==Configuring the Assignment Panels IllustratedList View==[[Image:To begin assigning users to UTA objects, an assignment type must first be added.* Choose the desired UTA, click on the '''Settings''' icon.* Navigate to the '''Level 1'''.* In the Level 1 Properties section, click on the '''Assignment List View IconSettings''' hyperlink.* The '''Assignment Types''' page is displayed.png|link=|400px]]<br />* Click on the ''Icon used '+''' New Assignment Type icon.* Complete the New Assignment Type page. The New Assignments Type Options include::* Display Order - Enables you to launch control where this Assignment Type will be displayed in relation to other Assignment Types on the Assignment Panel (above)Types page.:* Assignment Name - The name of the assignment type.:* Description - Enter a description for the assignment type.:* View Roles - This field specifies which roles will have the ability to view this assignment type. ''<br 'Note:''' the roles selected here will be able to view the Assignment List View icon.:* Assign - Select the Object/Record type that will be included in this assignment. Only contacts are enabled during phase 1.:* Assign As - Select the Object/><br Record type that the assigned Object/>Record type will be assigned to. Only Level 1s are able to be assigned to during phase 1.:* Trigger Workflow - Add a check mark to enable this assignment to trigger a workflow when the assignments are made.:* Run Template Formula - Add a check mark to run a template formula when the assignments are made.* Click '''Save'''.
[[Image:Assignment_List_View_Illustrated.gif|link=|750px]]<br />
''Illustration of the assigning users to a level 1 using the Assignment Panel (above). This illustration is 11 seconds and will repeat twice.''<br />
==Assigning the Users to UTA Level 1's==
==Configuring * Navigate to the UTA where you've added the Assignment List View=====Add an New Assignment Type===To begin assigning users to UTA objects, an assignment type must first be added.# Choose the desired UTA, click on If this step has not been completed please see the section '''SettingsAdd an Assignment Type''' icon.# Navigate to * Select the '''Level 1'''tab.# In the Level 1 Properties section, click * Click on the '''Assignment List View Settings''' hyperlink.# The '''Assignment Types''' page is displayed.# Click on icon from the '''+''' New Assignment Type icontop navigation bar.# Complete the New [[Image:Assignment Type page. See New Assignments Type Options below.# Click '''Save'''List View Icon.png|link=|400px]]<br />
===Assignment Type Options===* Display Order - Enables you to control where this The '''Assignment Type will be List View''' page is displayed in relation . This page is comprised of two list views arranged side to other Assignment Types side. The list view on the Assignment Types pageleft displays users.* Assignment Name - The name of list view on the right displays level 1's. The assignment type.* Description - Enter a description for (s) that where configured in the assignment type.* View Roles - This field specifies which roles previous section will have appear in the ability to view this assignment type. '''Note:Assignments''' drop down box. The Assigned Role drop down box allows the selection of specific roles selected here will be able to view the Assignment List View icon.* Assign - Select the Object/Record type that will be included in this assignment[[Image:Assignment_List_View_Illustrated. Only contacts are enabled during phase 1.* Assign As - Select the Object/Record type that the assigned Objectgif|link=|750px]]<br /Record type will be assigned to. Only Level 1s are able to be assigned to during phase 1.* Trigger Workflow - Add a check mark to enable this assignment to trigger a workflow when the assignments are made.* Run Template Formula - Add a check mark to run a template formula when the assignments are made.>
==Assigning the Users to UTA Level 1's==# Navigate to the UTA where you've added the New Assignment Type. If this step has not been completed please see the section '''Add an Assignment Type'''.# Select the Level 1 tab.# Click on the '''Assignment List View''' icon from the top navigation bar.# The '''Assignment List View''' page is displayed. This page is comprised of two list views arranged side to side. The list view on the left displays users. The list view on the right displays level 1's. The assignment type(s) that where configured in the previous section will appear in the '''Assignments''' drop down box. The Assigned Role drop down box allows the selection of specific roles.# * Assign Users and Level 1s by dragging and dropping each user and Level 1 to the sections below each list view (labled '''Drag Users Here''' and '''Drag Level 1 Here''').# * Click on the '''Continue''' button# * The Confirm Assignment lightbox is displayed. This page displays a summary of the assignments that were requested.# * Click on the '''Assign''' button to complete the assignments.
==Notes==
* Future enhancements will add additional objects/record types that can be assigned.
[[Category:HowUniversal Tracking Application]] [[Category:Pending Review|0Applications]]