Worklist management is ongoing. For example, you may need to adjust the criteria of the priority grouping rule to improve the workflow.
 | Note: Priority grouping rules are system-wide rules available to all Clients. Any changes made to a rule are reflected in all worklists using the rule; however, the changes are not reflected in the Worklist Library on other Clients. |
To edit a priority grouping rule
In the List area, click Worklists.
In the Worklist Library, under the appropriate type of worklist, click New.
or
Right-click an existing worklist and select Edit.
Switch to the Priority Grouping Rules tab.
Click Edit Rules.
In the Rules list of the Priority Grouping Rule Editor, select the priority grouping rule you want to edit.
Change the fields, color, and criteria as appropriate.
If adding criteria based on favorites, another administrator user must save the rule so it is added as a favorite before it can be used because favorites are associated with the individual user. Once saved, the rule works correctly. Non-administrator users can use the rules immediately because they do not edit the rule; therefore, the rule does not need to be added to their favorites.
When complete, click Save Rule.
To close the Priority Grouping Rule Editor, click Close.