WorkCenter

This section will focus on the WorkCenter, where and when to use it (and not use it), some of the Guidelines for using a WorkCenter, a short description of the WorkCenter with Related Content, and a comparison between the WorkCenter and the Dashboard.

What is a WorkCenter?

A WorkCenter is a template-based, two-column layout that provides a streamlined user interface. It reduces the need for repeated navigation and greatly increases productivity by providing a central place where day-to-day tasks can be accomplished. WorkCenters are role-based for users in many specific roles. PeopleSoft delivers pre-built WorkCenters, but customers can also create their own using the capabilities provided in PeopleTools.

WorkCenters contain all related transaction areas, search pagelets, and analytics pagelets in one central location. The transaction area is included as part of the WorkCenter, so users do not have to navigate away to perform process tasks.

Users can see all relevant information at a glance, providing a complete picture of their work. By organizing all relevant information and reports in one location, organizations can be more efficient and effective.

A WorkCenter is divided into two columns which are referred to as panes. The left-hand pane contains pagelets that list a series of tasks for a specific business process. It works this way: The user clicks on a task from the left-hand pane of the WorkCenter and that drives the content that is then displayed in the right-hand pane. The right-hand pane is referred to as the transaction pane. (Sometimes a WorkCenter uses three columns, and we’ll discuss this in further detail in WorkCenter with Related Content.)

The following figure is an example of a WorkCenter which illustrates how selecting a task in the left-hand pane drives what is displayed in the right-hand pane.

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Guidelines for Using a WorkCenter

A WorkCenter greatly increases the ease of opening and closing multiple pages in order to perform the related tasks which are listed in the left-hand pane.

  • Use a WorkCenter when a business process requires an easy way to navigate to other steps in the process.
  • A WorkCenter should be used for task-based business processes where users can create and/or update transactional data in one place without leaving the WorkCenter.
  • The flow of the WorkCenter is from left to right. The process flow should never go from right to left. For example, Related Content should never drive what is displayed in the Transaction pane.
  • If a process consists of only one or two transaction pages then do not use a WorkCenter for this. Instead, simply let the user go through the Menu pages one at a time.

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What is a WorkCenter with Related Content?

When a WorkCenter contains three columns, the far right column is the Related Content pane as shown below. Related content is any supplemental information that can help a user to complete a given task. The Related Content is optional, which is why it is not always there. Related content displays information but does not display any transactions.

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WorkCenter versus Dashboard

Consider WorkCenters and Dashboards as separate concepts even though some of their purposes overlap. The difference between a WorkCenter and a Dashboard is not so much in their content but in their different purposes.

The following descriptions attempt to clarify the differences between a WorkCenter and a Dashboard:

  • A typical use of a Dashboard is to enable users to monitor information in order to prioritize which transactions to complete first.
  • WorkCenters enable users to complete transactions specific to a business process or task.

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