Contents

Work item tips

Although work items vary in form and content, here are some tips for completing a work item:

Hold

Putting a work item on hold saves the current data.

Note: Putting a work item on hold does not save invalid data. The last known valid value, if any, for a field containing an error appears when you pick up the work item again.

Logging off the IPA Work Item Client closes any open Work Items and puts them on hold.

Closed

A work item could seem to close on its own for various reasons. For example, a supervisor can transfer a work item from you to another agent while you are working on it.

Data

A background color indicates a required field.

An asterisk (*) indicates an empty required field.

IPA security specifications can restrict access to some data.

Highlighting and an exclamation point indicate a data entry error.

Tip: Pointing your cursor to this exclamation point reveals a tooltip that can help you correct the error.

Note: The IPA Work Item Viewer can indicate errors while you make an entry or only after you move to the next field.

Buttons

Cancel or similarly named buttons are always enabled.

Submit, OK, or similarly named buttons are enabled only when all the required fields contain valid entries.