Assigning SO Work Items

Lines on the SO Tracker are assigned to associates prior to being worked. Listed below are the steps on how to assign work on the Supplier Operations Tracker.

• OBM@Work > Division Websites > Shared Services > Transaction Processing > New SO Tracker

1. Select "Not Started" from the Status section.

   

    

2. Select the "Unknown Unknown" from the Assigned To section

   

    

3. Click Search.

   

    

• All unassigned documents will display.

• When assigning work, SO team members will select the oldest 20 documents (one page).

• Multi-lines (multiple lines for the same supplier) should always be assigned to the same associate.

4. In the returned list, use the Assigned To dropdown to select the associates name.

   

    

5. Once all 20 lines are selected, click Save.