Worklists

CollectMax allows users to group together actions items to provide a users a list of account to be worked on a daily basis.

The worklist feature is only available in CM560 Edition of CollectMax.  For information about obtaining this feature, contact the Sales Department of JST.

From the main screen of CollectMax, click the button to bring up the Worklist Screen.

How to Create an Operator Worklist

Remove a Worklist

Modify Worklist Settings

Purge a Worklist

Generate a Worklist

Refresh the Worklists

Print Worklist Definitions

Copy an existing Worklist to a New Worklist

Auto Start in Worklist Mode

Review Worklist Account Find

How to Work Items in a Worklist

Action Item Completion Report

Operator Activity Report

Worklist Entries Report

Real Time Worklists