Specify Communication Log Criteria

If authorized, use this procedure to specify Communication Log Worklist criteria.

Note: Access to this page is restricted. If you do not have access to this page, you can request access using the Internet Access Request Form. For more information, refer to Access a Request Form Online.

  1. To access the Communication Log Selection page, select Go To > Communication Log > Worklist Selection.
  2. Specify your selection criteria.

    Note: If you have access to more than one facility and want to include only certain ones in the Communication Log Worklist, you can select your facilities after you access the Communication Log Worklist page.

    • In Filter Name, choose a filter of pre-set criteria (which you previously created) or the default settings.
    • In Item Type, select one or more options to include in the Worklist. If you do not select a type, all types are included in the Worklist.
    • Select the Priority of items you want to view in the list. If you do not select a priority, all priorities are included in the list.
    • In Resp. Org., select the organization currently responsible for items you want to view in the list. If you do not select FinThrive or Client (customer), items for both organizations are included in the list.
    • Select one or multiple options in Stateand Status.
    • Selecting Open, On Hold, or Closed automatically selects all secondary check boxes below.
    • You can select secondary check boxes individually, which automatically selects the primary check box above.
    • If you do not select a state or status, all states and statuses are included in the list.
  3. Click Get List to generate a Communication Log Worklist based on the selected filter and disregard any criteria you manually specified in addition to the filter settings.
  4. Optionally, you can perform the following actions:
    • Click Delete if you want to delete the filter that is currently displayed in Filter Name.
    • Click Rename if you want to change the name of the filter that is currently displayed in Filter Name.

    Note: When naming filters, you cannot use special characters such as apostrophes.

    • Click Save Filter to save and name the current selection criteria settings for FinThrivefuture use.
    • Click Save and Get List to save and name the current selection criteria settings for future use. The Worklist is automatically displayed after the filter name is saved.
    • Click Get Untitled List to generate a Worklist based on the current selection criteria without saving the settings as a filter.

The following table describes the fields on the Communication Log Selection page.

Field

Description

Category

Classification of the item

Closed By

User logon information of the person who closed the item

Closed Date

Date the item was closed

Closed Org

Organization that closed the item

Comment Posted By

User identification of the person who posted a comment

Comment Text

Specific text included in a comment

Contract Name

Name of a contract for which an item exists

Days Closed

Number of days the item has been closed

Days Open

Number of days the item has been open

Filter Name

Option to choose a filter of pre-set criteria (which you previously created) or the default settings

Follow-Up Date

Date when follow-up activity is scheduled for the item(s)

Item Description

Specific text included in an item description

Item Type

Type of item

Note Text

Specific text included in a note

Opened By

User logon information of the person who opened the item

Opened Date

Date the item was submitted

Opened Org

Organization that opened the item

Priority

Priority of the item

Resp. Org.

Organization currently responsible for taking action on the item

State and Status

State and status of the item
  • Add Item displays the Add Item page. For more information, refer to Add a Communication Item.
  • My Worklist displays the Communication Log Worklist page. The worklist is generated based on the last criteria you submitted. If none exist, clicking the link displays the Communication Log Worklist Selection page. For more information, refer to Review the Communication Log Worklist.