Managing Your User Job Queue

Use the User Job Queue Viewing screen to view and manage the trackers in your user job queue. From this screen you can access the Call Tracking Entry screen for the tracker on which the cursor is positioned to review all information in the tracker.

To manage your user job queue:

  1. Display the User Job Queue Viewing screen in one of the following ways:

  1. In the fields listed in the table, do either of the following:

  2. Press Enter to accept the defaults or enter new values.

  3. Use the Select hot key to enter additional selection criteria before displaying the queue.

Field

Description

User ID

Press Enter to view trackers in your queue or enter another user ID to view the trackers in that user's queue.

End Dt

Press Enter to accept the current date or enter another date.

Enter future dates in the End Dt field to display entries with followup or alarm dates that are later than the current date.

SelType

Press Enter to accept the current selection type or press F10 and select one of the following:

  • Followup – Displays all the trackers where your user ID is included in the Forward To field on the Forward screen.

  • Action Reqd – Displays only the trackers where your user ID is included in the Action Reqd By field on the Forward screen.

  • Final Action – Displays only the trackers where your User ID is included in the Final Action By field on the Forward screen.

  • All – Displays all trackers where your user ID is included in either the Forward To field or the Final Action field on the Forward screen.

The system lists each selected tracker in the queue. At the top of the queue are the trackers that others have updated but you have not yet reviewed. A caret ( ^ ) precedes each of these trackers. The system then lists all the other selected trackers according to the default sort option.

The screen can display the following information, depending on the selected view and display option.

Field

Description

FlwUp Dt

Followup date from the Flwup Date field associated with your user ID on the tracker's forward screen.

Exp Date

Expected date from the tracker's Expected Dt field.

Deliv Dt

Delivery date from the tracker's Delivery Dt field.

Track ID

Tracker ID from the tracker's ID field.

Customer

Customer, if any, to which the tracker is assigned.

Assigned

ID of user assigned to the tracker's Next Action field.

Status

Status assigned to the tracker for your user ID.

You can enter a new status in this field, or you can edit the tracker and change the status on the forwarding screen.

Trackers

First line of the initial tracker comment.

Release Notes

The first line of text in the release notes for the tracker.

Keywords

The first line of keywords stored for the tracker.

Problem/Solution

The first line of text in the problem/solution statement for the tracker.

Use the Expand Line hot key to expand this field to display the entire comment.

  1. Use the following hot keys, as needed:

Hot Key

Function

View

Displays a list of entity, product, tracker, and order IDs referenced in the tracker. From the list, select an ID to view the associated record or transaction in view-only mode.

If the current tracker was spawned from another tracker the system highlights the View hot key and lists the tracker from which it was spawned in the list.

Edit

Displays a list of entity, product, tracker, and order IDs referenced in the tracker. From the list, select an ID to view the associated record or transaction in edit mode.

Select

Displays a selection criteria screen, which you can use to select a subset of the items in the queue for display on the User Job Queue Viewing screen.

New Item

Displays the Call Tracking Entry screen, where you can create a tracker.

Edit Item

Displays the selected tracker on the Call Tracking Entry screen in edit mode.

Close Item

Closes the selected tracker.

The system prompts you to enter a closing message and then removes your user ID from the tracker.

Note: To close a tracker your user ID must be listed in the Final Action field of the tracker or you must be designated as a maintenance user for the user ID that is assigned.

Forward

Displays the forwarding screen for the tracker on which the cursor is positioned, where you can add IDs of users to receive a copy of this tracker in their user job queue.

Print Q

Generates a report of the trackers in the queue.

The system prompts you to complete the following fields:

  • View/Print/Fax – Select whether to view, print, or fax a copy of the report.

  • Show Append Comments – Select whether to include internal, external, secure, or all tracker comments in the report.

Change View

Prompts you to select a view to change the tracker information displayed in the left columns of the User Job Queue Viewing screen.

The system saves the view you select as the default for displaying the queue.

Sort By

Prompts you to select a sort option to change the sort order of trackers in the queue.

The system uses the sort option you select as the default for displaying the queue.

Expand

Expands the text displayed in the right column from showing only the first line of text for each tracker to showing one of the following:

  • Original – Complete text of the original comment.

  • Total – Complete text of all appended comments.

Note: After you use this hot key, the name changes to Synops.

Synops

Contracts the text displayed in the right column to show only the first line of the original comment for each tracker.

Note: After you use this hot key, the name changes to Expand.

Append

Displays the Append Message screen for the selected tracker, where you can add a comment to the tracker.

Display Opt

Changes tracker text displayed in the right column of the User Job Queue Viewing screen to one of the following:

  • Trackers

  • Release Notes

  • Keywords

  • Problem/Solution

Expand Line

Expands the text displayed in the right column for the selected tracker to show the complete comment.

Review

Returns the selected tracker to review mode by inserting a caret ( ^ ) at the beginning of the tracker entry. All trackers preceded by a caret automatically sort to the top of the list.

  1. Press Esc to exit the queue.

See Also:

User Job Queue Overview

Call Tracking Overview