Generate a Worklist

1.   From the main screen of CollectMax, click the button.

2.   Click on the button.

3.   From the menu, select to generate All Worklists, One Worklist, or a Worklist Group.

When Generate All Worklists is selected, any action items that do not meet the criteria settings in the defined worklists will be assigned to a system worklist called SYS.  It is expected that a supervisor will review the SYS worklist and refer the items to operators, create new worklists in which the settings will permit these items to be included the list, or modify existing worklists so that settings will include these unassigned items.  

4.   If Generating All Worklists, the Worklist Generation Screen will appear.

In the Generation/Process Anchor Date, a default date will appear that is the system date plus one (tomorrow). This date will be the basis for determining the beginning and ending points of the date range that was established when the worklist was defined.  To change this date, type in the correct date in the MM/DD/YYYY format or click on the button and select the date.

Select the additional generation options, by clicking the box next to the selected option.

• Carry Over Open Worklist Items:  Keeps open worklist items already assigned to a worklist on the same worklist.  This option will make the worklist generation faster.
• Close CollectMax When Generation Is Complete:  Closes the program after the worklist generation process has completed.  This allows users to start the worklist generation after hours and leave it running during off hours.  

Skip to Step 7.

5.   If Generating One Worklist, the Worklist Generation Screen will appear.

Select the worklist to be generated from the list on the screen.

In the Generation/Process Anchor Date, a default date will appear that is the system date plus one (tomorrow). This date will be the basis for determining the beginning and ending points of the date range that was established when the worklist was defined.  To change this date, type in the correct date in the MM/DD/YYYY format or click on the button and select the date.

Select the additional generation options, by clicking the box next to the selected option.

• Carry Over Open Worklist Items:  Keeps open worklist items already assigned to a worklist on the same worklist.  This option will make the worklist generation faster.
• Close CollectMax When Generation Is Complete:  Closes the program after the worklist generation process has completed.  This allows users to start the worklist generation after hours and leave it running during off hours.   

Skip to Step 7.

6.   If Generating a Worklist Group, the Worklist Generation Screen will appear.

Type in the worklist group you want to select.

In the Generation/Process Anchor Date, a default date will appear that is the system date plus one (tomorrow). This date will be the basis for determining the beginning and ending points of the date range that was established when the worklist was defined.  To change this date, type in the correct date in the MM/DD/YYYY format or click on the button and select the date.

Select the additional generation options, by clicking the box next to the selected option.

• Carry Over Open Worklist Items:  Keeps open worklist items already assigned to a worklist on the same worklist.  This option will make the worklist generation faster.
• Close CollectMax When Generation Is Complete:  Closes the program after the worklist generation process has completed.  This allows users to start the worklist generation after hours and leave it running during off hours.  

7.   Click on the button.  

8.    To cancel and start over, click on the button.

9.    Once the worklist have been generated, a message box will appear.

Click on the to clear the message.

10.   The Worklist screen will list each worklist ID, worklist name, quantity of open items currently assigned to list, the generation date, and the anchor date.

11.   To exit the Worklist Screen, click the button.

12.  See How to Work the Worklist.