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Assignment Grid

2,259 bytes added, 14:33, 20 October 2017
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* 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.
:*'''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
* Click Populate as required then click Save at the bottom of the page.   
==Configure Assignment Declaration Buttons==
* 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 will can be used in conjunction with against. 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''': QA Rev1 template Committee: @name@ Application Name: @consumerdescriptive text that will appear against the Declaration section.Name@:*'''Comment Field''': select UTA Level 1 Role Custom Field-Global from drop-downcustom field used to store any comments provided by the Contact:*'''Yes - Button Label''': Acceptlabel to appear on button to accept assignment :*'''Yes - Contact Role Change to''': Reviewer Acceptedrole 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 onif level 2 record should be created after user clicks Yes - Button. :*'''Yes - Level 2 Default Type''': select Provider Type 1 caption from droplevel 2 type if level 2 type should be created after user clicks Yes -downButton.:*'''Yes - Level 2 Default Status''': select defaultlevel 2 status if level 2 type should be created after user clicks Yes - Button.:*'''Yes - Redirect URL''': /s_viewuser.jsp?userid=@meenter URL where user should be redirected to after clicking Yes - Button.userid@:*'''No - Button Label''': Declinedlabel to appear on button to decline assignment:*'''No - Contact Role Change to''': select Reviewer Declined from droprole user is assigned to the Consumer record with after clicking No -downButton. * 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 [[Configuring_UTA_Provider/Receiver_(Consumer)_Relationships#Enable_Provider_UTA|Providers]].
=Configuration * Go to UTA Settings - Advanced=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=
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