How to Use Monitor
Intro
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IntroductionMonitor is the tab used to view all active work items that you have access to across the whole system. The Monitor will allow you to access active work items as they travel through the workflow. |
Table of Contents
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Search Parameters |
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You can search for one or more records by using different search parameters. The parameters are based on the different fields in the records. For drop-down fields, select a value from the list.
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You may select more than one.
Figure 3: Search Parameters
For free-text fields, use the search conditions provided – ‘contains’, ’is’, ’begins with’ and ‘ends with’.
Figure 4: Search Conditions
After entering or selecting the search parameters, click the search button to generate results from the entire database.
Figure 5: Search Results
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Client Activity (ePACS) |
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Figure 6: Identifying Work Item Locations
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The work items may be assigned to you in your dashboard or moving through the Back-office Processing queue.
Work Items that are in the Monitor have not been completed through the workflow. You can determine the location of the work item by viewing the Task Name and/or Node Name.
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If you cannot locate a work item on your dashboard, you can use Monitor. The Assigned to column will help identify who in your office or in the back office the work item has been assigned to. If there is no Assigned to name, the work item is in a pool waiting to be assigned.
Figure 7: Assigned To
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Mailroom |
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The Mailroom displays any work items containing unindexed documents. Use the Monitor to search scanned/uploaded documents not assigned to you in your dashboard. In your office you may have a designated person scanning/uploading documents into Docupace, the Mailroom in Monitor will display these work items.
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Documents rely on barcodes to drive them through the workflow route within the Docupace system. If the documents scanned or uploaded into the system do not contain barcodes on them, they are referred to as “unindexed documents”. These documents are routed into the Mailroom and wait for user intervention to be sent through the appropriate workflow path.
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Monitor |
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The Monitor consists of two main sub-tabs.
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Ad Review and Advisor Onboarding are additional Monitor Sub Tabs typically hidden.
Figure 1: Monitor Sub-tabs
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Search Monitor |
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Figure 2: Search Function
Use the search parameters (criteria) on the left side of the page to search for specific work items. The search results are displayed on the right side of the page.
The type of search parameters that appear is based on the workflow type selected in the first dropdown field in the Search area. The above image displays search parameters for ePACS Work Item. Click the search button to display all the Client Activity (ePACs) Work Items in the system. To search for specific items, enter the search criteria in the parameter fields. The system filters the records based on the criteria and displays the search results.
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