Outstanding Item Searches
Analysts can conduct searches on outstanding calls, requests and tasks in ASM Core.
Analysts can conduct searches on outstanding calls, requests and tasks in ASM Core.
To view calls you must have IPK Analyst selected in the Options tab of your IPK Management Security Role.
To view calls owned by other analysts, or by your group(s), you must have View Others' Calls and View Groups' Callsselected in the Options tab of your IPK Management Security Role.
To view requests and tasks you must have Workflow Analyst selected in the Shared tab of your Workflow Management Security Role.
To view requests and tasks owned by other analysts, or by your group(s), you must have the following options selected in the respective tabs of yourWorkflow Management Security Role: View Other's Requests and View Group's Requests in the Requests tab; View Other's Tasksand View Group's Tasks in the Tasks tab.
Select menu and then View to display the submenu.
The menu options for parts of the application to which you do not have access are disabled.
Choose which Outstanding window you want to view, or view your Workload (an aggregate of all your work items).
The relevant window appears, with your username at the top of the Explorer pane, and a list of ways in which you can filter the results.
Your Groups Calls - All items assigned to your group
Forum Watched Calls - All items you are currently watching
Beneath this is a choice of what status items you want to view.
Suspended Items
Items that are outstanding for you and were suspended while actioning (forwarding or deferring) the item
Suspended Group's Items
Items that are outstanding for your group and were suspended while actioning (forwarding or deferring) the item
Delegated Items
If you are named as a delegate for another Analyst's calls or tasks, you can also view items that have been delegated to you
Depending on your choices, the following further filters are displayed lower down the explorer pane. Select as necessary.
Your Items
Items assigned to you
This appears for Outstanding Items and Suspended Items.
Forward to You
Items forwarded to you
This appears for Outstanding Items and Suspended Items.
Forward to Your Group
Items forwarded to your group
This appears for Outstanding Items and Suspended Items.
Forward Internally
Items forwarded internally
This appears for Outstanding Items and Suspended Items.
Resolution Breach
Items for which the agreed timescale for resolution has been breached
This appears for Escalated Items.
First Call Back Breach
Items for which the agreed timescale for resolution has been breached
This appears for Escalated Items.
Response Breach
Items for which the agreed timescale for resolution has been breached
This appears for Escalated Items.
Resolution
Items awaiting resolution
This appears for Escalated Items.
First Call Back
Items awaiting First Call Back
This appears for Escalated Items.
Response
Items awaiting response
This appears for Escalated Items.
Action
Items awaiting action
This appears for Escalated Items.
Action Breach
Items for which the agreed timescale for action has been breached
This appears for Escalated Items.
As you check the boxes in the Explorer pane, the results pane will update to display the details.