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In the Finance System (FIN), the Worklist is a prioritized list of work items awaiting action by you.

  1. Log into the Finance System.
  2. From the Finance Inquiry or Finance & Accounting homepage, click the Worklist tile.
  3. The From/Date From columns indicate who sent you something and when.
  4. The Work Item column will indicate what type of action is needed by you.
  5. Worked By Activity indicates how the transaction was routed to you.
  6. The Priority column lets you rank each item as high, medium or low priority, and then you can sort your worklist according to this.
  7. The Link column will take you to full details of the item where you can view attachments, review or approve the transaction.
  8. 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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