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General Questions about the Workist Workbench (WB)

Master Data​

Checking Master Data in the WB​

You manage your master data in the Master Data Hub. Open it from the "Settings" menu → "Master data". You need the Manager, IT or Admin role.

The Master Data Hub lists all master data lookups of your company, split into "Provided data" (imported via file upload, SFTP or the API) and "Learned data" (learned by Workist from your corrections in the assistance). For each lookup you see the channels that use it, the current data and all previous imports. You can also import a new file there. See Master Data Hub for details.

You can also reach the imports for a specific channel directly from the channel: menu in the top right → "Manage master data". The "Master data imports" list shows each import with its status, the file transmitted to Workist ("Input file") and the file transformed by Workist ("Output file"). The filter "Only show master data in use" shows only the data Workist is currently using.

Document Processing​

Reprocessing Documents with Updated Master Data​

Documents in Workist are always frozen with the state of the active master data at the time of upload. If you want to use the latest master data, a document can be reprocessed. Workist then reads the document again, using the current master data and the current channel configuration.

This is only possible for documents in the "Inbox" tab that are waiting for assistance (status "Assistance needed").

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Reprocessing discards all manual changes to the document.

Procedure:

  • Single document: In the overview, open the document's 3-dot menu → "Reprocess" → confirm with "Reprocess document".
  • Several documents: Select the documents in the overview → "Reprocess" in the bar above the list.
  • From within the document: If a document was processed with outdated master data, the "Master data status" in the document points this out and offers the "Reprocess document" button.

General / Settings​

Disabling Email Notifications​

  1. In the Workist Workbench, click your name in the bottom left and select "Your profile".
  2. Select "Notifications" in the navigation on the left.
  3. Set "Receive email notifications" to No and click "Save".

Which emails Workist sends and how your setting relates to the company notifications is described under Notifications.

Position-Related Questions​

Inserting Positions​

  1. In the position list, click the ➕ symbol ("Add article").
  2. Draw a box around the new position in the document.
  3. Workist automatically inserts the position in the correct place.

More Details on Article Positions​

  1. Click on the article description
  2. Scroll to the end of the popup list → "See more results"
  3. The new window shows all article data; use the search at the top to find the correct article. With "Switch to side panel view" you open the master data as a side panel next to the document instead. Workist remembers your choice in this browser.