To allocate a role to a generic task definition

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The procedure to allocate a role to a generic task definition is as follows:

  1. Navigate to Quick Menu > Generic Case > Configuration > Generic Case Task Definitions. The Generic Case Task Definition Configuration window is displayed.
  2. Expand a category heading and select a generic task definition from the alphabetical list, or type its name into the Search Task Definitions field. By default the list is filtered to show Current task definitions. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations 1.
  3. Click on Allocation. The Allocation tab is activated.
  4. Click on New Role. The Default Task Allocation window is displayed.
  5. Using the Companies drop-down field, multi-select all companies for which this role allocation is relevant, or choose the All option, as required 1 2.
  6. Using the Role drop-down field, select the desired role for the generic task definition e.g. Arrears Team Leader, ASB Team Leader, Housing Manager, etc.
  7. Choose an Effective from date for this assigned role i.e. the date at which it becomes active 3.
  8. Choose an Effective to date to automatically deactivate the role allocation on a specific date in the future; a blank field means the role will remain assigned to the generic task definition in perpetuity.
  9. Click on Confirm. The assigned role is displayed in the Allocation Roles summary table 4.
  10. Click on Save.


Tip

1 Where only a small number of parameter values are not required, activate the All tick box first and then deselect individual items from the full list, as required; the All tick box will be automatically removed once an item is deselected.

Note

1 The Search Task Definitions field will match against any element of the generic task description.

2 Only those companies assigned to the generic task definition will be available for selection.

3 The Effective from date defaults to the current system date and cannot be left blank.

4 To remove the assigned role, change the Effective to date to be in the past.


See related topics...

Generic task maintenance overview

To allocate a user to a generic task definition

To create a new generic task definition