Work Item Detail Panel

The Work Item Detail panel provides detailed information about a work item that you have selected in the Work Items panel.
  1. Executing Tasks
    You process work items by completing tasks. Some tasks are mandatory (main tasks) while others are optional. You can execute both optional and main tasks from the Work Item Detail panel.
  2. Adding Notes
    Participants can add text notes to a work item. Participants who work with the item later in the process can read the notes and add notes of their own if necessary.
  3. Viewing Notes
    Participants can add notes to a work item to maintain additional information about it for later reference.
  4. Adding Attachments
    You can attach files to a work item in order to provide additional information or documentation about it. Participants with proper permission can view, edit, and update the attached files.
  5. Opening Attachments
    Explains how to open an attachment.
  6. Sending Consultations
    When processing a work item, you may need to ask other participants about it. To do this, you can send a consultation.
  7. Viewing Consultations
    You can view work items that have consultations sent to you using the Consultations view. Then, you select a work item in this view, and read the consultation in the Work Item Detail panel.
  8. Viewing an Audit Trail
    Audit trails display the activity history of a work item, so you can determine how it reached its current status.
  9. Viewing the Business Process
    You can view an image of the business process the work item belongs to. The image shows the process diagram, and displays a flag on the current activity of the work item.
Parent topic: Default Panels