Maintain Worklist Information

You can use the Worklist Maintenance page to assign meaningful, familiar names for the following values:

• Bill Area
• Service Location
• Division
• Department

The descriptions you assign to maintenance category values appear in criteria lists on all Contract Manager worklist pages. Use the following procedure to maintain worklist information.

Note: Only users with override rights can access the Worklist Maintenance page.

Procedure

1. Select Go To > Account Research > Worklist Maintenance. The Worklist Maintenance page opens.
2. Select the option button for the maintenance category you want to edit. The Define Custom Descriptions section for the selected category opens.
3. To define custom descriptions:
   • Type the description in the New Description field to assign a new description to a value.
   • Select the Hide check box to the right of the value you want to remove that value from your list.
4. Click Save Changes.

   Note: To discard unsaved descriptions, click Reset All Values.