Introduction to Workcenters

Julie Thompson, ITS

Background

• Workcenters were introduced in version 9.2• Designed to be a “one stop shop” for users • Users can not only view transactions that need

attention, but can take action from the Workcenter itself (budget check, matching, etc.)

• The Accounts Payable and General Ledger Workcenters were the only ones deployed with upgrade 9.2

Security Roles needed

• For AP WorkcenterBOR_AP_WORKCENTERBOR_AP_DASHBOARDBOR_WORKCENTER_USER

• For GL WorkcenterBOR_GL_WORKCENTERBOR_GL_DASHBOARDBOR_WORKCENTER_USER

Pagelets• My Work– PeopleSoft delivered links

• Links– Menu Items and external URLs

• Queries– Originally only those BOR queries that had been added

by ITS– Users are now able to add their own queries

• Reports/Processes– Menu items and URLs

AP WorkcenterMain Menu > Accounts Payable > Accounts Payable Workcenter

AP WorkcenterIn order to use the Accounts Payable or General Ledger WorkCenters, users will need to define their business unit for each work link.

• Can now use the ‘in’ or ‘between’ operators to get both primary business unit and “B” business unit vouchers

Edit Filters

Personalize Pagelet• Use Personalize on Pagelet to hide items, change the display

order, or make that item your starting page when opening the Workcenter

Refine criteria

• Use ‘Refine Criteria’ to temporarily narrow down results

Refine criteria

• Same criteria as Edit Filters, but these will revert to the criteria saved in Edit Filters the next time the link is initialized

Personalize Grid• Use Personalize on grid to choose fields to display and sort

order

Export to Excel• Results displayed in grid are able to be downloaded

to Excel (true throughout PeopleSoft)

Adding a queryGo to ‘Personalize’ on the Queries pagelet

Adding a query

• Can add Public or Private queries • Description is what will display on the Workcenter. To display

the query name, choose the Override Title checkbox and copy the query name into that field

Adding a query

Note: This icon opens the item in a new window

Adding menu items, URLs, reports

• Currently, if users are granted the right to add menu items, it also grants the ability to add URLs

• For now, queries are the only items that users can add

• Submit requests for additional menu items, URLs, and reports/processes to ITS via the helpdesk

New Workcenters• In release 5.0 (mid-November) new Asset Management….

New Workcenters….and Buyer Workcenters will be deployed

Questions