Work items
Work items facilitate collaboration and data exchange across multiple enterprises or partners. They are specifically built to support use cases where interaction between separate businesses, partners, or stakeholders is required. Work items provide shared visibility into key data and processes for all participating enterprises while ensuring security, access control, and traceability.
Work items can be used in situations where two companies collaborate on a shared task with strict deadlines, such as tracking the supply of life-saving medication for a hospital network. For example, the Owner (Pharmaceutical Formulator) is manufacturing a batch of life-saving medication that a Partner (Hospital Network) requires for an upcoming patient treatment program. The Owner is responsible for manufacturing, quality control, and packaging of the medication. Once ready, the medication needs to be shipped to the Partner, who requires the product to be on-site within 10 days to prepare for patient administration.
Both Owner and Partner must collaborate closely to ensure that the Owner meets production and packaging deadlines while the Partner prepares for immediate distribution to hospitals. Timely updates and coordination are vital to ensuring the medication arrives on time, meets quality standards, and is available for patient use without delay.
Create a work item
Create and configure a work item to track internal operations or to collaborate with an external partner and exchange data.
- Select a [POET Network] from the drop-down in the header.
- Select a (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
- Select from the left menu.
- Select the New button.
- In the General section fill in the following fields:
- field – The title of the new work item.
- field – The date by which the work item must be completed.
- If you require to collaborate with an external partner, enter the following Assignee Company details under the Participants section:
- field – The name of the Partner company that is assigned to take action on the work item.
- field – The type of document that is associated with the work item, such as Purchase Order, Invoice etc.
- field – The identifier value document associated with the work item, such as PO number, Invoice number, etc.
- Optionally, in the Comments and Attachments section, add a comment in the field or attach a file under .
- Select the Save button.
The work item is created in the Draft state. - To move the work item to To Do state, select the Move to button.
Tips
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If a Partner creates a work item, they do not have the option to add an Assignee company, as the Assignee company is set to the Owner's company by default.
- In the Comments and Attachments section, do one of the following
- Select the Add icon, to add comments and attachments.
- Select the Delete icon, to remove comments and attachments.
- Attachments cannot be added without a comment.
Modify a work item
Edit a work item, close a work item that is complete, or delete a work item that is no longer required.
- Select a [POET Network] from the drop-down in the header.
- Select a (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
- Select from the left menu.
- Select the Display Identifier of the work item to edit.
- Select the Edit button.
- Update the required information.
- Select the Save button.
The work item is updated.
When the work item's investigation is complete and an acceptable final response has been provided, the work item can be moved to the Done state from the To Do or In Progress state.
- Select a [POET Network] from the drop-down in the header.
- Select a (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
- Select from the left menu.
- Select the Display Identifier of the work item.
- Select the Move to button under the Done state.
The work item will be moved to the Done state.
When a work item is no longer required or created incorrectly, it can be deleted.
- Select a [POET Network] from the drop-down in the header.
- Select a (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
- Select from the left menu.
- Select the work item row from the list.
- Select the Delete button.
- Select
The work item will be deleted.
on the confirmation prompt.
Monitor work items
Monitor work items at a high level to understand the state of all work items that you have access to.
- Select a [POET Network] from the drop-down in the header.
- Select a (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
- Select from the left menu.
- Select the Filter button.
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In the Filters panel, fill in one or more of the following fields to filter the results:
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field – The display identifier of the work item.
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field – The state in which the work item is, such as Draft, To Do, In Progress, or Done.
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field – The date by which the work item must be completed.
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field – The company that has created the work item.
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field – The company that the work item is assigned to.
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field – The title of the work item.
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field – The period of time in which the work item was last updated.
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Select
.
A list of work items is displayed based on the filter results.