Assignment Grid

Contents

Overview

The Assignment Grid feature provides a more efficient means of adding Users to UTA records when there is a Consumer/Provider relationship.

It allows restrictions on the type and status of Consumer records that will be listed.

It allows restrictions on the roles of the users to be added and the roles that they can be added with.

Configuration - Essentials

Configure Assignment Grid Settings

The Assignment Grid Settings are only available to those UTAs configured as Providers.

• Go to UTA Settings - Connectivity.
• If UTA is configured as a Provider then there will be an Assignment Grid Settings option.
• Clicking this will take user to the Assignment Grid Settings list view.
• Click the New Assignment Grid button at the top of the page.
• Select the Consumer Application that the Grid will be configured against and click Continue.
• The Assignment Grid Settings page is displayed with the following options:

• Link Caption: name that will be displayed when selecting Assignment Grid in Provider record.
• Roles Available to: roles that will be able to select Assignment Grid option in Provider record.
• Consumer Assignment Roles: roles associated with the Consumer record contacts section. Used when assigning users to the Consumer record.
• Consumer Status Filter: statuses associated with the Consumer record. Used to control which Consumer records will be available when assigning users.
• Consumer Type Filter: types associated with the Consumer record. Used to control which Consumer records will be available when assigning users.
• Contact Role Filter: roles associated with the Provider record contacts section. Used to control which contacts from Provider record can be assigned to the Consumer record.
• Summary Role: roles associated with the Consumer record contacts section. Used to control the roles that will be referenced in the Summary section.
• Additional Options - Header Template for Contacts: define column headers when Contacts are displayed in Assignment Grid
• Additional Columns: define any additional column to be be used when Contacts are displayed in Assignment Grid

• Populate as required then click Save at the bottom of the page.

Configure Assignment Declaration Buttons

The Assignment Declaration Buttons options are only available to those UTAs configured as Providers.

• Go to UTA Settings - Connectivity.
• If UTA is configured as a Provider then there will be an Assignment Declaration Buttons option.
• Clicking this will take user to the Assignment Declaration Buttons list view.
• Click the New Declaration Button button at the top of the page.
• Select the Consumer Application that the Grid will be configured against and click Continue.
• The Assignment Declaration Buttons page is displayed with the following options:

• Type: drop-down listing the Provider record types that the buttons will be available against.
• Monitored Role: drop-down listing the roles that the buttons can be used in conjunction with. Users assigned to Consumer record in the selected role will be presented with the Declaration buttons.
• Button Caption: caption that will appear on the button that opens Declaration section.
• Header Caption: header will appear on the Declaration section.
• Template: descriptive text that will appear against the Declaration section.
• Comment Field: custom field used to store any comments provided by the Contact
• Yes - Button Label: label to appear on button to accept assignment
• Yes - Contact Role Change to: role user is assigned to the Consumer record with after clicking Yes - Button.
• Yes - Comment Fields Mandatory: use toggle to switch on / off is user is required to complete Comment field after clicking Yes - Button.
• Yes - Create Level 2: use toggle to switch on if level 2 record should be created after user clicks Yes - Button.
• Yes - Level 2 Default Type: select level 2 type if level 2 type should be created after user clicks Yes - Button.
• Yes - Level 2 Default Status: select level 2 status if level 2 type should be created after user clicks Yes - Button.
• Yes - Redirect URL: enter URL where user should be redirected to after clicking Yes - Button.
• No - Button Label: label to appear on button to decline assignment
• No - Contact Role Change to: role user is assigned to the Consumer record with after clicking No - Button.

• Populate as required then click Save at the bottom of the page.

Configure Assignment Reminder Settings

The Assignment Reminder Settings options are only available to those UTAs configured as Providers.

• Go to UTA Settings - Connectivity.
• If UTA is configured as a Provider then there will be an Assignment Reminder Settings option.
• Clicking this will take

user to the Assignment Reminder Settings list view.

• Click the New Reminder Settings button at the top of the page.
• Select the Consumer Application that the Grid will be configured against and click Continue.
• The Assignment Reminder Settings page is displayed with the following options:

• Type: drop-down listing the Provider record types that the buttons will be available against.
• Monitored Role: drop-down listing the roles that the buttons can be used in conjunction with. Users assigned to Consumer record in the selected role will be presented with the Declaration buttons.
• Expired Role: drop-down listing roles. User will be assigned to Consumer record in the selected role if they have not declared by the Expired date.
• Monitored Status: statuses associated with the Provider record. Reminders only sent when Provider record has selected status.
• Reference Date:
• Expiry Date:
• Email from Address:
• Number of Days before Reminder 1:
• Reminder 1 Subject:
• Reminder 1 Body:
• Number of Days before Reminder 2:
• Reminder 2 Subject:
• Reminder 2 Body:
• Number of Days before Reminder 3:
• Reminder 3 Subject:
• Reminder 3 Body:

Appendix

Options and Settings

General Settings

Option	Description	Example

Display Settings

Option	Description	Example