to see the action history when using the All History view. Actions are written to the table defined in the Exception Record field of the Work Management Product Default Page.
Enable Comments	Select to have the system display the Exception Comments Window and log the comment for the transaction. This option allows you to see comments when using the All History view. Comments are written to the table defined in the Exception Comments Record of the Work Management Product Default Page. When this option is selected and you select the following action, the system displays: Assign to Me - displays the Exception Comments Window with a Follow Up Date field. Mark as Inactive - the Exception Comments Window. The Follow Up Date field is not displayed.
Follow Up Days	Enter the follow up days for the action. The value in this field defaults from the Follow Up Days value at the top of the page. You can change it for each action listed.

Use the Work Mgmt Product Default page (EOXC_PRDGRP_FL) view or modify the pillar product ID with their default record groups and corresponding record and comments record.

Navigation:

Enterprise Components > Work Management > Work Management Prod Default.

This example illustrates the fields and controls on the Work Management Product Default page.

The Exception Record and the Exception Comments Record is defined on the Work Management Record Group Default Page.

Use the Work Management Record Group Default page (EOXC_RECGRP_FL) to view or modify a pillar record group, the status of the record group, and the corresponding record and comments record.

Navigation:

Enterprise Components > Work Management > Work Mgmt Record Group Default.

This example illustrates the fields and controls on the Work Management Record Group Default page.

Five record groups are predefined by PeopleSoft and divided by product group:

• Rows 1 - 5 - Asset Lifecycle Management (ALM), Enterprise Service Automation (ESA), Financial Management Solution (FMS), and so on.

• Rows 6 - 10 are available for you to create your own record groups for Work Management.

If a row is display only then the system has added activity to the Exception Record and the Exception Comments Record. Therefore, they cannot be changed.

For each Exception Record there can be multiple comments that are held in the Exception Comments Record

Use the Exception Comments window (EOXC_CMTS_POP_SCF) to adjust the defaulted follow-up date and enter comments.

Navigation:

• Select Assign to Me from an Active transaction.

• Select Inactive from an Active transaction.

  Note: The follow up date field does not appear when inactivating a transaction.

This example illustrates the fields and controls on the Exception Comments window.

Use the Exception History window (EOXC_HISTLOG_SCF) to view all actions that have been taken to a transaction.

Navigation:

This example illustrates the fields and controls on the Exception History window.