Enterprise 11: Define work item structure

Define the work item structure for processing in a queue. This enables you to manually upload the work items from the system in the absence of ready data in a file.

Prerequisites

To consume the work items in the structure, first orchestrate the queue using the Insert Work Item command from the Enterprise Client and use the system variable $Workitem (attribute name). See Workload command.

Define a work item structure using any one of the following methods:
  • Using an Excel/CSV file.
  • Using an existing queue category.
  • Manually
    Note: The work flow to process work items differs for a queue based on the method that you choose in the Define Work Item Structure.

Procedure

  1. Select a method to add header columns for work item processing:
    • Excel/CSV file: Add the header columns from an existing Excel or CSV file.
      1. Enter a unique name for the work item structure in the Queue Category field.

        For example, if the queue contains employee information, you can specify the Queue Category as Employee Data.

      2. Select a column for inclusion in the work item structure from the list of column names. The columns are defined based on the header rows of the selected Excel or CSV file. A maximum of five (5) columns are allowed for selection and viewing in the Control Room.

        However, if you upgrade to Version 11.3.3, you are allowed to select/view maximum ten (10) columns.

        For example, you can select column headers Employee Name, Employee ID, and Designation. You can then select the Data Type - Text, Number, or Date for that column. You can also choose to view these columns being processed in the Activity page.

        Note:
        • The system allows you to filter/sort work items on the columns for viewing the work item data in the Control Room.

          Actions (sort, filter, search) for queues

        • When you upload work items from an xls or xlsx file with data type as text, the Excel file column populated with a date in any format (for example, 8/6/2019) is converted to its corresponding workload management date format (for example, Sat Jun 08 00:00:00) in the Control Room Work Item. However, the same is not applicable to a csv file.
      3. Select up to three columns for sorting in an ascending or descending order.

        When the system processes the work items from the queue, it uses the sort criteria specified to retrieve the work items in that order. For example, to process payslips with first Employee ID followed by Employee Name from 1 to n and A to Z, specify Employee ID and Employee Name in an ascending order.

    • Use queue category: Add header columns by searching for an Existing queue category or a list or from the Available queue categories.
      Tip: Search for an existing queue category when there are a large number of categories available for selection.
    • Manually: Define the work item structure manually. You do not have to select from an existing structure.
      1. Enter a name for the work item structure in the Queue Category field.

        For example, if the queue contains employee information, enter the Queue Category as 'Employee Data'

      2. Add column header names for the work item and select the data type for each column - Text, Number, or Date
      3. Select the display and sorting for the columns in the Control Room.

        When the system processes the work items from the queue, it uses the sort criteria specified to retrieve the work items in that order. For example, to process payslips with first Employee ID followed by Employee Name from 1 to n and A to Z, specify Employee ID and Employee Name in an ascending order.

  2. Click Next to Add work items.