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Assignment Grid

8 bytes added, 18:25, 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. # 2. If UTA is configured as a Provider then there will be an '''Assignment Grid Settings''' option. # 3. Clicking this will take user to the '''Assignment Grid Settings''' list view. # 4. Click the '''New Assignment Grid''' button at the top of the page.# 5. Select the '''Consumer Application''' that the Grid will be configured against and click '''Continue'''. # 6. 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 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. # 2. If UTA is configured as a Provider then there will be an '''Assignment Declaration Buttons''' option. # 3. Clicking this will take user to the '''Assignment Declaration Buttons''' list view.# 4. Click the '''New Declaration Button''' button at the top of the page.# 5. Select the '''Consumer Application''' that the Grid will be configured against and click '''Continue'''. # 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. # 2. If UTA is configured as a Provider then there will be an '''Assignment Reminder Settings''' option. # 3. Clicking this will take user to the '''Assignment Reminder Settings''' list view.# 4. Click the '''New Reminder Settings''' button at the top of the page.# 5. Select the '''Consumer Application''' that the Grid will be configured against and click '''Continue'''. # 6. 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.
:*'''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=
Ciaran Donnelly
Smartstaff, administrator
4,478
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Retrieved from ‘https://wiki.smartsimple.com/wiki/Special:MobileDiff/31445’

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