Work items
A work item is one message going through one workflow. It has its own progress,
history and reference, such as RS-4F7K2XQ9, and it ends with a record in MCS, a reply,
or a clear reason why not.
Where a work item can be
| Status | What it means |
|---|---|
| Working on it | A step is running |
| Waiting for a person | It needs someone to check, approve or decide. It is in the inbox |
| Waiting for the sender | It asked the sender something and is waiting for the answer |
| Waiting for MCS | It is waiting for MCS to confirm, or MCS cannot be reached right now |
| Waiting for the reading service | The AI service is busy or unavailable. It carries on by itself, or goes to a person after an hour |
| Done | Finished |
| Stopped | Closed with nothing to do, such as a duplicate |
| Returned to sender | Sent back to the sender to be done properly |
| Rejected | A person rejected it, with a reason |
| Failed | It could not be completed. The reason is shown |
Progress
The work item's progress is its workflow's steps. Each step shows as done, working, waiting, stopped, skipped or not reached yet. Select any step to see what it found.
Straight through, or with a person
| Goes straight to MCS | Picked up by a person | |
|---|---|---|
| Examples | A trusted supplier's invoice that passes every check | A first invoice from a new supplier. Changed bank details. Anything a check could not settle |
| What a person sees | Nothing, unless they look in the inbox's Done view or the dashboard | The work item in their inbox, with everything needed to finish it |
| Where the record ends up | MCS | MCS, after the person approves |
Several documents in one file
When one PDF holds several documents, such as a batch of invoices, each becomes its own work item, and each runs the rest of the workflow.
The reference
Every work item has a reference starting RS-. It appears in the subject of every email
Rent Stream AI sends, on the record created in MCS (if your company has named a custom
field for it), and on files filed in MCS. Search the inbox by reference to find a work
item.