The Assignments configuration allows you to configure default assignments for workflow roles, as well as create rules for the auto assignments. The landing page lists the various tasks that are within the workflow:
The columns for the Assignments List are described below:
Column | Description |
|---|---|
Activity Name | The name of the task in the workflow |
Role Name | The role that is assigned to perform the task |
Assign Type | The selection of assignees for the group. Possible types include: · Single User: One user will be selected as the assignee · Office Queue: An office will be selected as the assignee · All Group Users: All users in the selected group will be the assignees · List: One or more users from a list of user roles will be the assignee(s) |
Assignee | The default user(s) and/or group(s) assigned to the task |
Due Days | The number of days allotted to complete the task |
Is it applied to all Action Offices? | Whether or not the task is assigned to all Action Offices |
Assignment Filter | Displays any assignment filters applied to the task |