Launching
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the Get from Pool Assignments domain
To perform
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Advanced Task Assignment filtering, launch
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the
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Get From Pool Assignments domain:
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| Rw ui steps macro | |
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Go to Docupace > Administration (1) > List Domains (2). |
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To find the |
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Searching for Skills domain
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You can find the preferred domain by filtering names with the following search options:
Contains
Is
Begins with
Ends with
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Search options
Adding Skills for Work Item
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Get From Pool Assignments domain:
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Adding New Get From Pool Assignment Record for a Work Item (WI)
Advanced task assignment aims to assign tasks to users with 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 |
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Under the Skills pane, click New Skills.
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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 |
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In Details, provide the preferred information based on your firm requirements |
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Providing details for skill-based filtering
| Rw step |
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:
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Note: The name of the skill must be unique. 
To add a new type of request |
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, select Add on the Request Type |
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pane. |
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Adding request type
Find the |
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existing request type by Name, Scan User, Request Category, or other options |
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. |
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 |
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Provide the preferred information for a new request type, |
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then click Save. |
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Providing details for request type
To add a |
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state |
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, |
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select Add |
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Adding resident state
| Rw step |
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Find the already existing resident state (1) or create a new one via Create New (2).
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| Rw step |
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Add the following information for skills, namely:
Source System
Product Series Name
Suitability Level
Producer Business Type
Application State
Contract Status
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on the State pane, then add the preferred State. 
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To add an issue state:
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In Issue State, click Add.
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Adding issue state
| Rw step |
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Find the already existing issue state (1) or create a new one via Create New (2).
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Providing issue state
Add the skill information in the following sections:
Once you add all the appropriate information, in the upper-right corner, |
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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.
Saving results onto computer
Once you create new skills, you can assign Work Items (WIs) to the right people and at the right time.
For more information about working with WIs, view Working with Work Items.
select Save or Save and Close. |
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Saving information for skills
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You can also:
Export search results to Excel. For more information, viewExporting Search Results.
Customize a view of reports. For more information, viewHow to use the Customize Report Button.
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