Finance Operations Workspace landing page
As a Finance Specialist (sn_fin_ops.specialist), view a summary of the important items, your performance, and recent activities on your cases.
The landing page has the following components.
Image omitted: fin-ops-ws.png
Finance Operations Workspace landing page.
Finance Operations Workspace landing page.
| Component | Description |
|---|---|
| Important items | |
| Cases pending final action | View the cases that need a final action. The pending cases are displayed with the case number, requested by, assignment group, assigned to, state, priority, and date of creation fields. |
| Tasks assigned to you | View the active tasks assigned to you. |
| Unassigned cases | View the list of unassigned cases. |
| My performance | |
| My assigned cases by type | A visual representation of the active cases assigned to you, grouped by case type. Select each segment to view the list of cases. |
| My assigned cases by priority | A visual representation of the active cases assigned to you, grouped by priority. Select each segment to view the list of cases. |
| Recently updated cases | |
| My active cases | View up to five of your active cases. Select View all to view all your active cases. The finance cases open in the Finance Operations Workspace, while the other cases and tasks that you have access to open in the Source-to-Pay Workspace. |
Parent Topic:Explore the Finance Operations Workspace