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My Work

Goal

Work a single federated inbox of Decide, Do, and Fix items from many modules — approvals, pending documents, exceptions, overdue AR/AP, low stock, HR/ESS, POS, payroll, CRM, and more.

Who it is for

Any signed-in staff user. The route has no meta.permission / meta.module. Each provider still requires its own module and permission; items you cannot see never appear.

Preconditions

  • Correct tenant session.
  • Providers only emit rows when their module is enabled and you pass that provider’s permission checks (for example approvals need module extensibility + approvals.view; inline approve needs approvals.act).

Open the screen

Overview → My Work (path /my-work), or the topbar inbox link. Title: My Work. Subtitle: Approvals, assignments, and exceptions that need your attention.

Deep links: ?tier=decide|do|fix and ?provider=<key> (Dashboard My Work widget uses these).

Steps

  1. Click Refresh to force a summary rebuild (API also caches ~45 seconds).
  2. Filter with chips: All ({count}), Decide ({count}), Do ({count}), Fix ({count}), plus provider chips (Approvals, Pending documents, Expense claims, HR approvals, POS approvals, Overdue AR/AP, Low stock, Tenant health, …).
  3. Read columns: Item, Tier, Urgency (Normal / Due soon / Overdue), Due.
  4. Act inline when the row offers it: Approve, Reject, or Complete — success toast Decision saved.
  5. Or choose Open to jump to the source screen (Approvals, journals, POS approvals, expense claims, ESS, payroll, sales invoices overdue, purchase bills overdue, bank reconciliation, reorder rules, fiscal submissions, settings, …).

Result

Empty state: Nothing needs your attention right now. Counts match the federated summary from GET /my-work/summary and rows from GET /my-work/items.

Hard stops

  • Provider failure is logged and skipped; other providers still load.
  • Invalid tier query values are rejected by the API (decide|do|fix only).
  • My Work is not the Approvals screen — Approvals is only the extensibility matrix queue; My Work aggregates many providers including Approvals.
  • My Work is not Work Hub (/work-hub, CRM launcher of module shortcuts). That page is titled Work Hub, not My Work. Bookmarks to /work redirect to Work Hub.

BlueMatrix Help — product documentation for tenants