Smartstaff, administrator
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:*'''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 overall button that opens Declaration section.
:*'''Header Caption''': header will appear on the Declaration section.
:*'''Template''': descriptive text that will appear against the Declaration section.
* Populate as required then click Save at the bottom of the page.
* Once this is complete then you will need to
==Expose Assignment Declaration Buttons==
[[Image:AssignmentButtonSettings2.png|500px|border]]
The Declaration Button needs to be exposed to the Reviewer using [[List Views]].
If you [[Configuring List Views|Configure configure the list view]] for the Consumer Record, but enable after configuring the Declaration buttons for the Consumer UTA then you will see the following additional featuresoptions . . . * Enable Declaration Button: option found under the Properties tab. Toggle on of off as needed* Declaration Button Application: drop-down listing Provider UTAs found under the Properties tab. Exposed when '''Enable Declaration Button''' is switched on. * Show Declaration Button: found under the Columns tab when selecting columns and will add the Declaration button to the column in the list view. Exposed when '''Enable Declaration Button''' is switched on.
==Configure Assignment Reminder Settings==
2. The Assignment Grid is comprised of 2 sections.
:* Main Assignment section: lists the Consumer records down along the left hand 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.
3. Select the relevant role in the intersection between the contact and the consumer role. The roles available are those configured against the Consumer Assignment Roles section of the Assignment Grid Settings.
4. Click Save once all assignments are complete. The users will be automatically added to the Consumer records with the selected rolesand they should be able to access the Declaration buttons against the configured list view.
==Declaration buttons==
1. When the assigned individuals access the relevant list view (i.e. the one configured with the Declaration button settings) then they should see the overall Declaration button.
:[[Image:UseAssignmentButton1.png|500px|border]]
2. Clicking on this exposes the Declaration screen, with buttons to accept or decline the assigment.
:[[Image:UseAssignmentGrid2.png|500px|border]]
3. When they click on the buttons then there role against the Consumer record will be updated, and a level 2 may be created if appropriate.
