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Launching

Skills Domain

the Get from Pool Assignments domain

To perform skill-based Advanced Task Assignment filtering, launch to the Skills 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 Skills domain, enter Domain Id and/or Name, click Search (1), and then select the Skills domain (2).

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You can find the preferred domain by filtering names with the following search options:

  • Contains

  • Is

  • Begins with

  • Ends with

Search optionsImage Removed

Adding skills for Work Item

Skill-based filtering aims to assign the appropriate Work Items (WIs) to the right users with the proper

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.

Searching for the Get From Pool Assignments domainImage Added

Searching for 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.

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Search options

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

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

  • Under the Skills pane, click New Skills.

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

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.Image RemovedAdding new skills

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.

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Rw step

In Task Times, provide the preferred information based on SLA.
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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:

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

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

:
In

, select Add on the Request Type

, click Add

pane.

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Adding request type

Rw step

Find the already existing request type via by Name, Scan User, Request Category or by other options (1) or create a new request type via Create New (2).

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.

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Providing request type

Rw step

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

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Providing details for request type

Rw step

To add a

resident

state

:
In Resident State

,

click

select Add

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Rw step

Find the already existing resident state (1) or create a new one via Create New (2).

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Rw step

To add an issue state:

  • In Issue State, click Add.

Adding Issue StateImage Removed
Rw step

Find the already existing issue state (1) or create a new one via Create New (2).

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on the State pane, and then add the preferred State.

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Adding a state

Rw step

Add the following information for skills, namely:

  1. Source System

  2. Product Series Name

  3. Suitability Level

  4. Producer Business Type

  5. Application State

  6. Contract Status

Providing details for skill-based filteringImage Removed

skill information in the following sections:

  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, click select Save or Save and Close.

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To save skill results onto your computer:

  • Click Export > Current Fields or All Fields > Save on your computer. The Excel file is now saved on your computer.

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To customize the skills report:

  • Click Customize View and then move labels due to your preferences.

Tip

Tip: You can also view and copy Core API and Connect API if needed.

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Saving information for skills

You can also:

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Saving results onto a computer