Smartstaff, administrator
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→Using Assignment Grid feature
2. The Assignment Grid is comprised of 2 sections.
:* Main Assignment section: lists the Consumer records down along the side and the contacts along the top. The Consumer records listed are those with a Type and Status that corresponds to the Consumer Type / Status Filter configured against the Assignment Grid Settings. The contacts listed are those assigned against Provider record with roles that correspond to the Contact Role Filter configured against the Assignment Grid Settings.
:* Summary section: summary of the number of assignments for those roles configured against the Summary Role section of the Assignment Grid Settings.
:[[Image:UseAssignmentGrid2.png|1000px|border]]
