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Assignment Grid

1,082 bytes added, 15:44, 20 October 2017
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1. The Assignment Grid is accessed from the Level 1 Provider record in Edit mode by clicking on options.
:[[Image:UseAssignmentGrid1.png|800px|border]] 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 for those roles configured against the Summary Role section of the Assignment Grid Settings.  :[[Image:UseAssignmentGrid2.png|800px|border]] 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 roles.   ==Declaration buttons==
Smartstaff, administrator
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