Composite user portal basics — Using the Process Work workspace

• User Portal: By default, the composite User portal displays the Process Work workspace on sign-in.
• Manager Portal: Click the Process Work bar on the left panel of the portal to display the workspace.

Depending on the settings in the user portal rule's Spaces tab, the portal may display, near the Pega logo, a dropdown menu where the user can select a work pool to work with.

If the user only has access to a single work pool, the dropdown menu does not need to be displayed.

If you have access to more than one work pool, the current work pool name determines which work types appear in the New... dialog box.

The choice of work pool name does not restrict the types of assignments you can see or process on your worklist. CAJOM 11/21/03

Work pool names appear on this work pool selector list in the order that the corresponding work pools are listed on the Work Pools array on the Access tab of the access group. If the list is long, consider reordering the Work Pools array to present the applications alphabetically, or in another order meaningful to users.

To create a new work object, select a work type from the New drop-down list on the navigation panel:

This list displays all the work types in the current application and work pool. If the work type you want to enter does not appear, select a different application name.

Select a work type from the list. The entry form for that work type appears a new window. See Using work object forms.

Use the Find area of the navigation panel to search for and access an existing work object or assignment:

• Enter a text string that relates to the work objects you are searching for, and hit the enter key or click the magnifying glass icon.
• The system displays all work objects that contain the string you specified. Above the search results are a series of fields where you can refine the search:

• In the first field, the default is All Work Types. You can limit the search to any available work type by selecting it.
• In the second field, the default is Work Objects Only. You can search work objects and attachments, or only attachments.
• In the third field, the default is All Work. You can limit the search to work entered by, assigned to, associated to, or resolved by the current user.
• In the fourth field, the default is Updated Anytime. You can choose one of a series of time ranges, such as "Yesterday".

When you change any of these settings, the search runs again automatically and displays revised results.

The search results display in a grid. Click the title or ID of any item to open it in a separate window for review or processing.

Users and managers see their worklist at the top of the Process Work gadget. Each row of the worklist identifies one assignment routed to you. Click any row to review or work on the object in a new window.

Columns of the worklist identify aspects of the assignment:

Heading	Description
Urgency	A calculated value between 1 (lowest) and 100 (highest) identifying the priority of this assignment (property Work-.pyUrgencyWork). Rows are sorted by decreasing urgency value. A yellow clock icon () appears after the goal time occurs. This becomes a red clock icon () after the deadline occurs.
ID	The unique identifier assigned by the application to this work object. A prefix or suffix portion of this identifier can help users remember the application or work type.
Subject	A brief text description of the entire work object, entered when the work object was entered (from property @baseclass.pyLabel).
Status	The status of the work object (property Work-.pyStatusWork).
Instructions	A brief characterization of the assignment, the value of the Assign-.pyInstructions property. Usually, this text is set in the Assignment Properties panel of the assignment when editing the flow rule. Instruction text that starts with the word Error: indicates a possible application or operational problem. A developer can research and dispose of these conditions, usually allowing processing of the assignment to resume. See Working with the Assignments in Error report.

Managers have two additional features in their Process Work gadgets: My Group and Bulk Processing:

The My Group area lets managers review current assignment for individuals and group workbaskets.

• To view an operator's worklist, select a name from the View List for combo box to list the assignments on that operator's worklist. You can select any item on the list and it will appear in a separate window for review or processing.
• To review the assignments in a workbasket, select a workbasket from the View Queue for combo box. This list includes those workbaskets for which the Work Group field matches the Work Group field in your own Operator ID instance.

The Bulk Processing area lets the manager assign, resolve, or update multiple work objects in one step. See Composite Manager portal — How to process assignments in bulk for more information.