Smartstaff, administrator
4,478
edits
Changes
→Using Assignment Grid feature
1. The Assignment Grid is accessed from the Level 1 Provider record in Edit mode by clicking on options.
:[[Image:UseAssignmentGrid1.png|800px500px|border]]
2. The Assignment Grid is comprised of 2 sections.
:* Summary section: summary for those roles configured against the Summary Role section of the Assignment Grid Settings.
:[[Image:UseAssignmentGrid2.png|800px1000px|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.
