Review the Communication Log Worklist

Use this procedure to review the Communication Log Worklist.

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. Access the Communication Log Worklist page.
    • Select Go To > Communication Log > Worklist Selection. The Communication Log Selection page opens.
    • Specify search criteria, and then click Get List. The Communication Log Worklist page opens.
  2. Review the worklist details.
  3. If you have access to more than one facility or group of facilities, you can choose to include the items from some or all of those facilities in the current Worklist.
    • In Facility, choose the appropriate option—the current facility you are logged on (default), all facilities to which you have access, or a custom selection.
    • If you choose Custom Selection the Select button appears. Click Select to specify the facilities you want to include in the Communication Log Worklist.
  4. In Sort, select the value(s) by which to sort the results. This affects only the sort order, not inclusion in the results.
    • Once you choose the primary sort value, the page automatically displays a second option.
    • The page continues to display a new sort option when you choose a sort value from the last field.
  5. Optionally, modify the Display options. Item details are shown by default.
  6. Click Refresh.
  7. Double-click an item or click the link in the No. column to access the Update Item page. For more information, refer to Update a Communication Item.

    When you point to an item, the row background color changes to white. You can then double-click anywhere in that row to access the details of that item on the Update Item page.

  8. To export the Communication Worklist to a Microsoft Excel® or text file:
    1. Select either Microsoft Excel or Text File from the Export To list.
      • Select Microsoft Excel to open Excel. You can then work with the data in Excel; for example, to move or delete columns, re-sort or re-format the data.
      • Select Text File to save the data as plain text (with no formatting). Typically, you select this option if Excel is unavailable on your computer or you have Excel version’97 or older.
      • Select the Include Header check box to include a header row in your exported file.
      • Select Include References if you want to include the Communication Log references with the exported file.
    2. Click Export.

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

Field

Description

Category

Classification of the item

Comments (row)

Displays each comment entered for the Communication Log item

Details (row)

Lists the date details of various actions taken on the Communication Log item

Export To

Option to export the list to a Microsoft Excel® spreadsheet or a text file

Facility

Type of facility for which the item was logged

Filter

Option to choose an existing filter or the default settings

Item Description

Description of the item

No.

Sequential reference number of the line item

Opened

The number of days since the item was opened, listed with the responsible organization, user ID, and date the item was opened

Priority

Communication Log priority

Reference Count

Number of references associated with the item

Sort

Order in which the results are sorted

Status

Communication Log status

Type

Communication Log item type