QRC - University of Kentucky · Web viewQuick Reference Card – SRM Manage and Maximize Confirmer POWL 17 17 Process: Perform these procedures to better manage and maximize the Personalized

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Quick Reference Card – SRM

Manage and Maximize Confirmer POWLManage and Maximize Confirmer POWLProcess: Perform these procedures to better manage and maximize the Personalized Object Work List (POWL) for the Goods Confirmer. By understanding the underlying structure of the POWL and configuring related settings, the Goods Confirmer can better manage the dashboard area and manipulate it for more efficient service.

Role: Goods Confirmer Frequency: when desired

BEGINNING STEPSI. Configure the Confirmations (All) Query

By definition the Confirmations (All) query within the POWL should reflect only Goods Confirmations created by you.

To ensure the POWL is configured correctly, the search criteria must include your unique Requestor number.

Highlight the query and click Show Quick Criteria Maintenance to begin.

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Manage and Maximize Confirmer POWLManage and Maximize Confirmer POWL

From the Requestor box, click on the Possible Entries icon on the right side.

Enter your last and first name with (*) on the ends of each term.

Click Start Search

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Locate and highlight your name

Click OK

Your Requestor number populates into the form.

Click Apply

TIP: You may want to make note of your unique Requestor number for conducting future searches

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After results display you may choose to Hide Quick Criteria Maintenance to better manage the dashboard space.

Note: Any new data entered into Quick Criteria Maintenance will re-define the highlighted query in the upper section, e.g., clicking the Confirmations (All) query in the future will deliver results based on the last search criteria you designated.

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Manage and Maximize Confirmer POWLManage and Maximize Confirmer POWLII. Configure the Purchase Orders (Confirmations pending) Query

By definition the Purchase Orders (Confirmations pending) query within the POWL should reflect only purchase orders that are awaiting confirmations.

Many Goods Confirmers also hold the Shopper role. If you hold the Shopper role, this query can be configured to display only purchase orders that originated from Shopping Carts created by you.

As with the Confirmations (All) query above, Quick Criteria Maintenance must be set to your unique Requestor number.

Click Show Quick Criteria Maintenance to begin.

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From the Requestor box, click on the Possible Entries icon on the right side.

Enter your last and first name with * on the ends of each term.

Click Start Search

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Locate and highlight your name.

Click OK

Your Requestor number will populate into the form.

Click Apply

TIP: You may want to make note of your unique Requestor number for future searches

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After results display you may choose to Hide Quick Criteria Maintenance to better manage the dashboard space.

Note: Any new data entered into Quick Criteria Maintenance will re-define the highlighted query in the upper section, e.g., clicking the Purchase Orders (Confirmations pending) query in the future will deliver results based on the last search criteria you designated.

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Manage and Maximize Confirmer POWLManage and Maximize Confirmer POWLIII. Configure Visible Fields within Quick Criteria Maintenance

The number of visible search fields within Quick Criteria Maintenance for each query can be modified to meet the Confirmer’s needs.

To begin highlight the selected query and click Show Quick Criteria Maintenance

Scroll to the far right side of screen and click Change Query

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Click Criteria Personalization

Check the Search Fields you would like visible within your Quick Criteria Maintenance for this query

Click Apply when done

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Click Apply from Change Query screen

Quick Criteria Maintenance for this query should reflect only search fields you selected to be visible.

Note: If desired repeat same steps to modify how Quick Criteria Maintenance looks for each query

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Manage and Maximize Confirmer POWLManage and Maximize Confirmer POWLIV. Using Quick Criteria Maintenance for Isolated Searches

Quick Criteria Maintenance can also be used to conduct one-time searches for specific documents

Example 1:

Entering a specific Goods Confirmation number will display only that document

Example 2:

Entering a specific timeframe will return only documents created within that timeframe.

Note: Removing the Requestor number returned all documents from the system that were generated in the last 7 days, not just ones created under your specific Requestor number.

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Important: To ensure your query works properly after conducting isolated document searches, be sure to reset the search criteria to the query’s original definition and click Apply.

Likewise, if a query returns results that appear to be erroneous, open Quick Criteria Maintenance for that query to determine whether incorrect data remains from a previous search.

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Manage and Maximize Confirmer POWLManage and Maximize Confirmer POWLV. Create and Use Custom View(s) within Results SectionThe Results section of the POWL can be customized to meet the Confirmer’s personal preferences.

To begin, highlight a query and click Settings on the far right side of screen

TIP: You can also place your mouse over any gray column heading and right-click for a User Settings menu

Displayed columns can be added or removed to meet your desired layout. Fewer columns results in a narrower POWL layout.

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Manage and Maximize Confirmer POWLManage and Maximize Confirmer POWLThe Confirmer can also configure the placement of columns in their POWL. Highlight any heading under Displayed Columns and click the Up or Down buttons to move it left or right within your POWL layout.

The Confirmer can also choose the number of rows to display in the results section of your POWL. From the Display tab, enter the number of rows you would like visible.

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Manage and Maximize Confirmer POWLManage and Maximize Confirmer POWLClick Save As to save and name your custom view

Assign a name to the custom view

Check Initial View box

Click OK

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Manage and Maximize Confirmer POWLManage and Maximize Confirmer POWLClick Apply

Click OK to finish all settings.

The Results section should display the customized view

You can also configure and toggle among various views as desired using the dropdown View menu.

Documents

QRC - University of Kentucky · Web viewQuick Reference Card – SRM Manage and Maximize Confirmer POWL 17 17 Process: Perform these procedures to better manage and maximize the Personalized