COM141050 - Work lists: features of work lists: filtering and sorting a work list

Some work lists, particularly those monitoring routine work, will

• Contain many entries

And

• Retain those entries for quite some time

Filtering and sorting will help you to make the work list more manageable and let you target the more urgent cases on the list.

You can use the [Filter] or [Sort] button at the bottom of a work list screen to

• Filter the list so that only certain types of case appear. For example cases that show a BF date or your initials in the BF note

And

• Sort the list into a working priority. For example by age or amount

Manipulating the work lists in this way does not delete the entries that do not fall into your filtered selection. They will still be accessible when you need them.

More than one operator can filter and sort the same work list at the same time using different terminals. The ‘mini-list’ you create will be personal to you and will not affect the list viewed by another operator on another terminal.

Note: Your mini-list will not be updated for new entries by the computer. You should therefore remove all filters at the end of the day.

You can

• Undo the latest filtered and sorted list, reverting back to the previous version of the list, by using the [Undo] button on the work list screen
• Undo all the versions of the filtered and sorted list you have created and return to the full work list by using the [Clear] button