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.

  1. Select a [POET Network] from the Network drop-down in the header.
  2. Select a Team (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
  3. Select Work Item from the left menu.
  4. Select the New button.
  5. In the General section fill in the following fields:
    1. Title field – The title of the new work item.
    2. Due Date field – The date by which the work item must be completed.
  6. If you require to collaborate with an external partner, enter the following Assignee Company details under the Participants section:
    1. Business Name field – The name of the Partner company that is assigned to take action on the work item.
    2. Identifier Type field – The type of document that is associated with the work item, such as Purchase Order, Invoice etc.
    3. Identifier Value field – The identifier value document associated with the work item, such as PO number, Invoice number, etc.
  7. Optionally, in the Comments and Attachments section, add a comment in the Comment Text field or attach a file under Attachment.
  8. Select the Save button.
    The work item is created in the Draft state.
  9. To move the work item to To Do state, select the Move to button.

Tips

  • Configure a prefix for work item when setting up Process Orchestration for Empowered Teams. For more information about configuring prefixes, see Specify prefixes for display identifiers.

  • 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.

  1. Select a [POET Network] from the Network drop-down in the header.
  2. Select a Team (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
  3. Select Work Item from the left menu.
  4. Select the Display Identifier of the work item to edit.
  5. Select the Edit button.
  6. Update the required information.
  7. Select the Save button.
    The work item is updated.
Owners can edit the Assignee Details section while the work item is in the Draft state. Once the work item moves to the To Do state, the Assignee Details section can be edited only once.

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.

  1. Select a [POET Network] from the Network drop-down in the header.
  2. Select a Team (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
  3. Select Work Item from the left menu.
  4. Select the Display Identifier of the work item.
  5. 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.

  1. Select a [POET Network] from the Network drop-down in the header.
  2. Select a Team (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
  3. Select Work Item from the left menu.
  4. Select the work item row from the list.
  5. Select the Delete button.
  6. Select Apply on the confirmation prompt.
    The work item will be deleted.
A work item cannot be recovered once it is deleted.

Monitor work items

Monitor work items at a high level to understand the state of all work items that you have access to.

  1. Select a [POET Network] from the Network drop-down in the header.
  2. Select a Team (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
  3. Select Work Item from the left menu.
  4. Select the Filter button.

  5. In the Filters panel, fill in one or more of the following fields to filter the results:

    1. Display Identifier field – The display identifier of the work item.

    2. State field – The state in which the work item is, such as Draft, To Do, In Progress, or Done.

    3. Due Date field – The date by which the work item must be completed.

    4. Initiator Company field – The company that has created the work item.

    5. Assignee Company field – The company that the work item is assigned to.

    6. Title field – The title of the work item.

    7. Last Modified field – The period of time in which the work item was last updated.

  6. Select Apply.
    A list of work items is displayed based on the filter results.