Changes

Jump to: navigation, search

Assignment Grid

1,404 bytes added, 14:44, 20 October 2017
no edit summary
It allows restrictions on the roles of the users to be added and the roles that they can be added with.
 
It also provides control over how the users can accept or decline the assignments, including buttons used and level two records created.
 
It also allows up to 3 reminder emails to be sent, and the user to be automatically flipped to a defined role against the Consumer record.
 
=Configuration - Essentials=
==Configure Assignment Grid Settings==
 
The Assignment Grid Settings 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.
The Assignment Grid Settings are only available to those UTAs configured as [[Configuring_UTA_Provider/Receiver_(Consumer)_Relationships#Enable_Provider_UTA|Providers]].
==Configure Assignment Declaration Buttons==
 
The Assignment Declaration Buttons section provides control over how the users can accept or decline the assignments, including the buttons used and level two records created.
The Assignment Declaration Buttons options are only available to those UTAs configured as [[Configuring_UTA_Provider/Receiver_(Consumer)_Relationships#Enable_Provider_UTA|Providers]].
==Configure Assignment Reminder Settings==
 
The Assignment Reminder Settings allows up to 3 reminder emails to be sent, and the user to be automatically flipped to a defined role against the Consumer record.
The Assignment Reminder Settings options are only available to those UTAs configured as [[Configuring_UTA_Provider/Receiver_(Consumer)_Relationships#Enable_Provider_UTA|Providers]].
:*'''Monitored Status''': statuses associated with the Provider record. Reminders only sent when Provider record has selected status.
:*'''Reference Date''':
:*'''Expiry Date''':date when user will be flipped to defined role if they have not accepted or declined the assignment request:*'''Email from Address''':email used for reminder emails. :*'''Number of Days before Reminder 1''':number of days prior to the Expiry Date that the first email will be sent :*'''Reminder 1 Subject''':subject used in the first email :*'''Reminder 1 Body''':email body for the first email :*'''Number of Days before Reminder 2''':number of days prior to the Expiry Date that the second email will be sent :*'''Reminder 2 Subject''':subject used in the second email :*'''Reminder 2 Body''':email body for the second email:*'''Number of Days before Reminder 3''':number of days prior to the Expiry Date that the third email will be sent :*'''Reminder 3 Subject''':subject used in the third email :*'''Reminder 3 Body''':email body for the third email  
=Appendix=
Smartstaff, administrator
4,478
edits

Navigation menu