View These Employees' Work Items

If you have adequate rights to do so, you can customize the Home screen to include other employees’ work items (such as activities, tasks, opportunities, and renewals) as well as your own. This option gives you insight into the amount of work assigned to these employees and their progress on this work.

You can view another employee's work items if the following conditions are met:

• The employee's login code is associated with an employee code.

• You are set up to view the employee's work items on the View Others tab of your employee detail.

• You are granted security rights to view other employees' activities (under General > Homebase in User Security Configuration).

1. From the Home screen, click the Customize View link label in the Activities header. The Customize View pop-up window displays.
2. The Include my activities in view checkbox is selected by default. Deselect this checkbox if you do not want your own activities to display on your Home screen.
3. A list of employees displays. Select the checkbox next to each employee whose activities you wish to view. If you wish to select all of the employees, click the Select All link label above the list.
4. If you want to view only specific activities, click the Activities to Display tab. If you want to view all of the activities, skip to step 7.

5. In the Activities to Display section, select the appropriate radio button:
   

   • All open activities through today, plus ____ days. (If you select this radio button, enter a number in the field.)
   • Today's open activities
   • Selected date range (if you select this radio button, enter From and Through dates.)

   Select Exclude activities owned by work groups if you do not want to display activities assigned to work groups in your Activities list.

6. In the Specific Activities section, select the appropriate radio button:
   

   • All (All kinds of activities)
   • Selected (Specific activity types only)

If you choose the Selected radio button, choose Categories or Codes in the dropdown menu.

Do one of the following:

1. • Click the Add button.
   • With focus on the list, press [Insert] on your keyboard.

Enter part of the code or category and click Locate.

Select the checkbox next to each code or category to be included in the list.

Click Finish or press [Enter].

Note: To remove an activity category or code from the list, click on the appropriate item and then click the Delete button or press [Delete] on your keyboard.

7. To manage the tasks that display on your Home screen, click the View Other Employees’ Tasks tab. Note that the tasks will display only if they are associated to activities included in your Activities list.
   1. The Include my tasks in view checkbox is selected by default. Deselect this checkbox if you do not want your own tasks to display on your Home screen.
   2. A list of employees displays. Select the checkbox next to each employee whose tasks you wish to view. If you wish to select all of the employees, click the Select All link label above the list.
      Note: Permissions to view activities and tasks are separate—an employee may be available on the View Other Employees’ Activities tab, but not on the View Other Employees’ Tasks tab, and vice versa.
8. Click Finish or press [Enter] to complete the workflow and add the items to your Home screen.

Click Cancel or press [Esc] to close the window without saving your changes.

Note: Click Default to restore the default settings.