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Work Queue

ONESOURCE Entry Verification supports the assignment of audits to individuals involved in the auditing process. The ability to assign audits further extends the task management capabilities of the module. The
Work Queue
tab in the
Entry Data Audit Management
screen provides:
  • A link to each assigned audit
  • A grid listing all of a selected user’s assigned audits
  • Where the entries presently are in the review process
  • Any documents attached to the assigned entries
If the
Assigned To
feature is enabled, entries can be assigned to other users inside ONESOURCE Entry Verification. Once these names have been set up, they will become available in the
Assigned To
drop-down on the
Current Audit
tab.
Once an entry is assigned to a user, the entry will be added to that user’s
Work Queue
sub-tab under the
Work Queue
main tab.
The
Work Queue
tab also provides access to any documents associated with an entry.
To view an audit, choose an audit from the
Work Queue
grid and click its corresponding
Audit Entry
link.
The following information will display as it relates to specific actions taken during the post-entry review:
  • Audit Entry
  • Entry Num
  • Status
  • Documents

Work Queue Documents

The
Work Queue
tab also shows supporting documents attached to an entry.
To open an attached document, choose an entry from the
Work Queue
grid below and click its corresponding
Docs
link in the
Documents
column.
Clicking a
Docs
link will display attached supporting documents (Commercial Invoice, Packing List, Letter of Credit, etc.).