Changes

Assignment Grid

110 bytes added, 18:26, 20 October 2017

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The Assignment Grid Settings are only available to those UTAs configured as [[Configuring_UTA_Provider/Receiver_(Consumer)_Relationships#Enable_Provider_UTA|Providers]].

# 1. Go to UTA Settings - Connectivity. <br/># 2. If UTA is configured as a Provider then there will be an '''Assignment Grid Settings''' option. <br/># 3. Clicking this will take user to the '''Assignment Grid Settings''' list view. <br/># 4. Click the '''New Assignment Grid''' button at the top of the page.<br/># 5. Select the '''Consumer Application''' that the Grid will be configured against and click '''Continue'''. <br/> # 6. The '''Assignment Grid Settings''' page is displayed with the following options:<br/>

:*'''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.

:*'''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 whats appears what should appear in the column header for each individual contact displayed in Assignment Grid

:*'''Additional Columns''': use '''+''' button to add and define any additional columns to be displayed in Assignment Grid section

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

The Assignment Declaration Buttons options are only available to those UTAs configured as [[Configuring_UTA_Provider/Receiver_(Consumer)_Relationships#Enable_Provider_UTA|Providers]].

# 1. Go to UTA Settings - Connectivity. <br/># 2. If UTA is configured as a Provider then there will be an '''Assignment Declaration Buttons''' option. <br/> # 3. Clicking this will take user to the '''Assignment Declaration Buttons''' list view.<br/># 4. Click the '''New Declaration Button''' button at the top of the page.<br/># 5. Select the '''Consumer Application''' that the Grid will be configured against and click '''Continue'''. <br/> # 6. 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.

:*'''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.

# 7. Populate as required then click Save at the bottom of the page. # 8. Once this is complete then you will need to

The Assignment Reminder Settings options are only available to those UTAs configured as [[Configuring_UTA_Provider/Receiver_(Consumer)_Relationships#Enable_Provider_UTA|Providers]].

# 1. Go to UTA Settings - Connectivity. <br/># 2. If UTA is configured as a Provider then there will be an '''Assignment Reminder Settings''' option. <br/> # 3. Clicking this will take user to the '''Assignment Reminder Settings''' list view.<br/># 4. Click the '''New Reminder Settings''' button at the top of the page.<br/># 5. Select the '''Consumer Application''' that the Grid will be configured against and click '''Continue'''. <br/> # 6. The '''Assignment Reminder Settings''' page is displayed with the following options: <br/>

:*'''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.

:*'''Reminder 3 Subject''': subject used in the third email

:*'''Reminder 3 Body''': email body for the third email

# 7. Populate as required and click Save.   

=Using Assignment Grid feature=

:[[Image:UseAssignmentButtons1.png|800px|border]]

2. Clicking on this exposes the Declaration screen, with buttons to accept or decline the assigmentassignment.

:[[Image:UseAssignmentButtons2.png|650px|border]]

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Ciaran Donnelly

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