Work Queue
As indicated in the overview section for the
Entry Management
tab, ONESOURCE Entry Verification supports the assignment of entries to individuals involved in the post-entry review process. The ability to assign entries further extends the task management capabilities of the module.The
Work Queue
tab in the Entry Summary
screen provides: - A grid listing all of a selected user’s assigned entries
- The priority level of assigned entries
- Any documents attached to the assigned entries
- Any notes associated with the assigned entries
- Where the entries presently are in the review process
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 Entry Management
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.
It is possible to change statuses in the
Work Queue
tab. Any changes made on the Work Queue
tab are captured in the audit log and are visible on the Entry Management
tab.Work Queue Notes
The
Work Queue
tab also provides access to any notes associated with an entry.To view notes associated with an entry, choose an entry from the
Work Queue
grid and click its corresponding View
link under the Notes
column. 
The following information will display as it relates to specific actions taken during the post-entry review:
Tabs | Description |
|---|---|
Summary/Status Note | Displays when a status was changed, who changed the status, and any notes detailing why the status was changed. |
Internal Note | Displays all internal notes added to an entry. Additional information on how to add an internal note is provided in the “Entry Validation” screen section. |
External Note | Displays all external notes added to an entry. Additional information on how to add an external note is provided in the “Entry Validation” screen section. |
Validation Note | Displays all Reason Codes selected during the post-entry review process. Additional information on how to add Reason Codes is provided in the “Entry Validation” screen section. |
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.).To open a document, choose a document from the grid and click on its corresponding link (shown in blue) in the
Document
column.
Using the Advanced Filter Options
Many of the results grids provided to the user offer advanced search capabilities.
To apply a filter to a grid, click
Show/Hide Filter
. 
Once
Show/Hide Filter
has been clicked, a bar with filter fields will appear below the column headers. This means search options are now available. Choose a column to search by and enter a value into the field. Once a value is entered, click the filter icon to the right.
Choose a filter option from the menu. Filter options will vary depending on column type (alphanumeric, date, numeric, time).
Once a filter has been selected, the grid will only display data matching the filtered parameters. More than one column can be filtered at a time to further narrow down search results. To extract filtered results, click
Extract
. 
If the available search fields contain a date, the filter will display a calendar. In these columns, a date (or date parameters) can be used to narrow a search.
The grid also allows for paging and setting the number of records displayed on the grid at one time. These features are located at the bottom of the grid.
When
Show/Hide Filter
is enabled, the grid may become too wide to display all available columns on one screen. Should this occur, use the scroll bar located at the bottom of the grid to view the remaining columns as needed. 
Related Content
-
Entry Summary
Format:
Article