Launching
Skills Domainthe 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 |
---|
Go to Docupace > Administration (1) > List Domains (2). | Image RemovedImage Added Launching Skills domain |
To find the Skills domain, enter Domain Id and/or Name, click Search (1), and then select the Skills domain (2). | Image Removed Searching for Skills domain | You can find the preferred domain by filtering names with the following Get From Pool Assignments domain: Type “Get From Pool” into the Name search bar and press enter. 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. |
| Image 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. |
| Image RemovedImage Added Search options |
|
Adding
Skills for New Get From Pool Assignment Record for a Work Item
Skill-based filtering (WI)
Advanced task assignment aims to assign the appropriate Work Items (WIs) to the right users with the proper 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 |
---|
In Details, provide the preferred information based on your firm requirements: 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.
Tip |
---|
Tip: Some fields are mandatory, for example: Name, Workflow, and Skill Rarity. |
Note: Name of the rule skill must be unique. | Image Modified Providing details for skill-based filtering |
To add a new type of request |
:In , select Add on the Request Type , click Add pane. | Image RemovedImage Added Adding request type |
Find the already existing request type by Name, Scan User, Request Category or by other options (1) or create a new request type via Create New (2). | Image RemovedImage Added Providing request type |
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. | Image RemovedImage Added Providing details for request type |
resident :In Resident State , click select Add , | Image Removed Adding resident state |
|
Find the already existing resident state (1) or create a new one via Create New (2). | Image Removed Providing resident state |
To add an issue state:
| Image Removed Adding issue state |
Find the already existing issue state (1) or create a new one via Create New (2). | Image RemovedProviding issue on the State pane, and then add the preferred State. | Image Added Adding a state |
Add the following information for skills, namely: Source System Product Series Name Suitability Level Producer Business Type Application State Contract Status Image RemovedProviding details for skill-based filteringskill information in the following sections: Product Type Registration Type Vendor/Custodian Product Name Client Subfolder Type Subfolder Status Check Amount Maximum Litigation Hold With Money Region Code OSJ Code Branch BD Engagement Level
|
Once you add all the appropriate information, in the upper-right corner, click select Save or Save and Close. | Image RemovedImage Added Saving information for skills |
For more information about working with WIs, view Working with Work Items.To save skill results onto your computerYou can also:
Add Reference to Customize and Export.
Image Removed Image AddedSaving results onto computer
Once you create new skills, you can assign Work Items (WIs) to the right people and at the right time.