Workflow Page Changes
July 31, 2001

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  1. On the Workflow page, you can now use XpertOnline.net to find all the outstanding Line Items that occur on the same request, as well as to find all outstanding line items for the same credit grantor. When users open the Workflow page and choose to find all outstanding Line Items, the following two checkboxes will become available:
    1. Include line items from the same request--when this checkbox is checked, the oldest, unassigned, outstanding line item within a request will open, along with all other outstanding line items for the same reference number. This options is limited to ten (10) accounts/line items.
    2. Include line items for the same credit grantor--when this checkbox is checked, the oldest, unassigned, outstanding line item within a request will open, along with all other outstanding line items from the same credit grantor (all outstanding Sears accounts, for example). This option has the ability of spanning multiple requests; however, it is limited to display ten (10) accounts/line items for the same furnisher (Grantor) at once.

    click here for graphical display and details

    Important Note: With this rollout, when a user selects the Include Line Items for the same credit grantor checkbox, if more than one account opens in the Multi-account Worksheet page and a user selects the Print Verification option from the Action Menu, only the first verification will print. This is a known issue and will be solved with the following rollout.


  2. Administrators/Managers working in the Workflow page and utilizing the Worklist Manager page functionality will now need to save any assignments made to RMCRs or Line Items. Actively assigning a user name to an RMCR or a Line Item will automatically open a Save link to the right of the field that should be clicked to save any/all changes made to assignments in the Worklist Manager page.

    Important Note: To remove a previously assigned name, delete/remove the entry in the Assigned field and press the [TAB] key in order for the Save link to become available.

    click here for a graphical display