To allocate a user to a support provision type

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The procedure to allocate a user to a support provision type is as follows:

  1. Navigate to Quick Menu > Support > Configuration > Support Types. The Support Type Configuration window is displayed.
  2. 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.
  3. Click on Allocation. The Allocation tab is activated.
  4. Click on New User. The Default Case 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 creator user account is to be automatically assigned support provision cases of this type, by default, activate the tick box provided i.e. the end user processing the initial case file.
  7. Alternatively, using the User drop-down field, select the specific user account that will be assigned all support provision cases linked to this type, by default.
  8. Choose an Effective from date for this assigned user i.e. the date on which the default case allocation preference becomes active 3.
  9. Choose an Effective to date to automatically deactivate the case allocation preference on a specific date in the future; a blank field means the preference will never expire.
  10. Click on Confirm. The assigned user is displayed in the Allocation Users summary table 4.
  11. 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 The Effective from date defaults to the current system date and cannot be left blank.

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


See related topics...

Support provision type maintenance overview

To allocate a role to a support provision type

To create a new support provision type