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1 This Desktop Procedure demonstrates the steps for creating an Issue Worklist and an Activity Worklist in QIM, viewing the Worklist in the QIM Worklists screen, and exporting the Worklist to an Excel document. Note: New Worklists are saved to your specific user ID and can only be viewed by your specific user ID. 1. Click the Worklists tab in the QIM Navigation Pane to bring up the Worklists screen. Note: You can click the black arrow in the upper righthand corner to close and reopen the Navigation Pane. 2. Click the New Worklist button. Filename: qim-dp-27-create, view, export worklist (issues and activities) Page 1 of 14

2 3. Enter Issues Quality Issue in the Select Existing Query as Template field using the drop down arrow. 4. Click Next. Note: The following steps will instruct the user on how to create a worklist for Issues with an Issue Status=New. Any of the selections in the New Worklist criteria selection screen can be used to create/filter worklists. 5. Enter Issue Status using the drop down icon. 6. Select New. Filename: qim-dp-27-create, view, export worklist (issues and activities) Page 2 of 14

3 7. Scroll down and enter the Maximum No. of Hits per Object Category/System Combination you want to see in the Worklist screen. Note: This field is used to bring in a limited amount of issue or activities into the Worklist. 8. Click Next. 9. Enter the Query Description field. Note: This will be the name of the newly created Worklist. 10. Leave the Activate Query box checked. 11. Select Issues in the Select Category using the drop down arrow. 12. Click Finish and the new Worklist will be created and active. Filename: qim-dp-27-create, view, export worklist (issues and activities) Page 3 of 14

4 13. Review that the Worklist was created. 14. Select the Worklist you selected above to view the filtered data results. To view the information as an Excel spreadsheet, see Appendix 1 below. Follow the below steps to create a new Activity Worklist 1. Click the New Worklist button. Filename: qim-dp-27-create, view, export worklist (issues and activities) Page 4 of 14

5 2. Enter Generic Quality Activities in the Select Object Type field using the drop down arrow. 3. Enter Activities Quality Activity in the Select Existing Query as Template field using the drop down arrow. 4. Click Next. Filename: qim-dp-27-create, view, export worklist (issues and activities) Page 5 of 14

6 Note: The following steps will instruct the user on how to create a worklist for Activities with an Issue Status=New. Any of the selections in the New Worklist criteria selection screen can be used to create/filter worklists. 5. Click the drop down icon in the Activity Status field. 6. Click New. 7. Click Next. Filename: qim-dp-27-create, view, export worklist (issues and activities) Page 6 of 14

7 8. Enter the Query Description field and enter the name of your newly created worklist. 9. Leave the Activate Query box checked. 10. Select Activities in the Select Category field using the drop down arrow. 11. Click Finish and the new Worklist will be created and active. 12. Review that the Worklist was created. 13. Select the Worklist you selected above to view the filtered data results. To view the information as an Excel spreadsheet, see Appendix 1 below. Filename: qim-dp-27-create, view, export worklist (issues and activities) Page 7 of 14

8 APPENDIX 1: How to export worklist results to Excel Note: Exporting to Excel can give you a better look at your Worklist but is not required. 18. Click Export. 19. Click Export to Microsoft Excel. 20. Click Open. 21. Click Yes. Filename: qim-dp-27-create, view, export worklist (issues and activities) Page 8 of 14

9 22. View the Worklist in Microsoft Excel. Note: Changes made to the Excel document will not make changes to the QIM system. Filename: qim-dp-27-create, view, export worklist (issues and activities) Page 9 of 14

10 Appendix 2: How to Filter a Worklist 1. Select the worklist you want to filter. 2. Right click on the Issue ID column header. 3. Click User Settings. Filename: qim-dp-27-create, view, export worklist (issues and activities) Page 10 of 14

11 4. Click on Filter tab. Filename: qim-dp-27-create, view, export worklist (issues and activities) Page 11 of 14

12 5. Select the Filter Column drop down arrow. 6. Select the name of the column in which you want to filter (ex. Name Pers. Resp.) 7. Click Add 8. Click the Drop down icon and select the criteria you wish to filter by. Filename: qim-dp-27-create, view, export worklist (issues and activities) Page 12 of 14

13 9. Click Save and Close. Filename: qim-dp-27-create, view, export worklist (issues and activities) Page 13 of 14

14 Revision Date Pages Affected Description of Change Authorized by 12/1/2015 All Initial Release 3/31/ ,11,12,13 Added appendix 2 how to filter, added page 10,11,12,13 LVance1 Filename: qim-dp-27-create, view, export worklist (issues and activities) Page 14 of 14

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