Manage Work
The manage work stage of the lifecycle gives you the ability to assign tests to a workbook, so all related work can be organized together.
Users must be assigned the Lifecycle: Manage work permission in order to manage the content of workbooks.
Contents
Accessing Manage Work
To access the Manage Work screen:
- Select the Lifecycle > Manage Work menu item.
- Alternatively, select the [ Manage Work ] icon located in the header.
Upon accessing the screen, a list of jobs available for workbook creation will be displayed.
Creating a Workbook
Workbooks can be created for one or more jobs within the same client. To display a list of jobs, you must first select a client using the client dropdown. If you only have one client, the client will be selected by default.
Only jobs with a status between In Test and Results Entered will be displayed in the jobs table. Jobs outside of this status range will not be visible.
To create a new workbook:
- Select a job from the table. You can select one or more jobs to add to the workbook.
- Click the [ Create Workbook ] button located at the bottom right of the screen.
A new workbook will be created, and all tests associated with the selected jobs that do not currently have a workbook will be assigned to the workbook.
Your workbook ID will be shown on screen. Select [ Create a New Workbook ] to repeat the process as needed.
📒 Any tests added to a job after workbook creation can be assigned to a new workbook.
📒 Deleting a test will also remove it from its associated workbook, ensuring that the workbook only contains relevant tests.
Viewing Workbooks In Progress
A workbook in progress is a workbook that contains one or more jobs that are not yet approved. Select the [ View Workbooks ] button at the bottom left of the Manage Work screen to show the list of workbooks.
The View Workbooks screen displays the workbook ID and a comma separated list of job IDs, ordered by newest first.
Downloading a Workbook
The Lifecycle: Download Workbook permission is required to use this feature.
A workbook can be downloaded from the Manage Work screen once a workbook has been created, by selecting the [ Download Workbook ] button at the bottom of the screen.
📒 See Printing Custom Reports if any custom reports have been uploaded for a workbook.
Re-downloading a Workbook
Existing workbooks can be re-downloaded from the View Workbooks screen. This requires the Lifecycle: Download Workbook permission, and a reason for change must be entered if the Require Reason for Change setting is enabled.
All workbook re-downloads are tracked in the audit trail under the Workbook → Re-downloaded audit action.