Introduction
Activities are a container of work that allow users to manage work and information for a process over a period of time. Activity searches allow users to search for activities across different entity types. Users can then transition activities to a status based on workflow.
Work Lists allow a user to page through activities they need to work on and update that activity efficiently and effectively. With Work Lists, users do not have to repeatedly execute a search or download a search results file and work against that file. Information is quickly and easily updated.
Executing an Activity Search
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Users can export the data by clicking on the Export icon in the upper right side of the screen. Users can also refine the search, conduct a new search, save the current search, or page through activities of a search via a Work List by using the buttons at the top of the search results. |
Click on Activity Search.
Enter the desired search criteria.
Click Search and the Search Results page appears.
Click Begin Work List and you will be taken to the first activity in the search results.
Work List Navigation
Page through the Work Lists by using the previous arrow (<) and next arrow (>) in the activity header.
The additional menu allows you to Return to List or Clear Work List.
You can also manage Notes, Tasks, and Files by using the icons on the Object Drawer on the right side of the page.