To allocate a user to a generic task definition

The procedure to allocate a user 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 User. The Default Task Allocation window is displayed.
5. Using the Companies drop-down field, multi-select all companies for which this user allocation is relevant, or choose the All option, as required 1 2.
6. Where the Case owner or Task creator user account is to be automatically assigned the associated task, activate the adjacent tick boxes provided i.e. to ascribe ownership of a newly-added task within an open case.
7. Alternatively, where the Case creator user account is to be automatically assigned the associated task, activate the adjacent tick box provided i.e. in circumstances where the task is included in the workflow path at the point of case creation.
8. Otherwise, employing the User drop-down field, select a specific user account for automatic ownership of generic tasks arising from this definition 3.
9. Choose an Effective from date for this assigned user i.e. the date at which their ascribed ownership becomes active 4.
10. Choose an Effective to date to automatically deactivate the user's ascribed ownership on a specific date in the future; a blank field means their responsibility in relation to this generic task definition will never expire.
11. Click on Confirm. The assigned user or ownership attribute is displayed in the Allocation Users summary table 5.
12. 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 System validation rules ensure that an individual user account cannot be selected where either the Case owner, Task creator or Case creator attributes are activated.

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

5 To remove the assigned user or ownership attribute, change the Effective to date to be in the past.

See related topics...

Generic task maintenance overview

To allocate a role to a generic task definition

To create a new generic task definition