To Do List
Manage To-Do items. Change a To-Do approval status, delete To-Do items. To-Do items are generated as part of a workflow or management process, and are not created ad hoc.
Prerequisite: The user must have open To-Do items.
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Go to: Avatar CWS > RADplus Utilities > Workflow Management > To Do List - Select To Do List Maintenance.
Result: The Workflow Management To Do List screen displays. - Select a row in the number column.
- If appropriate, select the Approved column and choose the approval status for the item.
- Select OK to save edits.
- Click Display Row Detail to view information for the To-Do item.
- Click Sort / Col Resize to change the column display. Slide column dividers to resize. Click Sort / Col Resize again.
- Click Remove Sel Rows to delete a to do row. A row number must be selected.
- Click Print To Do List (Workflow Management To Do List screen) to generate a To-Do list report that displays all to do lists in myAvatar CWS.
- Select Submit.
Workflow Management To Do List Screen
The number column displays the row number.
Click a row to select it for editing.
- Name - client name associated with the To-Do.
- Action - the To-Do action required.
- Table Name - SQL table where the To-Do is stored.
- Date Sent - date the To-Do was sent.
- Approved - click to change the To-Do item approval.
- Sending User - the user sending the To-Do.
- Outgoing Comments - associated comments sent with the To-Do.
- Response Comments - comments returned back from the receiver.