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Assignment Grid

123 bytes added, 16:18, 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]].
* # Go to UTA Settings - Connectivity. * # If UTA is configured as a Provider then there will be an '''Assignment Grid Settings''' option. * # Clicking this will take user to the '''Assignment Grid Settings''' list view. * # Click the '''New Assignment Grid''' button at the top of the page.* # Select the '''Consumer Application''' that the Grid will be configured against and click '''Continue'''. * # 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 whats appears 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
* # 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]].
* # Go to UTA Settings - Connectivity. * # If UTA is configured as a Provider then there will be an '''Assignment Declaration Buttons''' option. * # Clicking this will take user to the '''Assignment Declaration Buttons''' list view.* # Click the '''New Declaration Button''' button at the top of the page.* # Select the '''Consumer Application''' that the Grid will be configured against and click '''Continue'''. * # 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.
* # Populate as required then click Save at the bottom of the page. * # Once this is complete then you will need to
* 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 . Will add the Declaration button to the column in the list view. Exposed when '''Enable Declaration Button''' is switched on.
The Assignment Reminder Settings options are only available to those UTAs configured as [[Configuring_UTA_Provider/Receiver_(Consumer)_Relationships#Enable_Provider_UTA|Providers]].
* # Go to UTA Settings - Connectivity. * # If UTA is configured as a Provider then there will be an '''Assignment Reminder Settings''' option. * # Clicking this will take
user to the '''Assignment Reminder Settings''' list view.
* # Click the '''New Reminder Settings''' button at the top of the page.* # Select the '''Consumer Application''' that the Grid will be configured against and click '''Continue'''. * # 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
* # Populate as required and click Save.   
=Using Assignment Grid feature=
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.
 
 
[[Category:Universal Tracking Application]][[Category:Applications]][[Category:Contacts]][[Category:Consumer/Provider]]
Ciaran Donnelly
Smartstaff, administrator
4,478
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Retrieved from ‘https://wiki.smartsimple.com/wiki/Special:MobileDiff/31402’

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