The procedure to allocate a role to a support provision type is as follows:
- Navigate to Quick Menu > Support > Configuration > Support Types. The Support Type Configuration window is displayed.
- Expand a classification heading and select a support provision type from the alphabetical list, or enter its name into the Search Case Types field. By default the list is filtered to show Current support types. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations
1.
- Click on Allocation. The Allocation tab is activated.
- Click on New Role. The Default Case Allocation window is displayed.
- 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.
- Using the Role drop-down field, select the desired role for the support provision type e.g. Liaison Officer, Tenant Engagement Coordinator, Housing Manager, etc. 3.
- Choose an Effective from date for this assigned role i.e. the date at which it becomes active 4.
- 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 support provision type in perpetuity.
- Click on Confirm. The assigned role is displayed in the Allocation Roles summary table 5.
- 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 Case Types field will match against any element of the support provision type description.
2 Only those companies assigned to the support provision type will be available for selection.
3 User accounts comprising the selected role can automatically take ownership of all newly-created cases linked to this support provision type; any record stored without an assigned role will be automatically omitted from user-centric search results.
4 The Effective from date defaults to the current system date and cannot be left blank.
5 To remove the assigned role, change the Effective to date to be in the past.
See related topics...
Support provision type maintenance overview
To allocate a user to a support provision type
To create a new support provision type
