Lister

1 Overview

bxp gives every user of the system the ability to create custom work lists for themselves and other bxp users. There is no limit to the amount of listee's (work items) a user can have assigned to them. To start adding Listee's to the system simply click on the View Reminders button located in the iwant-to bar at the end of every page in your system.

File:lister Button.png

2 Adding Listee's

After clicking on the above link, the user will be redirected to the standard bxp reminders page with one difference, they will see the lister section at the top of the page.

File:lister Main.png

From here users will see the lister interface, this shows them all of the listee's that they currently have or the ones that are assigned to them. Each listee that is displayed here will show the following information, if the info is filled in.

• Id
• Title
• Links
• Due Date
• Category
• Function - Notes | Delete | Complete

Users can also add new listee's to the system here to by simply entering in a title and category for the listee, that is the only information required to create a new listee more information can be then added to the listee through the notes area

Listee's can asp be search through from this page too by simply clicking on the Search My Listee's button, this allows users of the system to search through all open or closed listee's that they have assigned to them. Admin users of the bxp system have the ability to search through all listee's regardless if a listee is assigned to them or not, however all searches will exclude personal listee's a user has assigned to them. This is because a listee that a user has classified as personal may not relate to their job.

3 Adding/Updating Listee Notes

When creating listee's you only need a title and a category, but further expansion may be required on the listee. To do this simply click on the Notes button located to the right hand side of each listee.

Once the above button is clicked a user will be redirected to the listee note section, her they will be able to add the following information to the listee:

• Title
  • The title that you want the listee to have

• Re-Assign (if admin)
  • The user the listee is currently assigned to

• Complete status
  • Is the listee complete or still outstanding

• Is personal
  • Flag the listee is personal or not

• Due Date
  • The date the listee item is due to be completed

• Notes
  • An in depth description of the listee

• Deadline notes
  • Notes on the deadline i.e. notify certain people

• Category
  • A category to classify the listee

• Link 1
  • A record in a form the listee is linked to (Link 1)

• Link 2
  • A record in a form the listee is linked to (Link 2)

• Link 3
  • A record in a form the listee is linked to (Link 3)

• Link 4
  • A record in a form the listee is linked to (Link 4)

• eCourse Reference
  • A eCourse reference code the listee relates to