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
Get From Pool Assignments domain:
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|
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Adding Skills for Work Item
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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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Adding 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 |
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In Details, provide the preferred information based on your firm requirements |
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Note: Name of the skill must be unique.
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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. |
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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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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select Save or Save and Close. |
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 |
You can also
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:
Export search results to Excel. For more information, viewExporting Search Results.
Customize a view of reports. For more information, view
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Saving results onto computer
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