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Launching the

Skills

Get from Pool Assignments domain

To perform Advanced Task Assignment filtering, launch the Get From Pool Assignments domain:

Rw ui steps macro
Rw step

Go to Docupace > Administration (1) > List Domains(2).

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Launching Skills domain

Rw step

To find the Get From Pool Assignments domain:

  1. Type “Get From Pool” into the Name search bar and press enter.

  2. Launch the Get from Pool Assignments (690) domain.

Tip

Tip: You can use the search bar on the Admin page to look for the preferred domain.

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Searching for Skills the Get From Pool Assignments domain

Tip

Tip: If your search returns too many results, you can filter it by using one of the available search options: Contains, Is, Begins with, Ends with.

Search options

Adding

Skills

New Get From Pool Assignment Record for a Work Item (WI)

Skill-based filtering Advanced task assignment aims to assign work items to users who have the appropriate skills. Thus, users can accomplish all the assigned WIs regarding the service-level agreement (SLA).

To add new skills:

Rw ui steps macro

Navigate to Administration > List Domains > Skills Get From Pool Assignments domain, and then click New Skills Get From Pool Assignments.

Adding new skills

Note: For more information about fields, view https://docupace.atlassian.net/wiki/spaces/DOHTS/pages/659259409/Overview+of+Skill-Based+Filtering#Skills%3A-Domain-840.

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Part 1: Overview of Advanced Task Assignment | Get From Pool Assignments: Domain 690.

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Adding a new Get From Pool Assignments

Rw step

In Details, provide the preferred information based on your firm requirements.
Some fields are mandatory, for example: Name, Workflow, and Skill Rarity.

Note: Name of the skill must be unique.

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Providing details for skill-based filtering

Rw step

In Task Times:

  • In Description, enter a description for a new Get From Pool Assignment.

  • From Skill Rarity, select one of the following options: Unique, Rare, Uncommon, or Common.

  • In Task Due, Task Lead Time, and Task Due Expedited, provide the preferred time requirements based on SLA.

Info

Information: For more information, view https://docupace.atlassian.net/wiki/spaces/DOHTS/pages/659259409/Overview+of+Skill-Based+Filtering#Skills%3A-Domain-840.

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Tip

Tip: Some fields are mandatory, for example: Name, Workflow, and Skill Rarity.

Note: Name of the skill must be unique.

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Providing details for Advanced Task Assignment

Rw step

To add a new type of request, select Add on the Request Type pane.

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Adding request type

Rw step

Find the already existing request type by Name, Scan User, Request Category or by other options.

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Providing request type

Rw step

Provide the preferred information for a new request type : Details, Scan User, User Group, Required Client Doc Types, and Default Send To. Once you add the preferred information, and then click Save.

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Providing details for request type

Rw step

Rw step

To add a new issue state, select Add on the Issue State pane.

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To add a resident state, select Add on the Resident State pane.

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Adding resident state

Rw step

Find the already existing resident state.

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Providing resident state

State pane, and then add the preferred State.

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Adding a state

Rw step

Search for the already existing issue state.

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Providing issue state

Rw step

Add Add the skill information in the following sections:

  1. Source system

  2. Product series name

  3. Suitability level

  4. Producer business type

  5. Application state

  6. Contract status

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  1. Product Type

  2. Registration Type

  3. Vendor/Custodian

  4. Product Name

  5. Client Subfolder Type

  6. Subfolder Status

  7. Check Amount Maximum

  8. Litigation Hold

  9. With Money

  10. Region Code

  11. OSJ Code

  12. Branch

  13. BD

  14. Engagement Level

Once you add all the appropriate information, in the upper-right corner, select Save or Save and Close.

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Saving information for skills

You can also:

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Saving results onto a computer