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In the Finance System (FIN), the Worklist is a prioritized list of work items awaiting action by you.
- Log into the Finance System.
- From the Finance Inquiry or Finance & Accounting homepage, click the Worklist tile.
- The From/Date From columns indicate who sent you something and when.
- The Work Item column will indicate what type of action is needed by you.
- Worked By Activity indicates how the transaction was routed to you.
- The Priority column lets you rank each item as high, medium or low priority, and then you can sort your worklist according to this.
- The Link column will take you to full details of the item where you can view attachments, review or approve the transaction.
- In the final column, you can use the buttons to mark an item as worked, or reassign the item to another user.
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