Working with Work Items

Sections in this document:

Click on a Work Item to open and view its contents.

You can also hover your mouse over the record and click on the blue folder icon that appears.

To open Work Item Details screen, hover your mouse over the record and click on the blue pencil icon that appears.

When you open a Work Item from your Dashboard, it will open that Work Item and list any documents that are included. Once in the Work Item, you can edit the documents and perform different tasks/actions. The top-left section of a Work Item will show in which task queue it is currently.

Work item Actions are the potential ‘next steps’ a user may select to move the work item to the next queue in the workflow. These actions are pre-built to guide a user on the actions they can take to ensure consistent process across the entire user base. Each firm’s site may be configured to have different actions, so this list may differ. 

There are many types of actions you can take while in a work item. These may vary based on your user role and how your firm’s site is configured. To see your available actions, click the Actions button. This will open a dropdown list. The image shows an example of possible action.

In the Work Item Client Documents section, you can:

1. View the current document records included in your work item.

2. Add new documents from your hard drive or a scanning station.

3. Create new documents from forms in the Form Library.

4. Perform Work item Actions as described above.

5. Perform additional actions, such as stamp documents, merge several documents together, create a new work item from selected documents, or remove documents from the work item.

Click on the document name in the Work Item Client Documents section to open it in the Document Viewer. If it is a fillable PDF form, you can edit its field values in the viewer.

In a split-screen view, you can see the document you have opened and work on that item on the right-hand side of your screen.

At the top of this view, you there is a toolbar that allows to open/close the navigation panel, navigate pages, save updated field information, add stamps, change the zoom, expand the viewer to full screen or close it entirely.

In expanded mode you can can move the viewer window to a second monitor, for a more comfortable indexing experience.

When in full-screen expanded mode, the Document Viewer shows an additional drop-down with the list of all documents in the work item. Now you can easily switch between these documents on the second monitor.

There are several ways to add new documents to the current work item.

• Add New button in the toolbar of the section

• Add Documents > Unindexed Documents

• Add Documents > Form From Library

• Adding Required Forms

• Adding Optional Forms

Click Add New in the toolbar.

First you will see the document's details screen where you can specify the document’s indexing information (Document Type, Date, etc.).  In the Image Content section, click Upload to select a file from your hard drive.

The Direct File Uploader screen appears. Follow the instructions and once complete, the uploaded file will also appear as part of the work item in the Work Item Client Documents section.

Below the Work Item Client Documents section, there are sections with Required and Optional Form templates.

Click on the form icon or click Open, to add that PDF form to the current work item.

The PDF file will be opened in the Document Viewer and you will be able to fill out the field values.

Below the Work Item Client Documents section, click Add Documents > Unindexed Documents dropdown.

The Batch Details screen will open. Enter the Batch ID number.

If scanning a batch of files, select a Scanning Station or click the Upload button.

The Direct File Uploader screen appears. Add a file that contains scanned documents with barcode sheets separating them. Once complete, the uploaded files will be added to the work item.

Below the Work Item Client Documents section, click Add Documents > Form From Library dropdown.

The Forms Library will open, and you can select one or several forms to add to this work item.

Read the Forms Library User Guide for more details on forms available in the library.

When you select the Folder/Subfolder link, the Client Folder and its contents will be opened.

Clicking on a line item in the Clients Work Item (previously called ePACs Work Item) section or clicking on the blue pencil icon in the pop-up toolbar opens the work item details screen. Here you can view more detailed information about the work item’s history, such as the Event History or Notes added while passing through the workflow.

The primary Details page is followed by various sub-sections of information. Select the section on the left side navigation to scroll to that specific information.

When a section has multiple entries recorded, it will show a number to the right of the section:

You can edit the information for the work item. Once updates are completed, click the Save or Save and Close button in the top toolbar.

In some of the work item sections, you can only add values from another referenced list/domain. For instance, NIGO Reason Codes are not added directly. Instead, they are selected from a pre-configured list. In such cases:

1. Click the Add button in the top-right corner of the section. 

2. Depending on the size and location of the list, there are two possibilities:

   1. You will be redirected to a list of codes to choose from and, once selected, they will appear in the list.

   2. You will be redirected to a search screen where you can use a more detailed search to retrieve the intended information.

3. Once you’ve selected the values, they will show in the appropriate section of the Work Item Details.